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
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-5.25K
- 17.39%
$71.6 - $76.11 $376K - $399K
24.9K $1.89M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.73K
- 3.63%
$59.29 - $62.87 $162K - $172K
72.5K $4.36M
UGI
Ugi Corp

Utilities
-748
- 0.71%
$32.64 - $37.14 $24.4K - $27.8K
104K $3.46M
VALE
Vale S.A.

Basic Materials
-41.9K
- 48.05%
$9.53 - $10.95 $400K - $459K
45.3K $492K
FOXA
Fox Corp

Communication Services
-6.87K
- 57.52%
$53.87 - $63.06 $370K - $433K
5.07K $319K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-6.81K
- 23.1%
$50.82 - $51.09 $346K - $348K
22.7K $1.16M
ROLL
Rbc Bearings Inc

Industrials
-1.4K
- 69.75%
N/A
609 $149K
SE
Sea LTD

Consumer Cyclical
-3.42K
- 24.0%
$146.23 - $196.5 $500K - $672K
10.8K $1.94M
GVI
Ishares Tr

ETFs
-3.5K
- 6.49%
$105.8 - $107.81 $370K - $377K
50.5K $5.42M
JPIB
Jpmorgan International Bond Op

ETFs
-8.14K
- 5.57%
$48.32 - $49.13 $393K - $400K
138K $6.76M
TQQQ
Proshares Ultrapro Qqq

ETFs
-4.73K
- 61.68%
$80.89 - $104.72 $382K - $495K
2.94K $303K
AIG
American International Group, Inc.

Financial Services
-274
- 0.62%
$76.34 - $85.87 $20.9K - $23.5K
43.7K $3.43M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-15.3K
- 83.09%
$19.08 - $23.53 $291K - $359K
3.11K $60K
JCI
Johnson Controls International PLC

Industrials
-8.18K
- 6.19%
$103.24 - $111.73 $844K - $913K
124K $13.6M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-24.4K
- 18.05%
$14.44 - $15.44 $352K - $377K
111K $1.68M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.21K
- 28.6%
$50.45 - $50.65 $313K - $314K
15.5K $783K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
-10.1K
- 79.38%
$31.45 - $38.55 $317K - $388K
2.62K $97K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-7.39K
- 40.37%
$101.96 - $132.43 $753K - $979K
10.9K $1.4M
GWRE
Guidewire Software, Inc.

Technology
-1.24K
- 25.27%
$207.82 - $261.88 $258K - $325K
3.67K $843K
MSCI
Msci Inc.

Financial Services
-483
- 12.6%
$526.48 - $588.0 $254K - $284K
3.35K $1.9M
CRDO
Credo Technology Group Holding LTD

Technology
-5.75K
- 57.39%
$87.59 - $172.31 $504K - $991K
4.27K $622K
SONY
Sony Group Corp

Technology
-18.1K
- 23.17%
$23.92 - $30.07 $433K - $544K
60K $1.73M
AZN
Astrazeneca PLC

Healthcare
-10.5K
- 14.25%
$68.72 - $82.11 $721K - $862K
63.2K $4.85M
EXR
Extra Space Storage Inc.

Real Estate
-1.77K
- 24.19%
$134.36 - $152.88 $238K - $270K
5.54K $781K
CTAS
Cintas Corp

Industrials
-477
- 4.37%
$199.29 - $226.27 $95.1K - $108K
10.4K $2.14M
OPCH
Option Care Health, Inc.

Healthcare
-6.43K
- 27.46%
$26.82 - $31.95 $173K - $206K
17K $471K
NOG
Northern Oil & Gas, Inc.

Energy
-8.91K
- 48.71%
$23.13 - $31.07 $206K - $277K
9.38K $232K
FYC
First Trust Small Cap Growth A

ETFs
-3.61K
- 90.35%
$77.98 - $92.23 $281K - $332K
385 $34K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-18.6K
- 5.85%
$28.69 - $30.59 $535K - $570K
300K $9.12M
AVSF
American Centy ETF Tr Avantis

ETFs
-5.87K
- 41.56%
$46.71 - $47.3 $274K - $278K
8.26K $389K
INMU
Blackrock ETF Tr Ii Intermedia
-12.9K
- 19.38%
$23.29 - $23.97 $301K - $310K
53.7K $1.29M
FINX
Global X Fds Fintech ETF (De)

ETFs
-8K
- 83.16%
$32.53 - $35.28 $260K - $282K
1.62K $54K
ACHR
Archer Aviation Inc.

Industrials
-16.9K
- 20.17%
$8.25 - $13.4 $140K - $227K
66.9K $641K
INDY
Ishares India 50 ETF

ETFs
-4.66K
- 52.98%
$50.9 - $54.48 $237K - $254K
4.14K $210K
JKHY
Henry Jack & Associates Inc

Technology
-175
- 2.28%
$148.45 - $182.09 $26K - $31.9K
7.51K $1.12M
WHR
Whirlpool Corp

Consumer Cyclical
-2.43K
- 79.67%
$77.47 - $110.59 $188K - $268K
619 $48K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-4.63K
- 2.46%
$47.36 - $47.65 $219K - $220K
183K $8.69M
MKC
Mccormick & CO Inc

Consumer Defensive
-94
- 0.33%
$64.3 - $77.17 $6.04K - $7.25K
28.1K $1.88M
DEO
Diageo PLC

Consumer Defensive
-1.49K
- 7.15%
$93.64 - $115.33 $140K - $172K
19.4K $1.85M
MTZ
Mastec Inc

Industrials
-2.05K
- 47.57%
$168.23 - $212.81 $345K - $437K
2.26K $481K
PAYC
Paycom Software, Inc.

Technology
-41
- 0.39%
$208.14 - $238.8 $8.53K - $9.79K
10.4K $2.17M
PPG
Ppg Industries Inc

Basic Materials
-897
- 5.06%
$103.65 - $119.07 $93K - $107K
16.8K $1.77M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.01K
- 9.96%
$33.26 - $34.01 $266K - $272K
72.4K $2.45M
APO
Apollo Global Management, Inc.

Financial Services
-909
- 6.26%
$131.55 - $156.05 $120K - $142K
13.6K $1.81M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-12.1K
- 2.67%
$20.66 - $20.74 $250K - $251K
440K $9.11M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-5.65K
- 10.54%
$82.96 - $95.7 $468K - $540K
47.9K $4.3M
CHRD
Oasis Petroleum Inc.

Energy
-2.49K
- 91.02%
$99.37 - $114.13 $248K - $285K
246 $24K
KEX
Kirby Corp

Industrials
-2.08K
- 99.81%
$82.64 - $120.83 $172K - $251K
4 $0
BAX
Baxter International Inc

Healthcare
-7.24K
- 82.86%
$21.71 - $31.23 $157K - $226K
1.5K $34K
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
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email