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
ED
Consolidated Edison Inc

Utilities
-3.58K
- 16.6%
$88.0 - $110.59 $315K - $396K
18K $1.99M
HES
Hess Corp

Energy
-49
- 1.67%
$135.42 - $160.52 $6.64K - $7.87K
2.89K $460K
IDU
Ishares Tr U S Utils ETF

ETFs
-387
- 1.84%
$95.33 - $102.77 $36.9K - $39.8K
20.6K $2.09M
CINF
Cincinnati Financial Corp

Financial Services
-63
- 0.31%
$133.67 - $147.81 $8.42K - $9.31K
20.4K $3.01M
EVRG
Evergy, Inc.

Utilities
-505
- 3.47%
$59.9 - $69.52 $30.2K - $35.1K
14.1K $969K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-9.84K
- 8.45%
$26.71 - $31.58 $263K - $311K
107K $3.23M
AXS
Axis Capital Holdings LTD

Financial Services
-150
- 1.87%
$85.54 - $100.24 $12.8K - $15K
7.86K $787K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-942
- 1.18%
$58.32 - $65.09 $54.9K - $61.3K
78.8K $4.74M
FVD
First Tr Value Line Divid Inde

ETFs
-5.74K
- 1.58%
$42.61 - $45.51 $245K - $261K
358K $16M
LNC
Lincoln National Corp

Financial Services
-2.6K
- 5.8%
$30.06 - $39.23 $78.2K - $102K
42.2K $1.52M
ING
Ing Groep Nv

Financial Services
-16K
- 14.68%
$15.51 - $20.74 $249K - $332K
93.2K $1.83M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.32K
- 1.81%
$11.66 - $14.98 $15.3K - $19.7K
71.6K $975K
MKC
Mccormick & CO Inc

Consumer Defensive
-52
- 0.22%
$71.24 - $84.73 $3.7K - $4.41K
23.7K $1.95M
TME
Tencent Music Entertainment Group

Communication Services
-13.1K
- 12.06%
$10.28 - $15.09 $134K - $197K
95.3K $1.37M
TDS
Telephone & Data Systems Inc

Communication Services
-6.04K
- 7.14%
$32.18 - $40.31 $194K - $244K
78.6K $3.05M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-424
- 3.2%
$43.79 - $57.46 $18.6K - $24.4K
12.8K $734K
EPD
Enterprise Products Partners L.P.

Energy
-18.6K
- 6.37%
$31.75 - $34.14 $590K - $635K
273K $9.33M
DE
Deere & CO

Industrials
-1.45K
- 7.57%
$408.57 - $509.27 $592K - $737K
17.7K $8.3M
NVS
Novartis Ag

Healthcare
-9.22K
- 10.68%
$97.14 - $115.57 $896K - $1.07M
77.1K $8.59M
WFC
Wells Fargo & Company

Financial Services
-17.7K
- 1.87%
$66.78 - $81.42 $1.18M - $1.44M
927K $66.6M
CMS
Cms Energy Corp

Utilities
-421
- 1.55%
$64.99 - $75.11 $27.4K - $31.6K
26.8K $2.01M
ITA
Ishares Tr

ETFs
-25
- 0.09%
$144.84 - $159.5 $3.62K - $3.99K
26.6K $4.07M
PHYS
Sprott Physical Gold Trust

Financial Services
-2.16K
- 3.28%
$20.25 - $24.06 $43.6K - $51.8K
63.6K $1.53M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.71K
- 13.5%
$402.49 - $513.76 $687K - $878K
10.9K $5.31M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-12.2K
- 3.49%
$27.47 - $30.62 $334K - $373K
337K $9.96M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.06K
- 2.01%
$35.35 - $42.74 $37.3K - $45.1K
51.5K $2.13M
SAN
Banco Santander, S.A.

Financial Services
-5.7K
- 4.63%
$4.46 - $7.14 $25.4K - $40.7K
117K $785K
CBOE
Cboe Global Markets, Inc.

Financial Services
-878
- 6.36%
$190.84 - $226.29 $168K - $199K
12.9K $2.92M
AON
Aon PLC

Financial Services
-613
- 5.08%
$348.44 - $409.32 $214K - $251K
11.5K $4.57M
WELL
Welltower Inc.

Real Estate
-144
- 1.45%
$124.05 - $156.86 $17.9K - $22.6K
9.79K $1.5M
AGI
Alamos Gold Inc

Basic Materials
-12.7K
- 17.51%
$18.69 - $26.74 $238K - $341K
60K $1.6M
UNP
Union Pacific Corp

Industrials
-1.98K
- 2.18%
$225.21 - $254.42 $445K - $503K
88.8K $21M
YUM
Yum Brands Inc

Consumer Cyclical
-336
- 2.19%
$123.25 - $162.53 $41.4K - $54.6K
15K $2.36M
EQX
Equinox Gold Corp.

Basic Materials
-7.4K
- 3.48%
$5.09 - $7.16 $37.7K - $53K
205K $1.41M
MPC
Marathon Petroleum Corp

Energy
-1.31K
- 1.5%
$134.72 - $159.03 $177K - $208K
85.8K $12.5M
ECL
Ecolab Inc.

Basic Materials
-30
- 0.14%
$229.72 - $269.82 $6.89K - $8.09K
20.9K $5.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-491
- 0.81%
$69.81 - $78.9 $34.3K - $38.7K
60K $4.67M
UGI
Ugi Corp

Utilities
-6.88K
- 5.29%
$28.0 - $34.16 $193K - $235K
123K $4.07M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-3.58K
- 3.05%
$67.08 - $76.14 $240K - $272K
114K $8.38M
MMM
3 M CO

Industrials
-3.45K
- 6.45%
$129.7 - $155.12 $447K - $534K
50K $7.34M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-140
- 0.2%
$63.07 - $73.5 $8.83K - $10.3K
71.1K $4.99M
SO
Southern CO

Utilities
-18.6K
- 8.08%
$80.96 - $92.96 $1.5M - $1.73M
211K $19.4M
AMT
American Tower Corp

Real Estate
-8.82K
- 11.91%
$173.46 - $217.6 $1.53M - $1.92M
65.3K $14.2M
ETR
Entergy Corp

Utilities
-2K
- 1.87%
$75.26 - $87.89 $151K - $176K
105K $8.99M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.07K
- 0.95%
$68.32 - $75.06 $142K - $156K
216K $16.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-824
- 2.35%
$208.48 - $244.03 $172K - $201K
34.2K $8.35M
HWM
Howmet Aerospace Inc.

Industrials
-1.27K
- 2.18%
$110.79 - $139.39 $140K - $177K
56.8K $7.37M
WM
Waste Management Inc

Industrials
-1.19K
- 2.39%
$200.54 - $233.78 $239K - $279K
48.7K $11.3M
UNH
Unitedhealth Group Inc

Healthcare
-1.12K
- 0.9%
$461.52 - $548.18 $517K - $614K
123K $64.5M
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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