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
DVY
Ishares Tr

ETFs
1.52K
+ 9.22%
$118.37 - $134.86 $180K - $205K
18K $2.39M
VTWO
Vanguard Russell 2000 ETF

ETFs
1K
+ 7.6%
$70.56 - $87.22 $70.8K - $87.5K
14.2K $1.24M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
11.4K
+ 9.4%
$12.34 - $14.3 $141K - $163K
133K $1.89M
T
At&T Inc.

Communication Services
4.51K
+ 7.2%
$26.33 - $28.94 $119K - $131K
67.2K $1.94M
INVA
Innoviva, Inc.

Healthcare
5.39K
+ 16.87%
$17.1 - $21.8 $92.2K - $118K
37.4K $750K
ING
Ing Groep Nv

Financial Services
3.33K
+ 7.95%
$16.62 - $21.98 $55.3K - $73.2K
45.2K $989K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.9K
+ 3.88%
$63.54 - $68.5 $185K - $199K
77.7K $5.24M
LRN
Stride, Inc.

Consumer Defensive
119
+ 1.51%
$124.45 - $160.72 $14.8K - $19.1K
8.01K $1.16M
CTRA
Coterra Energy Inc.

Energy
8.2K
+ 62.96%
$22.6 - $29.07 $185K - $238K
21.2K $538K
NKE
Nike, Inc.

Consumer Cyclical
1.22K
+ 12.76%
$53.27 - $72.04 $65.1K - $88.1K
10.8K $768K
HIG
Hartford Financial Services Group, Inc.

Financial Services
935
+ 7.45%
$109.83 - $131.67 $103K - $123K
13.5K $1.71M
SCHG
Schwab Strategic Tr Us Large C

ETFs
279
+ 0.78%
$22.27 - $29.21 $6.21K - $8.15K
36.2K $1.06M
SNY
Sanofi

Healthcare
8.04K
+ 24.21%
$47.62 - $55.44 $383K - $446K
41.3K $1.99M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
17.6K
+ 27.39%
$9.72 - $10.39 $171K - $183K
81.9K $811K
MLI
Mueller Industries Inc

Industrials
1.39K
+ 12.43%
$68.45 - $79.6 $95.3K - $111K
12.6K $1M
CTVA
Corteva, Inc.

Basic Materials
1.14K
+ 21.09%
$55.52 - $74.53 $63.5K - $85.3K
6.57K $489K
USB
Us Bancorp \De\

Financial Services
2.55K
+ 24.9%
$36.4 - $45.76 $92.7K - $117K
12.8K $578K
AMT
American Tower Corp

Real Estate
474
+ 3.96%
$203.96 - $228.19 $96.7K - $108K
12.4K $2.75M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.54K
+ 28.58%
$45.11 - $52.34 $115K - $133K
11.4K $598K
PODD
Insulet Corp

Healthcare
147
+ 8.32%
$238.57 - $327.47 $35.1K - $48.1K
1.91K $601K
VXF
Vanguard Extended Market ETF

ETFs
87
+ 1.48%
$150.43 - $192.71 $13.1K - $16.8K
5.95K $1.15M
RDN
Radian Group Inc

Financial Services
2.32K
+ 12.92%
$30.48 - $36.53 $70.8K - $84.8K
20.3K $731K
DKNG
Draft Kings Inc.

Consumer Cyclical
630
+ 5.68%
$31.67 - $42.89 $20K - $27K
11.7K $502K
CSL
Carlisle Companies Inc

Industrials
228
+ 15.41%
$317.1 - $408.5 $72.3K - $93.1K
1.71K $637K
WWD
Woodward, Inc.

Industrials
238
+ 20.14%
$157.29 - $247.55 $37.4K - $58.9K
1.42K $348K
MT
Arcelor Mittal

Basic Materials
3.43K
+ 43.18%
$23.47 - $31.65 $80.4K - $108K
11.4K $358K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
11
+ 0.01%
$35.95 - $42.85 $395 - $471
85.6K $3.61M
WPP
Wpp PLC

Communication Services
5.19K
+ 29.46%
$32.03 - $40.64 $166K - $211K
22.8K $797K
TTC
Toro CO

Industrials
3.19K
+ 6.74%
$63.51 - $77.8 $203K - $248K
50.5K $3.57M
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.85K
+ 4.65%
$28.28 - $35.22 $166K - $206K
132K $4.52M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
932
+ 29.41%
$96.02 - $124.33 $89.5K - $116K
4.1K $473K
WCN
Waste Connections, Inc.

Industrials
710
+ 51.9%
$183.26 - $199.95 $130K - $142K
2.08K $388K
VOE
Vanguard Mid Cap Value Index F

ETFs
614
+ 12.7%
$141.87 - $164.49 $87.1K - $101K
5.45K $896K
XLF
Financial Sector Spdr

ETFs
107
+ 0.24%
$43.92 - $52.37 $4.7K - $5.6K
44.7K $2.34M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
795
+ 7.8%
$52.84 - $65.52 $42K - $52.1K
11K $719K
RIO
Rio Tinto PLC

Basic Materials
2.98K
+ 9.27%
$52.32 - $62.75 $156K - $187K
35.1K $2.05M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
837
+ 15.31%
$121.58 - $136.74 $102K - $114K
6.3K $855K
ABT
Abbott Laboratories

Healthcare
14
+ 0.04%
$123.95 - $138.08 $1.74K - $1.93K
33.1K $4.51M
LPG
Dorian Lpg Ltd.

Energy
2.83K
+ 13.73%
$17.34 - $25.75 $49.1K - $73K
23.5K $572K
SLV
I Shares Silver Trust

ETFs
2.23K
+ 11.48%
$27.08 - $33.74 $60.4K - $75.2K
21.6K $710K
HUBS
Hubspot Inc

Technology
236
+ 15.8%
$487.07 - $672.24 $115K - $159K
1.73K $962K
ADSK
Autodesk, Inc.

Technology
435
+ 20.31%
N/A
2.58K $633K
MPLX
Mplx LP

Energy
2.22K
+ 49.15%
$46.68 - $53.89 $104K - $120K
6.74K $347K
ACN
Accenture PLC

Technology
933
+ 7.1%
$279.23 - $323.21 $261K - $302K
14.1K $4.21M
LYV
Live Nation Entertainment, Inc.

Communication Services
244
+ 7.75%
$118.81 - $151.28 $29K - $36.9K
3.39K $513K
INSW
International Seaways, Inc.

Energy
1.78K
+ 15.52%
$28.76 - $40.96 $51.1K - $72.8K
13.2K $482K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
779
+ 16.13%
$57.14 - $72.68 $44.5K - $56.6K
5.61K $407K
TSCO
Tractor Supply CO

Consumer Cyclical
2.17K
+ 38.49%
$47.86 - $55.77 $104K - $121K
7.8K $411K
DTM
Dt Midstream, Inc.

Energy
454
+ 12.16%
$87.23 - $109.91 $39.6K - $49.9K
4.19K $460K
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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