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
VXF
Vanguard Extended Market ETF

ETFs
87
+ 1.48%
$150.43 - $192.71 $13.1K - $16.8K
5.95K $1.15M
RDN
Radian Group Inc

Financial Services
2.32K
+ 12.92%
$30.48 - $36.53 $70.8K - $84.8K
20.3K $731K
CSL
Carlisle Companies Inc

Industrials
228
+ 15.41%
$317.1 - $408.5 $72.3K - $93.1K
1.71K $637K
DKNG
Draft Kings Inc.

Consumer Cyclical
630
+ 5.68%
$31.67 - $42.89 $20K - $27K
11.7K $502K
WWD
Woodward, Inc.

Industrials
238
+ 20.14%
$157.29 - $247.55 $37.4K - $58.9K
1.42K $348K
MT
Arcelor Mittal

Basic Materials
3.43K
+ 43.18%
$23.47 - $31.65 $80.4K - $108K
11.4K $358K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
11
+ 0.01%
$35.95 - $42.85 $395 - $471
85.6K $3.61M
WPP
Wpp PLC

Communication Services
5.19K
+ 29.46%
$32.03 - $40.64 $166K - $211K
22.8K $797K
TTC
Toro CO

Industrials
3.19K
+ 6.74%
$63.51 - $77.8 $203K - $248K
50.5K $3.57M
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.85K
+ 4.65%
$28.28 - $35.22 $166K - $206K
132K $4.52M
WCN
Waste Connections, Inc.

Industrials
710
+ 51.9%
$183.26 - $199.95 $130K - $142K
2.08K $388K
VOE
Vanguard Mid Cap Value Index F

ETFs
614
+ 12.7%
$141.87 - $164.49 $87.1K - $101K
5.45K $896K
XLF
Financial Sector Spdr

ETFs
107
+ 0.24%
$43.92 - $52.37 $4.7K - $5.6K
44.7K $2.34M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
795
+ 7.8%
$52.84 - $65.52 $42K - $52.1K
11K $719K
RIO
Rio Tinto PLC

Basic Materials
2.98K
+ 9.27%
$52.32 - $62.75 $156K - $187K
35.1K $2.05M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
837
+ 15.31%
$121.58 - $136.74 $102K - $114K
6.3K $855K
ABT
Abbott Laboratories

Healthcare
14
+ 0.04%
$123.95 - $138.08 $1.74K - $1.93K
33.1K $4.51M
LPG
Dorian Lpg Ltd.

Energy
2.83K
+ 13.73%
$17.34 - $25.75 $49.1K - $73K
23.5K $572K
SLV
I Shares Silver Trust

ETFs
2.23K
+ 11.48%
$27.08 - $33.74 $60.4K - $75.2K
21.6K $710K
HUBS
Hubspot Inc

Technology
236
+ 15.8%
$487.07 - $672.24 $115K - $159K
1.73K $962K
ADSK
Autodesk, Inc.

Technology
435
+ 20.31%
N/A
2.58K $633K
ACN
Accenture PLC

Technology
933
+ 7.1%
$279.23 - $323.21 $261K - $302K
14.1K $4.21M
MPLX
Mplx LP

Energy
2.22K
+ 49.15%
$46.68 - $53.89 $104K - $120K
6.74K $347K
INSW
International Seaways, Inc.

Energy
1.78K
+ 15.52%
$28.76 - $40.96 $51.1K - $72.8K
13.2K $482K
LYV
Live Nation Entertainment, Inc.

Communication Services
244
+ 7.75%
$118.81 - $151.28 $29K - $36.9K
3.39K $513K
TSCO
Tractor Supply CO

Consumer Cyclical
2.17K
+ 38.49%
$47.86 - $55.77 $104K - $121K
7.8K $411K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
779
+ 16.13%
$57.14 - $72.68 $44.5K - $56.6K
5.61K $407K
DTM
Dt Midstream, Inc.

Energy
454
+ 12.16%
$87.23 - $109.91 $39.6K - $49.9K
4.19K $460K
RTO
Rentokil Initial PLC

Industrials
3.18K
+ 17.09%
$19.89 - $24.42 $63.3K - $77.7K
21.8K $523K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
427
+ 4.88%
$62.73 - $78.42 $26.8K - $33.5K
9.18K $711K
VMC
Vulcan Materials CO

Basic Materials
258
+ 23.89%
$226.49 - $276.01 $58.4K - $71.2K
1.34K $348K
ITW
Illinois Tool Works Inc

Industrials
406
+ 7.45%
$218.41 - $252.43 $88.7K - $102K
5.86K $1.45M
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
20K
New
$3.59 - $5.25 $71.8K - $105K
20K $95K
PFBC
Preferred Bank

Financial Services
850
+ 13.88%
$75.32 - $87.67 $64K - $74.5K
6.98K $603K
FNDF
Schwab Fundamental Intl Large

ETFs
1.53K
+ 21.83%
$32.25 - $40.02 $49.2K - $61.1K
8.52K $341K
ROST
Ross Stores, Inc.

Consumer Cyclical
704
+ 11.5%
$126.62 - $154.26 $89.1K - $109K
6.83K $871K
CG
Carlyle Group Inc.

Financial Services
348
+ 4.12%
$34.78 - $51.4 $12.1K - $17.9K
8.8K $452K
IOT
Samsara Inc.

Technology
1.64K
+ 13.02%
$33.46 - $47.74 $54.8K - $78.2K
14.2K $565K
ATO
Atmos Energy Corp

Utilities
519
+ 29.46%
$145.06 - $162.66 $75.3K - $84.4K
2.28K $351K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
574
+ 14.4%
$81.84 - $93.53 $47K - $53.7K
4.56K $422K
MCK
Mckesson Corp

Healthcare
56
+ 9.74%
$652.83 - $732.78 $36.6K - $41K
631 $462K
PHG
Koninklijke Philips Nv

Healthcare
6.84K
+ 10.95%
$21.67 - $25.64 $148K - $175K
69.3K $1.66M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.61K
+ 36.47%
$45.12 - $46.23 $72.6K - $74.3K
6.02K $278K
CSX
Csx Corp

Industrials
441
+ 2.34%
$26.69 - $32.91 $11.8K - $14.5K
19.3K $629K
GFF
Griffon Corp

Industrials
876
+ 11.61%
$64.73 - $74.97 $56.7K - $65.7K
8.42K $609K
SKYY
First Trust Cloud Computing Et

ETFs
121
+ 4.22%
$89.46 - $121.64 $10.8K - $14.7K
2.99K $363K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.24K
+ 16.03%
$29.0 - $30.68 $65K - $68.8K
16.2K $497K
GPC
Genuine Parts CO

Consumer Cyclical
532
+ 30.68%
$105.54 - $129.09 $56.1K - $68.7K
2.27K $274K
CATY
Cathay General Bancorp

Financial Services
938
+ 9.25%
$37.32 - $45.67 $35K - $42.8K
11.1K $504K
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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