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
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-23.8K
- 66.0%
N/A
12.3K $562K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-36.7K
- 21.28%
$56.12 - $68.15 $2.06M - $2.5M
136K $9.22M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3.18K
- 10.41%
$168.84 - $202.89 $537K - $645K
27.3K $4.81M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-9.85K
- 13.52%
$128.74 - $138.67 $1.27M - $1.37M
63K $8.55M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-4.76K
- 8.76%
$110.9 - $132.93 $527K - $632K
49.5K $5.63M
ET
Energy Transfer LP

Energy
-25.9K
- 4.43%
$17.26 - $21.08 $448K - $547K
559K $10.4M
HBAN
Huntington Bancshares Inc

Financial Services
-42.1K
- 12.48%
$14.28 - $17.39 $601K - $732K
295K $4.43M
VGLT
Vanguard Long Term Treasury Et

ETFs
-20.8K
- 31.37%
$53.99 - $58.43 $1.12M - $1.22M
45.6K $2.63M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.44K
- 19.37%
$522.96 - $601.18 $751K - $863K
5.98K $3.19M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
-241K
- 44.01%
$4.18 - $4.41 $1.01M - $1.06M
306K $1.28M
DHS
Wisdomtree Tr U.S

ETFs
-11.4K
- 51.51%
$91.55 - $99.74 $1.04M - $1.13M
10.7K $1.06M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-6.43K
- 9.05%
$96.88 - $111.25 $623K - $715K
64.7K $6.46M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 0.26%
$4295.4 - $5141.88 $30.1K - $36K
2.67K $12.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.22K
- 4.83%
$114.9 - $139.6 $370K - $449K
63.4K $7.45M
APP
App Lovin Corp

Technology
-549
- 3.84%
$238.08 - $510.13 $131K - $280K
13.7K $3.64M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-43.3K
- 4.03%
$25.05 - $25.16 $1.09M - $1.09M
1.03M $26M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-27.2K
- 60.75%
$34.08 - $35.99 $926K - $978K
17.6K $602K
IREN
Iris Energy LTD

Financial Services
-92.7K
- 88.08%
$6.07 - $13.18 $563K - $1.22M
12.5K $76K
AFRM
Affirm Holdings, Inc.

Technology
-6.85K
- 17.22%
$43.7 - $80.98 $299K - $555K
32.9K $1.49M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-28K
- 21.2%
$25.58 - $29.24 $715K - $818K
104K $2.72M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-40K
- 47.45%
$23.16 - $23.32 $926K - $932K
44.3K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-17.5K
- 3.59%
$21.75 - $24.28 $380K - $424K
469K $10.4M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-8.8K
- 52.75%
$102.5 - $112.02 $902K - $986K
7.88K $816K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-35.8K
- 7.7%
$26.63 - $26.75 $954K - $958K
429K $11.5M
EXP
Eagle Materials Inc

Basic Materials
-3.26K
- 50.4%
$207.49 - $262.13 $676K - $853K
3.2K $711K
DKNG
Draft Kings Inc.

Consumer Cyclical
-20.1K
- 37.81%
$33.21 - $53.49 $668K - $1.08M
33.1K $1.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-15.7K
- 7.42%
$23.16 - $27.04 $363K - $424K
196K $4.58M
JEF
Jefferies Financial Group Inc.

Financial Services
-3.69K
- 13.71%
$52.22 - $81.31 $193K - $300K
23.2K $1.24M
TPR
Tapestry, Inc.

Consumer Cyclical
-17.4K
- 24.11%
$65.63 - $89.21 $1.14M - $1.55M
54.6K $3.85M
VNLA
Janus Henderson Short Duration

ETFs
-17.4K
- 98.0%
$48.89 - $49.21 $852K - $858K
356 $17K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-6.13K
- 12.74%
$77.67 - $90.15 $476K - $553K
42K $3.29M
CSIQ
Canadian Solar Inc.

Technology
-75.4K
- 99.88%
$8.65 - $13.29 $652K - $1M
91 $0
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-17K
- 15.07%
$65.44 - $70.64 $1.11M - $1.2M
95.6K $6.53M
TRV
Travelers Companies, Inc.

Financial Services
-5.96K
- 18.89%
$232.43 - $265.13 $1.39M - $1.58M
25.6K $6.77M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13.7K
- 5.05%
$77.7 - $78.94 $1.06M - $1.08M
257K $20.3M
FDX
Fedex Corp

Industrials
-1.29K
- 9.67%
$230.33 - $281.53 $296K - $362K
12K $2.93M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-19K
- 22.5%
$45.92 - $47.58 $870K - $902K
65.3K $3.1M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-9.1K
- 98.75%
$78.26 - $95.21 $712K - $866K
115 $8K
VV
Vanguard Large Cap ETF

ETFs
-961
- 2.17%
$253.32 - $282.66 $243K - $272K
43.3K $11.1M
UTHR
United Therapeutics Corp

Healthcare
-2.17K
- 71.79%
$304.42 - $380.78 $662K - $827K
854 $263K
KHC
Kraft Heinz CO

Consumer Defensive
-25.8K
- 37.02%
$28.51 - $32.22 $736K - $832K
43.9K $1.34M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-25.5K
- 24.18%
$32.5 - $33.3 $827K - $848K
79.8K $2.65M
IRM
Iron Mountain Inc

Real Estate
-2.58K
- 8.61%
$82.79 - $111.31 $214K - $287K
27.4K $2.36M
ON
On Semiconductor Corp

Technology
-4.88K
- 18.39%
$40.69 - $64.51 $199K - $315K
21.7K $881K
APH
Amphenol Corp

Technology
-9.08K
- 18.3%
$61.62 - $78.55 $559K - $713K
40.5K $2.66M
EPI
Wisdomtree Tr India Earnings F

ETFs
-16.7K
- 47.82%
$40.08 - $45.85 $669K - $765K
18.2K $796K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-34.7K
- 6.39%
$25.35 - $27.46 $881K - $954K
509K $13.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-969
- 7.28%
$307.43 - $357.48 $298K - $346K
12.3K $3.81M
CSX
Csx Corp

Industrials
-16.1K
- 16.12%
$29.11 - $33.67 $469K - $542K
83.8K $2.47M
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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