New Edge Advisors, LLC Reduced Holdings in Q2 2025

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-1.61K
- 9.2%
$48.43 - $57.78 $77.8K - $92.8K
15.9K $916K
RFV
Invesco Exchange Traded Fd Tr

ETFs
-153
- 33.92%
$97.97 - $121.24 $15K - $18.5K
298 $36K
MUR
Murphy Oil Corp

Energy
-37
- 1.56%
$19.62 - $29.21 $726 - $1.08K
2.34K $52K
XHS
Spdr S&P Health Care Services

ETFs
-150
- 73.17%
$90.3 - $100.76 $13.5K - $15.1K
55 $5K
GAB
Gabelli Equity Trust Inc

Financial Services
-4.3K
- 11.71%
$4.97 - $5.87 $21.4K - $25.2K
32.4K $188K
KBR
Kbr, Inc.

Industrials
-246
- 23.93%
$46.2 - $56.12 $11.4K - $13.8K
782 $37K
IGHG
Proshares Investment Grade Int

ETFs
-258
- 6.53%
$74.89 - $78.35 $19.3K - $20.2K
3.69K $289K
NNN
National Retail Properties, Inc.

Real Estate
-387
- 5.25%
$37.56 - $43.42 $14.5K - $16.8K
6.98K $301K
AGCO
Agco Corp

Industrials
-159
- 58.89%
$75.77 - $108.43 $12K - $17.2K
111 $11K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-364
- 15.48%
$37.73 - $43.54 $13.7K - $15.8K
1.99K $85K
LIT
Global X Fds Global X Lithium

ETFs
-308
- 13.11%
$31.82 - $39.24 $9.8K - $12.1K
2.04K $78K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-243
- 13.84%
$52.22 - $73.66 $12.7K - $17.9K
1.51K $99K
RMD
Resmed Inc

Healthcare
-304
- 15.92%
$204.54 - $258.0 $62.2K - $78.4K
1.61K $414K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.52K
- 7.75%
$10.6 - $12.44 $16.1K - $18.9K
18.1K $224K
CC
Chemours CO

Basic Materials
-387
- 10.6%
$9.4 - $13.06 $3.64K - $5.05K
3.26K $37K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-875
- 8.78%
$41.3 - $47.0 $36.1K - $41.1K
9.09K $427K
LCID
Lucid Group, Inc.

Consumer Cyclical
-315
- 0.83%
$2.1 - $2.96 $662 - $932
37.7K $79K
SRLN
Ssga Active Trust

ETFs
-1.27K
- 1.43%
$39.47 - $41.59 $50K - $52.7K
87.6K $3.64M
JETS
ETF Ser Solutions U S Global J

ETFs
-850
- 26.86%
$17.37 - $23.44 $14.8K - $19.9K
2.31K $53K
EXTR
Extreme Networks Inc

Technology
-800
- 95.58%
$10.84 - $17.97 $8.67K - $14.4K
37 $0
ARLP
Alliance Resource Partners LP

Energy
-393
- 59.91%
$24.67 - $27.45 $9.7K - $10.8K
263 $6K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-381
- 35.05%
$20.82 - $25.94 $7.93K - $9.88K
706 $16K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-681
- 19.55%
$19.19 - $20.76 $13.1K - $14.1K
2.8K $58K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-207
- 0.94%
$4.85 - $5.95 $1K - $1.23K
21.9K $119K
SKYX
Skyx Platforms Corp.

Industrials
-9.77K
- 66.15%
$0.91 - $1.5 $8.89K - $14.7K
5K $5K
FTQI
First Trust ETF Vi First Trust

ETFs
-2.13K
- 4.71%
$16.83 - $19.58 $35.8K - $41.6K
43K $841K
HL
Hecla Mining CO

Basic Materials
-2.03K
- 50.15%
$4.54 - $6.45 $9.21K - $13.1K
2.02K $12K
IFF
International Flavors & Fragrances Inc

Basic Materials
-71
- 6.47%
$66.85 - $79.33 $4.75K - $5.63K
1.03K $75K
VBF
Invesco Bond Fund

Financial Services
-596
- 5.2%
$14.72 - $15.65 $8.77K - $9.33K
10.9K $167K
OGN
Organon & Co.

Healthcare
-138
- 9.33%
$8.04 - $14.72 $1.11K - $2.03K
1.34K $12K
SHG
Shinhan Financial Group CO LTD

Financial Services
-285
- 2.3%
N/A
12.1K $418K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-250
- 41.67%
$37.78 - $44.9 $9.45K - $11.2K
350 $15K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-663
- 46.33%
$17.61 - $24.82 $11.7K - $16.5K
768 $19K
AEYE
Audioeye Inc

Technology
-800
- 94.12%
$9.95 - $14.05 $7.96K - $11.2K
50 $0
AUR
Aurora Innovation, Inc.

Technology
-700
- 20.35%
$5.17 - $8.14 $3.62K - $5.7K
2.74K $14K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-34
- 26.56%
$216.56 - $256.68 $7.36K - $8.73K
94 $22K
GATX
Gatx Corp

Industrials
-51
- 14.37%
$141.27 - $159.24 $7.2K - $8.12K
304 $46K
MTCH
Match Group, Inc.

Communication Services
-278
- 26.83%
$27.03 - $31.93 $7.51K - $8.88K
758 $23K
REZI
Resideo Technologies, Inc.

Industrials
-494
- 84.59%
$14.69 - $22.46 $7.26K - $11.1K
90 $1K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
-445
- 25.65%
$32.08 - $41.44 $14.3K - $18.4K
1.29K $53K
TREX
Trex CO Inc

Industrials
-116
- 14.36%
$50.52 - $61.77 $5.86K - $7.17K
692 $37K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-150
- 40.98%
$60.21 - $75.37 $9.03K - $11.3K
216 $15K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-1.83K
- 2.49%
$8.0 - $9.55 $14.6K - $17.5K
71.6K $676K
BLW
Blackrock LTD Duration Income Trust

Financial Services
-700
- 1.51%
$12.75 - $14.21 $8.93K - $9.95K
45.8K $648K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-553
- 1.11%
$9.82 - $10.45 $5.43K - $5.78K
49.5K $505K
IRBO
Ishares Robotics & Artificial

ETFs
-227
- 13.71%
N/A
1.43K $45K
LFVN
Lifevantage Corp

Consumer Defensive
-483
- 42.15%
$11.18 - $16.05 $5.4K - $7.75K
663 $8K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-211
- 1.31%
$40.41 - $40.68 $8.53K - $8.58K
15.9K $647K
SLVM
Sylvamo Corp

Basic Materials
-111
- 70.7%
$50.1 - $68.36 $5.56K - $7.59K
46 $2K
Activity Summary
Buys All Purchases 1917 New Holdings 266 Increased Positions 1651 Sells All Sells 1237 Reductions 1236 Sold out 1 Options Calls 0 Puts 0
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