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
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.07K
- 4.89%
$59.6 - $67.2 $123K - $139K
40.2K $2.57M
PFL
Pimco Income Strategy Fund

Financial Services
-1.05K
- 1.19%
$8.39 - $8.6 $8.81K - $9.03K
87K $748K
FSI
Flexible Solutions International Inc

Basic Materials
-3.1K
- 14.46%
$3.66 - $7.21 $11.3K - $22.3K
18.3K $92K
EVTC
Evertec, Inc.

Technology
-511
- 3.74%
$31.79 - $37.92 $16.2K - $19.4K
13.2K $484K
CLOV
Clover Health Investments, Corp.

Healthcare
-1.85K
- 4.14%
$3.13 - $4.82 $5.78K - $8.9K
42.7K $153K
HLN
Haleon PLC

Healthcare
-2.95K
- 4.84%
$9.02 - $10.67 $26.6K - $31.4K
58K $596K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-196
- 6.14%
$73.71 - $87.55 $14.4K - $17.2K
2.99K $260K
TSN
Tyson Foods, Inc.

Consumer Defensive
-222
- 4.78%
$54.27 - $63.81 $12K - $14.2K
4.42K $281K
VDE
Vanguard Energy ETF

ETFs
-1.38K
- 5.98%
$119.14 - $132.76 $164K - $183K
21.7K $2.81M
L
Loews Corp

Financial Services
-151
- 3.65%
$81.13 - $91.91 $12.3K - $13.9K
3.99K $366K
HEI
Heico Corp

Industrials
-106
- 6.87%
$219.6 - $270.85 $23.3K - $28.7K
1.44K $383K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-67
- 2.02%
$55.23 - $64.6 $3.7K - $4.33K
3.25K $200K
LKQ
Lkq Corp

Consumer Cyclical
-150
- 3.73%
$36.24 - $44.05 $5.44K - $6.61K
3.87K $164K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-56
- 0.23%
$94.87 - $96.11 $5.31K - $5.38K
23.8K $2.29M
LX
Lexin Fintech Holdings Ltd.

Financial Services
-10.4K
- 36.35%
$5.65 - $11.43 $58.6K - $119K
18.2K $183K
CTRA
Coterra Energy Inc.

Energy
-2.12K
- 8.9%
$25.51 - $29.83 $54.1K - $63.2K
21.7K $627K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-352
- 1.57%
$23.92 - $26.89 $8.42K - $9.47K
22.1K $571K
CHKP
Check Point Software Technologies LTD

Technology
-3.18K
- 17.57%
$179.88 - $231.31 $572K - $736K
14.9K $3.4M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-3.95K
- 4.8%
$23.43 - $25.55 $92.6K - $101K
78.4K $2M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-17.5K
- 1.81%
$20.1 - $20.8 $351K - $363K
946K $19.6M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-201
- 1.2%
$55.47 - $61.45 $11.1K - $12.4K
16.6K $977K
EGO
Eldorado Gold Corp

Basic Materials
-1.79K
- 5.77%
$13.41 - $16.82 $24K - $30.1K
29.2K $491K
IPI
Intrepid Potash, Inc.

Basic Materials
-468
- 7.98%
$21.7 - $30.32 $10.2K - $14.2K
5.4K $158K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
-5.24K
- 2.69%
$4.79 - $5.2 $25.1K - $27.2K
190K $959K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-3.73K
- 5.72%
$19.66 - $21.64 $73.4K - $80.8K
61.5K $1.32M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.48K
- 6.26%
$75.32 - $84.77 $338K - $380K
67.1K $5.48M
TMDX
Trans Medics Group, Inc.

Healthcare
-1.34K
- 5.45%
$56.73 - $79.42 $76.2K - $107K
23.3K $1.57M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.93K
- 7.84%
$53.69 - $62.68 $104K - $121K
22.7K $1.37M
UIVM
Victory Portfolios Ii Victorys

ETFs
-122
- 1.39%
$45.71 - $52.49 $5.58K - $6.4K
8.66K $442K
MCI
Barings Corporate Investors

Financial Services
-1.82K
- 6.96%
$19.89 - $25.0 $36.1K - $45.4K
24.3K $569K
OTIS
Otis Worldwide Corp

Industrials
-627
- 6.5%
$90.77 - $104.01 $56.9K - $65.2K
9.03K $931K
ERJ
Embraer S.A.

Industrials
-1.1K
- 11.55%
$37.11 - $56.4 $40.9K - $62.1K
8.43K $389K
TTWO
Take Two Interactive Software Inc

Communication Services
-29
- 1.45%
$178.61 - $217.95 $5.18K - $6.32K
1.98K $409K
VONV
Vanguard Russell 1000 Value Et

ETFs
-725
- 0.94%
$80.21 - $86.14 $58.2K - $62.5K
76.6K $6.33M
DNP
Dnp Select Income Fund Inc

Financial Services
-166
- 0.42%
$8.93 - $9.92 $1.48K - $1.65K
39.8K $393K
D
Dominion Energy, Inc

Utilities
-2.06K
- 2.9%
$52.85 - $57.43 $109K - $118K
68.9K $3.86M
MPW
Medical Properties Trust Inc

Real Estate
-236
- 1.05%
$3.83 - $6.21 $904 - $1.47K
22.2K $134K
IYH
Ishares Tr

ETFs
-237
- 0.98%
$58.32 - $62.76 $13.8K - $14.9K
23.9K $1.45M
LGOV
First Tr ETF Iv Long Duration

ETFs
-5.11K
- 2.12%
$20.41 - $21.7 $104K - $111K
236K $5.07M
ISVL
Ishares Tr Intl Developed Smal
-1.6K
- 4.05%
$33.63 - $38.07 $53.8K - $60.9K
37.9K $1.41M
JKHY
Henry Jack & Associates Inc

Technology
-35
- 0.42%
$166.47 - $191.28 $5.83K - $6.69K
8.27K $1.51M
TIP
Ishares Tr Tips Bd ETF

ETFs
-842
- 2.55%
$106.22 - $111.09 $89.4K - $93.5K
32.2K $3.58M
WRB
Berkley W R Corp

Financial Services
-924
- 9.53%
$56.7 - $71.27 $52.4K - $65.9K
8.77K $624K
INTC
Intel Corp

Technology
-13.4K
- 9.86%
$19.1 - $27.39 $255K - $366K
122K $2.77M
NFG
National Fuel Gas CO

Energy
-724
- 11.76%
$60.71 - $79.19 $44K - $57.3K
5.44K $430K
FUTU
Futu Holdings LTD

Financial Services
-75
- 2.46%
$75.13 - $123.56 $5.63K - $9.27K
2.97K $303K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.37K
- 1.09%
$76.94 - $78.28 $336K - $342K
396K $31M
XLE
Energy Sector Spdr

ETFs
-13.5K
- 7.94%
$85.7 - $93.96 $1.16M - $1.27M
157K $14.7M
GWRE
Guidewire Software, Inc.

Technology
-38
- 1.0%
$166.74 - $218.22 $6.34K - $8.29K
3.76K $704K
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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