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
VEA
Vanguard Ftse Developed Market

ETFs
26.8K
+ 14.67%
$47.4 - $52.99 $1.27M - $1.42M
210K $10.7M
ORCC
Owl Rock Capital Corp

Financial Services
143K
+ 133.17%
N/A
250K $3.35M
XOM
Exxon Mobil Corp

Energy
9.8K
+ 15.36%
$105.44 - $118.93 $1.03M - $1.17M
73.6K $8.75M
BHP
Bhp Group LTD

Basic Materials
37.4K
+ 82.34%
$48.18 - $52.11 $1.8M - $1.95M
82.8K $4.02M
PULS
Pgim ETF Tr

ETFs
34.8K
+ 39.54%
$49.56 - $49.78 $1.72M - $1.73M
123K $6.11M
RACE
Ferrari N.V.

Consumer Cyclical
3.99K
+ 34.82%
$413.73 - $508.15 $1.65M - $2.03M
15.5K $6.61M
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.6K
+ 38.33%
$105.1 - $109.61 $1.54M - $1.6M
52.8K $5.73M
CNQ
Canadian Natural Resources LTD

Energy
55K
+ 6.19%
$26.72 - $32.74 $1.47M - $1.8M
944K $29.1M
RELX
Relx PLC

Communication Services
15.2K
+ 9.45%
$45.34 - $51.91 $688K - $787K
176K $8.86M
IMO
Imperial Oil LTD

Energy
14.8K
+ 31.82%
$62.41 - $73.34 $922K - $1.08M
61.2K $4.43M
AON
Aon PLC

Financial Services
3.09K
+ 69.25%
$348.44 - $409.32 $1.08M - $1.26M
7.55K $3.01M
ICE
Intercontinental Exchange, Inc.

Financial Services
5.51K
+ 29.32%
$142.8 - $176.36 $787K - $972K
24.3K $4.19M
PDD
Pinduoduo Inc.

Consumer Cyclical
9.57K
+ 97.36%
$94.68 - $131.34 $906K - $1.26M
19.4K $2.29M
JKHY
Henry Jack & Associates Inc

Technology
6.01K
+ 18.99%
$166.47 - $191.28 $1M - $1.15M
37.7K $6.88M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5K
+ 1.99%
$24.11 - $28.41 $121K - $142K
256K $7.28M
WRB
Berkley W R Corp

Financial Services
906
+ 0.94%
$56.7 - $71.27 $51.4K - $64.6K
96.9K $6.89M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
6.68K
+ 25.6%
$110.55 - $130.35 $738K - $870K
32.8K $4.16M
BP
Bp PLC

Energy
26.9K
+ 31.62%
$29.93 - $35.31 $805K - $949K
112K $3.78M
ET
Energy Transfer LP

Energy
66.6K
+ 87.46%
$17.26 - $21.08 $1.15M - $1.4M
143K $2.66M
PHYS
Sprott Physical Gold Trust

Financial Services
11.4K
+ 5.03%
$20.25 - $24.06 $231K - $274K
238K $5.72M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
233
+ 0.51%
$88.0 - $115.5 $20.5K - $26.9K
45.6K $5.21M
COP
Conocophillips

Energy
1.55K
+ 0.92%
$88.6 - $105.85 $138K - $164K
169K $17.8M
CHKP
Check Point Software Technologies LTD

Technology
569
+ 2.41%
$179.88 - $231.31 $102K - $132K
24.2K $5.51M
CEG
Constellation Energy Corp

Utilities
5.45K
New
$201.63 - $347.44 $1.1M - $1.89M
5.45K $1.1M
TMUS
T Mobile Us, Inc.

Communication Services
3.1K
+ 54.82%
$211.3 - $272.83 $655K - $845K
8.75K $2.33M
CORT
Corcept Therapeutics Inc

Healthcare
2.39K
+ 19.07%
$49.85 - $114.22 $119K - $273K
14.9K $1.7M
GLD
Spdr Gold Trust

ETFs
68
+ 0.3%
$243.19 - $288.14 $16.5K - $19.6K
22.9K $6.59M
INFY
Infosys LTD

Technology
75K
+ 86.15%
$18.06 - $22.89 $1.36M - $1.72M
162K $2.96M
AJG
Arthur J. Gallagher & Co.

Financial Services
647
+ 4.81%
$275.89 - $345.24 $179K - $223K
14.1K $4.87M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6.14K
+ 60.06%
$203.38 - $274.79 $1.25M - $1.69M
16.4K $3.36M
HTRB
Hartford Fds Total Return Bd E

ETFs
17.8K
+ 2.46%
$33.03 - $34.09 $589K - $608K
743K $25.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.88K
+ 8.53%
$56.12 - $68.15 $330K - $400K
74.8K $5.07M
UL
Unilever PLC

Consumer Defensive
12K
+ 14.96%
$54.72 - $60.29 $654K - $721K
91.9K $5.47M
SYK
Stryker Corp

Healthcare
2.28K
+ 36.45%
$355.18 - $399.9 $809K - $911K
8.53K $3.17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.2K
New
$21.75 - $24.28 $875K - $977K
40.2K $888K
BSX
Boston Scientific Corp

Healthcare
3.71K
+ 8.51%
$89.38 - $106.18 $332K - $394K
47.3K $4.77M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
41.6K
+ 27.19%
$20.08 - $21.07 $835K - $877K
195K $3.96M
SIVR
Abrdn Silver ETF Trust

ETFs
26.5K
New
$28.07 - $32.82 $744K - $870K
26.5K $861K
XLF
Financial Sector Spdr

ETFs
16.2K
+ 57.07%
$47.32 - $52.19 $767K - $846K
44.6K $2.22M
BTI
British American Tobacco P.L.C.

Consumer Defensive
15.4K
+ 37.29%
$35.35 - $42.74 $543K - $657K
56.6K $2.34M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.29K
+ 2.04%
$73.11 - $77.43 $460K - $487K
315K $23.9M
ROL
Rollins Inc

Consumer Cyclical
1K
+ 1.02%
$45.65 - $54.03 $45.7K - $54K
98.6K $5.33M
SBUX
Starbucks Corp

Consumer Cyclical
4.32K
+ 8.27%
$91.75 - $115.81 $397K - $501K
56.6K $5.55M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.8K
+ 269.72%
$21.23 - $23.75 $781K - $873K
50.4K $1.09M
ALL
Allstate Corp

Financial Services
3.56K
+ 170.43%
$180.99 - $210.18 $645K - $749K
5.65K $1.17M
INGR
Ingredion Inc

Consumer Defensive
8.14K
+ 5.47%
$125.6 - $137.36 $1.02M - $1.12M
157K $21.2M
EPD
Enterprise Products Partners L.P.

Energy
20.3K
+ 128.61%
$31.75 - $34.14 $643K - $692K
36K $1.23M
CHE
Chemed Corp

Healthcare
271
+ 4.64%
$521.84 - $615.32 $141K - $167K
6.11K $3.76M
RTX
Raytheon Technologies Corp

Industrials
1.15K
+ 3.74%
$114.1 - $135.66 $131K - $155K
31.8K $4.21M
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
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