New Edge Wealth, LLC Incresed Positions in Q1 2025

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
225K
+ 71.36%
$190.26 - $242.06 $42.7M - $54.4M
539K $103M
NVDA
Nvidia Corp

Technology
453K
+ 67.32%
$106.98 - $149.43 $48.4M - $67.6M
1.13M $122M
VICI
Vici Properties Inc.

Real Estate
727K
+ 3115.77%
$28.21 - $32.68 $20.5M - $23.8M
751K $24.5M
QCOM
Qualcomm Inc

Technology
132K
+ 259.09%
$151.94 - $175.86 $20M - $23.2M
183K $28M
AMGN
Amgen Inc

Healthcare
33.6K
+ 40.9%
$258.59 - $327.36 $8.69M - $11M
116K $36.1M
EOG
Eog Resources Inc

Energy
92.1K
+ 62.82%
$120.54 - $138.05 $11.1M - $12.7M
239K $30.6M
GILD
Gilead Sciences, Inc.

Healthcare
27.4K
+ 6.77%
$89.14 - $117.41 $2.44M - $3.22M
432K $48.4M
EBAY
Ebay Inc

Consumer Cyclical
115K
+ 24.91%
$61.61 - $70.93 $7.08M - $8.16M
577K $39.1M
TPL
Texas Pacific Land Corp

Energy
5.97K
+ 127.31%
$1180.08 - $1431.01 $7.05M - $8.54M
10.7K $14.1M
ABBV
Abb Vie Inc.

Healthcare
9.43K
+ 4.64%
$169.2 - $216.66 $1.6M - $2.04M
213K $44.5M
IBM
International Business Machines Corp

Technology
8.43K
+ 4.87%
$217.4 - $264.74 $1.83M - $2.23M
182K $45.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
66.3K
+ 39.59%
$95.85 - $99.25 $6.36M - $6.58M
234K $23.1M
JNJ
Johnson & Johnson

Healthcare
15.3K
+ 7.52%
$142.06 - $167.7 $2.17M - $2.56M
218K $36.2M
NVS
Novartis Ag

Healthcare
7.19K
+ 1.69%
$97.14 - $115.57 $698K - $831K
432K $48.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.5K
+ 44.96%
$507.05 - $563.67 $7.36M - $8.18M
46.8K $24.1M
JPM
Jpmorgan Chase & CO

Financial Services
16.1K
+ 3.96%
$225.19 - $279.95 $3.63M - $4.51M
422K $104M
UBER
Uber Technologies, Inc

Technology
19.8K
+ 5.71%
$63.17 - $81.49 $1.25M - $1.62M
367K $26.7M
MMM
3 M CO

Industrials
6.82K
+ 2.84%
$129.7 - $155.12 $884K - $1.06M
247K $36.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
65K
+ 35.21%
$76.94 - $78.28 $5M - $5.09M
249K $19.5M
VV
Vanguard Large Cap ETF

ETFs
23.2K
+ 39.65%
$253.32 - $282.66 $5.88M - $6.56M
81.7K $21M
IAU
Ishares Gold Trust

ETFs
84.7K
+ 418.5%
$49.74 - $58.96 $4.21M - $4.99M
105K $6.19M
VGSH
Vanguard

ETFs
84.8K
+ 104.21%
$58.07 - $58.69 $4.93M - $4.98M
166K $9.76M
CMA
Comerica Inc

Financial Services
106K
+ 22.78%
$56.11 - $68.38 $5.94M - $7.24M
571K $33.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
82K
+ 63.15%
$50.39 - $50.66 $4.13M - $4.16M
212K $10.7M
SU
Suncor Energy Inc

Energy
37.3K
+ 4.34%
$34.27 - $40.63 $1.28M - $1.52M
897K $34.7M
WFC
Wells Fargo & Company

Financial Services
36.4K
+ 4.23%
$66.78 - $81.42 $2.43M - $2.96M
896K $64.4M
KO
Coca Cola CO

Consumer Defensive
17.7K
+ 6.49%
$60.81 - $72.32 $1.07M - $1.28M
290K $20.7M
MTG
Mgic Investment Corp

Financial Services
73.3K
+ 3.99%
$22.56 - $25.71 $1.65M - $1.88M
1.91M $47.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
49.9K
+ 216.6%
$71.17 - $73.66 $3.55M - $3.68M
73K $5.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
676
+ 1.67%
$442.66 - $534.52 $299K - $361K
41K $21.9M
OLED
Universal Display Corp Pa

Technology
23.2K
+ 164.06%
$139.48 - $161.59 $3.23M - $3.74M
37.3K $5.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
20.6K
+ 37.01%
$168.16 - $186.21 $3.46M - $3.84M
76.3K $13M
WMB
Williams Companies, Inc.

Energy
41.3K
+ 42.17%
$54.02 - $61.09 $2.23M - $2.52M
139K $8.31M
PLTR
Palantir Technologies Inc.

Technology
31.9K
+ 159.68%
$64.98 - $124.62 $2.07M - $3.97M
51.9K $4.38M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.25K
+ 6.58%
$80.53 - $147.57 $262K - $480K
52.7K $6.97M
UNP
Union Pacific Corp

Industrials
7.68K
+ 7.12%
$225.21 - $254.42 $1.73M - $1.95M
115K $27.3M
MA
Mastercard Inc

Financial Services
862
+ 0.86%
$504.67 - $576.31 $435K - $497K
101K $55.4M
PM
Philip Morris International Inc.

Consumer Defensive
1.72K
+ 2.88%
$117.15 - $158.79 $201K - $273K
61.4K $9.75M
META
Meta Platforms, Inc.

Communication Services
9K
+ 4.47%
$576.36 - $736.67 $5.19M - $6.63M
210K $121M
VRSK
Verisk Analytics, Inc.

Industrials
866
+ 0.97%
$268.63 - $301.33 $233K - $261K
90.1K $26.8M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
24.1K
+ 5.06%
$9.49 - $14.83 $229K - $357K
501K $6.82M
GLW
Corning Inc

Technology
46.2K
+ 138.26%
$44.91 - $54.25 $2.08M - $2.51M
79.7K $3.65M
PGR
Progressive Corp

Financial Services
63
+ 0.14%
$235.61 - $291.22 $14.8K - $18.3K
45.9K $13M
CVX
Chevron Corp

Energy
4.32K
+ 7.55%
$146.71 - $167.97 $634K - $726K
61.6K $10.3M
VEA
Vanguard Ftse Developed Market

ETFs
26.8K
+ 14.67%
$47.4 - $52.99 $1.27M - $1.42M
210K $10.7M
ORCC
Owl Rock Capital Corp

Financial Services
143K
+ 133.17%
N/A
250K $3.35M
XOM
Exxon Mobil Corp

Energy
9.8K
+ 15.36%
$105.44 - $118.93 $1.03M - $1.17M
73.6K $8.75M
BHP
Bhp Group LTD

Basic Materials
37.4K
+ 82.34%
$48.18 - $52.11 $1.8M - $1.95M
82.8K $4.02M
PULS
Pgim ETF Tr

ETFs
34.8K
+ 39.54%
$49.56 - $49.78 $1.72M - $1.73M
123K $6.11M
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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