New Edge Advisors, LLC Reduced Holdings in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-20
- 3.4%
$60.44 - $84.2 $1.21K - $1.68K
568 $47K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-287
- 4.29%
$64.14 - $69.37 $18.4K - $19.9K
6.4K $441K
LVHD
Franklin U.S. Low Volatility H

ETFs
-31
- 0.3%
$39.89 - $41.55 $1.24K - $1.29K
10.3K $427K
GFF
Griffon Corp

Industrials
-52
- 1.09%
$67.97 - $82.65 $3.53K - $4.3K
4.71K $358K
GH
Guardant Health, Inc.

Healthcare
-2
- 0.14%
$40.98 - $67.42 $82 - $135
1.39K $86K
IXC
Ishares Tr Global Energy ETF

ETFs
-358
- 3.07%
$39.45 - $42.95 $14.1K - $15.4K
11.3K $471K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-977
- 5.29%
$44.14 - $47.9 $43.1K - $46.8K
17.5K $830K
RH
Rh

Consumer Cyclical
-30
- 2.1%
$187.54 - $251.0 $5.63K - $7.53K
1.4K $284K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-59
- 1.07%
$99.08 - $103.57 $5.85K - $6.11K
5.44K $560K
IYT
Ishares Tr U.S. Transportation

ETFs
-300
- 2.51%
$66.62 - $72.7 $20K - $21.8K
11.7K $836K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.43K
- 2.68%
$45.22 - $48.34 $64.5K - $68.9K
51.7K $2.47M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-348
- 3.45%
$122.57 - $132.57 $42.7K - $46.1K
9.75K $1.26M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-657
- 0.91%
$13.62 - $14.27 $8.95K - $9.38K
71.3K $1.02M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-400
- 1.92%
$14.04 - $15.46 $5.62K - $6.18K
20.4K $314K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-78
- 2.3%
$82.81 - $93.09 $6.46K - $7.26K
3.31K $305K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-122
- 2.8%
$80.0 - $88.06 $9.76K - $10.7K
4.24K $369K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-1.18K
- 1.75%
$7.06 - $7.63 $8.35K - $9.03K
66.5K $501K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-337
- 2.22%
$44.4 - $46.72 $15K - $15.7K
14.8K $693K
FOR
Forestar Group Inc.

Real Estate
-266
- 6.75%
$20.87 - $28.72 $5.55K - $7.64K
3.67K $97K
DBP
Invesco Db Precious Metals Fund

ETFs
-42
- 2.47%
$74.64 - $88.5 $3.13K - $3.72K
1.66K $146K
KRE
Spdr S&P Regional Banking ETF

ETFs
-211
- 2.6%
$58.82 - $66.17 $12.4K - $14K
7.9K $500K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-513
- 5.57%
$63.98 - $72.59 $32.8K - $37.2K
8.69K $616K
FRT
Federal Realty Investment Trust

Real Estate
-117
- 2.36%
$90.61 - $102.67 $10.6K - $12K
4.85K $491K
PBA
Pembina Pipeline Corp

Energy
-227
- 2.28%
$35.5 - $40.58 $8.06K - $9.21K
9.75K $394K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-620
- 0.96%
$40.94 - $42.85 $25.4K - $26.6K
63.8K $2.69M
DK
Delek Us Holdings, Inc.

Energy
-2.74K
- 27.81%
$20.04 - $33.59 $54.9K - $92K
7.11K $229K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-6.06K
- 2.37%
$33.95 - $36.33 $206K - $220K
250K $8.95M
MOD
Modine Manufacturing CO

Consumer Cyclical
-30
- 4.96%
$90.02 - $158.57 $2.7K - $4.76K
575 $81K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
-939
- 2.75%
$54.17 - $57.2 $50.9K - $53.7K
33.2K $1.89M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-5.49K
- 5.27%
$6.96 - $7.59 $38.2K - $41.7K
98.6K $748K
HEZU
Ishares Currency Hedged Msci E

ETFs
-180
- 0.62%
$39.55 - $42.16 $7.12K - $7.59K
28.8K $1.21M
TIMB
Tim S.A.

Communication Services
-258
- 1.83%
$17.77 - $22.32 $4.58K - $5.76K
13.8K $308K
GNR
Spdr S&P Global Natural Resour

ETFs
-1.65K
- 6.58%
$54.23 - $59.34 $89.2K - $97.6K
23.4K $1.38M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-145
- 2.3%
$67.91 - $74.71 $9.85K - $10.8K
6.16K $454K
JHML
John Hancock Multifactor Large

ETFs
-167
- 2.11%
$73.53 - $78.37 $12.3K - $13.1K
7.75K $607K
SJM
J M Smucker CO

Consumer Defensive
-254
- 4.83%
$102.24 - $113.2 $26K - $28.8K
5.01K $543K
TSEM
Tower Semiconductor LTD

Technology
-160
- 11.64%
$42.42 - $72.3 $6.79K - $11.6K
1.22K $87K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.84K
- 2.96%
$18.02 - $19.56 $33.1K - $35.9K
60.2K $1.16M
ESE
Esco Technologies Inc

Technology
-43
- 2.15%
$185.22 - $217.75 $7.96K - $9.36K
1.96K $412K
IDA
Idacorp Inc

Utilities
-3
- 0.16%
$115.16 - $132.15 $345 - $396
1.82K $239K
LTRN
Lantern Pharma Inc.

Healthcare
-9.23K
- 16.33%
$3.15 - $5.4 $29.1K - $49.8K
47.3K $207K
JXN
Jackson Financial Inc.

Financial Services
-58
- 1.95%
$84.06 - $103.8 $4.88K - $6.02K
2.91K $294K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.7K
- 3.68%
$81.61 - $86.58 $138K - $147K
44.4K $3.79M
PII
Polaris Inc.

Consumer Cyclical
-11
- 0.59%
$44.87 - $59.95 $494 - $659
1.87K $108K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-373
- 1.77%
$40.51 - $44.74 $15.1K - $16.7K
20.7K $892K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-20
- 0.22%
$47.64 - $51.71 $953 - $1.03K
8.96K $461K
BCV
Bancroft Fund LTD

Financial Services
-800
- 4.49%
$18.88 - $22.19 $15.1K - $17.8K
17K $370K
FIVE
Five Below, Inc

Consumer Cyclical
-1
- 0.07%
$128.78 - $155.44 $129 - $155
1.46K $226K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-477
- 1.49%
$37.99 - $39.69 $18.1K - $18.9K
31.5K $1.25M
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 Sold out 0 Options Calls 0 Puts 0
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