New Edge Wealth, LLC Incresed Positions in Q3 2025

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
58.7K
+ 5.29%
$202.38 - $256.87 $11.9M - $15.1M
1.17M $297M
GOOGL
Alphabet Inc.

Communication Services
37.8K
+ 4.99%
$174.36 - $254.72 $6.59M - $9.62M
794K $193M
NVDA
Nvidia Corp

Technology
42.9K
+ 3.81%
$153.3 - $186.58 $6.58M - $8.01M
1.17M $218M
ORCL
Oracle Corp

Technology
90.4K
+ 75.73%
$218.96 - $328.33 $19.8M - $29.7M
210K $59M
ABBV
Abb Vie Inc.

Healthcare
75.4K
+ 32.89%
$184.85 - $231.54 $13.9M - $17.4M
305K $70.5M
MSFT
Microsoft Corp

Technology
19.5K
+ 2.81%
$491.09 - $535.64 $9.56M - $10.4M
712K $369M
ACN
Accenture PLC

Technology
82.4K
+ 585.04%
$232.56 - $304.78 $19.2M - $25.1M
96.4K $23.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.2K
+ 7.66%
$617.65 - $666.84 $8.77M - $9.47M
199K $133M
JEF
Jefferies Financial Group Inc.

Financial Services
128K
+ 16.41%
$54.67 - $70.36 $7.01M - $9.02M
910K $59.5M
VICI
Vici Properties Inc.

Real Estate
481K
+ 49.29%
$31.43 - $33.93 $15.1M - $16.3M
1.46M $47.5M
MPWR
Monolithic Power Systems Inc

Technology
15.9K
+ 1601.71%
$711.24 - $922.81 $11.3M - $14.7M
16.9K $15.6M
QCOM
Qualcomm Inc

Technology
77.5K
+ 41.51%
$145.84 - $173.55 $11.3M - $13.4M
264K $43.9M
EBAY
Ebay Inc

Consumer Cyclical
10.3K
+ 1.68%
$75.33 - $100.77 $775K - $1.04M
621K $56.5M
IVV
Ishares Core S&P 500 ETF

ETFs
14.7K
+ 73.44%
$620.67 - $670.08 $9.13M - $9.86M
34.7K $23.2M
EOG
Eog Resources Inc

Energy
103K
+ 40.46%
$112.12 - $126.1 $11.5M - $13M
357K $40M
HD
Home Depot, Inc.

Consumer Cyclical
3.58K
+ 1.85%
$357.4 - $423.42 $1.28M - $1.52M
197K $80M
JNJ
Johnson & Johnson

Healthcare
7.3K
+ 3.19%
$155.17 - $185.42 $1.13M - $1.35M
236K $43.7M
IEFA
Ishares Tr

ETFs
88.8K
+ 36.19%
$81.7 - $87.53 $7.26M - $7.78M
334K $29.2M
TSLA
Tesla, Inc.

Consumer Cyclical
3.46K
+ 6.4%
$293.94 - $444.72 $1.02M - $1.54M
57.5K $25.6M
R
Ryder System Inc

Industrials
6.15K
+ 2.59%
$168.66 - $189.57 $1.04M - $1.17M
243K $45.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
105K
+ 141.11%
$66.38 - $71.68 $6.98M - $7.53M
180K $12.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.36K
+ 18.4%
$567.77 - $614.76 $4.75M - $5.14M
53.8K $33M
NRG
Nrg Energy, Inc.

Utilities
38.6K
+ 13.03%
$144.77 - $173.91 $5.59M - $6.71M
335K $54.2M
META
Meta Platforms, Inc.

Communication Services
10K
+ 5.03%
$695.21 - $791.73 $6.98M - $7.95M
209K $154M
CMA
Comerica Inc

Financial Services
14.2K
+ 2.32%
$60.93 - $71.05 $867K - $1.01M
627K $43M
WELL
Welltower Inc.

Real Estate
7.95K
+ 3.97%
$150.71 - $178.14 $1.2M - $1.42M
208K $37.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
944
+ 0.77%
$275.84 - $326.36 $260K - $308K
124K $40.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.21K
+ 9.41%
$224.68 - $282.71 $1.62M - $2.04M
83.8K $23.4M
NVS
Novartis Ag

Healthcare
20.5K
+ 4.41%
$113.5 - $129.73 $2.33M - $2.67M
486K $62.4M
WFC
Wells Fargo & Company

Financial Services
28K
+ 2.94%
$77.05 - $85.16 $2.16M - $2.39M
983K $82.4M
PULS
Pgim ETF Tr

ETFs
113K
+ 33.08%
$49.58 - $49.83 $5.59M - $5.62M
453K $22.6M
SU
Suncor Energy Inc

Energy
29.3K
+ 3.06%
$37.83 - $43.02 $1.11M - $1.26M
986K $41.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
49K
+ 19.84%
$97.75 - $100.75 $4.79M - $4.94M
296K $29.7M
IAU
Ishares Gold Trust

ETFs
54.7K
+ 56.58%
$61.62 - $72.77 $3.37M - $3.98M
151K $11M
LMT
Lockheed Martin Corp

Industrials
5.99K
+ 11.55%
$410.74 - $499.21 $2.46M - $2.99M
57.8K $28.9M
APP
App Lovin Corp

Technology
1.14K
+ 10.58%
$335.1 - $718.54 $380K - $816K
11.9K $8.52M
PANW
Palo Alto Networks Inc

Technology
21.2K
+ 34.08%
$167.06 - $208.19 $3.55M - $4.42M
83.6K $17M
BAC
Bank Of America Corp

Financial Services
69.5K
+ 64.05%
$44.92 - $52.42 $3.12M - $3.64M
178K $9.19M
SPOT
Spotify Technology S.A.

Communication Services
5.89K
+ 259.72%
$620.01 - $738.53 $3.65M - $4.35M
8.16K $5.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
34K
+ 64.34%
$50.79 - $76.4 $1.73M - $2.6M
86.9K $6.64M
PLTR
Palantir Technologies Inc.

Technology
14.6K
+ 58.44%
$130.68 - $186.97 $1.91M - $2.74M
39.7K $7.24M
VTI
Vanguard Total Stock Market Et

ETFs
2.38K
+ 1.99%
$303.93 - $329.86 $725K - $786K
122K $40.1M
CMI
Cummins Inc

Industrials
8.23K
+ 986.93%
$327.85 - $426.39 $2.7M - $3.51M
9.07K $3.83M
MTG
Mgic Investment Corp

Financial Services
83.5K
+ 4.09%
$25.06 - $28.92 $2.09M - $2.41M
2.13M $60.3M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
7.09K
+ 786.14%
$311.12 - $482.13 $2.21M - $3.42M
7.99K $3.64M
TJX
Tjx Companies Inc

Consumer Cyclical
10.1K
+ 12.34%
$121.35 - $144.54 $1.23M - $1.46M
92.2K $13.3M
GS
Goldman Sachs Group Inc

Financial Services
2.73K
+ 24.39%
$696.56 - $806.32 $1.9M - $2.2M
13.9K $11.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.44K
+ 15.93%
$546.99 - $602.2 $1.88M - $2.07M
25K $15M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
42K
+ 7.72%
$14.73 - $19.31 $619K - $811K
586K $11.3M
Activity Summary
Buys All Purchases 614 New Holdings 106 Increased Positions 508 Sells All Sells 306 Reductions 306 Sold out 0 Options Calls 0 Puts 2
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