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
QS
Quantum Scape Corp

Consumer Cyclical
10K
New
$3.47 - $7.65 $34.7K - $76.5K
10K $67K
YOU
Clear Secure, Inc.

Technology
1.33K
+ 8.54%
$23.96 - $27.76 $31.7K - $36.8K
16.8K $467K
WEC
Wec Energy Group, Inc.

Utilities
953
+ 12.54%
$102.24 - $109.76 $97.4K - $105K
8.56K $891K
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.23K
+ 14.54%
$24.67 - $30.44 $54.9K - $67.8K
17.5K $518K
GWW
W.W. Grainger, Inc.

Industrials
18
+ 2.3%
$919.93 - $1101.66 $16.6K - $19.8K
800 $832K
FMF
First Trust Managed Futures St

ETFs
1.77K
+ 8.25%
$44.79 - $46.43 $79.4K - $82.3K
23.3K $1.05M
VONG
Vanguard Russell 1000 Growth E

ETFs
155
+ 6.29%
$82.51 - $109.2 $12.8K - $16.9K
2.62K $286K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.3K
+ 8.33%
$22.63 - $26.95 $29.4K - $35K
16.9K $455K
BBSI
Barrett Business Services Inc

Industrials
1.24K
+ 13.03%
$38.05 - $42.61 $47.1K - $52.8K
10.7K $447K
NINE
Nine Energy Service, Inc.

Energy
73.4K
New
$0.45 - $1.17 $33K - $85.9K
73.4K $56K
ENB
Enbridge Inc

Energy
586
+ 2.17%
$41.09 - $47.16 $24.1K - $27.6K
27.6K $1.25M
KMB
Kimberly Clark Corp

Consumer Defensive
563
+ 36.51%
$126.84 - $145.22 $71.4K - $81.8K
2.11K $271K
PAYC
Paycom Software, Inc.

Technology
99
+ 4.68%
$193.07 - $265.71 $19.1K - $26.3K
2.21K $512K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
882
+ 12.48%
$47.46 - $55.3 $41.9K - $48.8K
7.95K $438K
FTLS
First Tr Long/Short Equity ETF

ETFs
501
+ 6.42%
$60.06 - $66.28 $30.1K - $33.2K
8.3K $550K
ACM
Aecom

Industrials
48
+ 2.19%
$87.19 - $113.06 $4.19K - $5.43K
2.24K $253K
LAMR
Lamar Advertising CO

Real Estate
298
+ 16.45%
$102.35 - $121.67 $30.5K - $36.3K
2.11K $256K
TDC
Teradata Corp

Technology
2.28K
+ 14.53%
$19.2 - $23.59 $43.8K - $53.8K
18K $401K
FMX
Mexican Economic Development Inc

Consumer Defensive
275
+ 8.24%
$92.5 - $107.84 $25.4K - $29.7K
3.61K $371K
XLU
Utilities Sector Spdr

ETFs
96
+ 0.7%
$73.09 - $82.77 $7.02K - $7.95K
13.8K $1.13M
RPTX
Repare Therapeutics Inc.

Healthcare
33K
New
$0.9 - $1.49 $29.7K - $49.1K
33K $45K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.04K
+ 18.6%
$26.88 - $32.74 $54.9K - $66.9K
13K $400K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1K
+ 14.18%
$32.99 - $38.56 $33K - $38.6K
8.05K $305K
BR
Broadridge Financial Solutions, Inc.

Technology
166
+ 3.89%
$217.22 - $246.25 $36.1K - $40.9K
4.43K $1.08M
MHO
M/I Homes, Inc.

Consumer Cyclical
446
+ 10.75%
$103.9 - $115.72 $46.3K - $51.6K
4.6K $515K
PPL
Ppl Corp

Utilities
3.25K
+ 10.65%
$33.45 - $36.5 $109K - $119K
33.8K $1.15M
ANIX
Anixa Biosciences Inc

Healthcare
12.5K
New
$2.38 - $3.75 $29.8K - $46.9K
12.5K $41K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.92K
+ 15.82%
N/A
14.1K $267K
VIG
Vanguard Dividend Appreciation

ETFs
195
+ 0.18%
N/A
106K $19.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.52K
+ 14.86%
$22.54 - $23.17 $34.3K - $35.3K
11.8K $270K
IJK
Ishares S&P Midcap 400 Growth

ETFs
126
+ 4.3%
$73.7 - $90.98 $9.29K - $11.5K
3.06K $278K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
351
+ 11.84%
$69.8 - $85.28 $24.5K - $29.9K
3.32K $274K
DOLE
Dole PLC

Consumer Defensive
2.75K
+ 17.32%
$13.31 - $15.19 $36.6K - $41.8K
18.6K $260K
DOV
Dover Corp

Industrials
64
+ 2.44%
$151.14 - $186.7 $9.67K - $11.9K
2.69K $491K
PEG
Public Service Enterprise Group Inc

Utilities
270
+ 6.49%
$77.13 - $84.18 $20.8K - $22.7K
4.43K $373K
ESS
Essex Property Trust, Inc.

Real Estate
110
+ 13.99%
N/A
896 $244K
HOLX
Hologic Inc

Healthcare
240
+ 7.06%
$52.73 - $65.22 $12.7K - $15.7K
3.64K $237K
ICLN
Ishares

ETFs
1
+ 0.01%
$10.56 - $13.31 $10.6 - $13.3
15.2K $199K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2
+ 0.05%
$73.0 - $85.5 $146 - $171
4.07K $341K
CINF
Cincinnati Financial Corp

Financial Services
31
+ 0.2%
$126.6 - $151.6 $3.92K - $4.7K
15.3K $2.27M
FOR
Forestar Group Inc.

Real Estate
2.08K
+ 11.37%
$18.45 - $21.41 $38.4K - $44.6K
20.4K $408K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.11%
$73.02 - $90.22 $219 - $271
2.7K $240K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
600
+ 6.96%
N/A
9.22K $290K
RPM
Rpm International Inc

Basic Materials
405
+ 8.59%
$96.97 - $117.58 $39.3K - $47.6K
5.12K $562K
GATX
Gatx Corp

Industrials
114
+ 8.77%
$141.27 - $159.24 $16.1K - $18.2K
1.41K $217K
DOW
Dow Inc.

Basic Materials
3.24K
+ 39.26%
$25.81 - $34.89 $83.7K - $113K
11.5K $304K
KBH
Kb Home

Consumer Cyclical
1.13K
+ 13.11%
$50.15 - $58.93 $56.9K - $66.8K
9.78K $518K
BGNE
Bei Gene, Ltd.

Healthcare
71
+ 4.22%
N/A
1.75K $397K
MAS
Masco Corp

Industrials
684
+ 12.19%
$58.73 - $71.06 $40.2K - $48.6K
6.3K $405K
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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