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
ICLR
Icon PLC

Healthcare
1.69K
+ 125.41%
$126.62 - $168.7 $214K - $286K
3.04K $442K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.03K
+ 27.17%
$50.48 - $50.71 $203K - $204K
18.9K $956K
NMIH
Nmi Holdings, Inc.

Financial Services
2.45K
+ 14.72%
$32.79 - $42.24 $80.2K - $103K
19.1K $804K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.55K
+ 18.59%
$75.29 - $91.16 $117K - $141K
9.89K $891K
CACI
Caci International Inc

Technology
466
New
N/A
466 $199K
TOST
Toast, Inc.

Technology
4.5K
New
$30.03 - $45.23 $135K - $203K
4.5K $199K
IEMG
Ishares Inc

ETFs
3.7K
+ 1.56%
N/A
241K $12.9M
VPU
Vanguard Utilities ETF

ETFs
1.12K
New
$158.36 - $178.82 $178K - $201K
1.12K $198K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
642
+ 14.71%
$97.32 - $136.25 $62.5K - $87.5K
5.01K $636K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.42K
New
$120.49 - $141.16 $171K - $200K
1.42K $196K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
17K
+ 170.0%
$10.86 - $11.48 $185K - $195K
27K $308K
IDCC
Inter Digital, Inc.

Communication Services
441
+ 8.0%
$183.37 - $234.7 $80.9K - $104K
5.95K $1.33M
XLY
Select Sector Spdr Consumer Di

ETFs
213
+ 2.88%
$176.34 - $218.59 $37.6K - $46.6K
7.62K $1.66M
MPWR
Monolithic Power Systems Inc

Technology
76
+ 8.27%
$455.19 - $737.73 $34.6K - $56.1K
995 $727K
EHC
Encompass Health Corp

Healthcare
1.17K
+ 50.78%
$96.12 - $122.63 $112K - $143K
3.47K $424K
VGLT
Vanguard Long Term Treasury Et

ETFs
6.23K
+ 5.83%
$53.66 - $58.71 $334K - $366K
113K $6.34M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
17K
New
$10.78 - $11.57 $183K - $197K
17K $191K
NEM
Newmont Corp

Basic Materials
3.29K
New
$44.18 - $59.46 $145K - $196K
3.29K $191K
SE
Sea LTD

Consumer Cyclical
60
+ 0.99%
$105.57 - $170.4 $6.33K - $10.2K
6.12K $979K
HII
Huntington Ingalls Industries, Inc.

Industrials
777
New
$183.31 - $241.46 $142K - $188K
777 $187K
INFY
Infosys LTD

Technology
7.6K
+ 4.68%
$16.14 - $18.75 $123K - $142K
170K $3.15M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12.4K
New
$12.23 - $15.46 $151K - $191K
12.4K $186K
MO
Altria Group, Inc.

Consumer Defensive
4.28K
+ 8.71%
$55.56 - $60.91 $238K - $261K
53.4K $3.13M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
729
+ 8.93%
$97.68 - $121.38 $71.2K - $88.5K
8.89K $1.08M
XLC
Select Sector Spdr Tr Communic

ETFs
837
+ 11.39%
$86.13 - $108.53 $72.1K - $90.8K
8.19K $888K
CME
Cme Group Inc.

Financial Services
325
+ 3.7%
$252.37 - $290.71 $82K - $94.5K
9.11K $2.51M
THD
Ishares Inc Msci Thailand ETF

ETFs
3.58K
New
$45.37 - $57.05 $162K - $204K
3.58K $180K
DVY
Ishares Tr

ETFs
1.52K
+ 9.22%
$118.37 - $134.86 $180K - $205K
18K $2.39M
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.04K
New
$30.7 - $44.12 $124K - $178K
4.04K $175K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
11.4K
+ 9.4%
$12.34 - $14.3 $141K - $163K
133K $1.89M
VTWO
Vanguard Russell 2000 ETF

ETFs
1K
+ 7.6%
$70.56 - $87.22 $70.8K - $87.5K
14.2K $1.24M
T
At&T Inc.

Communication Services
4.51K
+ 7.2%
$26.33 - $28.94 $119K - $131K
67.2K $1.94M
INVA
Innoviva, Inc.

Healthcare
5.39K
+ 16.87%
$17.1 - $21.8 $92.2K - $118K
37.4K $750K
ING
Ing Groep Nv

Financial Services
3.33K
+ 7.95%
$16.62 - $21.98 $55.3K - $73.2K
45.2K $989K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.9K
+ 3.88%
$63.54 - $68.5 $185K - $199K
77.7K $5.24M
LRN
Stride, Inc.

Consumer Defensive
119
+ 1.51%
$124.45 - $160.72 $14.8K - $19.1K
8.01K $1.16M
CTRA
Coterra Energy Inc.

Energy
8.2K
+ 62.96%
$22.6 - $29.07 $185K - $238K
21.2K $538K
NKE
Nike, Inc.

Consumer Cyclical
1.22K
+ 12.76%
$53.27 - $72.04 $65.1K - $88.1K
10.8K $768K
SNN
Smith & Nephew PLC

Healthcare
4.66K
+ 63.2%
$24.97 - $30.63 $116K - $143K
12K $368K
SCHG
Schwab Strategic Tr Us Large C

ETFs
279
+ 0.78%
$22.27 - $29.21 $6.21K - $8.15K
36.2K $1.06M
HIG
Hartford Financial Services Group, Inc.

Financial Services
935
+ 7.45%
$109.83 - $131.67 $103K - $123K
13.5K $1.71M
SNY
Sanofi

Healthcare
8.04K
+ 24.21%
$47.62 - $55.44 $383K - $446K
41.3K $1.99M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
17.6K
+ 27.39%
$9.72 - $10.39 $171K - $183K
81.9K $811K
CTVA
Corteva, Inc.

Basic Materials
1.14K
+ 21.09%
$55.52 - $74.53 $63.5K - $85.3K
6.57K $489K
MLI
Mueller Industries Inc

Industrials
1.39K
+ 12.43%
$68.45 - $79.6 $95.3K - $111K
12.6K $1M
USB
Us Bancorp \De\

Financial Services
2.55K
+ 24.9%
$36.4 - $45.76 $92.7K - $117K
12.8K $578K
AMT
American Tower Corp

Real Estate
474
+ 3.96%
$203.96 - $228.19 $96.7K - $108K
12.4K $2.75M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.54K
+ 28.58%
$45.11 - $52.34 $115K - $133K
11.4K $598K
PODD
Insulet Corp

Healthcare
147
+ 8.32%
$238.57 - $327.47 $35.1K - $48.1K
1.91K $601K
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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