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
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.85K
+ 205.01%
$91.68 - $109.93 $537K - $643K
8.71K $815K
EMR
Emerson Electric CO

Industrials
5.81K
+ 71.2%
$108.64 - $131.17 $631K - $762K
14K $1.53M
NTES
Net Ease, Inc.

Communication Services
3.15K
+ 21.92%
$87.72 - $109.14 $276K - $343K
17.5K $1.8M
SCHW
Schwab Charles Corp

Financial Services
2.53K
+ 3.4%
$71.24 - $83.64 $180K - $212K
76.9K $6.02M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
45.9K
+ 42.03%
$11.13 - $11.61 $511K - $533K
155K $1.74M
RIO
Rio Tinto PLC

Basic Materials
7.85K
+ 32.29%
$58.19 - $64.29 $457K - $504K
32.1K $1.93M
WMT
Walmart Inc.

Consumer Defensive
10.1K
+ 6.66%
$84.5 - $105.05 $857K - $1.07M
162K $14.3M
NVO
Novo Nordisk A S

Healthcare
16.9K
+ 41.42%
$69.3 - $90.95 $1.17M - $1.54M
57.7K $4M
PAYX
Paychex Inc

Industrials
781
+ 2.94%
$136.06 - $154.52 $106K - $121K
27.4K $4.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.96K
+ 6.89%
$57.44 - $59.4 $343K - $354K
92.5K $5.5M
KMI
Kinder Morgan, Inc.

Energy
15K
+ 44.92%
$26.1 - $31.22 $390K - $467K
48.3K $1.38M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.35K
+ 46.22%
$64.88 - $72.1 $477K - $530K
23.3K $1.53M
NYF
Ishares New York Muni Bond ETF

ETFs
8.6K
+ 23.13%
$52.33 - $53.92 $450K - $464K
45.8K $2.41M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.53K
+ 123.88%
$65.27 - $71.18 $426K - $465K
11.8K $782K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13K
+ 23.66%
$165.25 - $224.62 $2.15M - $2.92M
68K $11.3M
WSO
Watsco Inc

Industrials
28
+ 0.24%
$463.86 - $530.75 $13K - $14.9K
11.9K $6.03M
ENB
Enbridge Inc

Energy
8.7K
+ 47.35%
$41.54 - $45.45 $361K - $395K
27.1K $1.2M
CALM
Cal Maine Foods Inc

Consumer Defensive
4.93K
+ 204.22%
$80.87 - $115.8 $399K - $571K
7.35K $668K
MO
Altria Group, Inc.

Consumer Defensive
629
+ 1.3%
$50.81 - $60.02 $32K - $37.8K
49.1K $2.95M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11.3K
+ 12.6%
$89.18 - $104.04 $1M - $1.17M
101K $9.21M
LOW
Lowes Companies Inc

Consumer Cyclical
9.04K
+ 7.21%
$222.66 - $268.42 $2.01M - $2.43M
134K $31.3M
AZN
Astrazeneca PLC

Healthcare
1.43K
+ 3.84%
$65.37 - $77.96 $93.3K - $111K
38.6K $2.84M
NDSN
Nordson Corp

Industrials
2.49K
+ 12.8%
$200.12 - $224.07 $498K - $558K
21.9K $4.43M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
9.7K
+ 5.39%
$25.83 - $27.09 $251K - $263K
190K $5.06M
CVS
Cvs Health Corp

Healthcare
376
+ 2.61%
$44.22 - $68.64 $16.6K - $25.8K
14.8K $1M
IVE
Ishares S&P 500 Value ETF

ETFs
1.8K
+ 55.26%
$185.78 - $198.58 $334K - $357K
5.05K $962K
ED
Consolidated Edison Inc

Utilities
821
+ 7.05%
$88.0 - $110.59 $72.2K - $90.8K
12.5K $1.38M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
33.1K
+ 106.02%
$10.17 - $10.76 $337K - $356K
64.3K $662K
CSCO
Cisco Systems, Inc.

Technology
597
+ 0.5%
$58.74 - $64.87 $35.1K - $38.7K
119K $7.37M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.65K
+ 15.85%
$87.68 - $94.52 $233K - $251K
19.4K $1.82M
D
Dominion Energy, Inc

Utilities
3.9K
+ 8.52%
$52.85 - $57.43 $206K - $224K
49.7K $2.79M
SLM
Slm Corp

Financial Services
10.3K
+ 110.7%
$26.95 - $32.54 $278K - $336K
19.6K $576K
POOL
Pool Corp

Industrials
1.97K
+ 14.46%
$314.92 - $364.31 $619K - $716K
15.6K $4.95M
KKR
Kkr & Co. Inc.

Financial Services
7.13K
+ 45.37%
$108.17 - $167.07 $771K - $1.19M
22.8K $2.64M
SLB
Schlumberger Limited

Energy
5.62K
+ 23.7%
$38.4 - $43.74 $216K - $246K
29.3K $1.23M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.12K
+ 100.87%
$55.47 - $61.45 $284K - $315K
10.2K $601K
BKR
Baker Hughes CO

Energy
2.9K
+ 4.6%
$41.16 - $48.85 $119K - $142K
65.9K $2.9M
XLU
Utilities Sector Spdr

ETFs
3.52K
+ 34.5%
$74.7 - $80.27 $263K - $283K
13.7K $1.08M
MDT
Medtronic PLC

Healthcare
163
+ 0.56%
$79.84 - $94.5 $13K - $15.4K
29.4K $2.64M
KB
Kb Financial Group Inc.

Financial Services
8.46K
+ 14.5%
$53.14 - $62.87 $450K - $532K
66.8K $3.62M
VTI
Vanguard Total Stock Market Et

ETFs
6.34K
+ 6.52%
$271.18 - $303.12 $1.72M - $1.92M
104K $28.5M
LRN
Stride, Inc.

Consumer Defensive
1.02K
+ 14.92%
$106.34 - $142.28 $109K - $146K
7.89K $997K
INTC
Intel Corp

Technology
9.3K
+ 34.66%
$19.1 - $27.39 $178K - $255K
36.1K $820K
CPT
Camden Property Trust

Real Estate
2.14K
+ 87.1%
$109.16 - $125.53 $234K - $269K
4.6K $562K
CCJ
Cameco Corp

Energy
8.55K
+ 115.72%
$40.64 - $56.86 $347K - $486K
15.9K $655K
SNY
Sanofi

Healthcare
425
+ 1.3%
$48.15 - $59.42 $20.5K - $25.3K
33.2K $1.84M
DXCM
Dexcom Inc

Healthcare
4.47K
+ 87.42%
$67.74 - $90.75 $303K - $405K
9.58K $654K
FPI
Farmland Partners Inc.

Real Estate
23.4K
+ 195.85%
$10.72 - $12.51 $251K - $293K
35.4K $394K
AVB
Avalonbay Communities Inc

Real Estate
1.21K
+ 53.32%
$207.86 - $228.08 $252K - $276K
3.48K $747K
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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