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
MAA
Mid America Apartment Communities Inc.

Real Estate
1.29K
+ 61.91%
$146.9 - $170.92 $190K - $221K
3.38K $567K
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.08K
+ 9.46%
$45.41 - $47.18 $185K - $193K
47.3K $2.22M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.68K
+ 39.6%
$173.56 - $210.67 $292K - $354K
5.92K $1.03M
RGA
Reinsurance Group Of America Inc

Financial Services
1.27K
+ 69.5%
$186.01 - $231.1 $236K - $293K
3.09K $608K
SITE
Site One Landscape Supply, Inc.

Industrials
3.43K
+ 17.75%
$120.25 - $147.7 $413K - $507K
22.8K $2.77M
DGRO
Ishares Core Dividend Growth E

ETFs
2.8K
+ 3.14%
$60.46 - $64.42 $169K - $181K
92K $5.68M
AIG
American International Group, Inc.

Financial Services
1.85K
+ 53.45%
$70.5 - $86.94 $130K - $160K
5.3K $460K
AM
Antero Midstream Corp

Energy
8.71K
+ 51.4%
$15.47 - $18.04 $135K - $157K
25.6K $461K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.55K
+ 70.83%
$78.12 - $83.7 $199K - $213K
6.15K $495K
R
Ryder System Inc

Industrials
19.8K
+ 9.78%
$136.38 - $170.92 $2.7M - $3.38M
222K $31.9M
ACT
Enact Holdings, Inc.

Financial Services
4.39K
+ 22.42%
$31.15 - $35.03 $137K - $154K
24K $833K
EQT
Eqt Corp

Energy
1.62K
+ 11.25%
$46.16 - $54.25 $74.8K - $87.9K
16K $856K
IWR
Ishares Russell Mid Cap ETF

ETFs
5.22K
+ 6.86%
$82.81 - $92.93 $433K - $485K
81.4K $6.93M
PUK
Prudential PLC

Financial Services
2.31K
+ 9.11%
$14.54 - $21.92 $33.6K - $50.7K
27.7K $595K
IRM
Iron Mountain Inc

Real Estate
3.86K
+ 49.41%
$82.79 - $111.31 $320K - $430K
11.7K $1.01M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.5K
+ 35.9%
$97.38 - $104.52 $146K - $157K
5.68K $580K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.83K
+ 24.88%
$32.49 - $37.99 $222K - $259K
34.3K $1.15M
HDB
Hdfc Bank LTD

Financial Services
1.42K
+ 5.69%
$58.06 - $66.85 $82.3K - $94.7K
26.3K $1.75M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.74K
+ 9.73%
$30.38 - $34.94 $83.2K - $95.6K
30.9K $1.06M
UFPI
Ufp Industries Inc

Basic Materials
2.69K
+ 11.18%
$103.91 - $118.67 $279K - $319K
26.7K $2.86M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
600
+ 56.66%
$314.47 - $431.35 $189K - $259K
1.66K $608K
GLP
Global Partners LP

Energy
7
+ 0.03%
$46.0 - $59.88 $322 - $419
21.6K $1.15M
ZTS
Zoetis Inc.

Healthcare
474
+ 1.34%
$156.48 - $175.67 $74.2K - $83.3K
35.8K $5.89M
ACWI
Ishares Msci Acwi ETF

ETFs
1.25K
+ 15.3%
$115.16 - $124.13 $144K - $155K
9.4K $1.09M
IDCC
Inter Digital, Inc.

Communication Services
325
+ 6.27%
$171.68 - $225.72 $55.8K - $73.4K
5.51K $1.14M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.5K
+ 22.52%
$108.02 - $120.45 $162K - $181K
8.16K $898K
CTRA
Coterra Energy Inc.

Energy
3.33K
+ 34.32%
$25.51 - $29.83 $84.9K - $99.2K
13K $376K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
955
+ 29.91%
$126.11 - $135.06 $120K - $129K
4.15K $534K
INVA
Innoviva, Inc.

Healthcare
5.85K
+ 22.38%
$17.21 - $18.98 $101K - $111K
32K $579K
C
Citigroup Inc

Financial Services
1.61K
+ 8.87%
$67.23 - $84.63 $108K - $136K
19.7K $1.4M
NGG
National Grid PLC

Utilities
1.13K
+ 14.44%
$56.13 - $65.61 $63.4K - $74.1K
8.95K $587K
BMY
Bristol Myers Squibb CO

Healthcare
72
+ 0.27%
$53.9 - $63.11 $3.88K - $4.54K
26.5K $1.62M
GD
General Dynamics Corp

Industrials
295
+ 6.49%
$241.94 - $272.58 $71.4K - $80.4K
4.84K $1.32M
GOLD
Barrick Gold Corp

Basic Materials
1.37K
+ 5.69%
$15.45 - $19.56 $21.1K - $26.8K
25.4K $493K
GMAB
Genmab A/S

Healthcare
9.28K
+ 19.31%
$18.69 - $24.14 $173K - $224K
57.4K $1.12M
DKNG
Draft Kings Inc.

Consumer Cyclical
4.26K
+ 62.42%
$33.21 - $53.49 $142K - $228K
11.1K $368K
SMG
Scotts Miracle Gro CO

Basic Materials
8.88K
+ 27.21%
$54.76 - $77.7 $486K - $690K
41.5K $2.28M
NEU
Newmarket Corp

Basic Materials
133
+ 13.16%
$482.93 - $570.11 $64.2K - $75.8K
1.14K $648K
RDN
Radian Group Inc

Financial Services
2.75K
+ 18.02%
$30.6 - $34.58 $84K - $94.9K
18K $594K
CARR
Carrier Global Corp

Industrials
1.98K
+ 54.31%
$62.07 - $70.55 $123K - $140K
5.62K $356K
RTO
Rentokil Initial PLC

Industrials
6.04K
+ 47.99%
$20.76 - $27.11 $125K - $164K
18.6K $426K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
15.1K
+ 14.2%
$14.1 - $15.62 $213K - $236K
121K $1.71M
IBN
Icici Bank LTD

Financial Services
1.41K
+ 3.7%
$27.55 - $31.67 $38.8K - $44.6K
39.4K $1.24M
AGX
Argan Inc

Industrials
1.07K
+ 17.78%
$104.05 - $185.35 $112K - $199K
7.12K $933K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
412
+ 11.89%
$160.89 - $187.27 $66.3K - $77.2K
3.88K $670K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
638
+ 17.12%
$89.88 - $110.11 $57.3K - $70.3K
4.36K $439K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
645
+ 7.96%
$63.07 - $73.5 $40.7K - $47.4K
8.75K $614K
NMIH
Nmi Holdings, Inc.

Financial Services
3.01K
+ 22.1%
$34.46 - $39.13 $104K - $118K
16.6K $599K
CINF
Cincinnati Financial Corp

Financial Services
262
+ 1.75%
$133.67 - $147.81 $35K - $38.7K
15.2K $2.25M
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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