New Edge Wealth, LLC Purchases in Q2 2025

New Edge Wealth, LLC

  • $5.97 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
250
+ 5.62%
$49.98 - $50.26 $12.5K - $12.6K
4.7K $235K
MTD
Mettler Toledo International Inc

Healthcare
11
+ 6.01%
$970.15 - $1216.57 $10.7K - $13.4K
194 $227K
HLN
Haleon PLC

Healthcare
587
+ 0.92%
$9.27 - $11.41 $5.44K - $6.7K
64.4K $667K
ABC
Amerisourcebergen Corp

Healthcare
53
+ 3.01%
N/A
1.82K $336K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
67
+ 1.61%
$75.05 - $77.34 $5.03K - $5.18K
4.22K $326K
A
Agilent Technologies, Inc.

Healthcare
40
+ 1.59%
$99.29 - $120.52 $3.97K - $4.82K
2.56K $301K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
1.01K
+ 9.32%
$36.65 - $42.44 $37K - $42.9K
11.8K $480K
LPX
Louisiana Pacific Corp

Industrials
240
+ 9.24%
$81.16 - $95.48 $19.5K - $22.9K
2.84K $244K
EPD
Enterprise Products Partners L.P.

Energy
3.79K
+ 10.52%
$28.95 - $34.22 $110K - $130K
39.8K $1.23M
HUBG
Hub Group, Inc.

Industrials
956
+ 13.18%
$31.29 - $38.01 $29.9K - $36.3K
8.21K $274K
NI
Nisource Inc.

Utilities
68
+ 0.94%
$37.11 - $40.64 $2.52K - $2.76K
7.31K $294K
SNA
Snap On Inc

Industrials
152
+ 8.91%
$292.36 - $342.2 $44.4K - $52K
1.86K $577K
FDX
Fedex Corp

Industrials
256
+ 7.65%
$198.07 - $245.17 $50.7K - $62.8K
3.6K $818K
OEF
Ishares S&P 100 ETF

ETFs
5
+ 0.04%
N/A
13.4K $3.57M
ADC
Agree Realty Corp

Real Estate
215
+ 6.59%
$70.68 - $79.12 $15.2K - $17K
3.48K $253K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
100
+ 1.76%
$90.85 - $102.31 $9.09K - $10.2K
5.78K $581K
Ishares Bitcoin Trust ETF
57.8K
+ 36.29%
N/A
217K $0
Aebi Schmidt Hldg Ag
1.94M
New
N/A
1.94M $0
Lam Research Corp
11.5K
+ 2.68%
N/A
441K $0
Vanguard Malvern Fds
288K
New
N/A
288K $0
Ishares Ethereum Tr
7.86K
New
N/A
7.86K $0
Acuren Corp
2.21M
New
N/A
2.21M $0
Liberty Media Corp Del
2.58K
New
N/A
2.58K $0
Alti Global Inc
4.72K
+ 4.09%
N/A
120K $0
Ark 21 Shares Bitcoin ETF
21.5K
+ 191.33%
N/A
32.8K $0
HEIA
Heico Crp Cl A
40
+ 3.8%
N/A
1.09K $0
Vanguard Instl Index Fd
76.9K
New
N/A
76.9K $0
Jbs N.V.
303K
New
N/A
303K $0
Vanguard Instl Index Fd
5K
New
N/A
5K $0
Angel Oak Funds Trust
113K
+ 5.29%
N/A
2.25M $0
Innovex International Inc
31.6K
New
N/A
31.6K $0
J P Morgan Exchange Traded F
96.9K
New
N/A
96.9K $0
J P Morgan Exchange Traded F
420K
+ 11146.06%
N/A
424K $0
Innovator Etfs Trust
7.55K
New
N/A
7.55K $0
Aptiv PLC
3.26K
New
N/A
3.26K $0
Bitwise Bitcoin ETF Tr
1.57K
+ 26.75%
N/A
7.42K $0
Victory Portfolios Ii
30.1K
New
N/A
30.1K $0
Barrick Mng Corp
32.9K
New
N/A
32.9K $0
Smurfit Westrock PLC
6.24K
New
N/A
6.24K $0
First Tr Exchange Traded Fd
1.47K
+ 2.87%
N/A
52.7K $0
Coherent Corp
2.03K
New
N/A
2.03K $0
Starz Entertainment Corp.
667K
New
N/A
667K $0
Bondbloxx ETF Trust
70.8K
New
N/A
70.8K $0
First Tr Exchange Traded Fd
55.6K
+ 109.46%
N/A
106K $0
First Tr Exchng Traded Fd Vi
15.3K
New
N/A
15.3K $0
Brookfield Asset Managmt LTD
90
+ 1.78%
N/A
5.15K $0
Brookfield Infrastructure CO
6.51K
+ 38.65%
N/A
23.4K $0
AFLG
First Tr Exchange Traded Fd Vi
12.3K
+ 51.55%
N/A
36.1K $0
Servicetitan Inc
23.1K
New
N/A
23.1K $0
Activity Summary
Buys All Purchases 554 New Holdings 112 Increased Positions 442 Sells All Sells 356 Reductions 356 Sold out 0 Options Calls 0 Puts 1
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