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
CNQ
Canadian Natural Resources LTD

Energy
67.7K
+ 7.18%
$25.14 - $34.01 $1.7M - $2.3M
1.01M $31.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
36.8K
+ 311.69%
$59.24 - $71.39 $2.18M - $2.62M
48.6K $3.46M
WELL
Welltower Inc.

Real Estate
16.1K
+ 8.76%
$136.49 - $155.22 $2.2M - $2.51M
200K $30.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12K
+ 2.81%
$39.89 - $49.46 $479K - $594K
439K $21.7M
ETN
Eaton Corp PLC

Industrials
704
+ 2.96%
$246.52 - $356.99 $174K - $251K
24.5K $8.74M
GS
Goldman Sachs Group Inc

Financial Services
731
+ 6.98%
$462.22 - $707.75 $338K - $517K
11.2K $7.93M
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 1.43%
$146.58 - $180.01 $185K - $227K
89.9K $15.9M
VRSK
Verisk Analytics, Inc.

Industrials
2.59K
+ 2.87%
$277.03 - $321.33 $716K - $831K
92.7K $28.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.7K
+ 18.73%
$50.36 - $50.68 $2M - $2.01M
252K $12.8M
RYAAY
Ryanair Holdings PLC

Industrials
31.6K
+ 281.63%
$39.21 - $57.84 $1.24M - $1.83M
42.8K $2.47M
RELX
Relx PLC

Communication Services
23.7K
+ 13.47%
$45.31 - $55.66 $1.07M - $1.32M
199K $10.8M
KB
Kb Financial Group Inc.

Financial Services
887
+ 1.33%
$46.88 - $82.59 $41.6K - $73.3K
67.7K $5.59M
DT
Dynatrace, Inc.

Technology
33.7K
+ 642.93%
$41.21 - $55.9 $1.39M - $1.89M
39K $2.15M
LMT
Lockheed Martin Corp

Industrials
2.34K
+ 4.72%
$430.82 - $486.45 $1.01M - $1.14M
51.8K $24M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
277
+ 1.69%
$177.93 - $313.14 $49.3K - $86.7K
16.6K $5.21M
IDXX
Idexx Laboratories Inc

Healthcare
3.15K
+ 447.37%
$361.04 - $536.34 $1.14M - $1.69M
3.85K $2.06M
SBUX
Starbucks Corp

Consumer Cyclical
22.5K
+ 39.77%
$79.69 - $99.41 $1.79M - $2.24M
79.1K $7.25M
QCOM
Qualcomm Inc

Technology
4.1K
+ 2.25%
$124.66 - $159.48 $511K - $654K
187K $29.7M
CB
Chubb LTD

Financial Services
6.02K
+ 74.24%
$274.32 - $302.46 $1.65M - $1.82M
14.1K $4.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.6K
+ 105.16%
$44.68 - $45.96 $1.59M - $1.64M
69.5K $3.18M
VEEV
Veeva Systems Inc

Healthcare
5.21K
+ 441.03%
$209.39 - $289.94 $1.09M - $1.51M
6.4K $1.84M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
43.4K
+ 8.67%
$11.9 - $15.57 $516K - $676K
544K $8.36M
TW
Tradeweb Markets Inc.

Financial Services
10.5K
+ 518.84%
$125.37 - $149.02 $1.32M - $1.56M
12.5K $1.83M
INGR
Ingredion Inc

Consumer Defensive
10.6K
+ 6.73%
$123.22 - $140.95 $1.3M - $1.49M
167K $22.7M
CSGP
Costar Group, Inc.

Real Estate
18.3K
+ 230.25%
$72.62 - $83.22 $1.33M - $1.53M
26.3K $2.11M
CVS
Cvs Health Corp

Healthcare
21K
+ 142.06%
$60.04 - $70.18 $1.26M - $1.47M
35.8K $2.47M
VOT
Vanguard Mid Cap Growth Index

ETFs
515
+ 1.58%
$216.28 - $284.39 $111K - $146K
33.1K $9.4M
RDVY
First Trust Rising Dividend Ac

ETFs
19.7K
+ 42.82%
$51.6 - $62.74 $1.02M - $1.24M
65.9K $4.13M
SHOP
Shopify Inc.

Technology
4.47K
+ 9.87%
$76.89 - $115.35 $344K - $516K
49.8K $5.74M
GLW
Corning Inc

Technology
16.5K
+ 20.75%
$39.07 - $52.59 $646K - $869K
96.2K $5.06M
ADBE
Adobe Inc.

Technology
2.78K
+ 3.05%
$340.0 - $420.68 $945K - $1.17M
94K $36.3M
VBR
Vanguard Small Cap Value ETF

ETFs
6.65K
+ 69.18%
$162.76 - $195.77 $1.08M - $1.3M
16.3K $3.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.1K
+ 5.59%
$96.84 - $99.46 $1.27M - $1.3M
247K $24.5M
ALLE
Allegion PLC

Industrials
6.56K
+ 21.45%
$118.52 - $145.64 $777K - $955K
37.1K $5.35M
RACE
Ferrari N.V.

Consumer Cyclical
772
+ 5.0%
$397.86 - $499.02 $307K - $385K
16.2K $7.96M
SCHW
Schwab Charles Corp

Financial Services
3.79K
+ 4.92%
$69.06 - $91.24 $261K - $345K
80.7K $7.36M
CSCO
Cisco Systems, Inc.

Technology
4.71K
+ 3.95%
$53.19 - $69.38 $251K - $327K
124K $8.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.1K
+ 62.21%
$24.32 - $27.87 $1.24M - $1.42M
133K $3.53M
INTU
Intuit Inc

Technology
351
+ 6.51%
$544.07 - $787.63 $191K - $276K
5.74K $4.52M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24.4K
+ 65.98%
$48.46 - $50.2 $1.18M - $1.23M
61.4K $3.05M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12.5K
+ 350.55%
$81.46 - $94.63 $1.01M - $1.18M
16K $1.51M
FAST
Fastenal CO

Industrials
80.5K
+ 129.15%
$40.65 - $83.16 $3.27M - $6.69M
143K $6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.49K
+ 5.08%
$51.16 - $62.02 $435K - $527K
176K $10.9M
MEDP
Medpace Holdings, Inc.

Healthcare
3.51K
+ 256.09%
$277.23 - $315.28 $973K - $1.11M
4.88K $1.53M
SU
Suncor Energy Inc

Energy
60K
+ 6.69%
$31.54 - $41.04 $1.89M - $2.46M
957K $35.8M
GLD
Spdr Gold Trust

ETFs
2.37K
+ 10.35%
$273.71 - $316.29 $648K - $749K
25.3K $7.7M
SAN
Banco Santander, S.A.

Financial Services
84.7K
+ 34.14%
$5.72 - $8.32 $484K - $704K
333K $2.76M
XLK
Technology Sector Spdr

ETFs
1.34K
+ 8.34%
$179.73 - $253.23 $241K - $340K
17.4K $4.42M
SNPS
Synopsys Inc

Technology
1.05K
+ 16.03%
$380.9 - $517.66 $401K - $546K
7.63K $3.91M
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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