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
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-7.46K
- 8.64%
$11.34 - $12.35 $84.6K - $92.1K
78.9K $940K
STWD
Starwood Property Trust, Inc.

Real Estate
-6.1K
- 31.13%
$17.28 - $20.41 $105K - $125K
13.5K $271K
CHKP
Check Point Software Technologies LTD

Technology
-66
- 0.44%
$204.26 - $233.47 $13.5K - $15.4K
14.9K $3.29M
HST
Host Hotels & Resorts, Inc.

Real Estate
-9.15K
- 38.44%
$12.7 - $16.07 $116K - $147K
14.7K $225K
SHW
Sherwin Williams CO

Basic Materials
-71
- 0.47%
$313.51 - $363.51 $22.3K - $25.8K
15.1K $5.17M
USO
United States Oil Fund, LP

ETFs
-856
- 7.16%
$62.37 - $83.12 $53.4K - $71.2K
11.1K $810K
IBND
Spdr Bloomberg International C

ETFs
-4.3K
- 48.41%
$29.46 - $32.59 $127K - $140K
4.58K $149K
TQQQ
Proshares Ultrapro Qqq

ETFs
-5.38K
- 41.25%
$38.9 - $83.0 $209K - $447K
7.67K $636K
ALT
Altimmune, Inc.

Healthcare
-21.3K
- 85.91%
$3.5 - $7.71 $74.4K - $164K
3.49K $13K
EQR
Equity Residential

Real Estate
-1.1K
- 12.8%
$61.82 - $71.72 $67.9K - $78.8K
7.49K $505K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-3.95K
- 61.64%
$24.54 - $30.41 $97K - $120K
2.46K $74K
INGR
Ingredion Inc

Consumer Defensive
-803
- 8.29%
$123.22 - $140.95 $98.9K - $113K
8.88K $1.2M
OC
Owens Corning

Industrials
-315
- 2.71%
$126.32 - $147.75 $39.8K - $46.5K
11.3K $1.55M
ADM
Archer Daniels Midland CO

Consumer Defensive
-4.09K
- 17.47%
$41.79 - $54.16 $171K - $221K
19.3K $1.02M
MOH
Molina Healthcare, Inc.

Healthcare
-233
- 21.07%
$290.25 - $353.24 $67.6K - $82.3K
873 $260K
IGRO
Ishares Tr International Divid

ETFs
-1.79K
- 30.34%
$66.32 - $80.17 $119K - $143K
4.11K $323K
NHC
National Healthcare Corp

Healthcare
-1.11K
- 84.46%
$89.91 - $109.05 $100K - $121K
205 $21K
QDPL
Pacer Fds Tr Metaurus Us Large
-10.5K
- 9.83%
$32.46 - $39.77 $339K - $416K
95.9K $3.78M
ALLE
Allegion PLC

Industrials
-997
- 30.47%
$118.52 - $145.64 $118K - $145K
2.28K $327K
EP
Empire Petroleum Corp

Energy
-4.17K
- 5.56%
$3.89 - $6.22 $16.2K - $25.9K
70.8K $373K
TM
Toyota Motor Corp

Consumer Cyclical
-332
- 3.64%
$158.63 - $195.39 $52.7K - $64.9K
8.78K $1.51M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-3.89K
- 20.17%
$30.9 - $34.31 $120K - $133K
15.4K $527K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.89K
- 79.02%
$46.22 - $57.51 $87.4K - $109K
502 $28K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-3.3K
- 66.97%
$28.17 - $33.34 $92.8K - $110K
1.63K $53K
WTW
Willis Towers Watson PLC

Financial Services
-49
- 1.89%
$295.96 - $337.43 $14.5K - $16.5K
2.54K $778K
WTRG
Essential Utilities, Inc.

Utilities
-641
- 2.16%
$36.92 - $41.39 $23.7K - $26.5K
29K $1.08M
AAON
Aaon, Inc.

Industrials
-310
- 1.91%
$71.78 - $106.87 $22.3K - $33.1K
16K $1.18M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.97K
- 12.73%
$45.98 - $56.15 $458K - $560K
68.3K $3.84M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-2.12K
- 21.24%
$49.07 - $59.23 $104K - $125K
7.84K $464K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-8.99K
- 26.13%
$10.59 - $11.48 $95.2K - $103K
25.4K $291K
MGF
Mfs Government Markets Income Trust

Financial Services
-26.5K
- 14.74%
$3.04 - $3.17 $80.6K - $84K
153K $478K
EXP
Eagle Materials Inc

Basic Materials
-119
- 3.71%
$193.68 - $241.95 $23K - $28.8K
3.09K $623K
INCY
Incyte Corp

Healthcare
-2.69K
- 21.36%
$55.17 - $71.22 $148K - $192K
9.91K $674K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-4.32K
- 0.66%
$20.01 - $20.15 $86.3K - $86.9K
651K $13.1M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-3.19K
- 12.68%
$20.16 - $23.26 $64.2K - $74.1K
21.9K $478K
PECO
Phillips Edison & Company, Inc.

Real Estate
-151
- 0.27%
$33.53 - $37.33 $5.06K - $5.64K
55.9K $1.96M
SIL
Global X Silver Miners ETF

ETFs
-4.42K
- 29.93%
$33.97 - $49.02 $150K - $217K
10.4K $498K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-1.22K
- 18.2%
$82.93 - $99.12 $102K - $121K
5.5K $545K
DSGX
Descartes Systems Group Inc

Technology
-835
- 79.37%
$94.15 - $116.93 $78.6K - $97.6K
217 $22K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-160
- 11.32%
$430.72 - $497.52 $68.9K - $79.6K
1.25K $565K
IRBT
Irobot Corp

Consumer Cyclical
-31.1K
- 99.68%
$1.83 - $4.23 $57K - $132K
100 $0
IBB
Ishares Biotechnology ETF

ETFs
-500
- 3.34%
$112.02 - $129.0 $56K - $64.5K
14.5K $1.83M
BLBD
Blue Bird Corp

Consumer Cyclical
-2.64K
- 91.37%
$31.28 - $43.16 $82.5K - $114K
249 $10K
DLB
Dolby Laboratories, Inc.

Industrials
-1.02K
- 91.67%
$69.36 - $81.21 $71K - $83.1K
93 $6K
PRDO
Perdoceo Education Corp

Consumer Defensive
-3.54K
- 82.55%
$24.24 - $34.1 $85.7K - $121K
747 $24K
AEM
Agnico Eagle Mines LTD

Basic Materials
-2.4K
- 12.44%
$99.48 - $124.46 $239K - $299K
16.9K $2.01M
SKYW
Skywest Inc

Industrials
-1.13K
- 49.71%
$79.41 - $103.84 $89.6K - $117K
1.14K $117K
WPP
Wpp PLC

Communication Services
-2.04K
- 63.44%
$32.03 - $40.64 $65.3K - $82.9K
1.18K $41K
CBT
Cabot Corp

Basic Materials
-947
- 96.24%
$72.47 - $84.35 $68.6K - $79.9K
37 $2K
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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