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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-160
- 3.12%
$70.44 - $86.87 $11.3K - $13.9K
4.97K $431K
MKL
Markel Corp

Financial Services
-7
- 2.33%
$1678.5 - $1997.36 $11.7K - $14K
293 $585K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-583
- 2.18%
$10.8 - $16.92 $6.3K - $9.86K
26.1K $358K
VLUE
Ishares Msci Usa Value Factor

ETFs
-351
- 3.44%
$93.5 - $113.21 $32.8K - $39.7K
9.85K $1.12M
WHR
Whirlpool Corp

Consumer Cyclical
-75
- 2.4%
$75.71 - $101.42 $5.68K - $7.61K
3.05K $308K
KCE
Spdr S&P Capital Markets ETF

ETFs
-93
- 4.24%
$108.52 - $144.93 $10.1K - $13.5K
2.1K $304K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-107
- 0.1%
$9.25 - $10.26 $990 - $1.1K
107K $1.1M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-217
- 1.24%
$32.77 - $36.44 $7.11K - $7.91K
17.3K $631K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.41K
- 5.14%
$149.76 - $186.42 $211K - $262K
25.9K $4.84M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.85K
- 5.62%
$22.92 - $28.05 $134K - $164K
98.1K $2.75M
PHR
Phreesia, Inc.

Healthcare
-492
- 3.19%
$23.25 - $28.49 $11.4K - $14K
14.9K $425K
ALV
Autoliv Inc

Consumer Cyclical
-399
- 12.31%
$76.77 - $113.1 $30.6K - $45.1K
2.84K $318K
ESE
Esco Technologies Inc

Technology
-211
- 9.55%
$139.86 - $194.5 $29.5K - $41K
2K $383K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-831
- 3.99%
$41.22 - $48.01 $34.3K - $39.9K
20K $960K
XT
Ishares Tr Exponential Technol

ETFs
-66
- 1.41%
$49.86 - $65.25 $3.29K - $4.31K
4.61K $300K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-50
- 0.92%
$55.73 - $68.72 $2.79K - $3.44K
5.41K $371K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-85
- 0.72%
$24.21 - $29.58 $2.06K - $2.51K
11.8K $347K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-124
- 1.28%
$25.97 - $33.21 $3.22K - $4.12K
9.59K $318K
WULF
Terawulf Inc.

Financial Services
-3.52K
- 11.72%
$2.24 - $4.53 $7.88K - $15.9K
26.5K $116K
FTI
Technip Fmc PLC

Energy
-760
- 3.36%
$23.18 - $35.33 $17.6K - $26.9K
21.9K $752K
AVUS
American Centy ETF Tr Avantis

ETFs
-6.84K
- 7.95%
$81.38 - $100.82 $557K - $690K
79.3K $7.99M
CMP
Compass Minerals International Inc

Basic Materials
-1.07K
- 20.01%
$9.12 - $20.29 $9.79K - $21.8K
4.29K $86K
PNR
Pentair PLC

Industrials
-338
- 7.15%
$76.17 - $103.58 $25.7K - $35K
4.39K $450K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-16
- 0.37%
$65.42 - $80.7 $1.05K - $1.29K
4.36K $351K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-5.62K
- 5.13%
$5.27 - $7.02 $29.6K - $39.5K
104K $724K
TRV
Travelers Companies, Inc.

Financial Services
-141
- 0.55%
$233.83 - $276.34 $33K - $39K
25.5K $6.81M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-283
- 1.83%
$38.3 - $44.42 $10.8K - $12.6K
15.2K $674K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-800
- 3.45%
$10.69 - $14.6 $8.55K - $11.7K
22.4K $327K
RL
Ralph Lauren Corp

Consumer Cyclical
-259
- 12.17%
$182.34 - $286.22 $47.2K - $74.1K
1.87K $512K
UIVM
Victory Portfolios Ii Victorys

ETFs
-313
- 3.61%
$46.35 - $58.28 $14.5K - $18.2K
8.35K $486K
STRL
Sterling Construction CO Inc

Industrials
-20
- 4.62%
$104.96 - $231.51 $2.1K - $4.63K
413 $95K
GWW
W.W. Grainger, Inc.

Industrials
-66
- 3.0%
$919.93 - $1101.66 $60.7K - $72.7K
2.13K $2.22M
VMI
Valmont Industries Inc

Industrials
-29
- 2.13%
$263.86 - $333.86 $7.65K - $9.68K
1.34K $435K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-88
- 0.87%
$94.92 - $114.85 $8.35K - $10.1K
10K $1.15M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-20
- 0.16%
$43.86 - $51.74 $877 - $1.03K
12.1K $627K
CVI
Cvr Energy Inc

Energy
-2.52K
- 15.97%
$16.06 - $28.28 $40.5K - $71.3K
13.3K $356K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-24
- 0.16%
$42.85 - $50.11 $1.03K - $1.2K
14.9K $744K
IAUM
I Shares Gold Trust Micro

ETFs
-182
- 0.59%
$29.65 - $34.24 $5.4K - $6.23K
30.5K $1.01M
KMDA
Kamada LTD

Healthcare
-1.12K
- 2.16%
$5.76 - $8.12 $6.44K - $9.08K
50.5K $391K
ABCB
Ameris Bancorp

Financial Services
-487
- 4.18%
$50.69 - $64.92 $24.7K - $31.6K
11.2K $722K
ICAD
Icad Inc

Healthcare
-9.54K
- 18.92%
$1.66 - $3.99 $15.8K - $38.1K
40.9K $155K
QS
Quantum Scape Corp

Consumer Cyclical
-283
- 1.33%
$3.47 - $7.65 $982 - $2.16K
20.9K $140K
NUDM
Nuveen Esg International Devel

ETFs
-4.28K
- 7.6%
$28.66 - $35.49 $123K - $152K
52K $1.85M
PAYC
Paycom Software, Inc.

Technology
-374
- 3.46%
$193.07 - $265.71 $72.2K - $99.4K
10.4K $2.42M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-255
- 1.74%
$38.59 - $47.36 $9.84K - $12.1K
14.4K $680K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-191
- 2.98%
$86.93 - $109.64 $16.6K - $20.9K
6.21K $681K
DHX
Dhi Group, Inc.

Industrials
-3.07K
- 7.53%
$1.21 - $2.97 $3.71K - $9.11K
37.7K $111K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-219
- 3.83%
$62.05 - $80.65 $13.6K - $17.7K
5.5K $442K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-220
- 4.69%
$163.6 - $208.47 $36K - $45.9K
4.47K $931K
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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