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
EXEL
Exelixis, Inc.

Healthcare
9.12K
+ 78.74%
$34.13 - $46.26 $311K - $422K
20.7K $912K
C
Citigroup Inc

Financial Services
2.41K
+ 12.21%
$58.13 - $85.12 $140K - $205K
22.1K $1.88M
FIS
Fidelity National Information Services, Inc.

Technology
2.64K
+ 6.78%
$68.14 - $82.13 $180K - $217K
41.6K $3.39M
DDOG
Datadog, Inc.

Technology
161
+ 1.25%
$87.0 - $134.33 $14K - $21.6K
13K $1.75M
ZBRA
Zebra Technologies Corp

Technology
312
+ 2.14%
$213.54 - $309.26 $66.6K - $96.5K
14.9K $4.6M
AMGN
Amgen Inc

Healthcare
15.1K
+ 13.02%
$262.28 - $309.85 $3.96M - $4.67M
131K $36.5M
CCL
Carnival Corp

Consumer Cyclical
9.96K
+ 47.05%
$16.43 - $28.12 $164K - $280K
31.1K $875K
NHI
National Health Investors Inc

Real Estate
6.78K
+ 163.9%
$68.74 - $76.77 $466K - $521K
10.9K $765K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
605
+ 7.87%
$201.28 - $266.34 $122K - $161K
8.29K $2.21M
GD
General Dynamics Corp

Industrials
1.23K
+ 25.5%
$247.68 - $291.66 $306K - $360K
6.07K $1.77M
ALRM
Alarm.Com Holdings, Inc.

Technology
7.76K
+ 101.73%
$49.34 - $60.68 $383K - $471K
15.4K $870K
IDV
Ishares Tr

ETFs
3.2K
+ 3.34%
$27.79 - $34.84 $88.9K - $111K
98.8K $3.41M
ORI
Old Republic International Corp

Financial Services
11.6K
+ 188.52%
$35.25 - $39.79 $409K - $462K
17.8K $682K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.81K
+ 15.34%
$19.5 - $30.4 $133K - $207K
51.2K $1.5M
CARR
Carrier Global Corp

Industrials
5.24K
+ 93.12%
$55.55 - $75.83 $291K - $397K
10.9K $794K
RTX
Raytheon Technologies Corp

Industrials
19
+ 0.06%
$113.75 - $148.48 $2.16K - $2.82K
31.8K $4.65M
UNP
Union Pacific Corp

Industrials
4.97K
+ 4.31%
$208.27 - $238.46 $1.04M - $1.19M
120K $27.7M
EMR
Emerson Electric CO

Industrials
760
+ 5.44%
$94.15 - $133.33 $71.6K - $101K
14.7K $1.96M
NEE
Nextera Energy Inc

Utilities
8.08K
+ 9.06%
$64.11 - $75.0 $518K - $606K
97.2K $6.75M
PEGA
Pegasystems Inc

Technology
10.1K
+ 123.54%
$49.95 - $103.29 $506K - $1.05M
18.3K $991K
IWS
Ishares Russell Midcap Value E

ETFs
1.29K
+ 3.24%
$110.58 - $132.14 $143K - $170K
41.1K $5.42M
HMC
Honda Motor CO LTD

Consumer Cyclical
8.97K
+ 10.17%
$25.0 - $30.93 $224K - $277K
97.1K $2.8M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
6.58K
+ 13.55%
$36.35 - $41.07 $239K - $270K
55.1K $2.26M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.05K
+ 27.01%
$187.5 - $246.51 $197K - $259K
4.94K $1.22M
ACWI
Ishares Msci Acwi ETF

ETFs
2.18K
+ 23.19%
$103.59 - $128.6 $226K - $280K
11.6K $1.49M
LHX
L3 Harris Technologies, Inc.

Industrials
647
+ 12.18%
$200.21 - $256.99 $130K - $166K
5.96K $1.49M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.51K
+ 23.85%
$113.67 - $150.4 $172K - $228K
7.86K $1.18M
PAYX
Paychex Inc

Industrials
4.18K
+ 15.25%
$137.01 - $159.78 $572K - $667K
31.6K $4.59M
SLM
Slm Corp

Financial Services
9.02K
+ 45.94%
$24.84 - $34.36 $224K - $310K
28.7K $939K
MRVL
Marvell Technology, Inc.

Technology
2.5K
+ 23.62%
$49.38 - $79.97 $123K - $200K
13.1K $1.01M
SAIA
Saia Inc

Industrials
3.7K
+ 42.51%
$236.65 - $374.8 $876K - $1.39M
12.4K $3.4M
SNOW
Snowflake Inc.

Technology
53
+ 1.2%
$130.53 - $223.77 $6.92K - $11.9K
4.48K $1M
AVB
Avalonbay Communities Inc

Real Estate
1.94K
+ 55.6%
$187.23 - $215.61 $362K - $417K
5.42K $1.1M
AZN
Astrazeneca PLC

Healthcare
7.02K
+ 18.18%
$64.87 - $75.0 $455K - $527K
45.6K $3.19M
BTI
British American Tobacco P.L.C.

Consumer Defensive
169
+ 0.3%
$39.43 - $49.34 $6.66K - $8.34K
56.7K $2.69M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.4K
+ 34.3%
$100.04 - $100.54 $340K - $342K
13.3K $1.34M
BHP
Bhp Group LTD

Basic Materials
7.86K
+ 9.49%
$40.22 - $50.88 $316K - $400K
90.7K $4.36M
TJX
Tjx Companies Inc

Consumer Cyclical
1.59K
+ 1.98%
$119.13 - $135.03 $189K - $215K
82K $10.1M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
13.4K
+ 7.08%
$25.69 - $26.9 $345K - $362K
203K $5.39M
IBKR
Interactive Brokers Group, Inc.

Financial Services
84.4K
+ 213.86%
$50.53 - $212.53 $4.26M - $17.9M
124K $6.86M
IWM
Ishares Russell 2000 ETF

ETFs
106
+ 0.58%
$174.82 - $215.79 $18.5K - $22.9K
18.5K $3.99M
ICE
Intercontinental Exchange, Inc.

Financial Services
286
+ 1.18%
$151.62 - $183.47 $43.4K - $52.5K
24.6K $4.51M
AXON
Axon Enterprise, Inc.

Industrials
94
+ 11.84%
$497.13 - $827.94 $46.7K - $77.8K
888 $735K
TRV
Travelers Companies, Inc.

Financial Services
1.05K
+ 9.08%
$233.83 - $276.34 $246K - $291K
12.7K $3.38M
RGA
Reinsurance Group Of America Inc

Financial Services
1.52K
+ 49.03%
$168.32 - $209.71 $255K - $318K
4.61K $913K
DEO
Diageo PLC

Consumer Defensive
3.98K
+ 16.15%
$99.86 - $115.75 $398K - $461K
28.6K $2.89M
ZS
Zscaler, Inc.

Technology
511
+ 41.51%
$174.67 - $315.32 $89.3K - $161K
1.74K $546K
BCS
Barclays PLC

Financial Services
7.08K
+ 13.54%
$12.69 - $18.61 $89.9K - $132K
59.4K $1.1M
MAR
Marriott International Inc

Consumer Cyclical
539
+ 12.39%
$211.12 - $274.14 $114K - $148K
4.89K $1.34M
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email