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
ORI
Old Republic International Corp

Financial Services
11.6K
+ 188.52%
$35.25 - $39.79 $409K - $462K
17.8K $682K
CARR
Carrier Global Corp

Industrials
5.24K
+ 93.12%
$55.55 - $75.83 $291K - $397K
10.9K $794K
RTX
Raytheon Technologies Corp

Industrials
19
+ 0.06%
$113.75 - $148.48 $2.16K - $2.82K
31.8K $4.65M
UNP
Union Pacific Corp

Industrials
4.97K
+ 4.31%
$208.27 - $238.46 $1.04M - $1.19M
120K $27.7M
EMR
Emerson Electric CO

Industrials
760
+ 5.44%
$94.15 - $133.33 $71.6K - $101K
14.7K $1.96M
NEE
Nextera Energy Inc

Utilities
8.08K
+ 9.06%
$64.11 - $75.0 $518K - $606K
97.2K $6.75M
PEGA
Pegasystems Inc

Technology
10.1K
+ 123.54%
$49.95 - $103.29 $506K - $1.05M
18.3K $991K
IWS
Ishares Russell Midcap Value E

ETFs
1.29K
+ 3.24%
$110.58 - $132.14 $143K - $170K
41.1K $5.42M
FUBO
Fubo Tv Inc.

Communication Services
108K
New
$2.42 - $3.86 $260K - $415K
108K $415K
HMC
Honda Motor CO LTD

Consumer Cyclical
8.97K
+ 10.17%
$25.0 - $30.93 $224K - $277K
97.1K $2.8M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
6.58K
+ 13.55%
$36.35 - $41.07 $239K - $270K
55.1K $2.26M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.05K
+ 27.01%
$187.5 - $246.51 $197K - $259K
4.94K $1.22M
CVNA
Carvana Co.

Consumer Cyclical
1.18K
New
$162.57 - $345.64 $192K - $409K
1.18K $398K
ACWI
Ishares Msci Acwi ETF

ETFs
2.18K
+ 23.19%
$103.59 - $128.6 $226K - $280K
11.6K $1.49M
LHX
L3 Harris Technologies, Inc.

Industrials
647
+ 12.18%
$200.21 - $256.99 $130K - $166K
5.96K $1.49M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.51K
+ 23.85%
$113.67 - $150.4 $172K - $228K
7.86K $1.18M
PAYX
Paychex Inc

Industrials
4.18K
+ 15.25%
$137.01 - $159.78 $572K - $667K
31.6K $4.59M
HOOD
Robinhood Markets, Inc.

Technology
3.91K
New
$34.17 - $93.63 $134K - $366K
3.91K $365K
SLM
Slm Corp

Financial Services
9.02K
+ 45.94%
$24.84 - $34.36 $224K - $310K
28.7K $939K
MRVL
Marvell Technology, Inc.

Technology
2.5K
+ 23.62%
$49.38 - $79.97 $123K - $200K
13.1K $1.01M
SAIA
Saia Inc

Industrials
3.7K
+ 42.51%
$236.65 - $374.8 $876K - $1.39M
12.4K $3.4M
SNOW
Snowflake Inc.

Technology
53
+ 1.2%
$130.53 - $223.77 $6.92K - $11.9K
4.48K $1M
AVB
Avalonbay Communities Inc

Real Estate
1.94K
+ 55.6%
$187.23 - $215.61 $362K - $417K
5.42K $1.1M
MIDD
Middleby Corp

Industrials
2.45K
New
$124.01 - $154.76 $304K - $379K
2.45K $352K
AZN
Astrazeneca PLC

Healthcare
7.02K
+ 18.18%
$64.87 - $75.0 $455K - $527K
45.6K $3.19M
BTI
British American Tobacco P.L.C.

Consumer Defensive
169
+ 0.3%
$39.43 - $49.34 $6.66K - $8.34K
56.7K $2.69M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.4K
+ 34.3%
$100.04 - $100.54 $340K - $342K
13.3K $1.34M
CGNT
Cognyte Software Ltd.

Technology
37.1K
New
$8.22 - $11.39 $305K - $422K
37.1K $342K
BHP
Bhp Group LTD

Basic Materials
7.86K
+ 9.49%
$40.22 - $50.88 $316K - $400K
90.7K $4.36M
MKL
Markel Corp

Financial Services
171
New
$1678.5 - $1997.36 $287K - $342K
171 $341K
TJX
Tjx Companies Inc

Consumer Cyclical
1.59K
+ 1.98%
$119.13 - $135.03 $189K - $215K
82K $10.1M
DFAE
Dimensional ETF Tr

ETFs
11.4K
New
$22.87 - $28.95 $260K - $330K
11.4K $329K
INDA
Ishares Msci India Index Fund

ETFs
5.92K
New
$49.13 - $55.86 $291K - $331K
5.92K $329K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
13.4K
+ 7.08%
$25.69 - $26.9 $345K - $362K
203K $5.39M
IBKR
Interactive Brokers Group, Inc.

Financial Services
84.4K
+ 213.86%
$50.53 - $212.53 $4.26M - $17.9M
124K $6.86M
PWR
Quanta Services, Inc.

Industrials
866
New
$239.47 - $381.26 $207K - $330K
866 $327K
IWM
Ishares Russell 2000 ETF

ETFs
106
+ 0.58%
$174.82 - $215.79 $18.5K - $22.9K
18.5K $3.99M
HGER
Harbor ETF Tr All Weather Infl
13.2K
New
$22.13 - $25.39 $293K - $336K
13.2K $321K
ICE
Intercontinental Exchange, Inc.

Financial Services
286
+ 1.18%
$151.62 - $183.47 $43.4K - $52.5K
24.6K $4.51M
HUBB
Hubbell Inc

Industrials
779
New
$315.94 - $408.41 $246K - $318K
779 $318K
AXON
Axon Enterprise, Inc.

Industrials
94
+ 11.84%
$497.13 - $827.94 $46.7K - $77.8K
888 $735K
TRV
Travelers Companies, Inc.

Financial Services
1.05K
+ 9.08%
$233.83 - $276.34 $246K - $291K
12.7K $3.38M
RGA
Reinsurance Group Of America Inc

Financial Services
1.52K
+ 49.03%
$168.32 - $209.71 $255K - $318K
4.61K $913K
DEO
Diageo PLC

Consumer Defensive
3.98K
+ 16.15%
$99.86 - $115.75 $398K - $461K
28.6K $2.89M
ZS
Zscaler, Inc.

Technology
511
+ 41.51%
$174.67 - $315.32 $89.3K - $161K
1.74K $546K
BCS
Barclays PLC

Financial Services
7.08K
+ 13.54%
$12.69 - $18.61 $89.9K - $132K
59.4K $1.1M
MAR
Marriott International Inc

Consumer Cyclical
539
+ 12.39%
$211.12 - $274.14 $114K - $148K
4.89K $1.34M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
902
New
$224.32 - $326.09 $202K - $294K
902 $294K
TGT
Target Corp

Consumer Defensive
3.33K
+ 53.53%
$88.76 - $105.77 $296K - $353K
9.56K $943K
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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