New Edge Advisors, LLC Incresed Positions in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STRL
Sterling Construction CO Inc

Industrials
1.84K
+ 445.76%
$222.54 - $371.84 $410K - $685K
2.25K $765K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.9K
+ 10.43%
$74.93 - $80.73 $367K - $395K
51.9K $4.18M
BNDX
Vanguard Total International B

ETFs
14.1K
+ 2.04%
$49.0 - $49.51 $691K - $698K
703K $34.8M
IXN
Ishares Global Information Tec

ETFs
1.11K
+ 2.21%
$91.28 - $103.32 $101K - $114K
51.3K $5.29M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.38K
+ 28.73%
$138.08 - $151.2 $467K - $512K
15.2K $2.29M
QS
Quantum Scape Corp

Consumer Cyclical
43.4K
+ 207.26%
$6.36 - $14.64 $276K - $635K
64.3K $792K
JD
Jd.Com, Inc.

Consumer Cyclical
14.1K
+ 21.46%
$30.39 - $35.64 $429K - $503K
79.9K $2.79M
KB
Kb Financial Group Inc.

Financial Services
7.76K
+ 63.86%
$77.68 - $90.36 $603K - $701K
19.9K $1.65M
VNQ
Vanguard Specialized Funds Van

ETFs
4.78K
+ 5.35%
$88.47 - $93.24 $423K - $445K
94.1K $8.6M
BAR
Granite Shares Gold Trust

ETFs
14.7K
+ 91.27%
$32.23 - $38.06 $473K - $558K
30.7K $1.17M
BIGZ
Black Rock Innovation & Growth Trust
97K
+ 168.41%
N/A
155K $1.02M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
12.6K
+ 65.97%
$50.08 - $50.37 $633K - $636K
31.8K $1.6M
CIEN
Ciena Corp

Technology
2.12K
+ 41.65%
$77.75 - $145.67 $164K - $308K
7.19K $1.05M
USFD
Us Foods Holding Corp.

Consumer Defensive
8.29K
+ 110.36%
$76.35 - $84.68 $633K - $702K
15.8K $1.21M
VGIT
Vanguard Intermediate Term Tre

ETFs
10K
+ 7.77%
$58.97 - $60.36 $592K - $606K
139K $8.37M
PSLV
Sprott Physical Silver Trust

Financial Services
17.2K
+ 16.57%
$12.24 - $15.73 $211K - $271K
121K $1.9M
BBUS
J P Morgan Exchg Traded Fd

ETFs
5.13K
+ 1165.45%
$111.77 - $121.28 $573K - $622K
5.57K $671K
QTEC
First Trust Nasdaq 100 Technol

ETFs
648
+ 2.32%
$208.95 - $229.72 $135K - $149K
28.5K $6.55M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.95K
+ 2.84%
$45.72 - $47.27 $409K - $423K
324K $15.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.93K
+ 2.13%
$137.51 - $145.26 $266K - $281K
92.8K $13.2M
FFIV
F5, Inc.

Technology
1.8K
+ 167.04%
$290.76 - $334.59 $523K - $602K
2.88K $929K
IBN
Icici Bank LTD

Financial Services
20.5K
+ 1010.02%
$30.23 - $34.41 $618K - $704K
22.5K $679K
IDCC
Inter Digital, Inc.

Communication Services
185
+ 4.1%
$221.35 - $349.23 $40.9K - $64.6K
4.7K $1.62M
BHP
Bhp Group LTD

Basic Materials
1.31K
+ 1.87%
$48.67 - $56.22 $63.6K - $73.4K
71K $3.96M
AFRM
Affirm Holdings, Inc.

Technology
6.8K
+ 24.82%
$64.05 - $92.18 $436K - $627K
34.2K $2.5M
VFMV
Vanguard Wellington Fd

ETFs
3K
+ 4.43%
$126.35 - $131.95 $379K - $395K
70.7K $9.28M
CHWY
Chewy, Inc.

Consumer Cyclical
14.9K
+ 1194.08%
$34.27 - $42.33 $512K - $632K
16.2K $654K
BWA
Borgwarner Inc

Consumer Cyclical
3.45K
+ 8.06%
$34.53 - $44.44 $119K - $153K
46.2K $2.03M
CHD
Church & Dwight CO Inc

Consumer Defensive
8.73K
+ 43.67%
$85.84 - $99.09 $749K - $865K
28.7K $2.52M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
76.2K
+ 98.07%
$6.27 - $7.05 $478K - $537K
154K $1.08M
SOUN
Soundhound Ai, Inc.

Technology
22.6K
+ 52.44%
$10.11 - $18.05 $229K - $408K
65.8K $1.06M
PTC
Ptc Inc.

Technology
2.9K
+ 1726.19%
$173.07 - $216.53 $502K - $628K
3.07K $622K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
468
+ 0.39%
$79.76 - $85.78 $37.3K - $40.1K
122K $10.3M
DAL
Delta Air Lines, Inc.

Industrials
4.72K
+ 10.98%
$49.0 - $61.97 $231K - $292K
47.7K $2.71M
BSCU
Invesco Exc Self Ind Tr

ETFs
34.2K
+ 27.7%
$16.67 - $17.03 $570K - $583K
158K $2.67M
IWS
Ishares Russell Midcap Value E

ETFs
1K
+ 1.67%
$132.83 - $140.61 $133K - $141K
60.9K $8.51M
COLL
Collegium Pharmaceutical, Inc

Healthcare
16.3K
+ 535.9%
$29.75 - $39.59 $486K - $646K
19.4K $677K
UMBF
Umb Financial Corp

Financial Services
4.32K
+ 79.06%
$106.84 - $125.59 $462K - $543K
9.79K $1.16M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.64K
+ 372.34%
$43.07 - $91.37 $243K - $515K
7.16K $653K
IYF
Ishares Tr

ETFs
2.47K
+ 5.2%
$119.89 - $127.16 $297K - $315K
50K $6.34M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30.6K
+ 6.9%
$46.51 - $50.07 $1.43M - $1.53M
475K $22.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.55K
+ 35.36%
$86.92 - $99.32 $395K - $452K
17.4K $1.7M
ROK
Rockwell Automation, Inc

Industrials
605
+ 2.87%
$328.67 - $358.52 $199K - $217K
21.7K $7.58M
CCK
Crown Holdings Inc

Consumer Cyclical
6.35K
+ 105.87%
$92.19 - $108.12 $585K - $686K
12.3K $1.19M
STX
Seagate Technology Holdings PLC

Technology
555
+ 11.48%
$142.01 - $236.06 $78.8K - $131K
5.39K $1.27M
MAS
Masco Corp

Industrials
7.51K
+ 116.68%
$64.44 - $76.07 $484K - $572K
14K $982K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5.54K
+ 67.67%
$87.69 - $96.0 $486K - $532K
13.7K $1.29M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4.99K
+ 173.13%
$105.03 - $112.54 $524K - $561K
7.87K $868K
BLKB
Blackbaud Inc

Technology
8.77K
+ 7429.66%
$61.35 - $71.61 $538K - $628K
8.89K $571K
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 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