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
PEP
Pepsico Inc

Consumer Defensive
25.3K
+ 14.02%
$133.81 - $152.16 $3.38M - $3.85M
206K $28.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
94.1K
+ 12.88%
$50.85 - $51.35 $4.79M - $4.83M
825K $42.3M
BA
Boeing CO

Industrials
20K
+ 23.29%
$209.79 - $237.38 $4.19M - $4.74M
106K $22.8M
XYL
Xylem Inc.

Industrials
32.2K
+ 814.44%
$129.67 - $147.5 $4.18M - $4.75M
36.2K $5.33M
GLDM
World Gold Trust

ETFs
40.9K
+ 26.81%
$64.73 - $76.45 $2.65M - $3.13M
194K $14.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
81.3K
+ 14.74%
$55.61 - $57.37 $4.52M - $4.66M
632K $36.1M
CGUS
Capital Group Core Equity ETF
65.9K
+ 7.98%
$36.89 - $39.72 $2.43M - $2.62M
892K $35.3M
ITW
Illinois Tool Works Inc

Industrials
7.65K
+ 3.75%
$252.31 - $269.41 $1.93M - $2.06M
211K $55.1M
CMI
Cummins Inc

Industrials
2.09K
+ 5.18%
$327.85 - $426.39 $684K - $889K
42.4K $17.9M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
37.7K
+ 55.84%
$82.22 - $96.68 $3.1M - $3.64M
105K $10.2M
CGDV
Capital Group Divid Value ETF

ETFs
63.5K
+ 8.13%
$39.59 - $42.21 $2.51M - $2.68M
844K $35.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
84.9K
+ 49.29%
$42.26 - $47.16 $3.59M - $4M
257K $11.9M
DUK
Duke Energy Corp

Utilities
29.1K
+ 17.77%
$116.31 - $125.93 $3.38M - $3.66M
193K $23.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
78.9K
+ 16.5%
$39.8 - $42.86 $3.14M - $3.38M
557K $23.8M
SNA
Snap On Inc

Industrials
12K
+ 157.45%
$313.01 - $346.53 $3.75M - $4.15M
19.6K $6.78M
XEL
Xcel Energy Inc

Utilities
44K
+ 66.18%
$67.56 - $80.65 $2.97M - $3.55M
110K $8.91M
PDI
Pimco Dynamic Income Fund

Financial Services
212K
+ 122.56%
$18.85 - $20.07 $3.99M - $4.25M
384K $7.6M
WEC
Wec Energy Group, Inc.

Utilities
32.2K
+ 55.22%
$103.66 - $114.59 $3.34M - $3.69M
90.6K $10.4M
WM
Waste Management Inc

Industrials
21.2K
+ 40.82%
$213.88 - $237.1 $4.54M - $5.03M
73.2K $16.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.2K
+ 0.94%
$108.08 - $121.73 $346K - $390K
345K $41.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
47.5K
+ 9.98%
$53.81 - $57.52 $2.56M - $2.73M
523K $30.1M
CGGO
Capital Group Global Growth Eq

ETFs
34.2K
+ 2.5%
$31.71 - $34.17 $1.08M - $1.17M
1.4M $47.9M
XLV
Select Sector Spdr Fund Health

ETFs
24K
+ 12.99%
$129.01 - $139.72 $3.09M - $3.35M
208K $29M
LHX
L3 Harris Technologies, Inc.

Industrials
10.5K
+ 61.19%
$252.18 - $305.41 $2.64M - $3.19M
27.5K $8.41M
VZ
Verizon Communications Inc

Communication Services
82K
+ 13.38%
$40.84 - $45.06 $3.35M - $3.7M
695K $30.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
39.7K
+ 43.74%
$100.37 - $100.74 $3.99M - $4M
131K $13.1M
MPWR
Monolithic Power Systems Inc

Technology
2.34K
+ 24.98%
$711.24 - $922.81 $1.67M - $2.16M
11.7K $10.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.86K
+ 1.51%
$339.37 - $366.46 $632K - $683K
125K $45.7M
BAC
Bank Of America Corp

Financial Services
15.9K
+ 2.26%
$44.92 - $52.42 $712K - $831K
717K $37M
VOE
Vanguard Mid Cap Value Index F

ETFs
11K
+ 6.03%
$164.63 - $174.58 $1.82M - $1.93M
194K $33.8M
PG
Procter & Gamble CO

Consumer Defensive
35.2K
+ 12.14%
$150.47 - $161.22 $5.3M - $5.68M
325K $50M
VT
Vanguard Total World Stk Index

ETFs
25K
+ 77.75%
$128.41 - $138.03 $3.21M - $3.45M
57.2K $7.88M
ASML
Asml Holding Nv

Technology
1.89K
+ 16.59%
$689.63 - $968.09 $1.3M - $1.83M
13.3K $12.8M
CORP
Pimco Investment Grade Corp Bd

ETFs
35.7K
+ 24.71%
$95.87 - $99.18 $3.42M - $3.54M
180K $17.7M
DTE
Dte Energy CO

Utilities
2.96K
+ 0.81%
$130.26 - $141.49 $385K - $418K
367K $51.9M
WPM
Wheaton Precious Metals Corp.

Basic Materials
30.7K
+ 276.99%
$86.72 - $111.84 $2.67M - $3.44M
41.8K $4.68M
BX
Blackstone Inc.

Financial Services
11.9K
+ 15.92%
$152.77 - $188.68 $1.83M - $2.25M
87K $14.9M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
83.9K
+ 46.43%
$38.1 - $40.7 $3.2M - $3.41M
265K $10.5M
CARR
Carrier Global Corp

Industrials
72.1K
+ 140.95%
$58.75 - $80.73 $4.23M - $5.82M
123K $7.35M
IEF
Ishares Barclays

ETFs
35.6K
+ 15.9%
$93.91 - $97.26 $3.34M - $3.46M
259K $25M
TSCO
Tractor Supply CO

Consumer Cyclical
1.82K
+ 0.21%
$54.08 - $62.65 $98.2K - $114K
851K $48.4M
HSY
Hershey CO

Consumer Defensive
18.2K
+ 235.56%
$161.95 - $193.45 $2.95M - $3.52M
25.9K $4.85M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
150K
+ 19.87%
N/A
905K $21.5M
GPC
Genuine Parts CO

Consumer Cyclical
21.9K
+ 72.44%
$122.23 - $142.77 $2.68M - $3.13M
52.2K $7.23M
C
Citigroup Inc

Financial Services
2.9K
+ 1.48%
$85.57 - $103.49 $248K - $300K
199K $20.2M
IGM
Ishares Expanded Tech Sector E

ETFs
19.8K
+ 27.42%
$110.96 - $127.67 $2.2M - $2.53M
92K $11.6M
JPIE
J P Morgan Exchange Traded Fd
74.5K
+ 49.64%
$46.01 - $46.55 $3.43M - $3.47M
224K $10.4M
LOW
Lowes Companies Inc

Consumer Cyclical
3.47K
+ 3.95%
$215.01 - $273.02 $747K - $948K
91.5K $23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
30.6K
+ 23.25%
$101.12 - $106.18 $3.09M - $3.25M
162K $16.7M
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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