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
WMB
Williams Companies, Inc.

Energy
4.75K
+ 3.41%
$54.33 - $62.87 $258K - $298K
144K $9.03M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.29K
+ 60.78%
$83.67 - $109.12 $443K - $578K
14K $1.53M
SEIC
Sei Investments CO

Financial Services
7.86K
New
$66.45 - $89.86 $522K - $706K
7.86K $706K
NICE
Nice Ltd.

Technology
4.16K
New
$141.3 - $178.32 $588K - $742K
4.16K $702K
AIQ
Global X Funds Global X Artifi

ETFs
16.1K
New
$31.5 - $43.69 $506K - $702K
16.1K $701K
DXCM
Dexcom Inc

Healthcare
5.88K
+ 61.4%
$59.83 - $87.57 $352K - $515K
15.5K $1.35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.91K
+ 34.83%
$57.41 - $74.81 $397K - $517K
26.8K $1.99M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.2K
New
$34.72 - $42.74 $562K - $692K
16.2K $692K
AER
Aer Cap Holdings N.V.

Industrials
5.83K
New
$88.97 - $117.24 $519K - $683K
5.83K $681K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.09K
+ 12.01%
$376.48 - $440.65 $408K - $478K
10.1K $4.46M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.3K
New
$27.3 - $31.8 $554K - $645K
20.3K $645K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 1.41%
$33.86 - $45.77 $37.1K - $50.2K
78.9K $3.61M
RGEN
Repligen Corp

Healthcare
5.09K
New
$108.89 - $145.23 $554K - $739K
5.09K $632K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.5K
+ 108.41%
$114.78 - $133.31 $516K - $599K
8.65K $1.15M
UGI
Ugi Corp

Utilities
15.3K
+ 104.89%
$30.18 - $36.59 $461K - $559K
29.9K $1.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.86K
+ 9.57%
$58.63 - $59.9 $519K - $531K
101K $6.06M
MSTR
Microstrategy Inc

Technology
1.41K
New
$237.95 - $421.61 $334K - $592K
1.41K $567K
VGSH
Vanguard

ETFs
9.22K
+ 5.54%
$58.32 - $58.95 $537K - $543K
175K $10.3M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
20.3K
+ 10.41%
$18.53 - $20.98 $375K - $425K
215K $4.51M
RBLX
Roblox Corp

Communication Services
1.16K
+ 12.85%
$51.22 - $105.59 $59.2K - $122K
10.2K $1.07M
CVX
Chevron Corp

Energy
14.1K
+ 22.93%
$133.73 - $168.51 $1.89M - $2.38M
75.7K $10.8M
MCO
Moodys Corp

Financial Services
643
+ 10.79%
$396.7 - $501.59 $255K - $323K
6.6K $3.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.13K
+ 22.07%
$58.41 - $72.69 $300K - $373K
28.4K $2.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
864
+ 3.43%
$82.96 - $110.1 $71.7K - $95.1K
26.1K $2.87M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
272
+ 0.86%
$103.49 - $133.44 $28.1K - $36.3K
31.8K $4.19M
JKHY
Henry Jack & Associates Inc

Technology
3.37K
+ 8.95%
$163.54 - $186.02 $551K - $627K
41.1K $7.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.87K
+ 12.47%
$248.61 - $294.96 $714K - $847K
25.9K $7.3M
CHKP
Check Point Software Technologies LTD

Technology
3.03K
+ 12.52%
$204.26 - $233.47 $619K - $707K
27.2K $6.02M
WDC
Western Digital Corp

Technology
3.24K
+ 25.46%
$30.54 - $63.99 $99K - $208K
16K $1.02M
ARES
Ares Management Corp

Financial Services
1.89K
+ 28.76%
$118.04 - $175.83 $223K - $333K
8.48K $1.47M
ORCC
Owl Rock Capital Corp

Financial Services
37.3K
+ 14.91%
N/A
288K $3.85M
HCA
Hca Healthcare, Inc.

Healthcare
573
+ 8.01%
$317.61 - $387.52 $182K - $222K
7.72K $2.96M
EXEL
Exelixis, Inc.

Healthcare
9.12K
+ 78.74%
$34.13 - $46.26 $311K - $422K
20.7K $912K
C
Citigroup Inc

Financial Services
2.41K
+ 12.21%
$58.13 - $85.12 $140K - $205K
22.1K $1.88M
FIS
Fidelity National Information Services, Inc.

Technology
2.64K
+ 6.78%
$68.14 - $82.13 $180K - $217K
41.6K $3.39M
DDOG
Datadog, Inc.

Technology
161
+ 1.25%
$87.0 - $134.33 $14K - $21.6K
13K $1.75M
ZBRA
Zebra Technologies Corp

Technology
312
+ 2.14%
$213.54 - $309.26 $66.6K - $96.5K
14.9K $4.6M
AMGN
Amgen Inc

Healthcare
15.1K
+ 13.02%
$262.28 - $309.85 $3.96M - $4.67M
131K $36.5M
CCL
Carnival Corp

Consumer Cyclical
9.96K
+ 47.05%
$16.43 - $28.12 $164K - $280K
31.1K $875K
NHI
National Health Investors Inc

Real Estate
6.78K
+ 163.9%
$68.74 - $76.77 $466K - $521K
10.9K $765K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
605
+ 7.87%
$201.28 - $266.34 $122K - $161K
8.29K $2.21M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
13.8K
New
$27.46 - $33.2 $378K - $457K
13.8K $456K
GD
General Dynamics Corp

Industrials
1.23K
+ 25.5%
$247.68 - $291.66 $306K - $360K
6.07K $1.77M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.48K
New
$100.35 - $100.71 $450K - $451K
4.48K $451K
MLM
Martin Marietta Materials Inc

Basic Materials
119
+ 2.19%
$452.51 - $568.19 $53.8K - $67.6K
5.57K $3.05M
ALRM
Alarm.Com Holdings, Inc.

Technology
7.76K
+ 101.73%
$49.34 - $60.68 $383K - $471K
15.4K $870K
IDV
Ishares Tr

ETFs
3.2K
+ 3.34%
$27.79 - $34.84 $88.9K - $111K
98.8K $3.41M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.81K
+ 15.34%
$19.5 - $30.4 $133K - $207K
51.2K $1.5M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
14.5K
New
$26.82 - $30.48 $388K - $441K
14.5K $441K
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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