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
NHI
National Health Investors Inc

Real Estate
458
+ 12.44%
$65.79 - $76.06 $30.1K - $34.8K
4.14K $305K
TME
Tencent Music Entertainment Group

Communication Services
28
+ 0.18%
$10.28 - $15.09 $288 - $423
15.3K $221K
TTE
Total Energies Se

Energy
679
+ 1.88%
N/A
36.7K $2.52M
SPGI
S&P Global Inc.

Financial Services
14
+ 0.35%
$478.26 - $543.77 $6.7K - $7.61K
4.01K $2.04M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
243
+ 6.36%
$69.81 - $78.9 $17K - $19.2K
4.06K $316K
FSLR
First Solar, Inc.

Technology
1.98K
+ 48.28%
$126.34 - $197.73 $250K - $391K
6.07K $767K
JXN
Jackson Financial Inc.

Financial Services
651
+ 17.91%
$79.36 - $97.88 $51.7K - $63.7K
4.29K $359K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
700
+ 18.38%
$62.72 - $71.92 $43.9K - $50.3K
4.51K $284K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
573
+ 4.14%
$83.91 - $90.87 $48.1K - $52.1K
14.4K $1.22M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
750
+ 5.05%
$23.43 - $25.55 $17.6K - $19.2K
15.6K $398K
BBSI
Barrett Business Services Inc

Industrials
1.43K
+ 17.77%
$39.0 - $44.37 $55.9K - $63.6K
9.5K $391K
IDXX
Idexx Laboratories Inc

Healthcare
85
+ 13.75%
$406.29 - $469.04 $34.5K - $39.9K
703 $295K
CNI
Canadian National Railway CO

Industrials
830
+ 8.25%
$95.46 - $106.79 $79.2K - $88.6K
10.9K $1.06M
RBLX
Roblox Corp

Communication Services
617
+ 7.36%
$53.77 - $75.47 $33.2K - $46.6K
9K $524K
PEAK
Healthpeak Properties, Inc.

Real Estate
2.07K
+ 20.47%
N/A
12.2K $230K
ALRM
Alarm.Com Holdings, Inc.

Technology
1.28K
+ 20.16%
$55.65 - $63.82 $71.2K - $81.6K
7.62K $424K
ATO
Atmos Energy Corp

Utilities
74
+ 4.38%
$136.51 - $154.58 $10.1K - $11.4K
1.76K $272K
INSW
International Seaways, Inc.

Energy
1.9K
+ 19.86%
$32.85 - $41.61 $62.3K - $79K
11.5K $380K
SBAC
Sba Communications Corp

Real Estate
16
+ 0.77%
$192.76 - $224.91 $3.08K - $3.6K
2.09K $460K
EQR
Equity Residential

Real Estate
520
+ 5.77%
$66.98 - $75.02 $34.8K - $39K
9.53K $682K
RPM
Rpm International Inc

Basic Materials
567
+ 13.67%
$114.03 - $128.31 $64.7K - $72.8K
4.72K $545K
TTI
Tetra Technologies Inc

Energy
10.1K
New
$3.25 - $4.98 $32.9K - $50.4K
10.1K $34K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
3.36K
+ 54.55%
$25.0 - $39.76 $84.1K - $134K
9.53K $238K
CBRE
Cbre Group, Inc.

Real Estate
267
+ 5.0%
$121.79 - $147.13 $32.5K - $39.3K
5.61K $733K
KHC
Kraft Heinz CO

Consumer Defensive
1.11K
+ 15.64%
$28.51 - $32.22 $31.6K - $35.7K
8.19K $249K
IJK
Ishares S&P Midcap 400 Growth

ETFs
570
+ 24.12%
$81.62 - $96.63 $46.5K - $55.1K
2.93K $244K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
200
+ 0.32%
$49.22 - $51.73 $9.84K - $10.3K
62.7K $3.17M
HMC
Honda Motor CO LTD

Consumer Cyclical
5.4K
+ 6.53%
$26.9 - $30.41 $145K - $164K
88.1K $2.39M
HEI
Heico Corp

Industrials
1
+ 0.12%
$219.6 - $270.85 $220 - $271
860 $229K
PHG
Koninklijke Philips Nv

Healthcare
722
+ 1.17%
$24.92 - $28.61 $18K - $20.7K
62.5K $1.59M
PEG
Public Service Enterprise Group Inc

Utilities
340
+ 8.9%
$78.2 - $90.39 $26.6K - $30.7K
4.16K $342K
BPMC
Blueprint Medicines Corp

Healthcare
179
+ 5.19%
$86.69 - $115.63 $15.5K - $20.7K
3.63K $320K
CATY
Cathay General Bancorp

Financial Services
1.39K
+ 15.89%
$42.27 - $48.78 $58.8K - $67.9K
10.1K $436K
MUSA
Murphy Usa Inc.

Consumer Cyclical
83
+ 13.76%
$435.02 - $515.95 $36.1K - $42.8K
686 $322K
MFC
Manulife Financial Corp

Financial Services
425
+ 2.57%
$28.41 - $31.82 $12.1K - $13.5K
16.9K $527K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.02%
$128.74 - $138.67 $129 - $139
5.47K $741K
ALLE
Allegion PLC

Industrials
189
+ 0.62%
$123.79 - $135.5 $23.4K - $25.6K
30.6K $3.99M
VOE
Vanguard Mid Cap Value Index F

ETFs
146
+ 3.11%
$156.61 - $168.02 $22.9K - $24.5K
4.84K $776K
VFH
Vanguard Financial ETF

ETFs
105
+ 3.84%
$114.07 - $127.34 $12K - $13.4K
2.84K $338K
MEDP
Medpace Holdings, Inc.

Healthcare
163
+ 13.49%
$304.69 - $360.97 $49.7K - $58.8K
1.37K $417K
AYI
Acuity Brands Inc

Industrials
415
+ 12.86%
$257.8 - $337.07 $107K - $140K
3.64K $958K
XEL
Xcel Energy Inc

Utilities
62
+ 1.63%
$63.37 - $72.1 $3.93K - $4.47K
3.86K $272K
LHX
L3 Harris Technologies, Inc.

Industrials
97
+ 1.86%
$194.65 - $222.86 $18.9K - $21.6K
5.31K $1.11M
CPNG
Coupang, Inc.

Consumer Cyclical
722
+ 4.54%
$21.34 - $25.52 $15.4K - $18.4K
16.6K $364K
MHO
M/I Homes, Inc.

Consumer Cyclical
701
+ 20.33%
$113.46 - $138.33 $79.5K - $97K
4.15K $473K
ICLR
Icon PLC

Healthcare
287
+ 27.0%
$174.99 - $222.58 $50.2K - $63.9K
1.35K $236K
CMI
Cummins Inc

Industrials
128
+ 17.0%
$312.92 - $386.07 $40.1K - $49.4K
881 $276K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
465
+ 2.22%
$49.25 - $50.66 $22.9K - $23.6K
21.4K $1.06M
CMCSA
Comcast Corp

Communication Services
2.19K
+ 2.02%
$33.19 - $38.23 $72.8K - $83.9K
111K $4.1M
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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