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
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
17
+ 0.25%
$69.87 - $75.62 $1.19K - $1.29K
6.85K $496K
TYL
Tyler Technologies Inc

Technology
14
+ 2.0%
$553.41 - $646.74 $7.75K - $9.05K
713 $414K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
65
+ 1.12%
$51.52 - $52.37 $3.35K - $3.4K
5.85K $306K
IBB
Ishares Biotechnology ETF

ETFs
312
+ 4.14%
$127.9 - $140.56 $39.9K - $43.9K
7.84K $1M
EGY
Vaalco Energy Inc

Energy
10.2K
+ 19.87%
$3.71 - $4.74 $37.9K - $48.4K
61.6K $231K
ASML
Asml Holding Nv

Technology
465
+ 4.66%
$662.63 - $776.99 $308K - $361K
10.4K $6.92M
BMRA
Biomerica Inc

Healthcare
10K
New
$0.3 - $0.95 $3K - $9.5K
10K $5K
WHF
White Horse Finance, Inc.

Financial Services
526
+ 3.88%
$9.5 - $11.29 $5K - $5.94K
14.1K $135K
LPX
Louisiana Pacific Corp

Industrials
326
+ 14.35%
$89.37 - $118.15 $29.1K - $38.5K
2.6K $238K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
60
+ 0.5%
$10.1 - $10.61 $606 - $637
12.2K $124K
STX
Seagate Technology Holdings PLC

Technology
223
+ 1.79%
$84.92 - $108.42 $18.9K - $24.2K
12.7K $1.08M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1
+ 0.01%
$51.94 - $55.24 $51.9 - $55.2
6.92K $368K
First Tr Exchange Traded Fd
50.8K
New
N/A
50.8K $0
HEIA
Heico Crp Cl A
1.05K
New
N/A
1.05K $0
Ge Vernova Inc
1.96K
+ 68.05%
N/A
4.83K $0
Ge Healthcare Technologies I
1.48K
+ 48.79%
N/A
4.51K $0
FTGS
First Tr Exchange Traded Fd Gr
17.4K
+ 31.8%
N/A
72K $0
AFLG
First Tr Exchange Traded Fd Vi
23.8K
New
N/A
23.8K $0
Gsk PLC
7.01K
+ 13.74%
N/A
58K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
5.41K
New
N/A
5.41K $0
Fidelity Wise Origin Bitcoin
376
+ 1.82%
N/A
21K $0
DFSU
Dimensional ETF Tr Dimen Us Su
7.21K
New
N/A
7.21K $0
Alti Global Inc
1.48K
+ 1.3%
N/A
115K $0
Angel Oak Funds Trust
74.2K
+ 3.6%
N/A
2.13M $0
Arista Networks Inc
7.13K
+ 15.4%
N/A
53.4K $0
Ark 21 Shares Bitcoin ETF
1.89K
+ 20.2%
N/A
11.3K $0
Arm Holdings PLC
385
+ 3.74%
N/A
10.7K $0
ASX
Ase Technology Holding Co., Ltd.

Technology
2.51K
+ 14.71%
$8.76 - $11.36 $22K - $28.5K
19.5K $171K
Blackrock ETF Trust Ii
541
+ 6.2%
N/A
9.27K $0
Brookfield Asset Managmt LTD
15
+ 0.3%
N/A
5.06K $0
Brookfield Infrastructure CO
2.54K
+ 17.75%
N/A
16.9K $0
Canadian Pacific Kansas City
820
+ 3.65%
N/A
23.3K $0
Cooper Cos Inc
1.73K
+ 2.78%
N/A
64K $0
Te Connectivity PLC
196
+ 0.9%
N/A
22K $0
Wells Fargo CO New
10
+ 1.49%
N/A
683 $0
Sandisk Corp
12.2K
New
N/A
12.2K $0
Lam Research Corp
6.86K
+ 1.62%
N/A
429K $0
Linde PLC
159
+ 3.04%
N/A
5.38K $0
Ishares Bitcoin Trust ETF
32.9K
+ 25.99%
N/A
159K $0
J P Morgan Exchange Traded F
3.77K
New
N/A
3.77K $0
Veralto Corp
71
+ 0.77%
N/A
9.24K $0
Pagaya Technologies LTD
19
+ 0.05%
N/A
39.6K $0
Proshares Tr
5K
New
N/A
5K $0
Natwest Group PLC
1.24K
+ 1.34%
N/A
93.6K $0
Outfront Media Inc
15.1K
New
N/A
15.1K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.01%
$49.78 - $53.19 $49.8 - $53.2
8.9K $454K
RMR
Rmr Group Inc.

Real Estate
4.24K
+ 22.81%
$16.65 - $20.37 $70.6K - $86.3K
22.8K $380K
RDY
Dr Reddys Laboratories LTD

Healthcare
2.83K
+ 17.74%
$12.53 - $15.81 $35.4K - $44.7K
18.7K $247K
PRU
Prudential Financial Inc

Financial Services
77
+ 4.14%
$105.04 - $122.33 $8.09K - $9.42K
1.94K $216K
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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