New Edge Advisors, LLC Sells in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
-4.73K
- 5.37%
$158.59 - $198.69 $749K - $939K
83.4K $16.1M
SGOL
Abrdn Gold ETF Trust

ETFs
-743
- 0.24%
$31.18 - $36.81 $23.2K - $27.3K
303K $11.1M
CDE
Coeur Mining, Inc.

Basic Materials
-47.1K
- 18.86%
$8.68 - $18.76 $409K - $883K
203K $3.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-738
- 0.13%
$52.12 - $55.33 $38.5K - $40.8K
564K $31.2M
UNH
Unitedhealth Group Inc

Healthcare
-6.32K
- 5.49%
$237.77 - $353.61 $1.5M - $2.23M
109K $37.6M
VO
Vanguard Mid Cap ETF

ETFs
-7.92K
- 2.72%
$279.83 - $293.74 $2.22M - $2.33M
283K $83.1M
SHOP
Shopify Inc.

Technology
-4.09K
- 5.43%
$112.11 - $157.12 $458K - $642K
71.2K $10.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-5.34K
- 3.29%
$225.11 - $247.9 $1.2M - $1.32M
157K $38.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-676
- 0.35%
$135.0 - $146.02 $91.3K - $98.7K
191K $27.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.31K
- 1.13%
$276.51 - $305.12 $361K - $398K
115K $34.1M
KLAC
Kla Corp

Technology
-1.13K
- 5.35%
$843.9 - $1078.6 $954K - $1.22M
20K $21.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.81K
- 0.47%
$84.28 - $89.46 $237K - $251K
596K $53M
GLW
Corning Inc

Technology
-9.17K
- 7.36%
$51.6 - $82.03 $473K - $752K
115K $9.47M
IWY
Ishares Tr Russell 200 Growth

ETFs
-459
- 0.3%
$243.93 - $275.62 $112K - $127K
154K $42.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.66K
- 1.08%
$194.44 - $206.51 $1.49M - $1.58M
704K $145M
TJX
Tjx Companies Inc

Consumer Cyclical
-24.3K
- 5.18%
$121.35 - $144.54 $2.95M - $3.51M
446K $64.4M
HD
Home Depot, Inc.

Consumer Cyclical
-34
- 0.02%
$357.4 - $423.42 $12.2K - $14.4K
217K $87.8M
VUG
Vanguard Growth ETF

ETFs
-11.8K
- 2.84%
$433.97 - $484.08 $5.1M - $5.69M
402K $193M
EOSE
Eos Energy Enterprises, Inc.

Industrials
-227K
- 9.55%
$4.63 - $11.17 $1.05M - $2.53M
2.15M $23.7M
CAT
Caterpillar Inc

Industrials
-6.91K
- 3.19%
$390.92 - $477.15 $2.7M - $3.3M
210K $100M
PLTR
Palantir Technologies Inc.

Technology
-3.38K
- 0.72%
$130.68 - $186.97 $441K - $631K
468K $85.3M
GOOG
Alphabet Inc.

Communication Services
-20.5K
- 3.17%
$175.16 - $255.24 $3.59M - $5.24M
626K $153M
AVGO
Broadcom Inc.

Technology
-51.4K
- 5.09%
$264.74 - $369.57 $13.6M - $19M
959K $316M
AAPL
Apple Inc.

Technology
-104K
- 4.12%
$202.38 - $256.87 $21M - $26.7M
2.42M $616M
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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