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
LMT
Lockheed Martin Corp

Industrials
21
+ 0.06%
$410.74 - $499.21 $8.63K - $10.5K
37.6K $18.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.07K
+ 3.57%
$284.45 - $324.95 $304K - $347K
31K $9.91M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.21K
+ 0.42%
$55.15 - $58.11 $122K - $128K
524K $30.1M
AZO
Autozone Inc

Consumer Cyclical
132
+ 9.59%
$3649.42 - $4354.54 $482K - $575K
1.51K $6.47M
KNTK
Kinetik Holdings Inc.

Energy
31.9K
+ 287.8%
$39.73 - $46.35 $1.27M - $1.48M
43K $1.84M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
7.33K
+ 1.95%
$43.65 - $46.42 $320K - $340K
384K $17.8M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
20.6K
+ 74.01%
$57.5 - $61.94 $1.18M - $1.28M
48.4K $3M
IGV
Ishares Expanded Tech Software

ETFs
7.27K
+ 8.15%
$105.96 - $117.79 $770K - $856K
96.5K $11.1M
NSC
Norfolk Southern Corp

Industrials
1K
+ 4.39%
$259.49 - $300.41 $260K - $301K
23.8K $7.16M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
6.25K
+ 17.05%
$112.94 - $129.99 $706K - $812K
42.9K $5.49M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
6.08K
+ 11.47%
$126.64 - $135.65 $770K - $825K
59.1K $8.02M
VFH
Vanguard Financial ETF

ETFs
9.18K
+ 41.21%
$125.23 - $132.78 $1.15M - $1.22M
31.5K $4.13M
DVY
Ishares Tr

ETFs
3.95K
+ 5.08%
$133.88 - $142.57 $529K - $564K
81.8K $11.6M
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.01%
$193.58 - $213.07 $2.13K - $2.34K
77.1K $16.1M
LDOS
Leidos Holdings, Inc.

Technology
2.25K
+ 8.18%
$159.2 - $188.96 $358K - $425K
29.7K $5.62M
R
Ryder System Inc

Industrials
3.01K
+ 12.48%
$168.66 - $189.57 $507K - $570K
27.1K $5.11M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
62.1K
+ 8.96%
$19.61 - $19.79 $1.22M - $1.23M
755K $14.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.09K
+ 108.05%
$534.91 - $598.71 $1.12M - $1.25M
4.03K $2.27M
AGI
Alamos Gold Inc

Basic Materials
26.4K
+ 68.98%
$24.3 - $34.86 $643K - $922K
64.8K $2.26M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
61.3K
+ 8.28%
$19.49 - $19.61 $1.2M - $1.2M
802K $15.7M
CW
Curtiss Wright Corp

Industrials
2.24K
+ 3800.0%
$472.43 - $542.94 $1.06M - $1.22M
2.3K $1.25M
ABT
Abbott Laboratories

Healthcare
12K
+ 6.3%
$120.51 - $136.62 $1.45M - $1.64M
203K $27.1M
FDL
First Tr Morningstar Dividend

ETFs
23.4K
+ 18.51%
$41.96 - $44.59 $981K - $1.04M
150K $6.5M
EXAS
Exact Sciences Corp

Healthcare
21.8K
+ 450.27%
$40.91 - $56.0 $894K - $1.22M
26.7K $1.46M
BE
Bloom Energy Corp

Industrials
13.5K
+ 1397.0%
$22.13 - $86.27 $299K - $1.16M
14.5K $1.22M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
58.8K
+ 65.14%
$18.82 - $19.8 $1.11M - $1.16M
149K $2.9M
FLMI
Franklin Dynamic Municipal Bon

ETFs
46.2K
+ 47.18%
$23.96 - $24.81 $1.11M - $1.15M
144K $3.57M
HQH
Tekla Healthcare Investors

Financial Services
57.5K
+ 130.2%
$15.58 - $18.46 $895K - $1.06M
102K $1.88M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 5.88%
$692600.0 - $759798.0 $693K - $760K
18 $13.6M
FEMB
First Tr ETF Emerging Markets

ETFs
39.6K
+ 202.28%
$28.3 - $29.79 $1.12M - $1.18M
59.2K $1.74M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
136K
+ 297.87%
$8.4 - $8.79 $1.15M - $1.2M
182K $1.56M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
54.1K
+ 9.0%
$20.41 - $20.67 $1.11M - $1.12M
656K $13.5M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
3.16K
+ 10.82%
$170.68 - $192.95 $539K - $609K
32.3K $6.19M
TER
Teradyne, Inc

Technology
7.14K
+ 209.54%
$90.15 - $137.64 $644K - $983K
10.5K $1.45M
FDVV
Fidelity High Dividend ETF

ETFs
13K
+ 11.56%
$52.42 - $55.71 $683K - $726K
126K $7.01M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
12.2K
+ 244.82%
$87.07 - $93.06 $1.06M - $1.13M
17.1K $1.57M
ALL
Allstate Corp

Financial Services
3.54K
+ 12.6%
$192.0 - $214.65 $680K - $761K
31.7K $6.8M
SNOW
Snowflake Inc.

Technology
4.79K
+ 16.78%
$191.73 - $241.0 $918K - $1.15M
33.3K $7.51M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
2.59K
+ 1.73%
$70.51 - $77.82 $182K - $201K
152K $11.8M
COIN
Coinbase Global, Inc.

Technology
3.84K
+ 28.84%
$297.99 - $419.78 $1.14M - $1.61M
17.2K $5.79M
RIO
Rio Tinto PLC

Basic Materials
8.42K
+ 11.4%
$57.66 - $66.01 $485K - $556K
82.3K $5.43M
PFF
Ishares Trust Ishares Pfd And

ETFs
24.8K
+ 6.89%
$30.67 - $32.13 $759K - $796K
384K $12.1M
RGLD
Royal Gold Inc

Basic Materials
2.8K
+ 11.4%
$151.42 - $200.58 $424K - $561K
27.3K $5.49M
NUE
Nucor Corp

Basic Materials
7.6K
+ 50.34%
$133.3 - $150.33 $1.01M - $1.14M
22.7K $3.07M
SLB
Schlumberger Limited

Energy
31.2K
+ 53.63%
$32.37 - $37.31 $1.01M - $1.16M
89.3K $3.07M
SYY
Sysco Corp

Consumer Defensive
10.3K
+ 29.05%
$76.33 - $82.51 $786K - $850K
45.7K $3.77M
PPTA
Perpetua Resources Corp.

Basic Materials
52.8K
+ 52805.0%
$11.92 - $21.16 $629K - $1.12M
52.9K $1.08M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
81.1K
+ 448.47%
$12.46 - $13.22 $1.01M - $1.07M
99.2K $1.29M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
15K
+ 11.69%
$62.49 - $64.56 $937K - $968K
143K $9.2M
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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