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
RE
Everest Re Group LTD

Financial Services
578
New
N/A
578 $214K
DGRO
Ishares Core Dividend Growth E

ETFs
2.8K
+ 3.14%
$60.46 - $64.42 $169K - $181K
92K $5.68M
IRT
Independence Realty Trust, Inc.

Real Estate
10K
New
$18.23 - $21.8 $182K - $218K
10K $212K
HOLX
Hologic Inc

Healthcare
3.4K
New
$60.7 - $73.77 $206K - $251K
3.4K $210K
SNN
Smith & Nephew PLC

Healthcare
7.37K
New
$23.89 - $30.34 $176K - $224K
7.37K $209K
CNC
Centene Corp

Healthcare
3.45K
New
$55.93 - $65.89 $193K - $228K
3.45K $209K
AIG
American International Group, Inc.

Financial Services
1.85K
+ 53.45%
$70.5 - $86.94 $130K - $160K
5.3K $460K
CWEN
Clearway Energy, Inc.

Utilities
6.9K
New
$24.63 - $30.42 $170K - $210K
6.9K $208K
GPC
Genuine Parts CO

Consumer Cyclical
1.73K
New
$115.91 - $129.02 $201K - $224K
1.73K $206K
AM
Antero Midstream Corp

Energy
8.71K
+ 51.4%
$15.47 - $18.04 $135K - $157K
25.6K $461K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.55K
+ 70.83%
$78.12 - $83.7 $199K - $213K
6.15K $495K
R
Ryder System Inc

Industrials
19.8K
+ 9.78%
$136.38 - $170.92 $2.7M - $3.38M
222K $31.9M
XLP
Consumer Staples Sector Spdr

ETFs
2.69K
New
N/A
2.69K $204K
EWI
Ishares Inc Msci Italy ETF

ETFs
4.81K
New
$35.58 - $43.99 $171K - $212K
4.81K $203K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.41K
New
$44.72 - $46.25 $197K - $204K
4.41K $203K
ACM
Aecom

Industrials
2.2K
New
$92.54 - $111.05 $203K - $244K
2.2K $203K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.89K
New
$69.82 - $78.67 $202K - $227K
2.89K $203K
MNST
Monster Beverage Corp

Consumer Defensive
2.02K
+ 14.34%
$46.16 - $58.58 $93.4K - $119K
16.1K $943K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.32K
New
$132.75 - $177.12 $175K - $234K
1.32K $201K
EA
Electronic Arts Inc.

Communication Services
1.39K
New
$116.53 - $146.29 $162K - $203K
1.39K $200K
ACT
Enact Holdings, Inc.

Financial Services
4.39K
+ 22.42%
$31.15 - $35.03 $137K - $154K
24K $833K
GMRE
Global Medical Reit Inc.

Real Estate
22.5K
New
$7.52 - $9.08 $169K - $204K
22.5K $196K
EQT
Eqt Corp

Energy
1.62K
+ 11.25%
$46.16 - $54.25 $74.8K - $87.9K
16K $856K
PUK
Prudential PLC

Financial Services
2.31K
+ 9.11%
$14.54 - $21.92 $33.6K - $50.7K
27.7K $595K
IWR
Ishares Russell Mid Cap ETF

ETFs
5.22K
+ 6.86%
$82.81 - $92.93 $433K - $485K
81.4K $6.93M
IRM
Iron Mountain Inc

Real Estate
3.86K
+ 49.41%
$82.79 - $111.31 $320K - $430K
11.7K $1.01M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.83K
+ 24.88%
$32.49 - $37.99 $222K - $259K
34.3K $1.15M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.5K
+ 35.9%
$97.38 - $104.52 $146K - $157K
5.68K $580K
HDB
Hdfc Bank LTD

Financial Services
1.42K
+ 5.69%
$58.06 - $66.85 $82.3K - $94.7K
26.3K $1.75M
UFPI
Ufp Industries Inc

Basic Materials
2.69K
+ 11.18%
$103.91 - $118.67 $279K - $319K
26.7K $2.86M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.74K
+ 9.73%
$30.38 - $34.94 $83.2K - $95.6K
30.9K $1.06M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
600
+ 56.66%
$314.47 - $431.35 $189K - $259K
1.66K $608K
GLP
Global Partners LP

Energy
7
+ 0.03%
$46.0 - $59.88 $322 - $419
21.6K $1.15M
ZTS
Zoetis Inc.

Healthcare
474
+ 1.34%
$156.48 - $175.67 $74.2K - $83.3K
35.8K $5.89M
ACWI
Ishares Msci Acwi ETF

ETFs
1.25K
+ 15.3%
$115.16 - $124.13 $144K - $155K
9.4K $1.09M
IDCC
Inter Digital, Inc.

Communication Services
325
+ 6.27%
$171.68 - $225.72 $55.8K - $73.4K
5.51K $1.14M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.5K
+ 22.52%
$108.02 - $120.45 $162K - $181K
8.16K $898K
CTRA
Coterra Energy Inc.

Energy
3.33K
+ 34.32%
$25.51 - $29.83 $84.9K - $99.2K
13K $376K
BTEGF
Baytex Energy Corp.

Energy
35.7K
New
N/A
35.7K $129K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
955
+ 29.91%
$126.11 - $135.06 $120K - $129K
4.15K $534K
INVA
Innoviva, Inc.

Healthcare
5.85K
+ 22.38%
$17.21 - $18.98 $101K - $111K
32K $579K
C
Citigroup Inc

Financial Services
1.61K
+ 8.87%
$67.23 - $84.63 $108K - $136K
19.7K $1.4M
NGG
National Grid PLC

Utilities
1.13K
+ 14.44%
$56.13 - $65.61 $63.4K - $74.1K
8.95K $587K
BMY
Bristol Myers Squibb CO

Healthcare
72
+ 0.27%
$53.9 - $63.11 $3.88K - $4.54K
26.5K $1.62M
GD
General Dynamics Corp

Industrials
295
+ 6.49%
$241.94 - $272.58 $71.4K - $80.4K
4.84K $1.32M
GOLD
Barrick Gold Corp

Basic Materials
1.37K
+ 5.69%
$15.45 - $19.56 $21.1K - $26.8K
25.4K $493K
GMAB
Genmab A/S

Healthcare
9.28K
+ 19.31%
$18.69 - $24.14 $173K - $224K
57.4K $1.12M
NEU
Newmarket Corp

Basic Materials
133
+ 13.16%
$482.93 - $570.11 $64.2K - $75.8K
1.14K $648K
SMG
Scotts Miracle Gro CO

Basic Materials
8.88K
+ 27.21%
$54.76 - $77.7 $486K - $690K
41.5K $2.28M
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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