New Edge Wealth, LLC Incresed Positions in Q2 2025

New Edge Wealth, LLC

  • $5.97 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
16.2K
+ 2.39%
$354.56 - $497.45 $5.73M - $8.04M
692K $344M
NVDA
Nvidia Corp

Technology
1.86K
+ 0.17%
$94.31 - $157.99 $176K - $294K
1.13M $178M
AVGO
Broadcom Inc.

Technology
55.7K
+ 15.05%
$146.29 - $275.65 $8.15M - $15.4M
426K $117M
VST
Vistra Corp.

Utilities
23.6K
+ 7.72%
$98.07 - $195.04 $2.32M - $4.6M
329K $63.8M
BX
Blackstone Inc.

Financial Services
137K
+ 25.15%
$120.07 - $151.11 $16.5M - $20.7M
682K $102M
NRG
Nrg Energy, Inc.

Utilities
56.3K
+ 23.47%
$83.61 - $162.67 $4.71M - $9.16M
296K $47.6M
JPM
Jpmorgan Chase & CO

Financial Services
16.1K
+ 3.81%
$210.28 - $289.91 $3.39M - $4.67M
439K $127M
ORCL
Oracle Corp

Technology
79.9K
+ 202.27%
$122.82 - $218.63 $9.81M - $17.5M
119K $26.1M
WDAY
Workday, Inc.

Technology
84.8K
+ 1421.3%
$210.47 - $274.71 $17.8M - $23.3M
90.8K $21.8M
GILD
Gilead Sciences, Inc.

Healthcare
170K
+ 39.37%
$96.91 - $113.0 $16.5M - $19.2M
602K $66.8M
JEF
Jefferies Financial Group Inc.

Financial Services
279K
+ 55.41%
$41.06 - $56.09 $11.4M - $15.6M
782K $42.7M
CF
Cf Industries Holdings, Inc.

Basic Materials
136K
+ 57.89%
$68.47 - $102.48 $9.29M - $13.9M
370K $34M
WFC
Wells Fargo & Company

Financial Services
58.5K
+ 6.52%
$60.98 - $80.12 $3.57M - $4.68M
955K $76.5M
IBM
International Business Machines Corp

Technology
9.74K
+ 5.36%
$221.03 - $294.78 $2.15M - $2.87M
191K $56.4M
PULS
Pgim ETF Tr

ETFs
218K
+ 177.51%
$49.39 - $49.76 $10.8M - $10.8M
341K $17M
IEFA
Ishares Tr

ETFs
110K
+ 81.53%
$67.83 - $84.09 $7.48M - $9.27M
245K $20.5M
JPIE
J P Morgan Exchange Traded Fd
213K
+ 71.01%
$45.12 - $46.32 $9.59M - $9.85M
512K $23.7M
MTG
Mgic Investment Corp

Financial Services
131K
+ 6.86%
$22.43 - $28.1 $2.94M - $3.68M
2.04M $56.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.52K
+ 3.82%
$179.95 - $278.88 $813K - $1.26M
123K $34.3M
NVS
Novartis Ag

Healthcare
34.1K
+ 7.89%
$101.96 - $121.01 $3.47M - $4.12M
466K $56.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.9K
+ 1.66%
$320.42 - $424.58 $608K - $805K
116K $49.3M
VTI
Vanguard Total Stock Market Et

ETFs
16.1K
+ 15.57%
$243.75 - $303.93 $3.93M - $4.9M
120K $36.4M
VICI
Vici Properties Inc.

Real Estate
225K
+ 30.01%
$29.41 - $32.97 $6.63M - $7.43M
976K $31.8M
EBAY
Ebay Inc

Consumer Cyclical
34.3K
+ 5.95%
$59.52 - $79.36 $2.04M - $2.72M
611K $45.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.66K
+ 12.74%
$141.37 - $228.57 $1.22M - $1.98M
76.6K $17.4M
FTNT
Fortinet, Inc.

Technology
23.1K
+ 6.09%
$84.71 - $108.69 $1.95M - $2.51M
402K $42.5M
VUG
Vanguard Growth ETF

ETFs
9.08K
+ 31.13%
$329.49 - $438.4 $2.99M - $3.98M
38.3K $16.8M
VO
Vanguard Mid Cap ETF

ETFs
10.1K
+ 7.0%
$228.54 - $279.83 $2.3M - $2.82M
154K $43.1M
R
Ryder System Inc

Industrials
15.3K
+ 6.89%
$130.14 - $160.88 $1.99M - $2.46M
237K $37.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
87K
+ 432.01%
$49.48 - $61.22 $4.3M - $5.32M
107K $6.53M
HD
Home Depot, Inc.

Consumer Cyclical
13.7K
+ 7.61%
$335.24 - $380.78 $4.59M - $5.22M
194K $71.1M
KO
Coca Cola CO

Consumer Defensive
72.5K
+ 25.01%
$68.37 - $73.9 $4.95M - $5.35M
362K $25.6M
AMAT
Applied Materials Inc

Technology
2.49K
+ 2.27%
$126.95 - $183.52 $317K - $458K
113K $20.6M
IVV
Ishares Core S&P 500 ETF

ETFs
5.86K
+ 41.4%
$498.8 - $620.9 $2.92M - $3.64M
20K $12.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.09K
+ 1.67%
$72.96 - $90.39 $590K - $731K
492K $44M
MA
Mastercard Inc

Financial Services
5.32K
+ 5.26%
$479.92 - $590.74 $2.55M - $3.14M
106K $59.8M
TSLA
Tesla, Inc.

Consumer Cyclical
2.3K
+ 4.45%
$221.86 - $362.89 $511K - $835K
54.1K $17.2M
V
Visa Inc.

Financial Services
8.29K
+ 4.9%
$308.27 - $373.31 $2.56M - $3.1M
178K $63.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.52K
+ 19.45%
$416.06 - $551.64 $1.46M - $1.94M
21.6K $11.9M
NOW
Service Now, Inc.

Technology
455
+ 3.6%
$721.65 - $1040.18 $328K - $473K
13.1K $13.5M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
37.1K
+ 7.28%
$84.41 - $106.28 $3.14M - $3.95M
547K $52M
CMA
Comerica Inc

Financial Services
42.3K
+ 7.42%
$50.42 - $59.65 $2.13M - $2.53M
613K $36.6M
APH
Amphenol Corp

Technology
18.4K
+ 59.36%
$59.09 - $98.75 $1.09M - $1.82M
49.4K $4.88M
D
Dominion Energy, Inc

Utilities
49.9K
+ 100.47%
$49.66 - $58.0 $2.48M - $2.9M
99.6K $5.63M
SCHX
Schwab Strategic Tr Us Large C

ETFs
112K
+ 278.44%
$19.6 - $24.44 $2.2M - $2.74M
152K $3.72M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
33.6K
+ 13.46%
$77.74 - $78.78 $2.61M - $2.65M
283K $22.3M
VV
Vanguard Large Cap ETF

ETFs
1.51K
+ 1.84%
$228.25 - $285.3 $344K - $430K
83.2K $23.7M
VEA
Vanguard Ftse Developed Market

ETFs
25.2K
+ 12.04%
$45.65 - $57.01 $1.15M - $1.44M
235K $13.4M
ASML
Asml Holding Nv

Technology
1.56K
+ 14.94%
$595.37 - $815.24 $928K - $1.27M
12K $9.61M
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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