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
AMPL
Amplitude, Inc.

Technology
-56.7K
- 99.56%
$7.71 - $12.97 $437K - $735K
250 $3K
VHT
Vanguard Health Care ETF

ETFs
-1.36K
- 9.73%
$236.71 - $261.92 $322K - $356K
12.6K $3.13M
MCI
Barings Corporate Investors

Financial Services
-24.1K
- 99.18%
$18.92 - $22.71 $456K - $547K
200 $4K
CHK
Chesapeake Energy Corp

Energy
-6.58K
- 48.91%
N/A
6.87K $589K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-11.3K
- 4.3%
$49.79 - $50.75 $562K - $573K
252K $12.8M
PXE
Invesco Exchange Traded Fd Tr

ETFs
-18.8K
- 93.46%
$22.69 - $30.2 $426K - $567K
1.31K $36K
AWI
Armstrong World Industries Inc

Industrials
-3.9K
- 99.41%
$126.1 - $163.12 $492K - $636K
23 $3K
HYG
Ishares Tr

ETFs
-7.09K
- 41.37%
$75.75 - $80.65 $537K - $571K
10K $809K
AMZA
Etfis Ser Tr I

ETFs
-6.09K
- 9.18%
$39.22 - $47.77 $239K - $291K
60.3K $2.61M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-22.5K
- 9.92%
$24.94 - $25.42 $562K - $573K
205K $5.21M
SSO
Proshares Ultra S&P 500

ETFs
-7.65K
- 53.16%
$64.8 - $97.72 $496K - $748K
6.74K $658K
CMF
Ishares California Muni Bond E

ETFs
-8.31K
- 6.66%
$54.52 - $56.7 $453K - $471K
116K $6.49M
EXC
Exelon Corp

Utilities
-8.43K
- 14.11%
$42.2 - $47.37 $356K - $399K
51.3K $2.23M
ZTS
Zoetis Inc.

Healthcare
-1.43K
- 4.14%
$144.41 - $170.3 $207K - $244K
33.2K $5.18M
NJR
New Jersey Resources Corp

Utilities
-9.5K
- 42.78%
$44.23 - $49.97 $420K - $475K
12.7K $569K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-55.9K
- 6.35%
$24.21 - $29.47 $1.35M - $1.65M
825K $24.3M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-3.8K
- 59.44%
$101.91 - $134.83 $387K - $512K
2.59K $326K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-18.9K
- 21.06%
$27.29 - $29.28 $516K - $553K
70.8K $2.07M
CINF
Cincinnati Financial Corp

Financial Services
-3.57K
- 17.54%
$126.6 - $151.6 $452K - $541K
16.8K $2.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-24.4K
- 5.11%
$20.66 - $20.74 $503K - $505K
452K $9.36M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-7.11K
- 37.66%
$101.69 - $139.02 $723K - $989K
11.8K $1.64M
EMLP
First Tr Exchange Traded Iv

ETFs
-13.1K
- 21.83%
$33.62 - $37.89 $442K - $498K
47K $1.76M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-17.9K
- 98.49%
$24.57 - $29.72 $440K - $533K
274 $8K
TAXF
American Centy ETF Tr Diversif

ETFs
-9.22K
- 13.27%
$47.8 - $49.79 $441K - $459K
60.3K $2.95M
BLDR
Builders First Source, Inc.

Industrials
-3.76K
- 65.09%
$105.63 - $131.12 $398K - $494K
2.02K $235K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
-23.9K
- 80.12%
$20.04 - $20.55 $479K - $491K
5.93K $121K
OXY
Occidental Petroleum Corp

Energy
-979
- 1.64%
$36.11 - $49.33 $35.4K - $48.3K
58.9K $2.47M
MAGA
ETF Ser Solutions

ETFs
-9.98K
- 56.2%
$42.65 - $50.13 $425K - $500K
7.78K $389K
BAR
Granite Shares Gold Trust

ETFs
-16K
- 49.87%
$29.34 - $33.87 $469K - $542K
16.1K $524K
STT
State Street Corp

Financial Services
-5.96K
- 58.5%
$75.33 - $106.34 $449K - $634K
4.23K $449K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-18.1K
- 50.09%
$24.96 - $25.5 $451K - $461K
18K $459K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
-113K
- 36.97%
$3.75 - $4.3 $424K - $487K
193K $827K
GIS
General Mills Inc

Consumer Defensive
-2.18K
- 5.21%
$50.37 - $60.97 $110K - $133K
39.6K $2.05M
ICLR
Icon PLC

Healthcare
-2.54K
- 97.84%
$126.62 - $168.7 $321K - $428K
56 $8K
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.97K
- 35.4%
$137.62 - $174.44 $408K - $517K
5.41K $884K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-20.8K
- 7.3%
$20.72 - $21.36 $431K - $444K
264K $5.58M
VTR
Ventas, Inc.

Real Estate
-6.24K
- 78.69%
$62.45 - $70.08 $390K - $437K
1.69K $106K
BBAR
Banco Bbva Argentina S.A.

Financial Services
-24K
- 97.7%
$14.94 - $22.35 $358K - $536K
563 $9K
CORT
Corcept Therapeutics Inc

Healthcare
-3.34K
- 73.57%
$62.24 - $91.93 $208K - $307K
1.2K $88K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-19.1K
- 11.35%
$19.43 - $20.13 $372K - $385K
149K $2.95M
TDS
Telephone & Data Systems Inc

Communication Services
-5.09K
- 6.47%
$31.74 - $39.52 $162K - $201K
73.5K $2.62M
CVLT
Commvault Systems Inc

Technology
-2.85K
- 68.85%
$139.35 - $190.99 $396K - $543K
1.29K $224K
IWN
Ishares Russell2000 Val ETF

ETFs
-3.53K
- 16.39%
$131.84 - $157.76 $465K - $557K
18K $2.84M
IXUS
Ishares Tr

ETFs
-10.4K
- 19.2%
$62.37 - $77.63 $648K - $806K
43.7K $3.38M
AVSF
American Centy ETF Tr Avantis

ETFs
-8.57K
- 37.74%
$46.28 - $47.03 $396K - $403K
14.1K $664K
CSWC
Capital Southwest Corp

Financial Services
-17.5K
- 96.48%
$17.99 - $22.44 $315K - $393K
639 $14K
PCAR
Paccar Inc

Industrials
-3.65K
- 19.38%
$86.4 - $99.09 $316K - $362K
15.2K $1.45M
CHD
Church & Dwight CO Inc

Consumer Defensive
-984
- 4.69%
$91.57 - $110.76 $90.1K - $109K
20K $1.92M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-33.6K
- 22.87%
$10.78 - $11.28 $362K - $379K
113K $1.26M
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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