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
ADSK
Autodesk, Inc.

Technology
-1.11K
- 9.08%
N/A
11.1K $2.72M
NU
Nu Holdings Ltd.

Financial Services
-24.4K
- 13.7%
$10.12 - $13.95 $247K - $340K
154K $1.57M
RYAAY
Ryanair Holdings PLC

Industrials
-6.21K
- 91.54%
$41.54 - $50.08 $258K - $311K
574 $24K
INDY
Ishares India 50 ETF

ETFs
-5.32K
- 52.27%
$47.15 - $51.6 $251K - $275K
4.86K $246K
EHC
Encompass Health Corp

Healthcare
-3.39K
- 41.27%
$91.05 - $102.2 $308K - $346K
4.82K $488K
FCNCA
First Citizens Bancshares Inc

Financial Services
-95
- 27.3%
$1728.36 - $2231.14 $164K - $212K
253 $469K
KRE
Spdr S&P Regional Banking ETF

ETFs
-3.76K
- 25.56%
$55.11 - $65.5 $207K - $246K
10.9K $621K
JHX
James Hardie Industries PLC

Basic Materials
-8.58K
- 99.98%
$23.56 - $34.63 $202K - $297K
2 $0
ITUB
Itau Unibanco Holding S.A.

Financial Services
-54.7K
- 81.07%
$4.87 - $6.28 $266K - $343K
12.8K $70K
FDT
First Trust Developed Markets

ETFs
-5.2K
- 55.15%
$53.51 - $60.98 $278K - $317K
4.23K $246K
ENPH
Enphase Energy, Inc.

Technology
-3.61K
- 65.55%
$52.87 - $73.51 $191K - $266K
1.9K $117K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-902
- 95.25%
$228.41 - $293.71 $206K - $265K
45 $10K
PFGC
Performance Food Group CO

Consumer Defensive
-2.65K
- 32.09%
$74.86 - $90.93 $199K - $241K
5.62K $441K
CMA
Comerica Inc

Financial Services
-2.51K
- 6.41%
$56.11 - $68.38 $141K - $172K
36.7K $2.17M
ARKW
Ark Next Generation Internet E

ETFs
-2.38K
- 98.51%
$91.59 - $125.64 $218K - $299K
36 $3K
EXEL
Exelixis, Inc.

Healthcare
-9.65K
- 34.58%
$32.38 - $39.16 $312K - $378K
18.3K $674K
DJP
Barclays Bank PLC

ETFs
-7.87K
- 98.01%
N/A
160 $5K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-896
- 2.53%
$14.67 - $22.01 $13.1K - $19.7K
34.6K $531K
EVR
Evercore Inc.

Financial Services
-798
- 69.51%
$190.28 - $291.27 $152K - $232K
350 $69K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-2.24K
- 8.86%
$39.97 - $48.7 $89.5K - $109K
23K $920K
CIEN
Ciena Corp

Technology
-2.56K
- 68.23%
$60.43 - $98.18 $155K - $251K
1.19K $71K
GWW
W.W. Grainger, Inc.

Industrials
-94
- 4.1%
$953.54 - $1132.42 $89.6K - $106K
2.2K $2.17M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-6.23K
- 12.44%
$45.56 - $47.23 $284K - $294K
43.8K $2.06M
HOLX
Hologic Inc

Healthcare
-3.34K
- 95.05%
$60.7 - $73.77 $203K - $246K
174 $10K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-4.42K
- 92.46%
$49.34 - $55.91 $218K - $247K
360 $18K
POST
Post Holdings, Inc.

Consumer Defensive
-2.11K
- 88.52%
$104.57 - $116.92 $221K - $247K
274 $31K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.45K
- 5.73%
$90.0 - $96.32 $220K - $236K
40.3K $3.72M
MTD
Mettler Toledo International Inc

Healthcare
-187
- 42.4%
$1177.09 - $1390.0 $220K - $260K
254 $299K
NHC
National Healthcare Corp

Healthcare
-2.05K
- 60.86%
$90.37 - $106.8 $185K - $219K
1.32K $122K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-5.63K
- 24.56%
$43.76 - $45.31 $247K - $255K
17.3K $778K
TER
Teradyne, Inc

Technology
-1.69K
- 73.78%
$82.6 - $140.0 $140K - $237K
601 $49K
ACM
Aecom

Industrials
-2.21K
- 97.7%
$92.54 - $111.05 $205K - $246K
52 $4K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.21K
- 42.05%
$96.18 - $109.82 $213K - $243K
3.05K $312K
INTF
Ishares Tr

ETFs
-9.7K
- 30.14%
$28.43 - $31.96 $276K - $310K
22.5K $693K
SHAK
Shake Shack Inc.

Consumer Cyclical
-1.64K
- 79.37%
$82.77 - $133.38 $136K - $219K
426 $37K
CARR
Carrier Global Corp

Industrials
-486
- 1.19%
$62.07 - $70.55 $30.2K - $34.3K
40.2K $2.55M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-972
- 99.9%
$233.07 - $290.7 $227K - $283K
1 $0
ROL
Rollins Inc

Consumer Cyclical
-5.13K
- 78.23%
$45.65 - $54.03 $234K - $277K
1.43K $77K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-8.36K
- 99.92%
$25.98 - $28.59 $217K - $239K
7 $0
FRT
Federal Realty Investment Trust

Real Estate
-1.35K
- 20.22%
$94.7 - $111.82 $128K - $151K
5.33K $521K
ITRI
Itron, Inc.

Technology
-2.08K
- 98.81%
$92.6 - $110.29 $193K - $230K
25 $2K
PRDO
Perdoceo Education Corp

Consumer Defensive
-8.32K
- 66.02%
$24.21 - $29.15 $201K - $242K
4.28K $107K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.31K
- 49.06%
$98.98 - $113.18 $229K - $262K
2.4K $271K
USFD
Us Foods Holding Corp.

Consumer Defensive
-2.6K
- 9.41%
$63.38 - $72.02 $165K - $187K
25K $1.64M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-8.84K
- 24.38%
$32.66 - $36.43 $289K - $322K
27.4K $961K
BALL
Ball Corp

Consumer Cyclical
-4.02K
- 78.2%
$49.04 - $56.53 $197K - $227K
1.12K $58K
XLB
Select Sector Spdr Fd Material

ETFs
-2.94K
- 17.98%
$83.19 - $90.99 $244K - $267K
13.4K $1.15M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-5.03K
- 48.8%
$44.88 - $46.36 $226K - $233K
5.28K $243K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-4.05K
- 91.45%
$53.35 - $58.68 $216K - $238K
379 $21K
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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