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
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-2.22K
- 76.93%
$157.93 - $175.89 $351K - $391K
667 $116K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-14.6K
- 98.35%
$25.57 - $26.34 $373K - $384K
245 $6K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.83K
- 1.37%
$90.85 - $102.31 $166K - $187K
132K $13.2M
AR
Antero Resources Corp

Energy
-9.36K
- 97.27%
$31.92 - $43.78 $299K - $410K
263 $10K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-3.22K
- 58.02%
$96.11 - $173.53 $309K - $558K
2.33K $403K
TCHP
T Rowe Price Exchange Traded F

Technology
-16.3K
- 32.44%
$34.07 - $45.35 $557K - $741K
34K $1.54M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-12.7K
- 11.2%
$52.31 - $63.72 $666K - $812K
101K $6.43M
FISV
Fiserv Inc

Technology
-2.89K
- 11.04%
N/A
23.3K $2.91M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-5.44K
- 36.25%
$67.22 - $81.54 $366K - $444K
9.57K $780K
STZ
Constellation Brands, Inc.

Consumer Defensive
-974
- 10.04%
$160.0 - $195.62 $156K - $191K
8.73K $1.42M
QCOM
Qualcomm Inc

Technology
-6.43K
- 5.46%
$124.66 - $159.48 $801K - $1.02M
111K $17.7M
VDE
Vanguard Energy ETF

ETFs
-1.07K
- 4.94%
$105.87 - $130.56 $113K - $140K
20.6K $2.46M
IBN
Icici Bank LTD

Financial Services
-11.4K
- 84.96%
$30.16 - $34.39 $345K - $393K
2.03K $68K
IYH
Ishares Tr

ETFs
-4.36K
- 18.24%
$53.97 - $60.17 $235K - $262K
19.5K $1.1M
CTSH
Cognizant Technology Solutions Corp

Technology
-4.68K
- 42.29%
$66.47 - $81.81 $311K - $383K
6.39K $498K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-12.3K
- 14.35%
$26.18 - $26.93 $322K - $332K
73.5K $1.96M
ITB
Ishares Tr

ETFs
-3.17K
- 14.15%
$85.52 - $96.61 $271K - $306K
19.2K $1.79M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
-8.4K
- 99.41%
$38.82 - $41.01 $326K - $344K
50 $2K
AA
Alcoa Corp

Basic Materials
-11.1K
- 94.83%
$22.57 - $30.84 $251K - $342K
605 $17K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-9.56K
- 20.72%
$53.69 - $67.27 $513K - $643K
36.6K $2.46M
SPGI
S&P Global Inc.

Financial Services
-1.35K
- 6.88%
$438.31 - $527.29 $591K - $711K
18.3K $9.63M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-8.15K
- 12.04%
$41.1 - $42.37 $335K - $345K
59.5K $2.52M
NVS
Novartis Ag

Healthcare
-8.81K
- 11.42%
$101.96 - $121.01 $898K - $1.07M
68.3K $8.26M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-3.59K
- 30.34%
$45.71 - $61.66 $164K - $221K
8.25K $397K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-4.83K
- 42.12%
$65.66 - $77.49 $317K - $374K
6.64K $503K
AMSC
American Superconductor Corp

Industrials
-18.3K
- 97.15%
$15.8 - $37.12 $289K - $679K
537 $19K
NOK
Nokia Corp

Technology
-59.9K
- 98.99%
$4.65 - $5.43 $278K - $325K
613 $3K
INDA
Ishares Msci India Index Fund

ETFs
-7.65K
- 27.87%
$49.13 - $55.86 $376K - $427K
19.8K $1.1M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-10.4K
- 95.95%
$26.61 - $29.9 $276K - $311K
439 $11K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-8.55K
- 4.35%
$45.89 - $47.6 $392K - $407K
188K $8.95M
RE
Everest Re Group LTD

Financial Services
-818
- 44.72%
N/A
1.01K $374K
FUTU
Futu Holdings LTD

Financial Services
-2.95K
- 99.43%
$74.81 - $124.33 $221K - $367K
17 $2K
DOCS
Doximity, Inc.

Healthcare
-5.24K
- 82.79%
$50.71 - $61.34 $265K - $321K
1.09K $66K
SO
Southern CO

Utilities
-2.94K
- 1.39%
$84.91 - $92.56 $250K - $272K
208K $19.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.53K
- 2.15%
$77.94 - $79.5 $431K - $440K
252K $20M
CPRT
Copart Inc

Consumer Cyclical
-1.4K
- 4.74%
$47.72 - $63.84 $66.6K - $89.1K
28K $1.38M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-889
- 33.82%
$196.72 - $266.32 $175K - $237K
1.74K $400K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-3.75K
- 17.62%
$89.02 - $104.29 $333K - $391K
17.5K $1.83M
AZN
Astrazeneca PLC

Healthcare
-236
- 0.32%
$64.87 - $75.0 $15.3K - $17.7K
73.6K $5.15M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-3.41K
- 63.26%
$51.73 - $71.41 $176K - $243K
1.98K $104K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-12K
- 27.19%
$22.98 - $23.27 $277K - $280K
32.2K $749K
PCG
Pg&E Corp

Utilities
-5.04K
- 7.79%
$13.55 - $17.87 $68.3K - $90K
59.6K $831K
ENFR
Alerian Energy Infrastructure

ETFs
-7.94K
- 20.21%
$28.49 - $33.44 $226K - $265K
31.3K $1.01M
MTD
Mettler Toledo International Inc

Healthcare
-235
- 92.52%
$970.15 - $1216.57 $228K - $286K
19 $22K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-102
- 5.0%
$483.07 - $625.6 $49.3K - $63.8K
1.94K $1.02M
TXN
Texas Instruments Inc

Technology
-1.41K
- 2.44%
N/A
56.5K $11M
WSO
Watsco Inc

Industrials
-129
- 4.01%
$421.84 - $520.66 $54.4K - $67.2K
3.08K $1.36M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-10.9K
- 17.79%
$19.55 - $21.78 $214K - $238K
50.6K $1.05M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-4.92K
- 69.94%
$46.76 - $57.2 $230K - $281K
2.11K $120K
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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