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
DEO
Diageo PLC

Consumer Defensive
4.01K
+ 19.42%
$104.79 - $126.12 $420K - $506K
24.7K $2.58M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
50
+ 0.15%
$47.09 - $50.46 $2.35K - $2.52K
32.5K $1.55M
ROST
Ross Stores, Inc.

Consumer Cyclical
678
+ 12.45%
$123.3 - $154.95 $83.6K - $105K
6.12K $782K
CSX
Csx Corp

Industrials
177
+ 0.95%
$29.11 - $33.67 $5.15K - $5.96K
18.9K $555K
XLK
Technology Sector Spdr

ETFs
1.59K
+ 10.92%
$206.38 - $242.18 $327K - $384K
16.1K $3.32M
VXF
Vanguard Extended Market ETF

ETFs
249
+ 4.44%
$170.36 - $201.04 $42.4K - $50.1K
5.86K $1.01M
QLYS
Qualys, Inc.

Technology
86
+ 1.75%
$121.57 - $147.7 $10.5K - $12.7K
5K $629K
MDB
Mongo Db, Inc.

Technology
7
+ 0.59%
$175.4 - $298.52 $1.23K - $2.09K
1.2K $210K
MS
Morgan Stanley

Financial Services
788
+ 4.39%
$111.68 - $141.08 $88K - $111K
18.7K $2.19M
FIS
Fidelity National Information Services, Inc.

Technology
2.04K
+ 5.54%
$68.12 - $83.42 $139K - $170K
39K $2.91M
VBK
Vanguard Small Cap Growth ETF

ETFs
16
+ 0.5%
$247.97 - $296.33 $3.97K - $4.74K
3.21K $807K
FRT
Federal Realty Investment Trust

Real Estate
11
+ 0.17%
$94.7 - $111.82 $1.04K - $1.23K
6.38K $624K
HPQ
Hp Inc

Technology
815
+ 3.51%
$27.69 - $34.72 $22.6K - $28.3K
24K $665K
ON
On Semiconductor Corp

Technology
299
+ 5.18%
$40.69 - $64.51 $12.2K - $19.3K
6.08K $247K
PFE
Pfizer Inc

Healthcare
100
+ 0.09%
$25.01 - $27.13 $2.5K - $2.71K
106K $2.68M
RLI
Rli Corp

Financial Services
11.5K
+ 91.41%
$71.75 - $163.21 $827K - $1.88M
24.1K $1.94M
UPS
United Parcel Service Inc

Industrials
2.04K
+ 8.74%
$109.66 - $136.26 $223K - $278K
25.3K $2.79M
HUBS
Hubspot Inc

Technology
49
+ 3.39%
$571.29 - $819.71 $28K - $40.2K
1.49K $853K
ABNB
Airbnb, Inc.

Consumer Cyclical
148
+ 1.01%
$119.38 - $161.42 $17.7K - $23.9K
14.8K $1.77M
TFX
Teleflex Inc

Healthcare
16
+ 0.38%
$130.79 - $183.66 $2.09K - $2.94K
4.26K $588K
TGT
Target Corp

Consumer Defensive
168
+ 2.77%
$103.65 - $142.5 $17.4K - $23.9K
6.23K $649K
EFX
Equifax Inc

Industrials
276
+ 1.31%
$235.63 - $278.34 $65K - $76.8K
21.4K $5.2M
CHH
Choice Hotels International Inc

Consumer Cyclical
774
+ 2.57%
$127.89 - $155.97 $99K - $121K
30.9K $4.1M
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.16%
$237.01 - $304.45 $1.66K - $2.13K
4.35K $1.04M
GS
Goldman Sachs Group Inc

Financial Services
148
+ 1.43%
$524.81 - $672.19 $77.7K - $99.5K
10.5K $5.72M
MLM
Martin Marietta Materials Inc

Basic Materials
24
+ 0.44%
$460.39 - $552.64 $11K - $13.3K
5.45K $2.6M
COIN
Coinbase Global, Inc.

Technology
66
+ 2.24%
$172.23 - $301.3 $11.4K - $19.9K
3.02K $519K
NVAX
Novavax Inc

Healthcare
9.89K
+ 5.81%
$6.41 - $10.82 $63.4K - $107K
180K $1.15M
SES
Ses Ai Corp

Consumer Cyclical
485
+ 0.34%
$0.4 - $2.25 $194 - $1.09K
141K $73K
LCII
Lci Industries

Consumer Cyclical
1.42K
+ 6.47%
$87.4 - $110.52 $124K - $156K
23.3K $2.04M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
39
+ 1.63%
$283.06 - $421.16 $11K - $16.4K
2.43K $688K
SQ
Block, Inc.

Technology
344
+ 3.59%
$54.04 - $92.95 $18.6K - $32K
9.92K $567K
SNPS
Synopsys Inc

Technology
230
+ 3.62%
$428.58 - $551.54 $98.6K - $127K
6.58K $2.82M
TFII
Tfi International Inc.

Industrials
31
+ 0.65%
$76.98 - $140.13 $2.39K - $4.34K
4.83K $374K
PH
Parker Hannifin Corp

Industrials
72
+ 0.6%
$591.65 - $707.05 $42.6K - $50.9K
12.1K $7.35M
HD
Home Depot, Inc.

Consumer Cyclical
9.61K
+ 5.64%
$347.25 - $424.87 $3.34M - $4.08M
180K $66M
DDOG
Datadog, Inc.

Technology
1.42K
+ 12.37%
$98.68 - $151.89 $140K - $215K
12.9K $1.28M
THO
Thor Industries Inc

Consumer Cyclical
2.43K
+ 8.05%
$75.81 - $105.39 $184K - $256K
32.6K $2.47M
IBKR
Interactive Brokers Group, Inc.

Financial Services
94
+ 0.24%
$161.03 - $235.53 $15.1K - $22.1K
39.5K $6.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
647
+ 3.71%
$468.34 - $539.52 $303K - $349K
18.1K $8.48M
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 0.21%
$476.63 - $610.45 $17.6K - $22.6K
17.4K $8.64M
MRVL
Marvell Technology, Inc.

Technology
226
+ 2.18%
$61.57 - $126.06 $13.9K - $28.5K
10.6K $651K
ZWS
Zurn Water Solutions Corp

Industrials
694
+ 0.52%
$32.38 - $39.44 $22.5K - $27.4K
134K $4.41M
DAL
Delta Air Lines, Inc.

Industrials
1.34K
+ 3.59%
$43.6 - $69.06 $58.5K - $92.6K
38.7K $1.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
598
+ 0.36%
$57.21 - $65.8 $34.2K - $39.3K
167K $9.76M
BSY
Bentley Systems Inc

Technology
6.74K
+ 5.49%
$39.34 - $47.7 $265K - $321K
130K $5.1M
LII
Lennox International Inc

Industrials
50
+ 0.36%
$553.05 - $666.93 $27.7K - $33.3K
14.1K $7.89M
PANW
Palo Alto Networks Inc

Technology
462
+ 0.7%
$167.82 - $208.28 $77.5K - $96.2K
66.4K $11.3M
LMT
Lockheed Martin Corp

Industrials
2.56K
+ 5.45%
$423.19 - $506.29 $1.08M - $1.3M
49.5K $22.1M
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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