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
NVT
N Vent Electric PLC

Industrials
11.6K
+ 50.72%
$72.16 - $100.25 $840K - $1.17M
34.6K $3.41M
JNK
Spdr Bloomberg High Yield Bond

ETFs
17K
+ 23.68%
$96.22 - $98.19 $1.64M - $1.67M
88.8K $8.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.46K
+ 3.2%
$192.76 - $203.86 $666K - $705K
111K $22.7M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
17.7K
+ 47.33%
$94.11 - $95.78 $1.66M - $1.69M
55K $5.26M
NOC
Northrop Grumman Corp

Industrials
1.19K
+ 13.46%
$498.9 - $609.32 $595K - $727K
10.1K $6.13M
VLO
Valero Energy Corp

Energy
3.45K
+ 11.12%
$131.77 - $175.63 $454K - $605K
34.4K $5.86M
EMB
Ishares Tr

ETFs
12.1K
+ 5.93%
$91.52 - $95.59 $1.1M - $1.15M
215K $20.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
52.2K
+ 53.05%
$27.61 - $29.15 $1.44M - $1.52M
151K $4.38M
MSI
Motorola Solutions, Inc.

Technology
1.21K
+ 4.01%
$408.73 - $490.3 $493K - $591K
31.3K $14.3M
COP
Conocophillips

Energy
10.2K
+ 7.31%
$91.0 - $98.99 $926K - $1.01M
149K $14.1M
SPG
Simon Property Group Inc

Real Estate
4.59K
+ 16.13%
$159.93 - $187.67 $734K - $861K
33K $6.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
10.8K
+ 105.07%
$131.47 - $143.64 $1.42M - $1.56M
21.1K $2.99M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
66.8K
+ 12.73%
$22.64 - $23.22 $1.51M - $1.55M
592K $13.7M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
19.7K
+ 5.42%
$42.39 - $44.63 $833K - $877K
382K $17M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
37K
+ 16.04%
$39.58 - $40.74 $1.46M - $1.51M
268K $10.9M
WDC
Western Digital Corp

Technology
8.34K
+ 81.85%
$63.84 - $120.06 $533K - $1M
18.5K $2.23M
IXP
Ishares Global Comm Services E

ETFs
9.99K
+ 33.27%
$109.97 - $126.56 $1.1M - $1.26M
40K $4.94M
XLI
Industrial Sector Spdr

ETFs
7.07K
+ 9.97%
$147.94 - $154.99 $1.05M - $1.1M
77.9K $12M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
19.5K
+ 5.78%
$86.07 - $90.74 $1.68M - $1.77M
357K $32M
EMR
Emerson Electric CO

Industrials
13.1K
+ 16.66%
$128.6 - $149.63 $1.69M - $1.97M
92K $12.1M
HGLB
Highland Global Allocation Fund

N/A
172K
+ 1672.67%
$8.15 - $9.04 $1.41M - $1.56M
183K $1.64M
D
Dominion Energy, Inc

Utilities
20.1K
+ 29.01%
$56.32 - $62.1 $1.13M - $1.25M
89.2K $5.46M
RGTI
Rigetti Computing, Inc.

Technology
15.4K
+ 25.67%
$11.33 - $32.1 $174K - $493K
75.2K $2.24M
CGCP
Capital Group Core Plus Income

ETFs
65.3K
+ 36.69%
$22.27 - $22.95 $1.45M - $1.5M
243K $5.52M
HRL
Hormel Foods Corp

Consumer Defensive
61.6K
+ 17353.8%
$24.31 - $31.54 $1.5M - $1.94M
62K $1.53M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
17.9K
+ 303.31%
$78.88 - $85.2 $1.42M - $1.53M
23.9K $1.99M
VOX
Vanguard Communication Service

ETFs
7.8K
+ 242.03%
$169.0 - $192.17 $1.32M - $1.5M
11K $2.07M
GFI
Gold Fields LTD

Basic Materials
36.1K
+ 36077.0%
$23.36 - $42.3 $843K - $1.53M
36.2K $1.52M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
21.6K
+ 5.16%
$50.9 - $52.37 $1.1M - $1.13M
441K $23M
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.9K
+ 14.2%
$89.29 - $100.17 $795K - $892K
71.6K $7.16M
VIG
Vanguard Dividend Appreciation

ETFs
8.31K
+ 2.55%
N/A
335K $61M
EQX
Equinox Gold Corp.

Basic Materials
3.25K
+ 1.21%
$5.78 - $11.34 $18.8K - $36.9K
272K $3.05M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.7K
+ 0.95%
$54.9 - $59.81 $148K - $162K
289K $17.2M
VRT
Vertiv Holdings CO

Industrials
17.2K
+ 22.79%
N/A
92.8K $8.04M
SIVR
Abrdn Silver ETF Trust

ETFs
5.26K
+ 4.23%
$34.34 - $44.62 $181K - $235K
130K $5.76M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6K
+ 2.08%
$50.7 - $54.86 $304K - $329K
295K $16.1M
PAVE
Global X Fds Us Infrastructure

ETFs
21.4K
+ 19.14%
$44.02 - $47.63 $942K - $1.02M
133K $6.35M
SWKS
Skyworks Solutions, Inc.

Technology
18.5K
+ 111.1%
$67.52 - $82.97 $1.25M - $1.53M
35.1K $2.7M
CLX
Clorox CO

Consumer Defensive
11.5K
+ 120.64%
$117.67 - $131.43 $1.35M - $1.51M
21K $2.59M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.81K
+ 10.98%
$393.18 - $439.39 $712K - $795K
18.3K $7.97M
PNR
Pentair PLC

Industrials
12.4K
+ 283.47%
$100.62 - $112.59 $1.25M - $1.4M
16.8K $1.86M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
140K
+ 130.23%
$10.03 - $10.4 $1.4M - $1.45M
247K $2.5M
PKW
Invesco Exchange Traded Fd Tr

ETFs
8.7K
+ 30.96%
$123.59 - $132.83 $1.08M - $1.16M
36.8K $4.88M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.83K
+ 2.39%
$92.26 - $97.51 $446K - $471K
207K $20M
CAG
Conagra Brands Inc.

Consumer Defensive
79.8K
+ 250.83%
$18.04 - $21.14 $1.44M - $1.69M
112K $2.04M
FDNI
First Tr ETF Ii Dow Jones

ETFs
1.55K
+ 0.59%
$32.68 - $38.85 $50.6K - $60.1K
263K $10.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
906
+ 0.74%
$134.94 - $145.86 $122K - $132K
123K $17.9M
PVH
Pvh Corp.

Consumer Cyclical
16.6K
+ 9425.57%
$70.6 - $89.52 $1.17M - $1.49M
16.8K $1.4M
IONQ
Ion Q, Inc.

Technology
17K
+ 94.96%
$36.79 - $75.14 $624K - $1.27M
34.8K $2.14M
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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