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
NKE
Nike, Inc.

Consumer Cyclical
2.85K
+ 42.23%
$63.29 - $81.72 $180K - $233K
9.59K $608K
ITUB
Itau Unibanco Holding S.A.

Financial Services
14.8K
+ 53.73%
$4.87 - $6.28 $71.9K - $92.8K
42.3K $232K
DVY
Ishares Tr

ETFs
347
+ 2.15%
$128.58 - $138.1 $44.6K - $47.9K
16.5K $2.21M
MLI
Mueller Industries Inc

Industrials
1.65K
+ 17.26%
$76.14 - $82.67 $125K - $136K
11.2K $852K
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.61K
+ 20.52%
$28.04 - $33.91 $73.1K - $88.4K
15.3K $457K
GFF
Griffon Corp

Industrials
1.23K
+ 19.43%
$68.06 - $80.91 $83.5K - $99.3K
7.54K $539K
BAC
Bank Of America Corp

Financial Services
7.85K
+ 7.25%
$39.61 - $47.74 $311K - $375K
116K $4.84M
MBIN
Merchants Bancorp

Financial Services
2.2K
+ 21.59%
$34.75 - $43.49 $76.4K - $95.6K
12.4K $458K
CRL
Charles River Laboratories International, Inc.

Healthcare
4.4K
+ 25.96%
$150.52 - $190.14 $663K - $837K
21.4K $3.22M
ITW
Illinois Tool Works Inc

Industrials
452
+ 9.04%
$244.9 - $274.48 $111K - $124K
5.45K $1.35M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.28K
+ 11.26%
$96.93 - $109.51 $221K - $249K
22.5K $2.2M
EXEL
Exelixis, Inc.

Healthcare
1.18K
+ 11.34%
$32.38 - $39.16 $38.2K - $46.2K
11.6K $427K
COF
Capital One Financial Corp

Financial Services
424
+ 9.44%
$163.87 - $209.82 $69.5K - $89K
4.91K $881K
XLI
Industrial Sector Spdr

ETFs
656
+ 7.11%
$128.78 - $141.67 $84.5K - $92.9K
9.88K $1.3M
DVN
Devon Energy Corp

Energy
1.21K
+ 16.93%
$33.15 - $38.55 $40.1K - $46.7K
8.37K $312K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.37K
+ 17.7%
$12.61 - $14.92 $42.5K - $50.3K
22.4K $321K
USB
Us Bancorp \De\

Financial Services
2.75K
+ 36.85%
$40.92 - $50.9 $113K - $140K
10.2K $431K
BGNE
Bei Gene, Ltd.

Healthcare
20
+ 1.2%
$175.1 - $226.71 $3.5K - $4.53K
1.68K $381K
AVY
Avery Dennison Corp

Industrials
529
+ 23.44%
$174.58 - $195.91 $92.4K - $104K
2.79K $495K
SNA
Snap On Inc

Industrials
228
+ 15.44%
$324.09 - $358.62 $73.9K - $81.8K
1.71K $574K
ABC
Amerisourcebergen Corp

Healthcare
389
+ 28.33%
N/A
1.76K $326K
EXPO
Exponent Inc

Industrials
3.9K
+ 12.8%
$78.9 - $93.95 $307K - $366K
34.3K $2.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
643
+ 0.79%
$27.01 - $28.54 $17.4K - $18.4K
82.1K $2.3M
BDX
Becton Dickinson & CO

Healthcare
286
+ 17.71%
$222.79 - $249.08 $63.7K - $71.2K
1.9K $435K
DASH
Door Dash, Inc.

Communication Services
31
+ 0.77%
$168.37 - $213.38 $5.22K - $6.61K
4.06K $741K
TSCO
Tractor Supply CO

Consumer Cyclical
1.04K
+ 22.5%
$51.66 - $57.94 $53.5K - $60K
5.64K $310K
PFBC
Preferred Bank

Financial Services
931
+ 17.92%
$81.03 - $93.15 $75.4K - $86.7K
6.13K $512K
EEMA
Ishares Msci Emerging Markets

ETFs
394
+ 2.93%
$69.51 - $77.24 $27.4K - $30.4K
13.9K $1.03M
CNP
Centerpoint Energy Inc

Utilities
827
+ 12.46%
$30.87 - $36.25 $25.5K - $30K
7.47K $270K
ODFL
Old Dominion Freight Line, Inc.

Industrials
510
+ 22.96%
$161.13 - $209.29 $82.2K - $107K
2.73K $451K
OKE
Oneok Inc

Energy
733
+ 5.64%
$89.57 - $109.85 $65.7K - $80.5K
13.7K $1.36M
FEM
First Trust Emerging Markets A

ETFs
1.68K
+ 7.96%
$21.28 - $23.9 $35.8K - $40.2K
22.9K $522K
LPG
Dorian Lpg Ltd.

Energy
3.92K
+ 23.47%
$19.88 - $27.03 $78K - $106K
20.6K $460K
APH
Amphenol Corp

Technology
2.47K
+ 8.66%
$61.62 - $78.55 $152K - $194K
31K $2.03M
WPC
W. P. Carey Inc.

Real Estate
31
+ 0.53%
$53.5 - $65.05 $1.66K - $2.02K
5.84K $368K
KR
Kroger CO

Consumer Defensive
420
+ 11.75%
$58.36 - $67.72 $24.5K - $28.4K
3.99K $270K
NHI
National Health Investors Inc

Real Estate
458
+ 12.44%
$65.79 - $76.06 $30.1K - $34.8K
4.14K $305K
TME
Tencent Music Entertainment Group

Communication Services
28
+ 0.18%
$10.28 - $15.09 $288 - $423
15.3K $221K
SPGI
S&P Global Inc.

Financial Services
14
+ 0.35%
$478.26 - $543.77 $6.7K - $7.61K
4.01K $2.04M
TTE
Total Energies Se

Energy
679
+ 1.88%
N/A
36.7K $2.52M
FSLR
First Solar, Inc.

Technology
1.98K
+ 48.28%
$126.34 - $197.73 $250K - $391K
6.07K $767K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
243
+ 6.36%
$69.81 - $78.9 $17K - $19.2K
4.06K $316K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
700
+ 18.38%
$62.72 - $71.92 $43.9K - $50.3K
4.51K $284K
JXN
Jackson Financial Inc.

Financial Services
651
+ 17.91%
$79.36 - $97.88 $51.7K - $63.7K
4.29K $359K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
573
+ 4.14%
$83.91 - $90.87 $48.1K - $52.1K
14.4K $1.22M
DOLE
Dole PLC

Consumer Defensive
1.96K
+ 14.03%
$12.31 - $14.86 $24.1K - $29.1K
15.9K $229K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
750
+ 5.05%
$23.43 - $25.55 $17.6K - $19.2K
15.6K $398K
BBSI
Barrett Business Services Inc

Industrials
1.43K
+ 17.77%
$39.0 - $44.37 $55.9K - $63.6K
9.5K $391K
IDXX
Idexx Laboratories Inc

Healthcare
85
+ 13.75%
$406.29 - $469.04 $34.5K - $39.9K
703 $295K
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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