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
SOFI
So Fi Technologies, Inc.

Financial Services
41.8K
+ 14.58%
$17.64 - $29.81 $737K - $1.24M
328K $8.67M
GTO
Invesco Actively Managed ETF T

ETFs
70.6K
+ 60.7%
$46.43 - $47.91 $3.28M - $3.38M
187K $8.88M
MS
Morgan Stanley

Financial Services
4.41K
+ 2.94%
$139.09 - $161.16 $613K - $711K
154K $24.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
100K
+ 11.95%
$26.38 - $27.95 $2.65M - $2.81M
941K $25.7M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
62K
+ 8.35%
$33.07 - $34.84 $2.05M - $2.16M
804K $28M
CDC
Victory Portfolios Ii Shs Inco

ETFs
48.7K
+ 116.23%
$64.0 - $66.91 $3.12M - $3.26M
90.6K $6.04M
CSCO
Cisco Systems, Inc.

Technology
55.2K
+ 11.91%
$66.2 - $71.79 $3.65M - $3.96M
518K $35.5M
APH
Amphenol Corp

Technology
14.1K
+ 22.39%
$97.39 - $125.4 $1.37M - $1.77M
77K $9.53M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
13.2K
+ 29984.09%
$236.6 - $253.9 $3.12M - $3.35M
13.2K $3.32M
PRU
Prudential Financial Inc

Financial Services
33.1K
+ 88.74%
$100.68 - $109.89 $3.33M - $3.63M
70.4K $7.3M
IYG
Ishares Tr

ETFs
36K
+ 262.53%
$85.16 - $90.57 $3.06M - $3.26M
49.7K $4.45M
EBAY
Ebay Inc

Consumer Cyclical
16.3K
+ 15.04%
$75.33 - $100.77 $1.23M - $1.65M
125K $11.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.74K
+ 53.89%
$362.31 - $405.74 $2.44M - $2.73M
19.2K $7.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28.4K
+ 7.12%
$62.09 - $66.51 $1.77M - $1.89M
428K $27.9M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
7.28K
+ 8.27%
$105.16 - $140.03 $766K - $1.02M
95.3K $12.9M
MA
Mastercard Inc

Financial Services
4.53K
+ 5.8%
$550.18 - $598.96 $2.49M - $2.71M
82.6K $47M
COOP
Mr. Cooper Group Inc.

Financial Services
14.8K
+ 1477700.0%
$143.29 - $220.9 $2.12M - $3.26M
14.8K $3.12M
SO
Southern CO

Utilities
26.4K
+ 12.65%
$90.83 - $96.0 $2.39M - $2.53M
235K $22.2M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
118K
+ 4.99%
$18.93 - $19.47 $2.23M - $2.3M
2.48M $47.9M
DDOG
Datadog, Inc.

Technology
20.7K
+ 119.32%
$124.52 - $155.15 $2.57M - $3.21M
38K $5.41M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.43K
+ 0.74%
$181.56 - $190.33 $442K - $463K
331K $62.7M
TFC
Truist Financial Corp

Financial Services
57.3K
+ 35.29%
$42.83 - $47.07 $2.45M - $2.7M
220K $10M
INTC
Intel Corp

Technology
38.1K
+ 24.06%
$19.31 - $35.5 $735K - $1.35M
196K $6.59M
CB
Chubb LTD

Financial Services
12.5K
+ 19.57%
$265.99 - $289.59 $3.31M - $3.61M
76.1K $21.5M
PLD
Prologis, Inc.

Real Estate
21.3K
+ 33.37%
$104.08 - $115.35 $2.22M - $2.46M
85.1K $9.75M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
43.3K
+ 8430.16%
$66.84 - $69.82 $2.9M - $3.03M
43.8K $3.05M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.93K
+ 3.4%
$98.53 - $107.1 $978K - $1.06M
302K $31.7M
FTCS
First Trust Capital Strength E

ETFs
26.9K
+ 16.11%
$89.72 - $93.74 $2.41M - $2.52M
194K $18.2M
THC
Tenet Healthcare Corp

Healthcare
14.3K
+ 808.08%
$148.38 - $203.04 $2.12M - $2.9M
16.1K $3.26M
TMUS
T Mobile Us, Inc.

Communication Services
11.3K
+ 5.15%
$226.02 - $259.01 $2.54M - $2.92M
230K $55.1M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
39.1K
+ 194.59%
$70.96 - $73.96 $2.77M - $2.89M
59.1K $4.36M
AMGN
Amgen Inc

Healthcare
9.34K
+ 11.76%
$271.18 - $309.22 $2.53M - $2.89M
88.8K $25.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
124K
+ 6.94%
$22.84 - $22.95 $2.82M - $2.84M
1.9M $43.7M
SNPS
Synopsys Inc

Technology
5.96K
+ 128.77%
$387.78 - $645.35 $2.31M - $3.84M
10.6K $5.22M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
308K
+ 294.35%
$8.55 - $9.1 $2.63M - $2.8M
412K $3.75M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
36.8K
+ 7892.27%
$71.0 - $90.32 $2.61M - $3.32M
37.2K $2.87M
AVEM
American Centy ETF Tr Avantis

ETFs
22.9K
+ 13.55%
$68.33 - $75.41 $1.56M - $1.73M
192K $14.4M
TROW
Price T Rowe Group Inc

Financial Services
26.8K
+ 239.66%
$98.67 - $111.52 $2.64M - $2.98M
37.9K $3.89M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
18K
+ 27.64%
$136.48 - $142.97 $2.46M - $2.58M
83.2K $11.7M
STT
State Street Corp

Financial Services
23.7K
+ 559.95%
$102.01 - $117.25 $2.42M - $2.78M
27.9K $3.24M
USB
Us Bancorp \De\

Financial Services
51.9K
+ 71.59%
$43.94 - $50.41 $2.28M - $2.62M
124K $6.01M
XLU
Utilities Sector Spdr

ETFs
22.8K
+ 17.49%
$81.14 - $87.32 $1.85M - $1.99M
153K $13.4M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
141K
+ 88.54%
$18.86 - $19.16 $2.65M - $2.69M
299K $5.73M
CVNA
Carvana Co.

Consumer Cyclical
6.03K
+ 60.96%
$326.09 - $392.66 $1.97M - $2.37M
15.9K $6.01M
VGSH
Vanguard

ETFs
45.3K
+ 48.03%
$58.43 - $58.88 $2.65M - $2.67M
140K $8.21M
UPS
United Parcel Service Inc

Industrials
57.1K
+ 47.31%
$82.58 - $105.54 $4.72M - $6.03M
178K $14.9M
URA
Global X Uranium ETF

ETFs
37.2K
+ 36.93%
$36.45 - $50.4 $1.36M - $1.88M
138K $6.58M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
24.5K
+ 11.89%
$102.4 - $103.88 $2.51M - $2.54M
230K $23.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
13.3K
+ 14.61%
$68.94 - $86.3 $914K - $1.14M
104K $8.97M
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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