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
SO
Southern CO

Utilities
13.8K
New
$84.91 - $92.56 $1.17M - $1.28M
13.8K $1.27M
CSCO
Cisco Systems, Inc.

Technology
4.71K
+ 3.95%
$53.19 - $69.38 $251K - $327K
124K $8.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.1K
+ 62.21%
$24.32 - $27.87 $1.24M - $1.42M
133K $3.53M
INTU
Intuit Inc

Technology
351
+ 6.51%
$544.07 - $787.63 $191K - $276K
5.74K $4.52M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24.4K
+ 65.98%
$48.46 - $50.2 $1.18M - $1.23M
61.4K $3.05M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12.5K
+ 350.55%
$81.46 - $94.63 $1.01M - $1.18M
16K $1.51M
RMD
Resmed Inc

Healthcare
4.54K
New
$204.54 - $258.0 $928K - $1.17M
4.54K $1.17M
FAST
Fastenal CO

Industrials
80.5K
+ 129.15%
$40.65 - $83.16 $3.27M - $6.69M
143K $6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
24.8K
New
$27.82 - $46.45 $691K - $1.15M
24.8K $1.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.49K
+ 5.08%
$51.16 - $62.02 $435K - $527K
176K $10.9M
SU
Suncor Energy Inc

Energy
60K
+ 6.69%
$31.54 - $41.04 $1.89M - $2.46M
957K $35.8M
GLD
Spdr Gold Trust

ETFs
2.37K
+ 10.35%
$273.71 - $316.29 $648K - $749K
25.3K $7.7M
SAN
Banco Santander, S.A.

Financial Services
84.7K
+ 34.14%
$5.72 - $8.32 $484K - $704K
333K $2.76M
XLK
Technology Sector Spdr

ETFs
1.34K
+ 8.34%
$179.73 - $253.23 $241K - $340K
17.4K $4.42M
MANH
Manhattan Associates Inc

Technology
4.37K
+ 46.53%
$143.9 - $197.47 $628K - $862K
13.7K $2.71M
SNPS
Synopsys Inc

Technology
1.05K
+ 16.03%
$380.9 - $517.66 $401K - $546K
7.63K $3.91M
CVLT
Commvault Systems Inc

Technology
6.07K
+ 391.67%
$139.35 - $190.99 $845K - $1.16M
7.62K $1.33M
QLYS
Qualys, Inc.

Technology
6.96K
+ 139.16%
$115.21 - $142.87 $801K - $994K
12K $1.71M
APO
Apollo Global Management, Inc.

Financial Services
5.31K
+ 8.54%
$108.68 - $145.07 $577K - $770K
67.4K $9.57M
WIT
Wipro LTD

Technology
359K
+ 45.58%
$2.7 - $3.09 $970K - $1.11M
1.15M $3.47M
TYL
Tyler Technologies Inc

Technology
1.76K
+ 246.28%
$521.68 - $592.84 $916K - $1.04M
2.47K $1.46M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
10.4K
New
$89.28 - $103.69 $929K - $1.08M
10.4K $1.04M
SONY
Sony Group Corp

Technology
37K
+ 36.44%
$21.24 - $26.88 $785K - $993K
138K $3.6M
VLO
Valero Energy Corp

Energy
7.55K
+ 370.56%
$104.69 - $141.77 $791K - $1.07M
9.59K $1.29M
NTES
Net Ease, Inc.

Communication Services
3.17K
+ 18.14%
$91.37 - $134.58 $290K - $427K
20.7K $2.78M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.2K
+ 69.92%
$19.1 - $23.83 $673K - $840K
85.7K $2.04M
SAP
Sap Se

Technology
1.52K
+ 10.92%
$237.53 - $309.8 $360K - $470K
15.4K $4.68M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.95K
+ 19.0%
$55.54 - $69.09 $497K - $618K
56K $3.87M
IMO
Imperial Oil LTD

Energy
6.4K
+ 10.45%
$60.22 - $81.91 $385K - $524K
67.6K $5.37M
FDS
Factset Research Systems Inc

Financial Services
2.16K
+ 42.94%
$398.85 - $473.32 $862K - $1.02M
7.19K $3.22M
SPSC
Sps Commerce Inc

Technology
6.73K
New
$121.61 - $152.67 $819K - $1.03M
6.73K $916K
BSX
Boston Scientific Corp

Healthcare
5.57K
+ 11.77%
$89.7 - $107.41 $500K - $598K
52.9K $5.68M
RAMP
Live Ramp Holdings, Inc.

Technology
27.2K
New
$23.55 - $33.5 $641K - $912K
27.2K $899K
TDY
Teledyne Technologies Inc

Technology
1.47K
+ 16.51%
$435.54 - $512.31 $641K - $754K
10.4K $5.32M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.42K
+ 4.2%
$74.88 - $91.97 $256K - $315K
84.8K $7.8M
BK
Bank Of New York Mellon Corp

Financial Services
9.11K
+ 241.38%
$73.31 - $91.62 $668K - $835K
12.9K $1.17M
NCNO
N Cino, Inc.

Technology
30.4K
New
$21.45 - $28.12 $652K - $854K
30.4K $849K
NSC
Norfolk Southern Corp

Industrials
2.13K
+ 13.66%
$206.34 - $257.46 $440K - $549K
17.8K $4.55M
TECH
Bio Techne Corp

Healthcare
16.2K
New
$46.66 - $58.38 $757K - $948K
16.2K $835K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
37.8K
New
$20.16 - $23.26 $762K - $879K
37.8K $824K
STX
Seagate Technology Holdings PLC

Technology
505
+ 3.99%
$66.54 - $144.33 $33.6K - $72.9K
13.2K $1.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
324
+ 7.74%
$321.63 - $509.31 $104K - $165K
4.51K $2.3M
AZO
Autozone Inc

Consumer Cyclical
752
+ 3.8%
$3478.38 - $3880.15 $2.62M - $2.92M
20.6K $76.3M
AGX
Argan Inc

Industrials
726
+ 10.2%
$120.08 - $243.11 $87.2K - $176K
7.84K $1.73M
VRNS
Varonis Systems Inc

Technology
15.4K
New
$37.96 - $50.93 $586K - $786K
15.4K $782K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.4K
+ 14.31%
$72.02 - $73.82 $752K - $771K
83.4K $6.14M
CHD
Church & Dwight CO Inc

Consumer Defensive
7.91K
New
$91.57 - $110.76 $725K - $877K
7.91K $760K
JXN
Jackson Financial Inc.

Financial Services
8.14K
+ 189.97%
$70.35 - $89.5 $573K - $729K
12.4K $1.1M
CRUS
Cirrus Logic, Inc.

Technology
7.13K
New
$77.43 - $107.58 $552K - $767K
7.13K $742K
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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