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
WIT
Wipro LTD

Technology
105K
+ 15.41%
$3.0 - $3.77 $316K - $397K
789K $2.41M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 0.55%
$1177.09 - $1390.0 $1.18K - $1.39K
183 $216K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
504
+ 8.62%
$126.86 - $146.45 $63.9K - $73.8K
6.35K $806K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
329
+ 5.04%
$30.44 - $38.49 $10K - $12.7K
6.86K $224K
MAS
Masco Corp

Industrials
100
+ 1.81%
$68.67 - $81.85 $6.87K - $8.18K
5.61K $390K
VMC
Vulcan Materials CO

Basic Materials
66
+ 6.51%
$220.9 - $277.54 $14.6K - $18.3K
1.08K $251K
SLF
Sun Life Financial Inc

Financial Services
21
+ 0.45%
$54.05 - $59.19 $1.14K - $1.24K
4.64K $265K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
563
+ 7.91%
$221.78 - $273.45 $125K - $154K
7.68K $1.75M
CNDT
Conduent Inc

Technology
1K
+ 7.67%
$2.7 - $4.42 $2.7K - $4.42K
14.1K $37K
MILN
Global X Funds Global X Millen

ETFs
1.25K
+ 3.38%
$41.85 - $49.7 $52.1K - $61.9K
38K $1.64M
FDX
Fedex Corp

Industrials
379
+ 12.77%
$230.33 - $281.53 $87.3K - $107K
3.35K $815K
SKYY
First Trust Cloud Computing Et

ETFs
234
+ 8.88%
$102.23 - $131.18 $23.9K - $30.7K
2.87K $293K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 3.19%
$4295.4 - $5141.88 $12.9K - $15.4K
97 $446K
ANSS
Ansys Inc

Technology
5
+ 0.44%
$316.56 - $360.36 $1.58K - $1.8K
1.13K $358K
ITOT
Ishares Core S&P Total U.S. St

ETFs
632
+ 4.0%
$120.29 - $134.6 $76K - $85.1K
16.4K $2M
IOT
Samsara Inc.

Technology
864
+ 7.37%
$34.06 - $60.96 $29.4K - $52.7K
12.6K $482K
MAIN
Main Street Capital Corp

Financial Services
5
+ 0.04%
$54.71 - $63.1 $274 - $316
14.1K $796K
CSL
Carlisle Companies Inc

Industrials
29
+ 2.0%
$326.43 - $408.24 $9.47K - $11.8K
1.48K $503K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
345
+ 2.62%
$37.84 - $44.02 $13.1K - $15.2K
13.5K $519K
MSI
Motorola Solutions, Inc.

Technology
222
+ 4.11%
$411.73 - $482.1 $91.4K - $107K
5.62K $2.46M
ROK
Rockwell Automation, Inc

Industrials
211
+ 6.42%
$255.29 - $303.75 $53.9K - $64.1K
3.5K $904K
TDC
Teradata Corp

Technology
3.12K
+ 24.82%
$21.95 - $32.78 $68.5K - $102K
15.7K $353K
CG
Carlyle Group Inc.

Financial Services
394
+ 4.89%
$40.03 - $56.96 $15.8K - $22.4K
8.45K $368K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
50
+ 0.15%
$47.09 - $50.46 $2.35K - $2.52K
32.5K $1.55M
DEO
Diageo PLC

Consumer Defensive
4.01K
+ 19.42%
$104.79 - $126.12 $420K - $506K
24.7K $2.58M
ROST
Ross Stores, Inc.

Consumer Cyclical
678
+ 12.45%
$123.3 - $154.95 $83.6K - $105K
6.12K $782K
CSX
Csx Corp

Industrials
177
+ 0.95%
$29.11 - $33.67 $5.15K - $5.96K
18.9K $555K
XLK
Technology Sector Spdr

ETFs
1.59K
+ 10.92%
$206.38 - $242.18 $327K - $384K
16.1K $3.32M
VXF
Vanguard Extended Market ETF

ETFs
249
+ 4.44%
$170.36 - $201.04 $42.4K - $50.1K
5.86K $1.01M
QLYS
Qualys, Inc.

Technology
86
+ 1.75%
$121.57 - $147.7 $10.5K - $12.7K
5K $629K
MDB
Mongo Db, Inc.

Technology
7
+ 0.59%
$175.4 - $298.52 $1.23K - $2.09K
1.2K $210K
MS
Morgan Stanley

Financial Services
788
+ 4.39%
$111.68 - $141.08 $88K - $111K
18.7K $2.19M
FIS
Fidelity National Information Services, Inc.

Technology
2.04K
+ 5.54%
$68.12 - $83.42 $139K - $170K
39K $2.91M
SPMD
Spdr Portfolio

ETFs
405
+ 1.51%
$50.21 - $57.73 $20.3K - $23.4K
27.2K $1.39M
VBK
Vanguard Small Cap Growth ETF

ETFs
16
+ 0.5%
$247.97 - $296.33 $3.97K - $4.74K
3.21K $807K
FRT
Federal Realty Investment Trust

Real Estate
11
+ 0.17%
$94.7 - $111.82 $1.04K - $1.23K
6.38K $624K
HPQ
Hp Inc

Technology
815
+ 3.51%
$27.69 - $34.72 $22.6K - $28.3K
24K $665K
ON
On Semiconductor Corp

Technology
299
+ 5.18%
$40.69 - $64.51 $12.2K - $19.3K
6.08K $247K
PFE
Pfizer Inc

Healthcare
100
+ 0.09%
$25.01 - $27.13 $2.5K - $2.71K
106K $2.68M
RLI
Rli Corp

Financial Services
11.5K
+ 91.41%
$71.75 - $163.21 $827K - $1.88M
24.1K $1.94M
UPS
United Parcel Service Inc

Industrials
2.04K
+ 8.74%
$109.66 - $136.26 $223K - $278K
25.3K $2.79M
HUBS
Hubspot Inc

Technology
49
+ 3.39%
$571.29 - $819.71 $28K - $40.2K
1.49K $853K
ABNB
Airbnb, Inc.

Consumer Cyclical
148
+ 1.01%
$119.38 - $161.42 $17.7K - $23.9K
14.8K $1.77M
TFX
Teleflex Inc

Healthcare
16
+ 0.38%
$130.79 - $183.66 $2.09K - $2.94K
4.26K $588K
TGT
Target Corp

Consumer Defensive
168
+ 2.77%
$103.65 - $142.5 $17.4K - $23.9K
6.23K $649K
EFX
Equifax Inc

Industrials
276
+ 1.31%
$235.63 - $278.34 $65K - $76.8K
21.4K $5.2M
CHH
Choice Hotels International Inc

Consumer Cyclical
774
+ 2.57%
$127.89 - $155.97 $99K - $121K
30.9K $4.1M
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.16%
$237.01 - $304.45 $1.66K - $2.13K
4.35K $1.04M
GS
Goldman Sachs Group Inc

Financial Services
148
+ 1.43%
$524.81 - $672.19 $77.7K - $99.5K
10.5K $5.72M
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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