New Edge Advisors, LLC Sells in Q2 2025

New Edge Advisors, LLC

  • $18.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-222K
- 27.14%
$496.48 - $617.85 $110M - $137M
595K $368M
IVV
Ishares Core S&P 500 ETF

ETFs
-166K
- 20.31%
$498.8 - $620.9 $82.7M - $103M
651K $404M
PSA
Public Storage

Real Estate
-125K
- 82.7%
$266.31 - $309.77 $33.3M - $38.7M
26.1K $7.67M
AVY
Avery Dennison Corp

Industrials
-186K
- 89.71%
$159.58 - $183.97 $29.6M - $34.1M
21.3K $3.74M
UNH
Unitedhealth Group Inc

Healthcare
-8.09K
- 6.57%
$274.35 - $599.47 $2.22M - $4.85M
115K $35.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-529K
- 69.3%
$50.08 - $63.14 $26.5M - $33.4M
234K $14.8M
NVO
Novo Nordisk A S

Healthcare
-322K
- 74.57%
$58.08 - $81.05 $18.7M - $26.1M
110K $7.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.5K
- 3.11%
$483.48 - $539.8 $5.08M - $5.67M
328K $159M
AMAT
Applied Materials Inc

Technology
-173K
- 57.72%
$126.95 - $183.52 $21.9M - $31.7M
126K $23.1M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-103K
- 78.69%
$149.56 - $212.83 $15.4M - $21.9M
27.9K $5.94M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-527K
- 35.6%
$29.52 - $35.31 $15.6M - $18.6M
954K $33.7M
CVX
Chevron Corp

Energy
-17.7K
- 3.45%
$133.73 - $168.51 $2.37M - $2.98M
495K $70.8M
CGDV
Capital Group Divid Value ETF

ETFs
-473K
- 37.72%
$31.93 - $39.49 $15.1M - $18.7M
781K $30.8M
FV
First Trust Dorsey Wright Focu

ETFs
-279K
- 24.83%
$48.43 - $59.26 $13.5M - $16.5M
844K $50M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-215K
- 30.92%
$42.72 - $44.24 $9.17M - $9.49M
479K $21M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-254K
- 45.04%
$32.0 - $39.87 $8.13M - $10.1M
310K $12.3M
ORCL
Oracle Corp

Technology
-227K
- 42.67%
$122.82 - $218.63 $27.9M - $49.7M
306K $66.8M
MDT
Medtronic PLC

Healthcare
-81.4K
- 37.41%
$80.68 - $88.86 $6.57M - $7.23M
136K $11.9M
MRK
Merck & Co., Inc.

Healthcare
-40K
- 9.84%
$73.47 - $87.12 $2.94M - $3.48M
366K $29M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-90.9K
- 42.17%
$68.13 - $74.77 $6.2M - $6.8M
125K $9.08M
NEE
Nextera Energy Inc

Utilities
-91.8K
- 21.49%
$64.11 - $75.0 $5.89M - $6.88M
335K $23.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-490K
- 12.59%
$29.12 - $35.84 $14.3M - $17.6M
3.4M $122M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-196K
- 29.06%
$32.66 - $40.75 $6.4M - $7.98M
478K $19.4M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-229K
- 15.31%
$22.09 - $22.44 $5.06M - $5.14M
1.27M $28.3M
NEAR
Blackrock Short Maturity Bond

ETFs
-90.8K
- 26.58%
$50.41 - $51.17 $4.58M - $4.65M
251K $12.8M
AVDV
American Centy ETF Tr Avantis

ETFs
-71.2K
- 55.85%
$61.76 - $79.32 $4.4M - $5.65M
56.3K $4.46M
PEP
Pepsico Inc

Consumer Defensive
-7.55K
- 4.02%
$128.02 - $151.37 $966K - $1.14M
180K $23.8M
CLF
Cleveland Cliffs Inc.

Basic Materials
-517K
- 99.25%
$5.83 - $8.88 $3.01M - $4.59M
3.91K $29K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-79.7K
- 17.5%
$49.12 - $50.93 $3.92M - $4.06M
376K $18.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-99.9K
- 10.62%
$24.32 - $27.87 $2.43M - $2.78M
841K $22.3M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-141K
- 55.05%
$23.54 - $27.53 $3.33M - $3.9M
116K $2.99M
IVW
Ishares S&P 500 Growth ETF

ETFs
-347K
- 17.29%
$82.96 - $110.1 $28.8M - $38.2M
1.66M $183M
STX
Seagate Technology Holdings PLC

Technology
-43.9K
- 90.07%
$66.54 - $144.33 $2.92M - $6.33M
4.84K $697K
BMY
Bristol Myers Squibb CO

Healthcare
-7.97K
- 4.19%
$44.12 - $59.6 $351K - $475K
182K $8.43M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-31.5K
- 23.15%
$99.1 - $99.49 $3.12M - $3.13M
104K $10.4M
CGUS
Capital Group Core Equity ETF
-179K
- 17.82%
$29.93 - $36.93 $5.36M - $6.62M
826K $30.5M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-122K
- 11.79%
$25.04 - $25.18 $3.05M - $3.06M
910K $22.9M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-125K
- 8.63%
$23.29 - $23.38 $2.9M - $2.91M
1.32M $30.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.23K
- 0.98%
$285.55 - $321.23 $352K - $395K
124K $36.3M
FTCS
First Trust Capital Strength E

ETFs
-34K
- 16.93%
$81.6 - $92.39 $2.78M - $3.14M
167K $15.2M
FIW
First Trust Water ETF

ETFs
-29.7K
- 47.3%
$90.26 - $108.05 $2.68M - $3.21M
33.1K $3.58M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-63.3K
- 89.38%
$39.44 - $49.12 $2.49M - $3.11M
7.52K $364K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-94.5K
- 26.29%
$41.45 - $54.46 $3.92M - $5.15M
265K $13.8M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-57.9K
- 57.9%
$44.64 - $47.48 $2.58M - $2.75M
42.1K $2M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-225K
- 98.11%
$10.3 - $12.99 $2.31M - $2.92M
4.34K $44K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-65.2K
- 2.35%
$45.12 - $46.23 $2.94M - $3.01M
2.71M $125M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-118K
- 71.25%
$21.57 - $21.99 $2.54M - $2.59M
47.5K $1.04M
VVV
Valvoline Inc

Energy
-70.9K
- 92.57%
$31.48 - $38.2 $2.23M - $2.71M
5.69K $215K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-27.3K
- 42.26%
$86.05 - $107.7 $2.35M - $2.94M
37.3K $4.02M
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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