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
APP
App Lovin Corp

Technology
5.37K
+ 36.95%
$335.1 - $718.54 $1.8M - $3.86M
19.9K $14.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
107K
+ 70.96%
N/A
258K $22.2M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
179K
+ 63.37%
$50.29 - $50.86 $9.02M - $9.12M
462K $23.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.3K
+ 12.15%
$103.83 - $179.9 $1.28M - $2.21M
113K $20.3M
HOOD
Robinhood Markets, Inc.

Technology
27.9K
+ 31.11%
$91.27 - $143.18 $2.55M - $3.99M
118K $16.8M
XLK
Technology Sector Spdr

ETFs
20K
+ 21.59%
$250.97 - $282.66 $5.02M - $5.65M
113K $31.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
73.3K
+ 140.6%
$107.66 - $112.36 $7.89M - $8.23M
125K $14M
FV
First Trust Dorsey Wright Focu

ETFs
96.6K
+ 11.45%
$59.23 - $62.14 $5.72M - $6M
941K $58.2M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
414K
+ 5624.46%
$19.57 - $19.98 $8.09M - $8.26M
421K $8.37M
XLY
Select Sector Spdr Consumer Di

ETFs
30.5K
+ 75.84%
$216.09 - $242.18 $6.6M - $7.39M
70.8K $17M
CVX
Chevron Corp

Energy
14.1K
+ 2.84%
$145.57 - $161.83 $2.05M - $2.27M
509K $79M
DGRO
Ishares Core Dividend Growth E

ETFs
75.4K
+ 10.4%
$64.12 - $68.08 $4.84M - $5.14M
801K $54.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52.6K
+ 4.82%
$49.43 - $54.52 $2.6M - $2.87M
1.14M $61.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
87.8K
+ 7.2%
$40.2 - $44.58 $3.53M - $3.92M
1.31M $57.5M
MU
Micron Technology Inc

Technology
17.5K
+ 16.54%
$104.88 - $168.89 $1.84M - $2.96M
123K $20.7M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
339K
+ 713.5%
$21.68 - $22.04 $7.35M - $7.47M
386K $8.48M
XOM
Exxon Mobil Corp

Energy
33.2K
+ 4.54%
$105.83 - $117.22 $3.52M - $3.9M
766K $86.4M
NEAR
Blackrock Short Maturity Bond

ETFs
141K
+ 56.4%
$50.8 - $51.32 $7.19M - $7.26M
392K $20.1M
MDT
Medtronic PLC

Healthcare
64.9K
+ 47.65%
$87.67 - $95.74 $5.69M - $6.21M
201K $19.2M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
99.7K
+ 64.82%
$60.01 - $65.01 $5.98M - $6.48M
253K $16.5M
RTX
Raytheon Technologies Corp

Industrials
20.9K
+ 12.43%
$144.19 - $167.33 $3.02M - $3.51M
189K $31.7M
IBM
International Business Machines Corp

Technology
38.3K
+ 11.95%
$234.77 - $292.47 $9M - $11.2M
359K $101M
WMT
Walmart Inc.

Consumer Defensive
17.2K
+ 1.83%
$94.4 - $104.27 $1.63M - $1.8M
961K $99M
DELL
Dell Technologies Inc.

Technology
38.4K
+ 66.21%
$120.96 - $141.77 $4.65M - $5.44M
96.4K $13.7M
TDIV
First Trust Nasdaq Technology

ETFs
50.4K
+ 28.45%
$89.27 - $100.33 $4.5M - $5.06M
228K $22.4M
XLC
Select Sector Spdr Tr Communic

ETFs
37.3K
+ 21.34%
$105.99 - $119.41 $3.96M - $4.46M
212K $25.1M
GS
Goldman Sachs Group Inc

Financial Services
4.53K
+ 16.22%
$696.56 - $806.32 $3.15M - $3.65M
32.4K $25.8M
AMAT
Applied Materials Inc

Technology
16.1K
+ 12.7%
$156.25 - $204.95 $2.51M - $3.29M
142K $29.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
26.3K
+ 8.72%
$132.9 - $142.03 $3.49M - $3.73M
328K $46.2M
ENB
Enbridge Inc

Energy
79.2K
+ 20.34%
$43.79 - $50.46 $3.47M - $4M
469K $23.6M
SPYG
Spdr Portfolio

ETFs
31.4K
+ 10.66%
$94.33 - $105.31 $2.96M - $3.31M
326K $34M
IBDV
Ishares Tr

Technology
261K
+ 37.89%
$21.75 - $22.22 $5.67M - $5.8M
950K $21M
GILD
Gilead Sciences, Inc.

Healthcare
52.6K
+ 49.39%
$108.22 - $120.47 $5.69M - $6.34M
159K $17.7M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
167K
+ 14.26%
$23.5 - $24.94 $3.93M - $4.18M
1.34M $33.4M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
241K
+ 46.28%
$23.53 - $23.89 $5.68M - $5.76M
762K $18.2M
MBB
Ishares Tr

ETFs
51.7K
+ 7.96%
$92.46 - $95.73 $4.78M - $4.95M
701K $66.7M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
263K
+ 30.06%
$20.77 - $21.32 $5.46M - $5.6M
1.14M $24.1M
SCHW
Schwab Charles Corp

Financial Services
55.5K
+ 55.78%
$91.03 - $98.69 $5.06M - $5.48M
155K $14.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.98K
+ 13.59%
$435.72 - $463.74 $3.91M - $4.16M
75.1K $34.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
123K
+ 19.07%
$28.92 - $32.19 $3.56M - $3.96M
769K $24.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
47.1K
+ 1.89%
$31.79 - $33.42 $1.5M - $1.57M
2.54M $85M
IWM
Ishares Russell 2000 ETF

ETFs
12.7K
+ 13.52%
$214.92 - $244.84 $2.73M - $3.11M
107K $25.8M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
126K
+ 16.14%
$35.94 - $38.52 $4.51M - $4.84M
903K $33.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
45.8K
+ 5.53%
$97.75 - $100.75 $4.48M - $4.62M
875K $87.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.72K
+ 3.63%
$236.25 - $257.69 $1.82M - $1.99M
220K $56.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
19K
+ 41.1%
$195.29 - $223.85 $3.7M - $4.25M
65.1K $14.5M
XLP
Consumer Staples Sector Spdr

ETFs
68.1K
+ 47.21%
N/A
212K $16.1M
IEV
Ishares Tr Europe ETF

ETFs
75.9K
+ 102.58%
$61.37 - $65.49 $4.66M - $4.97M
150K $9.82M
XLF
Financial Sector Spdr

ETFs
80.4K
+ 15.44%
$51.37 - $54.25 $4.13M - $4.36M
601K $32.4M
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
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