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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.6K
+ 198.61%
$100.32 - $100.76 $662K - $665K
9.92K $997K
DCI
Donaldson CO Inc

Industrials
9.77K
+ 65.17%
$66.51 - $72.28 $650K - $706K
24.8K $1.66M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.5K
New
$18.36 - $20.51 $578K - $645K
31.5K $622K
CCI
Crown Castle International Corp

Real Estate
3.18K
+ 14.85%
$84.33 - $106.39 $268K - $338K
24.6K $2.56M
PAGP
Plains Gp Holdings LP

Energy
28.8K
New
$18.52 - $22.13 $533K - $636K
28.8K $614K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.84K
+ 44.0%
$106.31 - $123.73 $408K - $475K
12.6K $1.55M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
19.2K
New
$29.02 - $34.76 $558K - $668K
19.2K $584K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.9K
+ 45.7%
$92.45 - $106.69 $730K - $843K
25.2K $2.34M
SHEL
Shell PLC

Energy
2.9K
+ 8.43%
$62.84 - $73.29 $182K - $212K
37.3K $2.73M
PEGA
Pegasystems Inc

Technology
8.19K
New
$68.14 - $112.29 $558K - $920K
8.19K $569K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.85K
+ 205.01%
$91.68 - $109.93 $537K - $643K
8.71K $815K
SPOT
Spotify Technology S.A.

Communication Services
419
+ 14.31%
$457.79 - $648.32 $192K - $272K
3.35K $1.84M
NTES
Net Ease, Inc.

Communication Services
3.15K
+ 21.92%
$87.72 - $109.14 $276K - $343K
17.5K $1.8M
EMR
Emerson Electric CO

Industrials
5.81K
+ 71.2%
$108.64 - $131.17 $631K - $762K
14K $1.53M
SCHW
Schwab Charles Corp

Financial Services
2.53K
+ 3.4%
$71.24 - $83.64 $180K - $212K
76.9K $6.02M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
45.9K
+ 42.03%
$11.13 - $11.61 $511K - $533K
155K $1.74M
RIO
Rio Tinto PLC

Basic Materials
7.85K
+ 32.29%
$58.19 - $64.29 $457K - $504K
32.1K $1.93M
WMT
Walmart Inc.

Consumer Defensive
10.1K
+ 6.66%
$84.5 - $105.05 $857K - $1.07M
162K $14.3M
NVO
Novo Nordisk A S

Healthcare
16.9K
+ 41.42%
$69.3 - $90.95 $1.17M - $1.54M
57.7K $4M
PAYX
Paychex Inc

Industrials
781
+ 2.94%
$136.06 - $154.52 $106K - $121K
27.4K $4.22M
UGI
Ugi Corp

Utilities
14.6K
New
$28.0 - $34.16 $408K - $498K
14.6K $481K
VGIT
Vanguard Intermediate Term Tre

ETFs
5.96K
+ 6.89%
$57.44 - $59.4 $343K - $354K
92.5K $5.5M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
10.8K
New
$42.3 - $45.81 $458K - $497K
10.8K $474K
RYAAY
Ryanair Holdings PLC

Industrials
11.2K
New
$41.54 - $50.08 $465K - $561K
11.2K $474K
REAX
Real Brokerage Inc

Real Estate
116K
New
$4.06 - $5.51 $470K - $637K
116K $469K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
9.69K
+ 27.9%
$17.16 - $25.25 $166K - $245K
44.4K $1.06M
KMI
Kinder Morgan, Inc.

Energy
15K
+ 44.92%
$26.1 - $31.22 $390K - $467K
48.3K $1.38M
IYW
Ishares Dj Us Tech ETF

ETFs
3.15K
New
$140.44 - $166.79 $443K - $526K
3.15K $442K
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.4K
New
$39.18 - $43.52 $406K - $451K
10.4K $433K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.35K
+ 46.22%
$64.88 - $72.1 $477K - $530K
23.3K $1.53M
NYF
Ishares New York Muni Bond ETF

ETFs
8.6K
+ 23.13%
$52.33 - $53.92 $450K - $464K
45.8K $2.41M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.53K
+ 123.88%
$65.27 - $71.18 $426K - $465K
11.8K $782K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13K
+ 23.66%
$165.25 - $224.62 $2.15M - $2.92M
68K $11.3M
WSO
Watsco Inc

Industrials
28
+ 0.24%
$463.86 - $530.75 $13K - $14.9K
11.9K $6.03M
ENB
Enbridge Inc

Energy
8.7K
+ 47.35%
$41.54 - $45.45 $361K - $395K
27.1K $1.2M
CALM
Cal Maine Foods Inc

Consumer Defensive
4.93K
+ 204.22%
$80.87 - $115.8 $399K - $571K
7.35K $668K
CCL
Carnival Corp

Consumer Cyclical
21.2K
New
$19.08 - $28.49 $404K - $603K
21.2K $413K
MO
Altria Group, Inc.

Consumer Defensive
629
+ 1.3%
$50.81 - $60.02 $32K - $37.8K
49.1K $2.95M
LYV
Live Nation Entertainment, Inc.

Communication Services
3.15K
New
$115.79 - $154.66 $365K - $487K
3.15K $411K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.3K
+ 12.6%
$89.18 - $104.04 $1M - $1.17M
101K $9.21M
WES
Western Midstream Partners, LP

Energy
10K
New
$37.87 - $42.89 $379K - $429K
10K $409K
LOW
Lowes Companies Inc

Consumer Cyclical
9.04K
+ 7.21%
$222.66 - $268.42 $2.01M - $2.43M
134K $31.3M
AZN
Astrazeneca PLC

Healthcare
1.43K
+ 3.84%
$65.37 - $77.96 $93.3K - $111K
38.6K $2.84M
NDSN
Nordson Corp

Industrials
2.49K
+ 12.8%
$200.12 - $224.07 $498K - $558K
21.9K $4.43M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
9.7K
+ 5.39%
$25.83 - $27.09 $251K - $263K
190K $5.06M
CVS
Cvs Health Corp

Healthcare
376
+ 2.61%
$44.22 - $68.64 $16.6K - $25.8K
14.8K $1M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
3.17K
New
$109.48 - $136.56 $347K - $433K
3.17K $347K
IVE
Ishares S&P 500 Value ETF

ETFs
1.8K
+ 55.26%
$185.78 - $198.58 $334K - $357K
5.05K $962K
ED
Consolidated Edison Inc

Utilities
821
+ 7.05%
$88.0 - $110.59 $72.2K - $90.8K
12.5K $1.38M
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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