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
SUB
Ishares Short Term National Mu

ETFs
9.65K
+ 14.94%
$106.17 - $107.3 $1.02M - $1.04M
74.2K $7.93M
IBMP
Ishares Tr Ibonds December 202

ETFs
39.4K
+ 9.49%
$25.3 - $25.56 $996K - $1.01M
454K $11.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
42.1K
+ 12.38%
$23.54 - $23.97 $992K - $1.01M
382K $9.15M
ABNB
Airbnb, Inc.

Consumer Cyclical
13.6K
+ 25.07%
$118.3 - $142.16 $1.6M - $1.93M
67.6K $8.21M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
7.94K
+ 12.61%
$80.54 - $89.67 $639K - $712K
70.8K $6.22M
NVS
Novartis Ag

Healthcare
4.36K
+ 6.38%
$113.5 - $129.73 $494K - $565K
72.6K $9.32M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
8.65K
+ 9.17%
$72.04 - $77.35 $623K - $669K
103K $7.9M
XLE
Energy Sector Spdr

ETFs
3.39K
+ 2.08%
$84.25 - $91.99 $286K - $312K
167K $14.9M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
25.4K
+ 12.32%
$30.43 - $31.63 $774K - $804K
232K $7.32M
ITB
Ishares Tr

ETFs
7.09K
+ 36.86%
$94.18 - $117.14 $667K - $830K
26.3K $2.82M
TXN
Texas Instruments Inc

Technology
5.19K
+ 9.2%
N/A
61.7K $12M
KWEB
Kraneshares Tr Csi China Inter

ETFs
14.8K
+ 29.31%
$33.63 - $42.59 $498K - $630K
65.3K $2.74M
EXC
Exelon Corp

Utilities
20.5K
+ 39.9%
$42.73 - $45.54 $875K - $933K
71.8K $3.23M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.21K
+ 22.61%
$98.99 - $112.2 $614K - $696K
33.7K $3.72M
ES
Eversource Energy

Utilities
10.7K
+ 35.47%
$62.86 - $71.14 $673K - $761K
40.9K $2.91M
BCO
Brinks CO

Industrials
7.63K
+ 225.3%
$85.19 - $117.52 $650K - $897K
11K $1.29M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
5.95K
+ 1.73%
$32.11 - $34.92 $191K - $208K
349K $12.2M
AVLV
American Centy ETF Tr Avantis
2.08K
+ 1.02%
$68.33 - $72.69 $142K - $151K
206K $14.9M
IBKR
Interactive Brokers Group, Inc.

Financial Services
13.4K
+ 362.13%
$56.32 - $68.81 $756K - $924K
17.1K $1.18M
STLD
Steel Dynamics Inc

Basic Materials
9.85K
+ 428.78%
N/A
12.1K $1.19M
RBLX
Roblox Corp

Communication Services
4.4K
+ 42.41%
$100.65 - $141.56 $443K - $623K
14.8K $2.05M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
71.9K
+ 27.55%
$14.49 - $14.86 $1.04M - $1.07M
333K $4.82M
BIIB
Biogen Inc.

Healthcare
6.47K
+ 241.86%
$122.68 - $148.84 $793K - $962K
9.14K $1.28M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.95K
+ 4.41%
$148.97 - $165.88 $290K - $323K
46K $7.58M
VCR
Vanguard Consumer Discretionar

ETFs
2.05K
+ 53.59%
$359.61 - $401.35 $738K - $824K
5.88K $2.33M
SPMD
Spdr Portfolio

ETFs
7.68K
+ 4.3%
$54.43 - $58.29 $418K - $448K
186K $10.6M
IQV
Iqvia Holdings Inc.

Healthcare
1.07K
+ 4.71%
$157.68 - $200.82 $169K - $215K
23.8K $4.52M
KMB
Kimberly Clark Corp

Consumer Defensive
8.89K
+ 23.73%
$121.72 - $136.77 $1.08M - $1.22M
46.3K $5.76M
HPE
Hewlett Packard Enterprise CO

Technology
5.53K
+ 2.85%
$19.81 - $25.24 $110K - $140K
199K $4.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7.32K
+ 23.08%
$196.15 - $217.83 $1.44M - $1.59M
39K $7.86M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
19K
+ 18.47%
$44.97 - $45.88 $856K - $874K
122K $5.6M
APLD
Applied Blockchain, Inc.

Financial Services
29.2K
+ 149.19%
$9.18 - $24.67 $268K - $721K
48.8K $1.12M
PPL
Ppl Corp

Utilities
20.4K
+ 41.55%
$33.54 - $37.24 $684K - $759K
69.4K $2.58M
MTG
Mgic Investment Corp

Financial Services
30.7K
+ 35.19%
$25.06 - $28.92 $769K - $887K
118K $3.34M
NET
Cloudflare, Inc.

Technology
2.17K
+ 9.08%
$181.39 - $228.28 $393K - $495K
26K $5.59M
EWJ
Ishares Msci Japan ETF

ETFs
9.16K
+ 27.33%
$71.69 - $81.49 $657K - $747K
42.7K $3.42M
SIL
Global X Silver Miners ETF

ETFs
9.24K
+ 89.22%
$47.34 - $71.63 $437K - $662K
19.6K $1.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.63K
+ 2.2%
$94.17 - $99.95 $248K - $263K
122K $12.2M
USXF
Ishares Esg Advanced Msci Usa

Technology
13.8K
+ 44.94%
$53.69 - $57.31 $741K - $791K
44.5K $2.55M
MCO
Moodys Corp

Financial Services
1.96K
+ 133.17%
$472.69 - $521.32 $924K - $1.02M
3.42K $1.63M
FSLR
First Solar, Inc.

Technology
619
+ 4.65%
$160.84 - $223.53 $99.6K - $138K
13.9K $3.08M
IDV
Ishares Tr

ETFs
12.6K
+ 6.35%
$34.54 - $37.28 $436K - $471K
211K $7.73M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
608
+ 0.33%
$68.24 - $73.73 $41.5K - $44.8K
187K $13.7M
MLM
Martin Marietta Materials Inc

Basic Materials
1.06K
+ 45.93%
$546.36 - $631.12 $580K - $670K
3.37K $2.13M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
35.9K
+ 2.97%
$22.36 - $22.52 $803K - $809K
1.25M $28.1M
PKG
Packaging Corp Of America

Consumer Cyclical
1.65K
+ 10.06%
$191.41 - $220.25 $316K - $364K
18.1K $3.94M
SA
Seabridge Gold Inc

Basic Materials
3K
+ 3.75%
$14.71 - $24.15 $44.1K - $72.5K
83.1K $2.01M
WELL
Welltower Inc.

Real Estate
2.98K
+ 23.95%
$150.71 - $178.14 $449K - $531K
15.4K $2.75M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.1K
+ 8.58%
$49.78 - $50.75 $754K - $769K
192K $9.7M
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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