New Edge Wealth, LLC Purchases in Q1 2025

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLM
Martin Marietta Materials Inc

Basic Materials
24
+ 0.44%
$460.39 - $552.64 $11K - $13.3K
5.45K $2.6M
NVAX
Novavax Inc

Healthcare
9.89K
+ 5.81%
$6.41 - $10.82 $63.4K - $107K
180K $1.15M
COIN
Coinbase Global, Inc.

Technology
66
+ 2.24%
$172.23 - $301.3 $11.4K - $19.9K
3.02K $519K
SES
Ses Ai Corp

Consumer Cyclical
485
+ 0.34%
$0.4 - $2.25 $194 - $1.09K
141K $73K
LCII
Lci Industries

Consumer Cyclical
1.42K
+ 6.47%
$87.4 - $110.52 $124K - $156K
23.3K $2.04M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
39
+ 1.63%
$283.06 - $421.16 $11K - $16.4K
2.43K $688K
SQ
Block, Inc.

Technology
344
+ 3.59%
$54.04 - $92.95 $18.6K - $32K
9.92K $567K
SNPS
Synopsys Inc

Technology
230
+ 3.62%
$428.58 - $551.54 $98.6K - $127K
6.58K $2.82M
TFII
Tfi International Inc.

Industrials
31
+ 0.65%
$76.98 - $140.13 $2.39K - $4.34K
4.83K $374K
PH
Parker Hannifin Corp

Industrials
72
+ 0.6%
$591.65 - $707.05 $42.6K - $50.9K
12.1K $7.35M
DDOG
Datadog, Inc.

Technology
1.42K
+ 12.37%
$98.68 - $151.89 $140K - $215K
12.9K $1.28M
THO
Thor Industries Inc

Consumer Cyclical
2.43K
+ 8.05%
$75.81 - $105.39 $184K - $256K
32.6K $2.47M
IBKR
Interactive Brokers Group, Inc.

Financial Services
94
+ 0.24%
$161.03 - $235.53 $15.1K - $22.1K
39.5K $6.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
647
+ 3.71%
$468.34 - $539.52 $303K - $349K
18.1K $8.48M
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 0.21%
$476.63 - $610.45 $17.6K - $22.6K
17.4K $8.64M
MRVL
Marvell Technology, Inc.

Technology
226
+ 2.18%
$61.57 - $126.06 $13.9K - $28.5K
10.6K $651K
ZWS
Zurn Water Solutions Corp

Industrials
694
+ 0.52%
$32.38 - $39.44 $22.5K - $27.4K
134K $4.41M
DAL
Delta Air Lines, Inc.

Industrials
1.34K
+ 3.59%
$43.6 - $69.06 $58.5K - $92.6K
38.7K $1.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
598
+ 0.36%
$57.21 - $65.8 $34.2K - $39.3K
167K $9.76M
BSY
Bentley Systems Inc

Technology
6.74K
+ 5.49%
$39.34 - $47.7 $265K - $321K
130K $5.1M
LII
Lennox International Inc

Industrials
50
+ 0.36%
$553.05 - $666.93 $27.7K - $33.3K
14.1K $7.89M
PANW
Palo Alto Networks Inc

Technology
462
+ 0.7%
$167.82 - $208.28 $77.5K - $96.2K
66.4K $11.3M
LMT
Lockheed Martin Corp

Industrials
2.56K
+ 5.45%
$423.19 - $506.29 $1.08M - $1.3M
49.5K $22.1M
HPE
Hewlett Packard Enterprise CO

Technology
5.03K
+ 3.7%
$14.77 - $24.42 $74.3K - $123K
141K $2.17M
S
Sentinel One, Inc.

Technology
141K
+ 16.61%
$18.17 - $24.97 $2.57M - $3.53M
992K $18M
VUG
Vanguard Growth ETF

ETFs
618
+ 2.16%
$369.1 - $427.61 $228K - $264K
29.2K $10.8M
CF
Cf Industries Holdings, Inc.

Basic Materials
7.48K
+ 3.3%
$75.03 - $97.25 $561K - $727K
234K $18.3M
ZBRA
Zebra Technologies Corp

Technology
934
+ 6.83%
$271.72 - $421.11 $254K - $393K
14.6K $4.13M
TER
Teradyne, Inc

Technology
1.23K
+ 4.21%
$82.6 - $140.0 $101K - $172K
30.4K $2.51M
TTD
Trade Desk, Inc.

Technology
4.38K
+ 16.71%
$53.59 - $126.58 $235K - $555K
30.6K $1.67M
APO
Apollo Global Management, Inc.

Financial Services
106
+ 0.17%
$126.01 - $172.06 $13.4K - $18.2K
62.1K $8.51M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
31.4K
+ 6.56%
$93.57 - $120.35 $2.94M - $3.78M
510K $48.8M
TSLA
Tesla, Inc.

Consumer Cyclical
5.36K
+ 11.56%
$222.15 - $428.22 $1.19M - $2.3M
51.8K $13.4M
JEF
Jefferies Financial Group Inc.

Financial Services
52.8K
+ 11.72%
$52.22 - $81.31 $2.76M - $4.29M
503K $26.9M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
972
+ 0.13%
$17.4 - $30.56 $16.9K - $29.7K
728K $12.8M
GOOGL
Alphabet Inc.

Communication Services
15.3K
+ 2.09%
$154.33 - $206.19 $2.37M - $3.16M
747K $116M
Activity Summary
Buys All Purchases 487 New Holdings 74 Increased Positions 413 Sells All Sells 396 Reductions 396 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 Wealth, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email