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
MANH
Manhattan Associates Inc

Technology
4.37K
+ 46.53%
$143.9 - $197.47 $628K - $862K
13.7K $2.71M
CVLT
Commvault Systems Inc

Technology
6.07K
+ 391.67%
$139.35 - $190.99 $845K - $1.16M
7.62K $1.33M
QLYS
Qualys, Inc.

Technology
6.96K
+ 139.16%
$115.21 - $142.87 $801K - $994K
12K $1.71M
APO
Apollo Global Management, Inc.

Financial Services
5.31K
+ 8.54%
$108.68 - $145.07 $577K - $770K
67.4K $9.57M
WIT
Wipro LTD

Technology
359K
+ 45.58%
$2.7 - $3.09 $970K - $1.11M
1.15M $3.47M
TYL
Tyler Technologies Inc

Technology
1.76K
+ 246.28%
$521.68 - $592.84 $916K - $1.04M
2.47K $1.46M
SONY
Sony Group Corp

Technology
37K
+ 36.44%
$21.24 - $26.88 $785K - $993K
138K $3.6M
VLO
Valero Energy Corp

Energy
7.55K
+ 370.56%
$104.69 - $141.77 $791K - $1.07M
9.59K $1.29M
NTES
Net Ease, Inc.

Communication Services
3.17K
+ 18.14%
$91.37 - $134.58 $290K - $427K
20.7K $2.78M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.2K
+ 69.92%
$19.1 - $23.83 $673K - $840K
85.7K $2.04M
IMO
Imperial Oil LTD

Energy
6.4K
+ 10.45%
$60.22 - $81.91 $385K - $524K
67.6K $5.37M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.95K
+ 19.0%
$55.54 - $69.09 $497K - $618K
56K $3.87M
FDS
Factset Research Systems Inc

Financial Services
2.16K
+ 42.94%
$398.85 - $473.32 $862K - $1.02M
7.19K $3.22M
BSX
Boston Scientific Corp

Healthcare
5.57K
+ 11.77%
$89.7 - $107.41 $500K - $598K
52.9K $5.68M
TDY
Teledyne Technologies Inc

Technology
1.47K
+ 16.51%
$435.54 - $512.31 $641K - $754K
10.4K $5.32M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.42K
+ 4.2%
$74.88 - $91.97 $256K - $315K
84.8K $7.8M
BK
Bank Of New York Mellon Corp

Financial Services
9.11K
+ 241.38%
$73.31 - $91.62 $668K - $835K
12.9K $1.17M
NSC
Norfolk Southern Corp

Industrials
2.13K
+ 13.66%
$206.34 - $257.46 $440K - $549K
17.8K $4.55M
STX
Seagate Technology Holdings PLC

Technology
505
+ 3.99%
$66.54 - $144.33 $33.6K - $72.9K
13.2K $1.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
324
+ 7.74%
$321.63 - $509.31 $104K - $165K
4.51K $2.3M
AZO
Autozone Inc

Consumer Cyclical
752
+ 3.8%
$3478.38 - $3880.15 $2.62M - $2.92M
20.6K $76.3M
AGX
Argan Inc

Industrials
726
+ 10.2%
$120.08 - $243.11 $87.2K - $176K
7.84K $1.73M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.4K
+ 14.31%
$72.02 - $73.82 $752K - $771K
83.4K $6.14M
JXN
Jackson Financial Inc.

Financial Services
8.14K
+ 189.97%
$70.35 - $89.5 $573K - $729K
12.4K $1.1M
WMB
Williams Companies, Inc.

Energy
4.75K
+ 3.41%
$54.33 - $62.87 $258K - $298K
144K $9.03M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.29K
+ 60.78%
$83.67 - $109.12 $443K - $578K
14K $1.53M
DXCM
Dexcom Inc

Healthcare
5.88K
+ 61.4%
$59.83 - $87.57 $352K - $515K
15.5K $1.35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.91K
+ 34.83%
$57.41 - $74.81 $397K - $517K
26.8K $1.99M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.09K
+ 12.01%
$376.48 - $440.65 $408K - $478K
10.1K $4.46M
ROLL
Rbc Bearings Inc

Industrials
2.67K
+ 29.03%
N/A
11.9K $2.91M
RPG
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 1.41%
$33.86 - $45.77 $37.1K - $50.2K
78.9K $3.61M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.5K
+ 108.41%
$114.78 - $133.31 $516K - $599K
8.65K $1.15M
UGI
Ugi Corp

Utilities
15.3K
+ 104.89%
$30.18 - $36.59 $461K - $559K
29.9K $1.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.86K
+ 9.57%
$58.63 - $59.9 $519K - $531K
101K $6.06M
VGSH
Vanguard

ETFs
9.22K
+ 5.54%
$58.32 - $58.95 $537K - $543K
175K $10.3M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
20.3K
+ 10.41%
$18.53 - $20.98 $375K - $425K
215K $4.51M
RBLX
Roblox Corp

Communication Services
1.16K
+ 12.85%
$51.22 - $105.59 $59.2K - $122K
10.2K $1.07M
MCO
Moodys Corp

Financial Services
643
+ 10.79%
$396.7 - $501.59 $255K - $323K
6.6K $3.31M
CVX
Chevron Corp

Energy
14.1K
+ 22.93%
$133.73 - $168.51 $1.89M - $2.38M
75.7K $10.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.13K
+ 22.07%
$58.41 - $72.69 $300K - $373K
28.4K $2.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
864
+ 3.43%
$82.96 - $110.1 $71.7K - $95.1K
26.1K $2.87M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
272
+ 0.86%
$103.49 - $133.44 $28.1K - $36.3K
31.8K $4.19M
JKHY
Henry Jack & Associates Inc

Technology
3.37K
+ 8.95%
$163.54 - $186.02 $551K - $627K
41.1K $7.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.87K
+ 12.47%
$248.61 - $294.96 $714K - $847K
25.9K $7.3M
CHKP
Check Point Software Technologies LTD

Technology
3.03K
+ 12.52%
$204.26 - $233.47 $619K - $707K
27.2K $6.02M
WDC
Western Digital Corp

Technology
3.24K
+ 25.46%
$30.54 - $63.99 $99K - $208K
16K $1.02M
ARES
Ares Management Corp

Financial Services
1.89K
+ 28.76%
$118.04 - $175.83 $223K - $333K
8.48K $1.47M
ORCC
Owl Rock Capital Corp

Financial Services
37.3K
+ 14.91%
N/A
288K $3.85M
HCA
Hca Healthcare, Inc.

Healthcare
573
+ 8.01%
$317.61 - $387.52 $182K - $222K
7.72K $2.96M
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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