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
Ge Vernova Inc
1.96K
+ 68.05%
N/A
4.83K $0
Arista Networks Inc
7.13K
+ 15.4%
N/A
53.4K $0
Lam Research Corp
6.86K
+ 1.62%
N/A
429K $0
Cooper Cos Inc
1.73K
+ 2.78%
N/A
64K $0
Arm Holdings PLC
385
+ 3.74%
N/A
10.7K $0
Alti Global Inc
1.48K
+ 1.3%
N/A
115K $0
Wells Fargo CO New
10
+ 1.49%
N/A
683 $0
Ishares Bitcoin Trust ETF
32.9K
+ 25.99%
N/A
159K $0
Ge Healthcare Technologies I
1.48K
+ 48.79%
N/A
4.51K $0
Angel Oak Funds Trust
74.2K
+ 3.6%
N/A
2.13M $0
Veralto Corp
71
+ 0.77%
N/A
9.24K $0
Fidelity Wise Origin Bitcoin
376
+ 1.82%
N/A
21K $0
Te Connectivity PLC
196
+ 0.9%
N/A
22K $0
Pagaya Technologies LTD
19
+ 0.05%
N/A
39.6K $0
Gsk PLC
7.01K
+ 13.74%
N/A
58K $0
Blackrock ETF Trust Ii
541
+ 6.2%
N/A
9.27K $0
Brookfield Asset Managmt LTD
15
+ 0.3%
N/A
5.06K $0
Brookfield Infrastructure CO
2.54K
+ 17.75%
N/A
16.9K $0
Ark 21 Shares Bitcoin ETF
1.89K
+ 20.2%
N/A
11.3K $0
FTGS
First Tr Exchange Traded Fd Gr
17.4K
+ 31.8%
N/A
72K $0
Natwest Group PLC
1.24K
+ 1.34%
N/A
93.6K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.01%
$49.78 - $53.19 $49.8 - $53.2
8.9K $454K
RMR
Rmr Group Inc.

Real Estate
4.24K
+ 22.81%
$16.65 - $20.37 $70.6K - $86.3K
22.8K $380K
PRU
Prudential Financial Inc

Financial Services
77
+ 4.14%
$105.04 - $122.33 $8.09K - $9.42K
1.94K $216K
RDY
Dr Reddys Laboratories LTD

Healthcare
2.83K
+ 17.74%
$12.53 - $15.81 $35.4K - $44.7K
18.7K $247K
WIT
Wipro LTD

Technology
105K
+ 15.41%
$3.0 - $3.77 $316K - $397K
789K $2.41M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 0.55%
$1177.09 - $1390.0 $1.18K - $1.39K
183 $216K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
329
+ 5.04%
$30.44 - $38.49 $10K - $12.7K
6.86K $224K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
504
+ 8.62%
$126.86 - $146.45 $63.9K - $73.8K
6.35K $806K
MAS
Masco Corp

Industrials
100
+ 1.81%
$68.67 - $81.85 $6.87K - $8.18K
5.61K $390K
VMC
Vulcan Materials CO

Basic Materials
66
+ 6.51%
$220.9 - $277.54 $14.6K - $18.3K
1.08K $251K
SLF
Sun Life Financial Inc

Financial Services
21
+ 0.45%
$54.05 - $59.19 $1.14K - $1.24K
4.64K $265K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
563
+ 7.91%
$221.78 - $273.45 $125K - $154K
7.68K $1.75M
MILN
Global X Funds Global X Millen

ETFs
1.25K
+ 3.38%
$41.85 - $49.7 $52.1K - $61.9K
38K $1.64M
CNDT
Conduent Inc

Technology
1K
+ 7.67%
$2.7 - $4.42 $2.7K - $4.42K
14.1K $37K
LBRT
Liberty Energy Inc.

Energy
5.99K
+ 21.61%
$14.13 - $23.12 $84.7K - $139K
33.7K $533K
FDX
Fedex Corp

Industrials
379
+ 12.77%
$230.33 - $281.53 $87.3K - $107K
3.35K $815K
SKYY
First Trust Cloud Computing Et

ETFs
234
+ 8.88%
$102.23 - $131.18 $23.9K - $30.7K
2.87K $293K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 3.19%
$4295.4 - $5141.88 $12.9K - $15.4K
97 $446K
ANSS
Ansys Inc

Technology
5
+ 0.44%
$316.56 - $360.36 $1.58K - $1.8K
1.13K $358K
ITOT
Ishares Core S&P Total U.S. St

ETFs
632
+ 4.0%
$120.29 - $134.6 $76K - $85.1K
16.4K $2M
MAIN
Main Street Capital Corp

Financial Services
5
+ 0.04%
$54.71 - $63.1 $274 - $316
14.1K $796K
IOT
Samsara Inc.

Technology
864
+ 7.37%
$34.06 - $60.96 $29.4K - $52.7K
12.6K $482K
CSL
Carlisle Companies Inc

Industrials
29
+ 2.0%
$326.43 - $408.24 $9.47K - $11.8K
1.48K $503K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
345
+ 2.62%
$37.84 - $44.02 $13.1K - $15.2K
13.5K $519K
MSI
Motorola Solutions, Inc.

Technology
222
+ 4.11%
$411.73 - $482.1 $91.4K - $107K
5.62K $2.46M
ROK
Rockwell Automation, Inc

Industrials
211
+ 6.42%
$255.29 - $303.75 $53.9K - $64.1K
3.5K $904K
CG
Carlyle Group Inc.

Financial Services
394
+ 4.89%
$40.03 - $56.96 $15.8K - $22.4K
8.45K $368K
TDC
Teradata Corp

Technology
3.12K
+ 24.82%
$21.95 - $32.78 $68.5K - $102K
15.7K $353K
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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