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
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
33.1K
+ 106.02%
$10.17 - $10.76 $337K - $356K
64.3K $662K
CSCO
Cisco Systems, Inc.

Technology
597
+ 0.5%
$58.74 - $64.87 $35.1K - $38.7K
119K $7.37M
TTWO
Take Two Interactive Software Inc

Communication Services
1.61K
New
$178.61 - $217.95 $288K - $352K
1.61K $334K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.65K
+ 15.85%
$87.68 - $94.52 $233K - $251K
19.4K $1.82M
VMEO
Vimeo, Inc.

Technology
61.6K
New
$5.26 - $6.93 $324K - $427K
61.6K $324K
D
Dominion Energy, Inc

Utilities
3.9K
+ 8.52%
$52.85 - $57.43 $206K - $224K
49.7K $2.79M
SLM
Slm Corp

Financial Services
10.3K
+ 110.7%
$26.95 - $32.54 $278K - $336K
19.6K $576K
POOL
Pool Corp

Industrials
1.97K
+ 14.46%
$314.92 - $364.31 $619K - $716K
15.6K $4.95M
SLB
Schlumberger Limited

Energy
5.62K
+ 23.7%
$38.4 - $43.74 $216K - $246K
29.3K $1.23M
KKR
Kkr & Co. Inc.

Financial Services
7.13K
+ 45.37%
$108.17 - $167.07 $771K - $1.19M
22.8K $2.64M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.12K
+ 100.87%
$55.47 - $61.45 $284K - $315K
10.2K $601K
BKR
Baker Hughes CO

Energy
2.9K
+ 4.6%
$41.16 - $48.85 $119K - $142K
65.9K $2.9M
ELV
Elevance Health, Inc.

Healthcare
714
New
$365.9 - $436.25 $261K - $311K
714 $310K
XLU
Utilities Sector Spdr

ETFs
3.52K
+ 34.5%
$74.7 - $80.27 $263K - $283K
13.7K $1.08M
MDT
Medtronic PLC

Healthcare
163
+ 0.56%
$79.84 - $94.5 $13K - $15.4K
29.4K $2.64M
KB
Kb Financial Group Inc.

Financial Services
8.46K
+ 14.5%
$53.14 - $62.87 $450K - $532K
66.8K $3.62M
DOW
Dow Inc.

Basic Materials
8.26K
New
$34.36 - $41.92 $284K - $346K
8.26K $288K
VTI
Vanguard Total Stock Market Et

ETFs
6.34K
+ 6.52%
$271.18 - $303.12 $1.72M - $1.92M
104K $28.5M
PAA
Plains All American Pipeline LP

Energy
14.4K
New
$17.32 - $20.96 $250K - $302K
14.4K $288K
CDW
Cdw Corp

Technology
1.79K
New
$160.26 - $206.13 $287K - $369K
1.79K $287K
STAG
Stag Industrial, Inc.

Real Estate
7.88K
New
$32.39 - $37.07 $255K - $292K
7.88K $284K
LRN
Stride, Inc.

Consumer Defensive
1.02K
+ 14.92%
$106.34 - $142.28 $109K - $146K
7.89K $997K
INTC
Intel Corp

Technology
9.3K
+ 34.66%
$19.1 - $27.39 $178K - $255K
36.1K $820K
CPT
Camden Property Trust

Real Estate
2.14K
+ 87.1%
$109.16 - $125.53 $234K - $269K
4.6K $562K
CCJ
Cameco Corp

Energy
8.55K
+ 115.72%
$40.64 - $56.86 $347K - $486K
15.9K $655K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.79K
New
$55.11 - $65.5 $264K - $314K
4.79K $272K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1.02K
New
$246.3 - $299.62 $252K - $307K
1.02K $268K
SNY
Sanofi

Healthcare
425
+ 1.3%
$48.15 - $59.42 $20.5K - $25.3K
33.2K $1.84M
DXCM
Dexcom Inc

Healthcare
4.47K
+ 87.42%
$67.74 - $90.75 $303K - $405K
9.58K $654K
FPI
Farmland Partners Inc.

Real Estate
23.4K
+ 195.85%
$10.72 - $12.51 $251K - $293K
35.4K $394K
AVB
Avalonbay Communities Inc

Real Estate
1.21K
+ 53.32%
$207.86 - $228.08 $252K - $276K
3.48K $747K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
20K
New
$12.18 - $12.91 $244K - $258K
20K $247K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.29K
+ 61.91%
$146.9 - $170.92 $190K - $221K
3.38K $567K
PKX
Posco Holdings Inc.

Basic Materials
5.12K
New
$39.82 - $55.32 $204K - $283K
5.12K $243K
MPLX
Mplx LP

Energy
4.52K
New
$47.88 - $54.65 $216K - $247K
4.52K $241K
ORI
Old Republic International Corp

Financial Services
6.16K
New
$33.46 - $39.22 $206K - $241K
6.16K $241K
EXC
Exelon Corp

Utilities
5.23K
New
$37.3 - $46.08 $195K - $241K
5.23K $240K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.97K
New
$81.1 - $94.7 $240K - $281K
2.97K $240K
DBB
Invesco Db Base Metals Fund

ETFs
12.5K
New
$18.55 - $19.95 $232K - $249K
12.5K $239K
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.08K
+ 9.46%
$45.41 - $47.18 $185K - $193K
47.3K $2.22M
EHC
Encompass Health Corp

Healthcare
2.3K
New
$91.05 - $102.2 $209K - $235K
2.3K $232K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
14.8K
New
$15.0 - $15.91 $223K - $236K
14.8K $230K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.68K
+ 39.6%
$173.56 - $210.67 $292K - $354K
5.92K $1.03M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.47K
New
$92.71 - $107.38 $229K - $265K
2.47K $228K
AWK
American Water Works Company, Inc.

Utilities
1.51K
New
$121.01 - $149.31 $183K - $226K
1.51K $223K
APLD
Applied Blockchain, Inc.

Financial Services
39.5K
New
$5.62 - $10.65 $222K - $421K
39.5K $221K
RGA
Reinsurance Group Of America Inc

Financial Services
1.27K
+ 69.5%
$186.01 - $231.1 $236K - $293K
3.09K $608K
KMB
Kimberly Clark Corp

Consumer Defensive
1.54K
New
$124.46 - $147.4 $192K - $227K
1.54K $219K
SITE
Site One Landscape Supply, Inc.

Industrials
3.43K
+ 17.75%
$120.25 - $147.7 $413K - $507K
22.8K $2.77M
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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