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
VMC
Vulcan Materials CO

Basic Materials
258
+ 23.89%
$226.49 - $276.01 $58.4K - $71.2K
1.34K $348K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
427
+ 4.88%
$62.73 - $78.42 $26.8K - $33.5K
9.18K $711K
RTO
Rentokil Initial PLC

Industrials
3.18K
+ 17.09%
$19.89 - $24.42 $63.3K - $77.7K
21.8K $523K
ITW
Illinois Tool Works Inc

Industrials
406
+ 7.45%
$218.41 - $252.43 $88.7K - $102K
5.86K $1.45M
PFBC
Preferred Bank

Financial Services
850
+ 13.88%
$75.32 - $87.67 $64K - $74.5K
6.98K $603K
ROST
Ross Stores, Inc.

Consumer Cyclical
704
+ 11.5%
$126.62 - $154.26 $89.1K - $109K
6.83K $871K
FNDF
Schwab Fundamental Intl Large

ETFs
1.53K
+ 21.83%
$32.25 - $40.02 $49.2K - $61.1K
8.52K $341K
CG
Carlyle Group Inc.

Financial Services
348
+ 4.12%
$34.78 - $51.4 $12.1K - $17.9K
8.8K $452K
IOT
Samsara Inc.

Technology
1.64K
+ 13.02%
$33.46 - $47.74 $54.8K - $78.2K
14.2K $565K
ATO
Atmos Energy Corp

Utilities
519
+ 29.46%
$145.06 - $162.66 $75.3K - $84.4K
2.28K $351K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
574
+ 14.4%
$81.84 - $93.53 $47K - $53.7K
4.56K $422K
PHG
Koninklijke Philips Nv

Healthcare
6.84K
+ 10.95%
$21.67 - $25.64 $148K - $175K
69.3K $1.66M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.61K
+ 36.47%
$45.12 - $46.23 $72.6K - $74.3K
6.02K $278K
CSX
Csx Corp

Industrials
441
+ 2.34%
$26.69 - $32.91 $11.8K - $14.5K
19.3K $629K
GFF
Griffon Corp

Industrials
876
+ 11.61%
$64.73 - $74.97 $56.7K - $65.7K
8.42K $609K
SKYY
First Trust Cloud Computing Et

ETFs
121
+ 4.22%
$89.46 - $121.64 $10.8K - $14.7K
2.99K $363K
CATY
Cathay General Bancorp

Financial Services
938
+ 9.25%
$37.32 - $45.67 $35K - $42.8K
11.1K $504K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.24K
+ 16.03%
$29.0 - $30.68 $65K - $68.8K
16.2K $497K
GPC
Genuine Parts CO

Consumer Cyclical
532
+ 30.68%
$105.54 - $129.09 $56.1K - $68.7K
2.27K $274K
YOU
Clear Secure, Inc.

Technology
1.33K
+ 8.54%
$23.96 - $27.76 $31.7K - $36.8K
16.8K $467K
WEC
Wec Energy Group, Inc.

Utilities
953
+ 12.54%
$102.24 - $109.76 $97.4K - $105K
8.56K $891K
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.23K
+ 14.54%
$24.67 - $30.44 $54.9K - $67.8K
17.5K $518K
FMF
First Trust Managed Futures St

ETFs
1.77K
+ 8.25%
$44.79 - $46.43 $79.4K - $82.3K
23.3K $1.05M
GWW
W.W. Grainger, Inc.

Industrials
18
+ 2.3%
$919.93 - $1101.66 $16.6K - $19.8K
800 $832K
VONG
Vanguard Russell 1000 Growth E

ETFs
155
+ 6.29%
$82.51 - $109.2 $12.8K - $16.9K
2.62K $286K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.3K
+ 8.33%
$22.63 - $26.95 $29.4K - $35K
16.9K $455K
BBSI
Barrett Business Services Inc

Industrials
1.24K
+ 13.03%
$38.05 - $42.61 $47.1K - $52.8K
10.7K $447K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
1K
+ 7.43%
$35.42 - $43.89 $35.4K - $43.9K
14.5K $634K
ENB
Enbridge Inc

Energy
586
+ 2.17%
$41.09 - $47.16 $24.1K - $27.6K
27.6K $1.25M
KMB
Kimberly Clark Corp

Consumer Defensive
563
+ 36.51%
$126.84 - $145.22 $71.4K - $81.8K
2.11K $271K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
882
+ 12.48%
$47.46 - $55.3 $41.9K - $48.8K
7.95K $438K
FTLS
First Tr Long/Short Equity ETF

ETFs
501
+ 6.42%
$60.06 - $66.28 $30.1K - $33.2K
8.3K $550K
PAYC
Paycom Software, Inc.

Technology
99
+ 4.68%
$193.07 - $265.71 $19.1K - $26.3K
2.21K $512K
ACM
Aecom

Industrials
48
+ 2.19%
$87.19 - $113.06 $4.19K - $5.43K
2.24K $253K
LAMR
Lamar Advertising CO

Real Estate
298
+ 16.45%
$102.35 - $121.67 $30.5K - $36.3K
2.11K $256K
TDC
Teradata Corp

Technology
2.28K
+ 14.53%
$19.2 - $23.59 $43.8K - $53.8K
18K $401K
XLU
Utilities Sector Spdr

ETFs
96
+ 0.7%
$73.09 - $82.77 $7.02K - $7.95K
13.8K $1.13M
FMX
Mexican Economic Development Inc

Consumer Defensive
275
+ 8.24%
$92.5 - $107.84 $25.4K - $29.7K
3.61K $371K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1K
+ 14.18%
$32.99 - $38.56 $33K - $38.6K
8.05K $305K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.04K
+ 18.6%
$26.88 - $32.74 $54.9K - $66.9K
13K $400K
BR
Broadridge Financial Solutions, Inc.

Technology
166
+ 3.89%
$217.22 - $246.25 $36.1K - $40.9K
4.43K $1.08M
PPL
Ppl Corp

Utilities
3.25K
+ 10.65%
$33.45 - $36.5 $109K - $119K
33.8K $1.15M
MHO
M/I Homes, Inc.

Consumer Cyclical
446
+ 10.75%
$103.9 - $115.72 $46.3K - $51.6K
4.6K $515K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.92K
+ 15.82%
N/A
14.1K $267K
VIG
Vanguard Dividend Appreciation

ETFs
195
+ 0.18%
N/A
106K $19.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.52K
+ 14.86%
$22.54 - $23.17 $34.3K - $35.3K
11.8K $270K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
351
+ 11.84%
$69.8 - $85.28 $24.5K - $29.9K
3.32K $274K
IJK
Ishares S&P Midcap 400 Growth

ETFs
126
+ 4.3%
$73.7 - $90.98 $9.29K - $11.5K
3.06K $278K
DOV
Dover Corp

Industrials
64
+ 2.44%
$151.14 - $186.7 $9.67K - $11.9K
2.69K $491K
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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