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
LRGF
Ishares Tr

ETFs
-6.06K
- 28.31%
$56.95 - $63.95 $345K - $388K
15.4K $888K
DISV
Dimensional ETF Tr Dimensional

ETFs
-45.9K
- 12.47%
$26.09 - $30.21 $1.2M - $1.39M
322K $9.38M
STZ
Constellation Brands, Inc.

Consumer Defensive
-149
- 1.51%
$161.05 - $222.93 $24K - $33.2K
9.7K $1.78M
VIST
Vista Energy, S.A.B. De C.V.

Energy
-7.17K
- 87.51%
$42.58 - $59.5 $305K - $426K
1.02K $47K
HYLS
First Tr Tactical High Yield L

ETFs
-8.66K
- 6.64%
$40.95 - $41.77 $355K - $362K
122K $5M
WSM
Williams Sonoma Inc

Consumer Cyclical
-898
- 9.68%
$158.1 - $217.71 $142K - $196K
8.38K $1.32M
CHX
Champion X Corp

Energy
-15.9K
- 51.09%
$27.3 - $31.27 $433K - $496K
15.2K $452K
SMIN
Ishares Msci India Small Cap I

ETFs
-5.11K
- 96.52%
$61.54 - $77.16 $314K - $394K
184 $12K
CHD
Church & Dwight CO Inc

Consumer Defensive
-4.8K
- 18.63%
$101.42 - $113.2 $487K - $543K
21K $2.31M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-9.37K
- 32.25%
$40.38 - $42.65 $378K - $399K
19.7K $815K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-54.2K
- 2.97%
$24.73 - $25.62 $1.34M - $1.39M
1.77M $45.2M
CLX
Clorox CO

Consumer Defensive
-1.18K
- 8.8%
$141.76 - $162.89 $168K - $193K
12.3K $1.81M
TKR
Timken CO

Industrials
-5.15K
- 96.7%
$69.85 - $83.79 $360K - $432K
176 $12K
HUM
Humana Inc

Healthcare
-1.51K
- 46.72%
$249.11 - $303.11 $376K - $458K
1.72K $455K
FMX
Mexican Economic Development Inc

Consumer Defensive
-4.24K
- 97.87%
$81.23 - $100.59 $344K - $426K
92 $8K
MCO
Moodys Corp

Financial Services
-741
- 34.9%
$437.8 - $527.48 $324K - $391K
1.38K $643K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-9.24K
- 52.65%
$39.65 - $43.35 $366K - $400K
8.31K $349K
CG
Carlyle Group Inc.

Financial Services
-6.67K
- 71.85%
$40.03 - $56.96 $267K - $380K
2.61K $113K
TXT
Textron Inc

Industrials
-3.61K
- 16.97%
$70.19 - $81.2 $254K - $293K
17.7K $1.28M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-17.7K
- 2.63%
$20.07 - $20.16 $356K - $357K
655K $13.2M
CBSH
Commerce Bancshares Inc

Financial Services
-5.51K
- 31.19%
$58.85 - $68.59 $324K - $378K
12.2K $756K
ZTS
Zoetis Inc.

Healthcare
-2.46K
- 6.64%
$156.48 - $175.67 $385K - $433K
34.6K $5.7M
HUBB
Hubbell Inc

Industrials
-791
- 89.99%
$330.91 - $456.86 $262K - $361K
88 $29K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.8K
- 4.44%
$37.9 - $43.9 $106K - $123K
60.3K $2.31M
SMR
Nuscale Power Corp

Industrials
-10.1K
- 20.11%
$14.16 - $29.08 $142K - $292K
39.9K $565K
CPRI
Capri Holdings LTD

Consumer Cyclical
-15.7K
- 98.09%
$19.02 - $25.84 $298K - $405K
306 $6K
WTFC
Wintrust Financial Corp

Financial Services
-2.57K
- 84.09%
$107.76 - $136.92 $277K - $352K
486 $54K
RS
Reliance Steel & Aluminum CO

Basic Materials
-1.22K
- 78.62%
$266.61 - $302.66 $324K - $368K
331 $95K
NTNX
Nutanix, Inc.

Technology
-5.69K
- 63.55%
$61.28 - $77.44 $348K - $440K
3.26K $227K
AMSC
American Superconductor Corp

Industrials
-8.04K
- 29.92%
$17.54 - $34.82 $141K - $280K
18.8K $341K
CW
Curtiss Wright Corp

Industrials
-896
- 93.82%
$304.82 - $384.07 $273K - $344K
59 $18K
BAX
Baxter International Inc

Healthcare
-12.8K
- 50.84%
$29.26 - $36.57 $374K - $467K
12.4K $423K
PCYG
Park City Group Inc

Technology
-30.7K
- 44.85%
N/A
37.7K $379K
ALB
Albemarle Corp

Basic Materials
-2.83K
- 38.58%
$69.95 - $97.49 $198K - $276K
4.5K $324K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-886
- 13.78%
$135.34 - $188.66 $120K - $167K
5.55K $778K
IOO
Ishares Tr Global 100 ETF

ETFs
-2.73K
- 29.28%
$96.2 - $105.12 $262K - $286K
6.58K $633K
OXY
Occidental Petroleum Corp

Energy
-5.98K
- 9.09%
$45.45 - $52.7 $272K - $315K
59.8K $2.95M
VHT
Vanguard Health Care ETF

ETFs
-1.78K
- 11.31%
$254.06 - $273.83 $453K - $488K
14K $3.7M
WDC
Western Digital Corp

Technology
-3.23K
- 37.58%
$40.43 - $72.03 $130K - $232K
5.36K $216K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.58K
- 53.22%
$161.03 - $235.53 $254K - $372K
1.39K $229K
ROLL
Rbc Bearings Inc

Industrials
-1.2K
- 44.96%
N/A
1.46K $360K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.55K
- 83.21%
$110.75 - $119.78 $282K - $305K
514 $59K
GRAB
Grab Holdings LTD

Technology
-60.4K
- 75.99%
$4.12 - $5.34 $249K - $322K
19.1K $86K
NJUL
Innovator Growth 100 Power Buf

Technology
-3.69K
- 15.31%
$59.98 - $64.86 $221K - $239K
20.4K $1.22M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-11.3K
- 68.61%
$21.0 - $24.67 $238K - $280K
5.19K $109K
DSGX
Descartes Systems Group Inc

Technology
-2.38K
- 69.3%
$96.4 - $122.5 $229K - $291K
1.05K $106K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-10.1K
- 44.07%
$31.25 - $34.24 $314K - $344K
12.8K $435K
CRUS
Cirrus Logic, Inc.

Technology
-2.8K
- 80.34%
$97.89 - $111.4 $274K - $311K
684 $68K
NLOK
Norton Life Lock Inc.

Technology
-12.7K
- 89.1%
N/A
1.56K $33K
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
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