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
DKNG
Draft Kings Inc.

Consumer Cyclical
4.26K
+ 62.42%
$33.21 - $53.49 $142K - $228K
11.1K $368K
RDN
Radian Group Inc

Financial Services
2.75K
+ 18.02%
$30.6 - $34.58 $84K - $94.9K
18K $594K
RTO
Rentokil Initial PLC

Industrials
6.04K
+ 47.99%
$20.76 - $27.11 $125K - $164K
18.6K $426K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
15.1K
+ 14.2%
$14.1 - $15.62 $213K - $236K
121K $1.71M
CARR
Carrier Global Corp

Industrials
1.98K
+ 54.31%
$62.07 - $70.55 $123K - $140K
5.62K $356K
IBN
Icici Bank LTD

Financial Services
1.41K
+ 3.7%
$27.55 - $31.67 $38.8K - $44.6K
39.4K $1.24M
AGX
Argan Inc

Industrials
1.07K
+ 17.78%
$104.05 - $185.35 $112K - $199K
7.12K $933K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
412
+ 11.89%
$160.89 - $187.27 $66.3K - $77.2K
3.88K $670K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
638
+ 17.12%
$89.88 - $110.11 $57.3K - $70.3K
4.36K $439K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
645
+ 7.96%
$63.07 - $73.5 $40.7K - $47.4K
8.75K $614K
CINF
Cincinnati Financial Corp

Financial Services
262
+ 1.75%
$133.67 - $147.81 $35K - $38.7K
15.2K $2.25M
NKE
Nike, Inc.

Consumer Cyclical
2.85K
+ 42.23%
$63.29 - $81.72 $180K - $233K
9.59K $608K
ITUB
Itau Unibanco Holding S.A.

Financial Services
14.8K
+ 53.73%
$4.87 - $6.28 $71.9K - $92.8K
42.3K $232K
DVY
Ishares Tr

ETFs
347
+ 2.15%
$128.58 - $138.1 $44.6K - $47.9K
16.5K $2.21M
MLI
Mueller Industries Inc

Industrials
1.65K
+ 17.26%
$76.14 - $82.67 $125K - $136K
11.2K $852K
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.61K
+ 20.52%
$28.04 - $33.91 $73.1K - $88.4K
15.3K $457K
GFF
Griffon Corp

Industrials
1.23K
+ 19.43%
$68.06 - $80.91 $83.5K - $99.3K
7.54K $539K
BAC
Bank Of America Corp

Financial Services
7.85K
+ 7.25%
$39.61 - $47.74 $311K - $375K
116K $4.84M
MBIN
Merchants Bancorp

Financial Services
2.2K
+ 21.59%
$34.75 - $43.49 $76.4K - $95.6K
12.4K $458K
ITW
Illinois Tool Works Inc

Industrials
452
+ 9.04%
$244.9 - $274.48 $111K - $124K
5.45K $1.35M
CRL
Charles River Laboratories International, Inc.

Healthcare
4.4K
+ 25.96%
$150.52 - $190.14 $663K - $837K
21.4K $3.22M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.28K
+ 11.26%
$96.93 - $109.51 $221K - $249K
22.5K $2.2M
CAH
Cardinal Health Inc

Healthcare
345
+ 18.88%
$118.02 - $137.77 $40.7K - $47.5K
2.17K $299K
COF
Capital One Financial Corp

Financial Services
424
+ 9.44%
$163.87 - $209.82 $69.5K - $89K
4.91K $881K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
10K
New
$8.11 - $8.58 $81.1K - $85.8K
10K $81K
EXEL
Exelixis, Inc.

Healthcare
1.18K
+ 11.34%
$32.38 - $39.16 $38.2K - $46.2K
11.6K $427K
XLI
Industrial Sector Spdr

ETFs
656
+ 7.11%
$128.78 - $141.67 $84.5K - $92.9K
9.88K $1.3M
DVN
Devon Energy Corp

Energy
1.21K
+ 16.93%
$33.15 - $38.55 $40.1K - $46.7K
8.37K $312K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.37K
+ 17.7%
$12.61 - $14.92 $42.5K - $50.3K
22.4K $321K
USB
Us Bancorp \De\

Financial Services
2.75K
+ 36.85%
$40.92 - $50.9 $113K - $140K
10.2K $431K
BGNE
Bei Gene, Ltd.

Healthcare
20
+ 1.2%
$175.1 - $226.71 $3.5K - $4.53K
1.68K $381K
SNA
Snap On Inc

Industrials
228
+ 15.44%
$324.09 - $358.62 $73.9K - $81.8K
1.71K $574K
AVY
Avery Dennison Corp

Industrials
529
+ 23.44%
$174.58 - $195.91 $92.4K - $104K
2.79K $495K
ABC
Amerisourcebergen Corp

Healthcare
389
+ 28.33%
N/A
1.76K $326K
EXPO
Exponent Inc

Industrials
3.9K
+ 12.8%
$78.9 - $93.95 $307K - $366K
34.3K $2.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
643
+ 0.79%
$27.01 - $28.54 $17.4K - $18.4K
82.1K $2.3M
BDX
Becton Dickinson & CO

Healthcare
286
+ 17.71%
$222.79 - $249.08 $63.7K - $71.2K
1.9K $435K
TSCO
Tractor Supply CO

Consumer Cyclical
1.04K
+ 22.5%
$51.66 - $57.94 $53.5K - $60K
5.64K $310K
DASH
Door Dash, Inc.

Communication Services
31
+ 0.77%
$168.37 - $213.38 $5.22K - $6.61K
4.06K $741K
PFBC
Preferred Bank

Financial Services
931
+ 17.92%
$81.03 - $93.15 $75.4K - $86.7K
6.13K $512K
EEMA
Ishares Msci Emerging Markets

ETFs
394
+ 2.93%
$69.51 - $77.24 $27.4K - $30.4K
13.9K $1.03M
ODFL
Old Dominion Freight Line, Inc.

Industrials
510
+ 22.96%
$161.13 - $209.29 $82.2K - $107K
2.73K $451K
CNP
Centerpoint Energy Inc

Utilities
827
+ 12.46%
$30.87 - $36.25 $25.5K - $30K
7.47K $270K
OKE
Oneok Inc

Energy
733
+ 5.64%
$89.57 - $109.85 $65.7K - $80.5K
13.7K $1.36M
FEM
First Trust Emerging Markets A

ETFs
1.68K
+ 7.96%
$21.28 - $23.9 $35.8K - $40.2K
22.9K $522K
LPG
Dorian Lpg Ltd.

Energy
3.92K
+ 23.47%
$19.88 - $27.03 $78K - $106K
20.6K $460K
APH
Amphenol Corp

Technology
2.47K
+ 8.66%
$61.62 - $78.55 $152K - $194K
31K $2.03M
WPC
W. P. Carey Inc.

Real Estate
31
+ 0.53%
$53.5 - $65.05 $1.66K - $2.02K
5.84K $368K
KR
Kroger CO

Consumer Defensive
420
+ 11.75%
$58.36 - $67.72 $24.5K - $28.4K
3.99K $270K
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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