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
J P Morgan Exchange Traded F
420K
+ 11146.06%
N/A
424K $0
Blackrock Inc
162
+ 2.42%
N/A
6.86K $0
Blackrock ETF Trust Ii
3.35K
+ 36.14%
N/A
12.6K $0
Gsk PLC
6.2K
+ 10.68%
N/A
64.2K $0
Te Connectivity PLC
6.6K
+ 30.06%
N/A
28.6K $0
Bitwise Bitcoin ETF Tr
1.57K
+ 26.75%
N/A
7.42K $0
WHF
White Horse Finance, Inc.

Financial Services
1.22K
+ 8.63%
$8.67 - $9.84 $10.5K - $12K
15.3K $133K
SLRC
Slr Investment Corp.

Financial Services
3.78K
+ 4.12%
$14.19 - $17.01 $53.6K - $64.3K
95.6K $1.54M
VHT
Vanguard Health Care ETF

ETFs
279
+ 6.1%
$236.71 - $261.92 $66K - $73.1K
4.86K $1.21M
PDI
Pimco Dynamic Income Fund

Financial Services
1.23K
+ 3.39%
$17.02 - $19.87 $21K - $24.5K
37.7K $714K
FAAR
First Trust Vii Alternative Ab

ETFs
402
+ 2.25%
$25.68 - $29.03 $10.3K - $11.7K
18.2K $506K
AROC
Archrock, Inc.

Energy
106
+ 1.16%
$21.0 - $27.11 $2.23K - $2.87K
9.26K $229K
DOCU
Docusign, Inc.

Technology
322
+ 3.12%
$70.35 - $93.84 $22.7K - $30.2K
10.6K $828K
FRT
Federal Realty Investment Trust

Real Estate
19
+ 0.3%
$83.56 - $99.08 $1.59K - $1.88K
6.4K $608K
PAA
Plains All American Pipeline LP

Energy
24
+ 0.17%
$16.03 - $20.28 $385 - $487
14.5K $264K
MAA
Mid America Apartment Communities Inc.

Real Estate
205
+ 6.06%
$145.91 - $168.0 $29.9K - $34.4K
3.59K $531K
GMRE
Global Medical Reit Inc.

Real Estate
532
+ 2.37%
$6.16 - $8.72 $3.28K - $4.64K
23K $159K
PAGP
Plains Gp Holdings LP

Energy
726
+ 2.52%
$17.24 - $21.61 $12.5K - $15.7K
29.5K $572K
NOC
Northrop Grumman Corp

Industrials
47
+ 0.79%
$456.3 - $540.39 $21.4K - $25.4K
6.02K $3.01M
ALC
Alcon Inc

Healthcare
6
+ 0.08%
$82.88 - $98.3 $497 - $590
7.87K $694K
LSTR
Landstar System Inc

Industrials
1.17K
+ 5.97%
$131.55 - $151.93 $153K - $177K
20.7K $2.87M
MDT
Medtronic PLC

Healthcare
167
+ 0.57%
$80.68 - $88.86 $13.5K - $14.8K
29.5K $2.58M
VZ
Verizon Communications Inc

Communication Services
22
+ 0.07%
$41.67 - $45.62 $917 - $1K
33.6K $1.46M
BDX
Becton Dickinson & CO

Healthcare
119
+ 6.26%
$165.15 - $226.42 $19.7K - $26.9K
2.02K $347K
LBRT
Liberty Energy Inc.

Energy
4.75K
+ 14.07%
$10.0 - $16.08 $47.5K - $76.3K
38.5K $441K
CAPL
Cross America Partners LP

Energy
6.68K
+ 9.93%
$20.89 - $25.14 $139K - $168K
74K $1.55M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
151
+ 0.39%
$45.07 - $52.57 $6.81K - $7.94K
38.8K $1.9M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
9.52K
+ 3.33%
$9.18 - $11.13 $87.3K - $106K
296K $3.05M
EOG
Eog Resources Inc

Energy
15.2K
+ 6.36%
$104.61 - $129.97 $1.59M - $1.97M
254K $30.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
394
+ 2.39%
$212.1 - $244.27 $83.6K - $96.2K
16.9K $3.69M
MCD
Mcdonalds Corp

Consumer Cyclical
1.11K
+ 3.4%
$285.55 - $321.23 $318K - $358K
33.9K $9.9M
XOM
Exxon Mobil Corp

Energy
3.99K
+ 5.43%
$99.93 - $119.04 $399K - $475K
77.6K $8.36M
PG
Procter & Gamble CO

Consumer Defensive
1.73K
+ 2.47%
$157.66 - $172.39 $273K - $299K
72K $11.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
44.3K
+ 1296.95%
$87.84 - $1441.89 $3.89M - $63.8M
47.7K $4.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.86K
+ 3.52%
$99.37 - $134.05 $184K - $249K
54.5K $6.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.12K
+ 5.17%
$483.48 - $539.8 $1.03M - $1.15M
43.2K $21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
161
+ 1.42%
$390.26 - $489.06 $62.8K - $78.7K
11.5K $4.66M
JNJ
Johnson & Johnson

Healthcare
10.3K
+ 4.72%
$146.36 - $159.82 $1.51M - $1.65M
229K $34.9M
ABBV
Abb Vie Inc.

Healthcare
16.6K
+ 7.81%
$170.16 - $206.27 $2.83M - $3.43M
229K $42.5M
UNH
Unitedhealth Group Inc

Healthcare
12.4K
+ 26.75%
$274.35 - $599.47 $3.4M - $7.42M
58.7K $18.3M
AAPL
Apple Inc.

Technology
33K
+ 3.07%
$172.42 - $223.89 $5.7M - $7.4M
1.11M $227M
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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