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
PLG
Platinum Group Metals LTD

Basic Materials
-100
- 0.35%
$1.01 - $1.73 $101 - $173
28.4K $43K
FEMS
First Trust Emerging Markets S

ETFs
-5.9K
- 8.19%
$32.56 - $40.98 $192K - $242K
66.1K $2.69M
CHW
Calamos Global Dynamic Income Fund

Financial Services
-6.51K
- 8.78%
$5.59 - $7.13 $36.4K - $46.4K
67.6K $482K
GH
Guardant Health, Inc.

Healthcare
-98
- 6.57%
$37.05 - $52.04 $3.63K - $5.1K
1.39K $72K
TSEM
Tower Semiconductor LTD

Technology
-40
- 2.83%
$29.65 - $43.8 $1.19K - $1.75K
1.38K $59K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-676
- 1.55%
$8.28 - $9.42 $5.6K - $6.37K
42.9K $403K
CDW
Cdw Corp

Technology
-19
- 2.66%
$144.49 - $190.68 $2.75K - $3.62K
696 $124K
ESAB
Esab Corp

Industrials
-5
- 0.2%
$104.48 - $130.25 $522 - $651
2.46K $296K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
-9
- 0.25%
$17.41 - $22.89 $157 - $206
3.62K $82K
APLD
Applied Blockchain, Inc.

Financial Services
-13.7K
- 41.12%
$3.53 - $13.86 $48.3K - $190K
19.6K $197K
FEMB
First Tr ETF Emerging Markets

ETFs
-1.04K
- 5.07%
$26.01 - $28.88 $27.2K - $30.2K
19.6K $565K
AXTI
Axt Inc

Technology
-510
- 2.79%
$1.16 - $2.35 $592 - $1.2K
17.8K $37K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-1.57K
- 9.38%
$75.33 - $94.56 $119K - $149K
15.2K $1.43M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-445
- 1.53%
$107.61 - $119.09 $47.9K - $53K
28.7K $3.4M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-48
- 2.71%
$43.2 - $57.36 $2.07K - $2.75K
1.73K $98K
MGM
Mgm Resorts International

Consumer Cyclical
-196
- 5.03%
$25.79 - $34.95 $5.05K - $6.85K
3.7K $127K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-277
- 0.3%
$8.72 - $10.05 $2.42K - $2.78K
92.4K $928K
ILCV
Ishares Morningstar Value ETF

ETFs
-13
- 0.18%
$72.16 - $83.39 $938 - $1.08K
7.22K $601K
EPI
Wisdomtree Tr India Earnings F

ETFs
-1.16K
- 6.36%
$41.3 - $47.52 $47.9K - $55.1K
17.1K $809K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-3.9K
- 7.48%
$8.74 - $11.04 $34.1K - $43.1K
48.3K $533K
AVK
Advent Convertible & Income Fund

Financial Services
-1.85K
- 3.0%
$10.01 - $12.11 $18.5K - $22.4K
59.7K $723K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-63
- 0.47%
$16.57 - $20.48 $1.04K - $1.29K
13.3K $272K
IYT
Ishares Tr U.S. Transportation

ETFs
-619
- 4.92%
$55.22 - $68.54 $34.2K - $42.4K
12K $820K
PARA
Paramount Global

Communication Services
-132
- 0.82%
$10.65 - $12.9 $1.41K - $1.7K
15.9K $205K
JPSE
J P Morgan Diversified Return

ETFs
-659
- 2.83%
$38.2 - $45.49 $25.2K - $30K
22.6K $1.03M
TEI
Templeton Emerging Markets Income Fund

Financial Services
-7.29K
- 7.72%
$4.91 - $6.0 $35.8K - $43.8K
87.2K $523K
KEYS
Keysight Technologies, Inc.

Technology
-592
- 7.4%
$127.02 - $165.4 $75.2K - $97.9K
7.41K $1.21M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-129
- 2.4%
$18.34 - $24.56 $2.37K - $3.17K
5.26K $127K
CGO
Calamos Global Total Return Fund

Financial Services
-600
- 3.57%
$8.91 - $11.71 $5.35K - $7.03K
16.2K $189K
FYC
First Trust Small Cap Growth A

ETFs
-395
- 9.01%
$61.01 - $79.58 $24.1K - $31.4K
3.99K $317K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-420
- 6.6%
$50.1 - $63.16 $21K - $26.5K
5.94K $375K
XYL
Xylem Inc.

Industrials
-196
- 4.72%
$102.86 - $129.5 $20.2K - $25.4K
3.96K $511K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-63
- 10.52%
$89.13 - $167.48 $5.62K - $10.6K
536 $81K
IR
Ingersoll Rand Inc.

Industrials
-35
- 0.57%
$66.75 - $84.94 $2.34K - $2.97K
6.13K $510K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-7
- 0.22%
$55.24 - $68.55 $387 - $480
3.24K $218K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-131
- 2.75%
$40.79 - $50.93 $5.34K - $6.67K
4.63K $235K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-500
- 1.23%
$7.81 - $9.04 $3.91K - $4.52K
40K $361K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-131
- 0.39%
$35.3 - $37.51 $4.62K - $4.91K
33.5K $1.26M
USA
Liberty All Star Equity Fund

Financial Services
-2.73K
- 1.9%
$5.9 - $6.81 $16.1K - $18.6K
141K $960K
URI
United Rentals, Inc.

Industrials
-469
- 15.95%
$551.94 - $753.4 $259K - $353K
2.47K $1.86M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-527
- 2.56%
$60.86 - $71.29 $32.1K - $37.6K
20.1K $1.43M
FIDI
Fidelity Covington Tr

ETFs
-674
- 3.5%
$19.44 - $23.7 $13.1K - $16K
18.6K $433K
HEZU
Ishares Currency Hedged Msci E

ETFs
-1.01K
- 3.37%
$34.68 - $41.63 $35K - $42K
29K $1.19M
NC
Nacco Industries Inc

Energy
-1
- 0.05%
$31.2 - $44.31 $31.2 - $44.3
1.92K $84K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-520
- 3.95%
$21.28 - $27.19 $11.1K - $14.1K
12.7K $344K
IPI
Intrepid Potash, Inc.

Basic Materials
-375
- 6.94%
$24.86 - $38.94 $9.32K - $14.6K
5.03K $179K
PBF
Pbf Energy Inc.

Energy
-248
- 2.52%
$14.37 - $24.39 $3.56K - $6.05K
9.6K $208K
SRE
Sempra Energy

Utilities
-1.69K
- 4.96%
$63.78 - $78.91 $108K - $134K
32.4K $2.46M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-21
- 0.79%
$42.19 - $56.47 $886 - $1.19K
2.65K $149K
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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