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
CPNG
Coupang, Inc.

Consumer Cyclical
-9.74K
- 5.89%
$21.34 - $25.52 $208K - $249K
156K $3.41M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-13.3K
- 8.08%
$25.44 - $27.95 $338K - $372K
151K $4.09M
JXN
Jackson Financial Inc.

Financial Services
-2.39K
- 37.59%
$79.36 - $97.88 $190K - $234K
3.97K $332K
SSB
South State Corp

Financial Services
-2.08K
- 51.08%
$89.4 - $108.33 $186K - $225K
1.99K $184K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-3.17K
- 42.05%
$69.15 - $74.69 $219K - $237K
4.37K $313K
BLDR
Builders First Source, Inc.

Industrials
-807
- 12.25%
$122.8 - $173.51 $99.1K - $140K
5.78K $722K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-6.03K
- 48.47%
$27.98 - $33.9 $169K - $204K
6.41K $179K
IVZ
Invesco Ltd.

Financial Services
-12.5K
- 99.15%
$14.82 - $19.34 $185K - $241K
107 $1K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-3.43K
- 98.85%
$55.05 - $64.52 $189K - $221K
40 $2K
WBS
Webster Financial Corp

Financial Services
-3.84K
- 76.7%
$47.55 - $61.41 $182K - $236K
1.17K $60K
FCG
First Tr Exchange Traded Fd

ETFs
-8.8K
- 46.26%
$22.37 - $27.09 $197K - $238K
10.2K $253K
CSL
Carlisle Companies Inc

Industrials
-552
- 60.73%
$326.43 - $408.24 $180K - $225K
357 $121K
RL
Ralph Lauren Corp

Consumer Cyclical
-829
- 28.03%
$215.68 - $286.74 $179K - $238K
2.13K $469K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.24K
- 3.8%
$39.81 - $42.17 $129K - $136K
81.9K $3.29M
MANH
Manhattan Associates Inc

Technology
-145
- 7.48%
$163.5 - $295.1 $23.7K - $42.8K
1.79K $310K
SEIC
Sei Investments CO

Financial Services
-2.57K
- 95.36%
$72.08 - $86.58 $185K - $222K
125 $9K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-6.08K
- 84.85%
$25.0 - $39.76 $152K - $242K
1.09K $27K
IRBO
Ishares Robotics & Artificial

ETFs
-6.58K
- 79.89%
N/A
1.66K $53K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-3.95K
- 85.88%
$38.18 - $50.93 $151K - $201K
649 $25K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-7.35K
- 43.06%
$28.11 - $30.42 $206K - $223K
9.71K $284K
HERO
Global X Fds Video Games & Esp

ETFs
-9.02K
- 85.32%
$23.07 - $27.32 $208K - $246K
1.55K $38K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-4.35K
- 67.18%
$43.72 - $51.15 $190K - $223K
2.13K $93K
BUG
Global X Fds Cybersecurity ETF

ETFs
-6.55K
- 74.62%
$31.56 - $36.78 $207K - $241K
2.23K $72K
FLS
Flowserve Corp

Industrials
-3.6K
- 98.01%
$46.47 - $64.75 $167K - $233K
73 $3K
BXP
Boston Properties Inc

Real Estate
-2.77K
- 91.99%
$63.97 - $74.91 $177K - $207K
241 $16K
IWS
Ishares Russell Midcap Value E

ETFs
-195
- 0.36%
$122.59 - $135.24 $23.9K - $26.4K
53.9K $6.79M
SPG
Simon Property Group Inc

Real Estate
-291
- 1.15%
$159.48 - $187.78 $46.4K - $54.6K
25.1K $4.16M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-3.18K
- 89.67%
$64.47 - $70.13 $205K - $223K
366 $24K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-7.14K
- 71.86%
$25.93 - $29.28 $185K - $209K
2.8K $75K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-4.79K
- 46.97%
$42.36 - $43.8 $203K - $210K
5.41K $234K
MOMO
Hello Group Inc.

Communication Services
-26K
- 95.68%
$6.31 - $8.15 $164K - $212K
1.17K $7K
JPUS
Jpmorgan Diversified Return Us

ETFs
-1.82K
- 20.64%
$111.89 - $119.08 $203K - $216K
6.99K $804K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-4.42K
- 11.0%
$35.54 - $37.44 $157K - $166K
35.8K $1.28M
DOV
Dover Corp

Industrials
-326
- 2.76%
$174.65 - $206.43 $56.9K - $67.3K
11.5K $2.02M
BWA
Borgwarner Inc

Consumer Cyclical
-2.9K
- 8.1%
$27.78 - $32.9 $80.6K - $95.4K
32.9K $942K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-4.96K
- 4.32%
$5.74 - $7.6 $28.5K - $37.7K
110K $685K
EXAS
Exact Sciences Corp

Healthcare
-3.27K
- 81.88%
$43.04 - $58.51 $141K - $191K
723 $31K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-2.2K
- 2.35%
$41.35 - $44.46 $91.1K - $97.9K
91.4K $3.86M
CYBR
Cyber Ark Software Ltd.

Technology
-678
- 8.59%
$312.8 - $414.31 $212K - $281K
7.21K $2.44M
ILF
Ishares Latin America 40 ETF

ETFs
-10.2K
- 54.23%
$20.87 - $24.43 $214K - $250K
8.64K $203K
VCR
Vanguard Consumer Discretionar

ETFs
-42
- 1.19%
$318.51 - $391.75 $13.4K - $16.5K
3.5K $1.14M
HMC
Honda Motor CO LTD

Consumer Cyclical
-6K
- 31.93%
$26.9 - $30.41 $161K - $182K
12.8K $347K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-2.08K
- 4.67%
$35.37 - $41.21 $73.6K - $85.8K
42.5K $1.53M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-432
- 1.57%
$108.02 - $120.45 $46.7K - $52K
27.1K $2.99M
FMNB
Farmers National Banc Corp

Financial Services
-12.6K
- 64.93%
$12.8 - $14.51 $161K - $182K
6.79K $88K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-621
- 1.83%
$9.03 - $17.11 $5.61K - $10.6K
33.4K $301K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-5.27K
- 14.5%
$39.88 - $41.33 $210K - $218K
31.1K $1.28M
SJM
J M Smucker CO

Consumer Defensive
-2.01K
- 31.95%
$100.41 - $118.41 $202K - $238K
4.28K $506K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.34K
- 4.28%
$37.4 - $39.42 $125K - $132K
74.8K $2.82M
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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