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
SCHX
Schwab Strategic Tr Us Large C

ETFs
112K
+ 278.44%
$19.6 - $24.44 $2.2M - $2.74M
152K $3.72M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33.6K
+ 13.46%
$77.74 - $78.78 $2.61M - $2.65M
283K $22.3M
VV
Vanguard Large Cap ETF

ETFs
1.51K
+ 1.84%
$228.25 - $285.3 $344K - $430K
83.2K $23.7M
VEA
Vanguard Ftse Developed Market

ETFs
25.2K
+ 12.04%
$45.65 - $57.01 $1.15M - $1.44M
235K $13.4M
HLNE
Hamilton Lane Inc

Financial Services
19.2K
New
$126.65 - $175.49 $2.43M - $3.37M
19.2K $2.73M
ASML
Asml Holding Nv

Technology
1.56K
+ 14.94%
$595.37 - $815.24 $928K - $1.27M
12K $9.61M
CNQ
Canadian Natural Resources LTD

Energy
67.7K
+ 7.18%
$25.14 - $34.01 $1.7M - $2.3M
1.01M $31.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
36.8K
+ 311.69%
$59.24 - $71.39 $2.18M - $2.62M
48.6K $3.46M
WELL
Welltower Inc.

Real Estate
16.1K
+ 8.76%
$136.49 - $155.22 $2.2M - $2.51M
200K $30.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
88.3K
New
$23.55 - $27.67 $2.08M - $2.44M
88.3K $2.44M
ETN
Eaton Corp PLC

Industrials
704
+ 2.96%
$246.52 - $356.99 $174K - $251K
24.5K $8.74M
GS
Goldman Sachs Group Inc

Financial Services
731
+ 6.98%
$462.22 - $707.75 $338K - $517K
11.2K $7.93M
AVAV
Aero Vironment Inc

Industrials
7.57K
New
$111.65 - $284.95 $845K - $2.16M
7.57K $2.16M
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 1.43%
$146.58 - $180.01 $185K - $227K
89.9K $15.9M
VRSK
Verisk Analytics, Inc.

Industrials
2.59K
+ 2.87%
$277.03 - $321.33 $716K - $831K
92.7K $28.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.7K
+ 18.73%
$50.36 - $50.68 $2M - $2.01M
252K $12.8M
GWRE
Guidewire Software, Inc.

Technology
8.59K
New
$172.73 - $257.37 $1.48M - $2.21M
8.59K $2.02M
RYAAY
Ryanair Holdings PLC

Industrials
31.6K
+ 281.63%
$39.21 - $57.84 $1.24M - $1.83M
42.8K $2.47M
MSI
Motorola Solutions, Inc.

Technology
4.96K
+ 88.31%
$394.72 - $440.39 $1.96M - $2.19M
10.6K $4.45M
RELX
Relx PLC

Communication Services
23.7K
+ 13.47%
$45.31 - $55.66 $1.07M - $1.32M
199K $10.8M
KB
Kb Financial Group Inc.

Financial Services
887
+ 1.33%
$46.88 - $82.59 $41.6K - $73.3K
67.7K $5.59M
DT
Dynatrace, Inc.

Technology
33.7K
+ 642.93%
$41.21 - $55.9 $1.39M - $1.89M
39K $2.15M
LMT
Lockheed Martin Corp

Industrials
2.34K
+ 4.72%
$430.82 - $486.45 $1.01M - $1.14M
51.8K $24M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
277
+ 1.69%
$177.93 - $313.14 $49.3K - $86.7K
16.6K $5.21M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
30.7K
New
$48.22 - $60.41 $1.48M - $1.86M
30.7K $1.84M
IDXX
Idexx Laboratories Inc

Healthcare
3.15K
+ 447.37%
$361.04 - $536.34 $1.14M - $1.69M
3.85K $2.06M
SBUX
Starbucks Corp

Consumer Cyclical
22.5K
+ 39.77%
$79.69 - $99.41 $1.79M - $2.24M
79.1K $7.25M
QCOM
Qualcomm Inc

Technology
4.1K
+ 2.25%
$124.66 - $159.48 $511K - $654K
187K $29.7M
CB
Chubb LTD

Financial Services
6.02K
+ 74.24%
$274.32 - $302.46 $1.65M - $1.82M
14.1K $4.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.6K
+ 105.16%
$44.68 - $45.96 $1.59M - $1.64M
69.5K $3.18M
VEEV
Veeva Systems Inc

Healthcare
5.21K
+ 441.03%
$209.39 - $289.94 $1.09M - $1.51M
6.4K $1.84M
HSBC
Hsbc Holdings PLC

Financial Services
25.6K
New
$46.68 - $61.09 $1.19M - $1.56M
25.6K $1.55M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
43.4K
+ 8.67%
$11.9 - $15.57 $516K - $676K
544K $8.36M
TW
Tradeweb Markets Inc.

Financial Services
10.5K
+ 518.84%
$125.37 - $149.02 $1.32M - $1.56M
12.5K $1.83M
INGR
Ingredion Inc

Consumer Defensive
10.6K
+ 6.73%
$123.22 - $140.95 $1.3M - $1.49M
167K $22.7M
CSGP
Costar Group, Inc.

Real Estate
18.3K
+ 230.25%
$72.62 - $83.22 $1.33M - $1.53M
26.3K $2.11M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
45.1K
New
$29.44 - $33.91 $1.33M - $1.53M
45.1K $1.48M
CVS
Cvs Health Corp

Healthcare
21K
+ 142.06%
$60.04 - $70.18 $1.26M - $1.47M
35.8K $2.47M
VOT
Vanguard Mid Cap Growth Index

ETFs
515
+ 1.58%
$216.28 - $284.39 $111K - $146K
33.1K $9.4M
RDVY
First Trust Rising Dividend Ac

ETFs
19.7K
+ 42.82%
$51.6 - $62.74 $1.02M - $1.24M
65.9K $4.13M
SHOP
Shopify Inc.

Technology
4.47K
+ 9.87%
$76.89 - $115.35 $344K - $516K
49.8K $5.74M
GLW
Corning Inc

Technology
16.5K
+ 20.75%
$39.07 - $52.59 $646K - $869K
96.2K $5.06M
ADBE
Adobe Inc.

Technology
2.78K
+ 3.05%
$340.0 - $420.68 $945K - $1.17M
94K $36.3M
VBR
Vanguard Small Cap Value ETF

ETFs
6.65K
+ 69.18%
$162.76 - $195.77 $1.08M - $1.3M
16.3K $3.17M
CYBR
Cyber Ark Software Ltd.

Technology
3.38K
New
$305.98 - $406.88 $1.03M - $1.37M
3.38K $1.37M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.1K
+ 5.59%
$96.84 - $99.46 $1.27M - $1.3M
247K $24.5M
ALLE
Allegion PLC

Industrials
6.56K
+ 21.45%
$118.52 - $145.64 $777K - $955K
37.1K $5.35M
RACE
Ferrari N.V.

Consumer Cyclical
772
+ 5.0%
$397.86 - $499.02 $307K - $385K
16.2K $7.96M
SCHW
Schwab Charles Corp

Financial Services
3.79K
+ 4.92%
$69.06 - $91.24 $261K - $345K
80.7K $7.36M
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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