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
TGT
Target Corp

Consumer Defensive
3.33K
+ 53.53%
$88.76 - $105.77 $296K - $353K
9.56K $943K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.22K
+ 31.49%
$162.37 - $200.76 $198K - $245K
5.1K $963K
KMI
Kinder Morgan, Inc.

Energy
8.22K
+ 17.03%
$25.21 - $29.4 $207K - $242K
56.5K $1.66M
MELI
Mercadolibre Inc

Consumer Cyclical
41
+ 15.83%
$1794.73 - $2613.63 $73.6K - $107K
300 $784K
SHG
Shinhan Financial Group CO LTD

Financial Services
8.06K
+ 11.82%
N/A
76.3K $2.64M
ADP
Automatic Data Processing Inc

Industrials
826
+ 10.69%
$276.76 - $326.81 $229K - $270K
8.55K $2.64M
FSLR
First Solar, Inc.

Technology
213
+ 3.51%
$120.38 - $192.98 $25.6K - $41.1K
6.28K $1.04M
CALM
Cal Maine Foods Inc

Consumer Defensive
2.08K
+ 28.31%
$90.17 - $103.07 $188K - $214K
9.43K $939K
EFV
Msci Eafe Value ETF

ETFs
1.06K
+ 2.4%
$52.4 - $64.65 $55.3K - $68.3K
45.1K $2.86M
DASH
Door Dash, Inc.

Communication Services
23
+ 0.57%
$163.16 - $246.51 $3.75K - $5.67K
4.08K $1.01M
IWN
Ishares Russell2000 Val ETF

ETFs
1.44K
+ 34.22%
$131.84 - $157.76 $190K - $227K
5.66K $892K
EEM
Ishares Msci Emerging Markets

ETFs
3.87K
+ 27.36%
$38.52 - $48.28 $149K - $187K
18K $869K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.86K
+ 24.99%
$17.76 - $22.1 $140K - $174K
39.3K $868K
COF
Capital One Financial Corp

Financial Services
365
+ 7.43%
$150.57 - $212.76 $55K - $77.7K
5.28K $1.12M
NEU
Newmarket Corp

Basic Materials
144
+ 12.59%
$519.95 - $690.86 $74.9K - $99.5K
1.29K $889K
JCI
Johnson Controls International PLC

Industrials
251
+ 3.12%
$71.14 - $105.62 $17.9K - $26.5K
8.31K $877K
NXPI
Nxp Semiconductors N.V.

Technology
676
+ 23.13%
$153.5 - $218.72 $104K - $148K
3.6K $786K
BOTZ
Global X Fds

ETFs
5.74K
+ 58.88%
$24.51 - $32.65 $141K - $188K
15.5K $506K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
419
+ 0.81%
$32.66 - $40.75 $13.7K - $17.1K
52.3K $2.12M
VNQ
Vanguard Specialized Funds Van

ETFs
2.96K
+ 12.17%
$79.79 - $91.42 $236K - $271K
27.3K $2.43M
NU
Nu Holdings Ltd.

Financial Services
351
+ 0.55%
$9.6 - $13.72 $3.37K - $4.82K
64.4K $883K
RLI
Rli Corp

Financial Services
5.81K
+ 24.06%
$71.27 - $80.82 $414K - $470K
30K $2.16M
FCX
Freeport Mcmoran Inc

Basic Materials
2.77K
+ 14.72%
$29.15 - $44.46 $80.7K - $123K
21.6K $935K
SPYG
Spdr Portfolio

ETFs
1.32K
+ 20.49%
$71.83 - $95.32 $94.5K - $125K
7.73K $737K
DAL
Delta Air Lines, Inc.

Industrials
92
+ 0.24%
$35.88 - $52.99 $3.3K - $4.88K
38.8K $1.91M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
111
+ 6.69%
$328.01 - $475.68 $36.4K - $52.8K
1.77K $828K
XLI
Industrial Sector Spdr

ETFs
375
+ 3.79%
$116.42 - $147.52 $43.7K - $55.3K
10.3K $1.51M
LYG
Lloyds Banking Group PLC

Financial Services
8.71K
+ 2.07%
$3.32 - $4.29 $28.9K - $37.4K
430K $1.83M
DFAI
Dimensional ETF Tr

ETFs
5.3K
+ 67.79%
$28.02 - $34.71 $149K - $184K
13.1K $453K
EEMA
Ishares Msci Emerging Markets

ETFs
1.1K
+ 7.96%
$64.59 - $83.0 $71.3K - $91.6K
15K $1.24M
ICLR
Icon PLC

Healthcare
1.69K
+ 125.41%
$126.62 - $168.7 $214K - $286K
3.04K $442K
NMIH
Nmi Holdings, Inc.

Financial Services
2.45K
+ 14.72%
$32.79 - $42.24 $80.2K - $103K
19.1K $804K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.03K
+ 27.17%
$50.48 - $50.71 $203K - $204K
18.9K $956K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.55K
+ 18.59%
$75.29 - $91.16 $117K - $141K
9.89K $891K
IEMG
Ishares Inc

ETFs
3.7K
+ 1.56%
N/A
241K $12.9M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
642
+ 14.71%
$97.32 - $136.25 $62.5K - $87.5K
5.01K $636K
IDCC
Inter Digital, Inc.

Communication Services
441
+ 8.0%
$183.37 - $234.7 $80.9K - $104K
5.95K $1.33M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
17K
+ 170.0%
$10.86 - $11.48 $185K - $195K
27K $308K
ACT
Enact Holdings, Inc.

Financial Services
3.68K
+ 15.35%
$31.91 - $37.44 $118K - $138K
27.7K $1.03M
MPWR
Monolithic Power Systems Inc

Technology
76
+ 8.27%
$455.19 - $737.73 $34.6K - $56.1K
995 $727K
XLY
Select Sector Spdr Consumer Di

ETFs
213
+ 2.88%
$176.34 - $218.59 $37.6K - $46.6K
7.62K $1.66M
EHC
Encompass Health Corp

Healthcare
1.17K
+ 50.78%
$96.12 - $122.63 $112K - $143K
3.47K $424K
VGLT
Vanguard Long Term Treasury Et

ETFs
6.23K
+ 5.83%
$53.66 - $58.71 $334K - $366K
113K $6.34M
SE
Sea LTD

Consumer Cyclical
60
+ 0.99%
$105.57 - $170.4 $6.33K - $10.2K
6.12K $979K
INFY
Infosys LTD

Technology
7.6K
+ 4.68%
$16.14 - $18.75 $123K - $142K
170K $3.15M
MO
Altria Group, Inc.

Consumer Defensive
4.28K
+ 8.71%
$55.56 - $60.91 $238K - $261K
53.4K $3.13M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
729
+ 8.93%
$97.68 - $121.38 $71.2K - $88.5K
8.89K $1.08M
XLC
Select Sector Spdr Tr Communic

ETFs
837
+ 11.39%
$86.13 - $108.53 $72.1K - $90.8K
8.19K $888K
CME
Cme Group Inc.

Financial Services
325
+ 3.7%
$252.37 - $290.71 $82K - $94.5K
9.11K $2.51M
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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