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
DOLE
Dole PLC

Consumer Defensive
2.75K
+ 17.32%
$13.31 - $15.19 $36.6K - $41.8K
18.6K $260K
PEG
Public Service Enterprise Group Inc

Utilities
270
+ 6.49%
$77.13 - $84.18 $20.8K - $22.7K
4.43K $373K
ESS
Essex Property Trust, Inc.

Real Estate
110
+ 13.99%
N/A
896 $244K
HOLX
Hologic Inc

Healthcare
240
+ 7.06%
$52.73 - $65.22 $12.7K - $15.7K
3.64K $237K
ICLN
Ishares

ETFs
1
+ 0.01%
$10.56 - $13.31 $10.6 - $13.3
15.2K $199K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2
+ 0.05%
$73.0 - $85.5 $146 - $171
4.07K $341K
CINF
Cincinnati Financial Corp

Financial Services
31
+ 0.2%
$126.6 - $151.6 $3.92K - $4.7K
15.3K $2.27M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.11%
$73.02 - $90.22 $219 - $271
2.7K $240K
FOR
Forestar Group Inc.

Real Estate
2.08K
+ 11.37%
$18.45 - $21.41 $38.4K - $44.6K
20.4K $408K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
600
+ 6.96%
N/A
9.22K $290K
GATX
Gatx Corp

Industrials
114
+ 8.77%
$141.27 - $159.24 $16.1K - $18.2K
1.41K $217K
DOW
Dow Inc.

Basic Materials
3.24K
+ 39.26%
$25.81 - $34.89 $83.7K - $113K
11.5K $304K
KBH
Kb Home

Consumer Cyclical
1.13K
+ 13.11%
$50.15 - $58.93 $56.9K - $66.8K
9.78K $518K
BGNE
Bei Gene, Ltd.

Healthcare
71
+ 4.22%
N/A
1.75K $397K
MAS
Masco Corp

Industrials
684
+ 12.19%
$58.73 - $71.06 $40.2K - $48.6K
6.3K $405K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
250
+ 5.62%
$49.98 - $50.26 $12.5K - $12.6K
4.7K $235K
HLN
Haleon PLC

Healthcare
587
+ 0.92%
$9.27 - $11.41 $5.44K - $6.7K
64.4K $667K
MTD
Mettler Toledo International Inc

Healthcare
11
+ 6.01%
$970.15 - $1216.57 $10.7K - $13.4K
194 $227K
ABC
Amerisourcebergen Corp

Healthcare
53
+ 3.01%
N/A
1.82K $336K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
67
+ 1.61%
$75.05 - $77.34 $5.03K - $5.18K
4.22K $326K
A
Agilent Technologies, Inc.

Healthcare
40
+ 1.59%
$99.29 - $120.52 $3.97K - $4.82K
2.56K $301K
LPX
Louisiana Pacific Corp

Industrials
240
+ 9.24%
$81.16 - $95.48 $19.5K - $22.9K
2.84K $244K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
1.01K
+ 9.32%
$36.65 - $42.44 $37K - $42.9K
11.8K $480K
EPD
Enterprise Products Partners L.P.

Energy
3.79K
+ 10.52%
$28.95 - $34.22 $110K - $130K
39.8K $1.23M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.24K
+ 4.02%
$32.56 - $35.71 $40.4K - $44.3K
32.1K $1.06M
HUBG
Hub Group, Inc.

Industrials
956
+ 13.18%
$31.29 - $38.01 $29.9K - $36.3K
8.21K $274K
NI
Nisource Inc.

Utilities
68
+ 0.94%
$37.11 - $40.64 $2.52K - $2.76K
7.31K $294K
FDX
Fedex Corp

Industrials
256
+ 7.65%
$198.07 - $245.17 $50.7K - $62.8K
3.6K $818K
SNA
Snap On Inc

Industrials
152
+ 8.91%
$292.36 - $342.2 $44.4K - $52K
1.86K $577K
OEF
Ishares S&P 100 ETF

ETFs
5
+ 0.04%
N/A
13.4K $3.57M
ADC
Agree Realty Corp

Real Estate
215
+ 6.59%
$70.68 - $79.12 $15.2K - $17K
3.48K $253K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
100
+ 1.76%
$90.85 - $102.31 $9.09K - $10.2K
5.78K $581K
Angel Oak Funds Trust
113K
+ 5.29%
N/A
2.25M $0
HEIA
Heico Crp Cl A
40
+ 3.8%
N/A
1.09K $0
Ishares Bitcoin Trust ETF
57.8K
+ 36.29%
N/A
217K $0
Alti Global Inc
4.72K
+ 4.09%
N/A
120K $0
Ark 21 Shares Bitcoin ETF
21.5K
+ 191.33%
N/A
32.8K $0
Brookfield Infrastructure CO
6.51K
+ 38.65%
N/A
23.4K $0
Natwest Group PLC
179K
+ 190.92%
N/A
272K $0
Lam Research Corp
11.5K
+ 2.68%
N/A
441K $0
DFSU
Dimensional ETF Tr Dimen Us Su
786
+ 10.91%
N/A
7.99K $0
Canadian Pacific Kansas City
1.65K
+ 7.1%
N/A
24.9K $0
AFLG
First Tr Exchange Traded Fd Vi
12.3K
+ 51.55%
N/A
36.1K $0
First Tr Exchange Traded Fd
55.6K
+ 109.46%
N/A
106K $0
First Tr Exchange Traded Fd
1.47K
+ 2.87%
N/A
52.7K $0
Sandisk Corp
945
+ 7.74%
N/A
13.1K $0
Linde PLC
620
+ 11.52%
N/A
6K $0
Brookfield Asset Managmt LTD
90
+ 1.78%
N/A
5.15K $0
Fidelity Wise Origin Bitcoin
424
+ 2.02%
N/A
21.5K $0
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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