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
RPM
Rpm International Inc

Basic Materials
-2.11K
- 34.66%
$96.97 - $117.58 $204K - $248K
3.97K $436K
KINS
Kingstone Companies, Inc.

Financial Services
-15.8K
- 91.75%
$14.66 - $21.67 $232K - $342K
1.42K $21K
FICS
First Tr Exchange Traded Fd Vi

ETFs
-10.5K
- 19.13%
$33.47 - $40.22 $351K - $422K
44.4K $1.75M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-13.8K
- 17.55%
$22.63 - $26.95 $311K - $371K
64.6K $1.74M
TPL
Texas Pacific Land Corp

Energy
-14
- 1.53%
$1036.28 - $1430.55 $14.5K - $20K
900 $950K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-8.29K
- 73.87%
$23.94 - $30.54 $199K - $253K
2.93K $79K
UGI
Ugi Corp

Utilities
-18.4K
- 14.93%
$30.18 - $36.59 $554K - $672K
105K $3.81M
CMS
Cms Energy Corp

Utilities
-1.43K
- 5.32%
$68.57 - $75.51 $97.7K - $108K
25.4K $1.76M
FCG
First Tr Exchange Traded Fd

ETFs
-10.2K
- 99.9%
$19.37 - $25.23 $198K - $257K
10 $0
TRP
Tc Energy Corp

Energy
-7.39K
- 10.81%
$44.48 - $51.4 $329K - $380K
61K $2.98M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-251
- 0.15%
$45.3 - $50.64 $11.4K - $12.7K
167K $8.18M
MBLY
Mobileye Global Inc.
-20.1K
- 64.21%
$11.77 - $18.44 $236K - $370K
11.2K $200K
REAX
Real Brokerage Inc

Real Estate
-62.8K
- 83.6%
$3.82 - $4.73 $240K - $297K
12.3K $55K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-6.98K
- 45.07%
$32.56 - $35.71 $227K - $249K
8.51K $281K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.37K
- 77.72%
$86.97 - $102.82 $206K - $243K
679 $65K
ORI
Old Republic International Corp

Financial Services
-5.95K
- 24.72%
$35.25 - $39.79 $210K - $237K
18.1K $696K
VGLT
Vanguard Long Term Treasury Et

ETFs
-3.17K
- 6.96%
$53.66 - $58.71 $170K - $186K
42.4K $2.38M
CNP
Centerpoint Energy Inc

Utilities
-7.47K
- 12.91%
$35.5 - $39.05 $265K - $292K
50.4K $1.85M
PPL
Ppl Corp

Utilities
-3.77K
- 7.14%
$33.45 - $36.5 $126K - $138K
49K $1.66M
IFRA
Ishares Tr

ETFs
-7.33K
- 25.36%
$40.97 - $49.19 $300K - $361K
21.6K $1.06M
ROBO
Robo Global Robotics And Autom

ETFs
-4.95K
- 76.85%
$43.89 - $59.78 $217K - $296K
1.49K $89K
ING
Ing Groep Nv

Financial Services
-20.5K
- 22.02%
$16.62 - $21.98 $341K - $451K
72.7K $1.59M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-37.7K
- 7.9%
$23.45 - $26.56 $884K - $1M
440K $11.7M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-2.43K
- 56.95%
$86.79 - $101.21 $211K - $246K
1.84K $181K
CE
Celanese Corp

Basic Materials
-4.04K
- 80.29%
$37.49 - $59.36 $151K - $240K
992 $54K
FDUS
Fidus Investment Corp

Financial Services
-10.4K
- 10.24%
$17.32 - $20.65 $180K - $215K
91.1K $1.84M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-6.51K
- 51.03%
$30.93 - $34.56 $201K - $225K
6.25K $207K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-2.19K
- 4.96%
$58.28 - $65.68 $128K - $144K
41.9K $2.67M
HSY
Hershey CO

Consumer Defensive
-1.09K
- 12.34%
$151.29 - $173.13 $164K - $188K
7.72K $1.28M
TTE
Total Energies Se

Energy
-3.28K
- 7.32%
N/A
41.6K $2.85M
GMAB
Genmab A/S

Healthcare
-11.4K
- 99.19%
$17.98 - $23.09 $206K - $264K
93 $1K
KIE
Spdr S&P Insurance ETF

ETFs
-3.68K
- 75.76%
$53.63 - $61.12 $197K - $225K
1.18K $70K
FXG
First Tr Exchange Traded First

ETFs
-3.24K
- 42.56%
$61.21 - $66.04 $198K - $214K
4.38K $276K
IEX
Idex Corp

Industrials
-1.21K
- 97.97%
$160.66 - $191.29 $194K - $231K
25 $4K
MLN
Vaneck Long Muni ETF

ETFs
-11.8K
- 31.92%
$16.49 - $17.52 $195K - $207K
25.2K $425K
ADC
Agree Realty Corp

Real Estate
-2.8K
- 97.6%
$70.68 - $79.12 $198K - $222K
69 $5K
SSNC
Ss&C Technologies Holdings Inc

Technology
-2.54K
- 97.92%
$71.96 - $83.42 $183K - $212K
54 $4K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-14.3K
- 99.15%
$11.71 - $19.37 $167K - $277K
123 $1K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-243
- 14.42%
$388.56 - $520.27 $94.4K - $126K
1.44K $586K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-6.5K
- 27.47%
$34.22 - $38.84 $222K - $252K
17.2K $666K
OGS
One Gas, Inc.

Utilities
-2.69K
- 89.95%
$71.59 - $81.38 $192K - $219K
300 $21K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-4.43K
- 36.15%
N/A
7.83K $359K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.64K
- 68.3%
$90.21 - $112.66 $148K - $185K
761 $69K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-2.49K
- 21.82%
$83.8 - $101.39 $209K - $253K
8.93K $903K
PEAK
Healthpeak Properties, Inc.

Real Estate
-10.4K
- 83.73%
N/A
2.02K $38K
CXDO
Crexendo, Inc.

Communication Services
-46.9K
- 63.22%
$4.12 - $6.07 $193K - $284K
27.3K $165K
EGY
Vaalco Energy Inc

Energy
-51.4K
- 94.96%
$3.1 - $3.94 $159K - $203K
2.73K $9K
MSCI
Msci Inc.

Financial Services
-406
- 9.58%
$506.56 - $576.74 $206K - $234K
3.83K $2.21M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
-36.2K
- 19.1%
$4.27 - $5.08 $155K - $184K
153K $774K
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email