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
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.6K
New
$20.42 - $25.3 $237K - $294K
11.6K $293K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.22K
+ 31.49%
$162.37 - $200.76 $198K - $245K
5.1K $963K
KMI
Kinder Morgan, Inc.

Energy
8.22K
+ 17.03%
$25.21 - $29.4 $207K - $242K
56.5K $1.66M
IGF
Ishares Global Infrastructure

ETFs
4.8K
New
$50.55 - $59.83 $242K - $287K
4.8K $283K
TTEK
Tetra Tech Inc

Industrials
7.82K
New
$28.01 - $36.25 $219K - $284K
7.82K $281K
MELI
Mercadolibre Inc

Consumer Cyclical
41
+ 15.83%
$1794.73 - $2613.63 $73.6K - $107K
300 $784K
SHG
Shinhan Financial Group CO LTD

Financial Services
8.06K
+ 11.82%
N/A
76.3K $2.64M
NEO
Neogenomics Inc

Healthcare
38K
New
$6.4 - $10.27 $243K - $391K
38K $278K
ADP
Automatic Data Processing Inc

Industrials
826
+ 10.69%
$276.76 - $326.81 $229K - $270K
8.55K $2.64M
FSLR
First Solar, Inc.

Technology
213
+ 3.51%
$120.38 - $192.98 $25.6K - $41.1K
6.28K $1.04M
CALM
Cal Maine Foods Inc

Consumer Defensive
2.08K
+ 28.31%
$90.17 - $103.07 $188K - $214K
9.43K $939K
NEOG
Neogen Corp

Healthcare
56K
New
$4.39 - $8.59 $246K - $481K
56K $267K
EFV
Msci Eafe Value ETF

ETFs
1.06K
+ 2.4%
$52.4 - $64.65 $55.3K - $68.3K
45.1K $2.86M
URA
Global X Uranium ETF

ETFs
6.87K
New
$20.26 - $38.81 $139K - $267K
6.87K $266K
DASH
Door Dash, Inc.

Communication Services
23
+ 0.57%
$163.16 - $246.51 $3.75K - $5.67K
4.08K $1.01M
WES
Western Midstream Partners, LP

Energy
7.35K
+ 73.52%
$34.99 - $41.61 $257K - $306K
17.4K $671K
IWN
Ishares Russell2000 Val ETF

ETFs
1.44K
+ 34.22%
$131.84 - $157.76 $190K - $227K
5.66K $892K
KRNT
Kornit Digital Ltd.

Industrials
12.8K
New
$15.81 - $23.22 $203K - $298K
12.8K $255K
EEM
Ishares Msci Emerging Markets

ETFs
3.87K
+ 27.36%
$38.52 - $48.28 $149K - $187K
18K $869K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.86K
+ 24.99%
$17.76 - $22.1 $140K - $174K
39.3K $868K
COF
Capital One Financial Corp

Financial Services
365
+ 7.43%
$150.57 - $212.76 $55K - $77.7K
5.28K $1.12M
NEU
Newmarket Corp

Basic Materials
144
+ 12.59%
$519.95 - $690.86 $74.9K - $99.5K
1.29K $889K
MUR
Murphy Oil Corp

Energy
10.6K
New
$19.62 - $29.21 $208K - $310K
10.6K $238K
SYF
Synchrony Financial

Financial Services
3.58K
New
$43.81 - $66.74 $157K - $239K
3.58K $238K
OTIS
Otis Worldwide Corp

Industrials
2.38K
New
$90.88 - $104.3 $216K - $248K
2.38K $235K
JCI
Johnson Controls International PLC

Industrials
251
+ 3.12%
$71.14 - $105.62 $17.9K - $26.5K
8.31K $877K
NXPI
Nxp Semiconductors N.V.

Technology
676
+ 23.13%
$153.5 - $218.72 $104K - $148K
3.6K $786K
BOTZ
Global X Fds

ETFs
5.74K
+ 58.88%
$24.51 - $32.65 $141K - $188K
15.5K $506K
NU
Nu Holdings Ltd.

Financial Services
351
+ 0.55%
$9.6 - $13.72 $3.37K - $4.82K
64.4K $883K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
419
+ 0.81%
$32.66 - $40.75 $13.7K - $17.1K
52.3K $2.12M
VNQ
Vanguard Specialized Funds Van

ETFs
2.96K
+ 12.17%
$79.79 - $91.42 $236K - $271K
27.3K $2.43M
AMCR
Amcor PLC

Consumer Cyclical
24.5K
New
$8.57 - $9.81 $210K - $241K
24.5K $225K
FCX
Freeport Mcmoran Inc

Basic Materials
2.77K
+ 14.72%
$29.15 - $44.46 $80.7K - $123K
21.6K $935K
RLI
Rli Corp

Financial Services
5.81K
+ 24.06%
$71.27 - $80.82 $414K - $470K
30K $2.16M
SPYG
Spdr Portfolio

ETFs
1.32K
+ 20.49%
$71.83 - $95.32 $94.5K - $125K
7.73K $737K
DAL
Delta Air Lines, Inc.

Industrials
92
+ 0.24%
$35.88 - $52.99 $3.3K - $4.88K
38.8K $1.91M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.55K
New
$105.2 - $141.69 $163K - $220K
1.55K $220K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
111
+ 6.69%
$328.01 - $475.68 $36.4K - $52.8K
1.77K $828K
LYG
Lloyds Banking Group PLC

Financial Services
8.71K
+ 2.07%
$3.32 - $4.29 $28.9K - $37.4K
430K $1.83M
XLI
Industrial Sector Spdr

ETFs
375
+ 3.79%
$116.42 - $147.52 $43.7K - $55.3K
10.3K $1.51M
VRT
Vertiv Holdings CO

Industrials
2.52K
New
N/A
2.52K $218K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.62K
New
$108.06 - $135.3 $175K - $219K
1.62K $218K
BOX
Box Inc

Technology
6.38K
New
$28.42 - $38.55 $181K - $246K
6.38K $217K
DGX
Quest Diagnostics Inc

Healthcare
1.56K
New
N/A
1.56K $214K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.26K
New
$25.35 - $64.65 $108K - $275K
4.26K $212K
GNTX
Gentex Corp

Consumer Cyclical
9.63K
New
$20.83 - $23.52 $201K - $226K
9.63K $211K
EEMA
Ishares Msci Emerging Markets

ETFs
1.1K
+ 7.96%
$64.59 - $83.0 $71.3K - $91.6K
15K $1.24M
DFAI
Dimensional ETF Tr

ETFs
5.3K
+ 67.79%
$28.02 - $34.71 $149K - $184K
13.1K $453K
NFG
National Fuel Gas CO

Energy
2.43K
New
$73.0 - $86.01 $178K - $209K
2.43K $206K
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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