New Edge Wealth, LLC New Holdings in Q3 2025

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBP
Installed Building Products, Inc.

Consumer Cyclical
11.3K
New
$184.09 - $279.47 $2.07M - $3.15M
11.3K $2.78M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
190K
New
$10.48 - $10.64 $1.99M - $2.02M
190K $2.02M
BLW
Blackrock LTD Duration Income Trust

Financial Services
142K
New
$14.0 - $14.26 $1.98M - $2.02M
142K $1.98M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
81.6K
New
$24.02 - $24.28 $1.96M - $1.98M
81.6K $1.96M
AGNC
Agnc Investment Corp.

Real Estate
146K
New
$9.2 - $10.37 $1.34M - $1.51M
146K $1.43M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
51K
New
$20.34 - $21.61 $1.04M - $1.1M
51K $1.1M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
188K
New
$5.21 - $5.57 $981K - $1.05M
188K $992K
HWKN
Hawkins Inc

Basic Materials
5.12K
New
$144.17 - $184.75 $737K - $945K
5.12K $934K
ADEA
Adeia Inc.

Technology
53.7K
New
$12.34 - $16.95 $663K - $910K
53.7K $902K
ETR
Entergy Corp

Utilities
9.55K
New
$80.93 - $93.55 $773K - $893K
9.55K $889K
FXI
Ishares Tr

ETFs
18.6K
New
$36.18 - $41.62 $674K - $776K
18.6K $766K
SPSB
Spdr Portfolio Short Term Corp

ETFs
24.3K
New
$30.02 - $30.29 $730K - $737K
24.3K $736K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
6.92K
New
$90.62 - $107.71 $627K - $746K
6.92K $681K
DOCS
Doximity, Inc.

Healthcare
9.18K
New
$57.33 - $75.12 $526K - $690K
9.18K $671K
APA
Apa Corp

Energy
26.3K
New
$18.06 - $24.69 $475K - $650K
26.3K $638K
DRI
Darden Restaurants Inc

Consumer Cyclical
3.34K
New
$184.73 - $220.27 $617K - $736K
3.34K $635K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11K
New
$52.39 - $53.11 $577K - $585K
11K $583K
BAX
Baxter International Inc

Healthcare
25.4K
New
$21.71 - $31.23 $552K - $794K
25.4K $578K
GL
Globe Life Inc.

Financial Services
4K
New
$117.6 - $146.55 $471K - $587K
4K $572K
IDEV
Ishares Core Msci Intl Develop

ETFs
6.96K
New
$74.68 - $80.26 $520K - $559K
6.96K $558K
RF
Regions Financial Corp

Financial Services
21K
New
$24.03 - $27.41 $505K - $576K
21K $553K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3.9K
New
$99.92 - $146.67 $389K - $571K
3.9K $516K
DG
Dollar General Corp

Consumer Defensive
4.54K
New
$101.86 - $116.32 $462K - $528K
4.54K $469K
HDV
Ishares Core High Dividend ETF

ETFs
3.8K
New
$118.16 - $123.66 $449K - $470K
3.8K $464K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
9.6K
New
$47.76 - $48.46 $458K - $465K
9.6K $462K
BLDR
Builders First Source, Inc.

Industrials
3.65K
New
$116.91 - $149.21 $426K - $544K
3.65K $442K
PPG
Ppg Industries Inc

Basic Materials
4.21K
New
$103.65 - $119.07 $436K - $501K
4.21K $442K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
23.2K
New
$16.23 - $20.39 $377K - $474K
23.2K $437K
INSM
Insmed Inc

Healthcare
3.03K
New
$96.14 - $147.2 $291K - $446K
3.03K $436K
EVER
Ever Quote, Inc.

Communication Services
18.3K
New
$22.61 - $25.87 $415K - $474K
18.3K $428K
JLL
Jones Lang Lasalle Inc

Real Estate
1.41K
New
$248.95 - $319.66 $352K - $452K
1.41K $421K
DBA
Invesco Db Agriculture Fund

ETFs
15.6K
New
$25.62 - $27.91 $399K - $435K
15.6K $416K
ASX
Ase Technology Holding Co., Ltd.

Technology
37.1K
New
$9.5 - $11.71 $352K - $434K
37.1K $411K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.94K
New
$63.41 - $69.69 $376K - $414K
5.94K $406K
NTRA
Natera, Inc.

Healthcare
2.31K
New
$133.66 - $181.11 $309K - $419K
2.31K $372K
GMAB
Genmab A/S

Healthcare
11.9K
New
$20.3 - $30.67 $241K - $364K
11.9K $363K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
14.6K
New
$24.08 - $24.56 $352K - $359K
14.6K $358K
IFRA
Ishares Tr

ETFs
6.66K
New
$49.77 - $52.82 $332K - $352K
6.66K $351K
CDW
Cdw Corp

Technology
2.11K
New
$156.97 - $182.84 $331K - $385K
2.11K $335K
NNN
National Retail Properties, Inc.

Real Estate
7.88K
New
$40.68 - $44.1 $320K - $347K
7.88K $335K
BE
Bloom Energy Corp

Industrials
3.75K
New
$22.13 - $86.27 $83K - $324K
3.75K $317K
CL
Colgate Palmolive CO

Consumer Defensive
3.89K
New
$79.36 - $93.33 $309K - $363K
3.89K $311K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12.2K
New
$24.11 - $24.94 $293K - $304K
12.2K $303K
SOFI
So Fi Technologies, Inc.

Financial Services
11.1K
New
$17.64 - $29.81 $196K - $331K
11.1K $293K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
521
New
$534.91 - $598.71 $279K - $312K
521 $292K
MGK
Vanguard Mega Cap Growth ETF

ETFs
723
New
$362.31 - $405.74 $262K - $293K
723 $290K
VCTR
Victory Capital Holdings, Inc.

Financial Services
4.38K
New
$63.69 - $72.67 $279K - $318K
4.38K $283K
UBS
Ubs Group Ag

Financial Services
6.85K
New
$33.77 - $42.38 $231K - $290K
6.85K $280K
CLH
Clean Harbors Inc

Industrials
1.17K
New
$225.84 - $250.43 $265K - $294K
1.17K $272K
Activity Summary
Buys All Purchases 614 New Holdings 106 Increased Positions 508 Sells All Sells 306 Reductions 306 Sold out 0 Options Calls 0 Puts 2
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