New Edge Advisors, LLC Reduced Holdings in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.56K
- 9.56%
$41.78 - $50.35 $65.1K - $78.4K
14.7K $632K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-7.41K
- 1.53%
$20.64 - $20.73 $153K - $154K
477K $9.86M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-21.4K
- 28.57%
$5.3 - $5.75 $113K - $123K
53.5K $287K
WDAY
Workday, Inc.

Technology
-64
- 1.26%
$233.53 - $277.82 $14.9K - $17.8K
5K $1.17M
IP
International Paper CO

Consumer Cyclical
-2.3K
- 7.06%
$49.38 - $60.09 $113K - $138K
30.2K $1.61M
RWX
Spdr Dow Jones International R

ETFs
-6.01K
- 97.31%
$22.39 - $24.7 $134K - $148K
166 $4K
TRMB
Trimble Inc.

Technology
-1.57K
- 22.73%
$65.52 - $77.49 $103K - $122K
5.34K $350K
RWR
Spdr Dow Jones Reit ETF

ETFs
-1.4K
- 15.94%
$95.15 - $104.06 $133K - $146K
7.38K $731K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-6.12K
- 10.23%
$24.6 - $24.99 $150K - $153K
53.7K $1.34M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-2.33K
- 11.05%
$44.7 - $49.05 $104K - $114K
18.7K $848K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-8.68K
- 28.84%
$14.28 - $14.97 $124K - $130K
21.4K $305K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2K
- 5.19%
$42.86 - $45.92 $85.7K - $91.8K
36.6K $1.59M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-1.01K
- 5.19%
$28.62 - $36.65 $28.9K - $37K
18.4K $527K
TKNO
Alpha Teknova, Inc.

Healthcare
-15.6K
- 99.99%
$5.19 - $9.61 $81.1K - $150K
1 $0
HQY
Healthequity, Inc.

Healthcare
-361
- 2.78%
$84.32 - $114.51 $30.4K - $41.3K
12.6K $1.12M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-377
- 6.13%
$161.13 - $209.29 $60.7K - $78.9K
5.77K $955K
PCAR
Paccar Inc

Industrials
-35
- 0.19%
$96.91 - $112.51 $3.39K - $3.94K
18.9K $1.84M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-531
- 5.0%
$105.28 - $121.93 $55.9K - $64.7K
10.1K $1.1M
ISSC
Innovative Solutions & Support Inc

Industrials
-11.7K
- 47.73%
$6.29 - $11.91 $73.5K - $139K
12.8K $80K
RIOT
Riot Blockchain, Inc.

Technology
-12.3K
- 96.03%
$7.12 - $13.54 $87.8K - $167K
510 $3K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-2.3K
- 75.79%
$51.3 - $56.76 $118K - $131K
735 $38K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-550
- 2.35%
$40.67 - $48.92 $22.4K - $26.9K
22.8K $927K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-3.08K
- 33.56%
$88.0 - $115.5 $271K - $356K
6.1K $695K
SYY
Sysco Corp

Consumer Defensive
-1.21K
- 5.25%
$70.0 - $77.13 $84.6K - $93.3K
21.8K $1.64M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-4.33K
- 36.8%
$33.37 - $38.01 $145K - $165K
7.44K $278K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-744
- 11.57%
$122.86 - $137.9 $91.4K - $103K
5.69K $718K
NDSN
Nordson Corp

Industrials
-384
- 6.88%
$200.12 - $224.07 $76.8K - $86K
5.2K $1.05M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-3.11K
- 14.64%
$33.28 - $36.41 $103K - $113K
18.1K $619K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-2.68K
- 4.99%
$50.24 - $50.57 $134K - $135K
51K $2.58M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-139
- 2.05%
$109.48 - $136.56 $15.2K - $19K
6.63K $726K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-2K
- 4.81%
$27.95 - $30.87 $55.9K - $61.7K
39.6K $1.12M
CNK
Cinemark Holdings, Inc.

Communication Services
-87
- 0.46%
$23.74 - $33.06 $2.07K - $2.88K
18.9K $469K
DFAE
Dimensional ETF Tr

ETFs
-4.99K
- 22.27%
$24.64 - $26.86 $123K - $134K
17.4K $450K
FYX
First Tr Small Cap Core Alphad

ETFs
-820
- 21.77%
$89.26 - $104.61 $73.2K - $85.8K
2.95K $265K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-2.5K
- 4.88%
$31.66 - $34.73 $79.1K - $86.8K
48.7K $1.58M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-1.14K
- 10.3%
$54.51 - $63.63 $62.3K - $72.7K
9.96K $557K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-781
- 15.47%
$95.53 - $112.45 $74.6K - $87.8K
4.27K $413K
VOD
Vodafone Group Public LTD CO

Communication Services
-16.5K
- 34.28%
$8.05 - $9.86 $133K - $163K
31.6K $296K
EEMV
Ishares Msci Emerging Markets

ETFs
-2.08K
- 8.2%
$57.07 - $59.29 $119K - $123K
23.3K $1.36M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-8.94K
- 2.87%
$44.68 - $46.49 $400K - $416K
303K $14M
TTE
Total Energies Se

Energy
-1.63K
- 3.51%
N/A
44.8K $3.08M
LFT
Lument Finance Trust, Inc.

Real Estate
-43.7K
- 71.36%
$2.41 - $2.83 $105K - $124K
17.5K $45K
GDDY
Go Daddy Inc.

Technology
-207
- 4.95%
$172.13 - $214.35 $35.6K - $44.4K
3.97K $715K
SRTS
Sensus Healthcare, Inc.

Healthcare
-15.8K
- 99.97%
$4.35 - $8.99 $68.6K - $142K
5 $0
JOBY
Joby Aviation, Inc.

Industrials
-10.3K
- 47.95%
$5.99 - $10.27 $61.8K - $106K
11.2K $67K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-42.1K
- 28.17%
$2.52 - $2.63 $106K - $111K
107K $273K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.11K
- 10.88%
$44.81 - $46.22 $94.7K - $97.7K
17.3K $780K
ZENV
Zenvia Inc.

Technology
-43.4K
- 99.96%
$1.42 - $2.93 $61.6K - $127K
17 $0
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-8.73K
- 27.51%
$7.39 - $9.09 $64.5K - $79.4K
23K $170K
Activity Summary
Buys All Purchases 1775 New Holdings 269 Increased Positions 1506 Sells All Sells 1307 Reductions 1307 Sold out 0 Options Calls 0 Puts 0
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