New Edge Wealth, LLC New Holdings in Q2 2025

New Edge Wealth, LLC

  • $5.97 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
91.7K
New
$102.76 - $115.66 $9.42M - $10.6M
91.7K $10.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
95.3K
New
$91.43 - $91.74 $8.71M - $8.74M
95.3K $8.74M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
351K
New
$21.77 - $24.89 $7.63M - $8.72M
351K $8.17M
CLOI
Vaneck ETF Tr

ETFs
78.9K
New
$51.16 - $53.02 $4.04M - $4.18M
78.9K $4.18M
TRMB
Trimble Inc.

Technology
47.5K
New
$55.12 - $75.98 $2.62M - $3.61M
47.5K $3.61M
HLNE
Hamilton Lane Inc

Financial Services
19.2K
New
$126.65 - $175.49 $2.43M - $3.37M
19.2K $2.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
88.3K
New
$23.55 - $27.67 $2.08M - $2.44M
88.3K $2.44M
AVAV
Aero Vironment Inc

Industrials
7.57K
New
$111.65 - $284.95 $845K - $2.16M
7.57K $2.16M
GWRE
Guidewire Software, Inc.

Technology
8.59K
New
$172.73 - $257.37 $1.48M - $2.21M
8.59K $2.02M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
30.7K
New
$48.22 - $60.41 $1.48M - $1.86M
30.7K $1.84M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
45.1K
New
$29.44 - $33.91 $1.33M - $1.53M
45.1K $1.48M
CYBR
Cyber Ark Software Ltd.

Technology
3.38K
New
$305.98 - $406.88 $1.03M - $1.37M
3.38K $1.37M
SO
Southern CO

Utilities
13.8K
New
$84.91 - $92.56 $1.17M - $1.28M
13.8K $1.27M
RMD
Resmed Inc

Healthcare
4.54K
New
$204.54 - $258.0 $928K - $1.17M
4.54K $1.17M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
24.8K
New
$27.82 - $46.45 $691K - $1.15M
24.8K $1.15M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
10.4K
New
$89.28 - $103.69 $929K - $1.08M
10.4K $1.04M
SPSC
Sps Commerce Inc

Technology
6.73K
New
$121.61 - $152.67 $819K - $1.03M
6.73K $916K
RAMP
Live Ramp Holdings, Inc.

Technology
27.2K
New
$23.55 - $33.5 $641K - $912K
27.2K $899K
NCNO
N Cino, Inc.

Technology
30.4K
New
$21.45 - $28.12 $652K - $854K
30.4K $849K
TECH
Bio Techne Corp

Healthcare
16.2K
New
$46.66 - $58.38 $757K - $948K
16.2K $835K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
37.8K
New
$20.16 - $23.26 $762K - $879K
37.8K $824K
VRNS
Varonis Systems Inc

Technology
15.4K
New
$37.96 - $50.93 $586K - $786K
15.4K $782K
CHD
Church & Dwight CO Inc

Consumer Defensive
7.91K
New
$91.57 - $110.76 $725K - $877K
7.91K $760K
CRUS
Cirrus Logic, Inc.

Technology
7.13K
New
$77.43 - $107.58 $552K - $767K
7.13K $742K
SEIC
Sei Investments CO

Financial Services
7.86K
New
$66.45 - $89.86 $522K - $706K
7.86K $706K
NICE
Nice Ltd.

Technology
4.16K
New
$141.3 - $178.32 $588K - $742K
4.16K $702K
AIQ
Global X Funds Global X Artifi

ETFs
16.1K
New
$31.5 - $43.69 $506K - $702K
16.1K $701K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.2K
New
$34.72 - $42.74 $562K - $692K
16.2K $692K
AER
Aer Cap Holdings N.V.

Industrials
5.83K
New
$88.97 - $117.24 $519K - $683K
5.83K $681K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.3K
New
$27.3 - $31.8 $554K - $645K
20.3K $645K
RGEN
Repligen Corp

Healthcare
5.09K
New
$108.89 - $145.23 $554K - $739K
5.09K $632K
MSTR
Microstrategy Inc

Technology
1.41K
New
$237.95 - $421.61 $334K - $592K
1.41K $567K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
13.8K
New
$27.46 - $33.2 $378K - $457K
13.8K $456K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.48K
New
$100.35 - $100.71 $450K - $451K
4.48K $451K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
14.5K
New
$26.82 - $30.48 $388K - $441K
14.5K $441K
FUBO
Fubo Tv Inc.

Communication Services
108K
New
$2.42 - $3.86 $260K - $415K
108K $415K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.5K
New
$22.92 - $28.05 $332K - $406K
14.5K $406K
CVNA
Carvana Co.

Consumer Cyclical
1.18K
New
$162.57 - $345.64 $192K - $409K
1.18K $398K
HOOD
Robinhood Markets, Inc.

Technology
3.91K
New
$34.17 - $93.63 $134K - $366K
3.91K $365K
MIDD
Middleby Corp

Industrials
2.45K
New
$124.01 - $154.76 $304K - $379K
2.45K $352K
CGNT
Cognyte Software Ltd.

Technology
37.1K
New
$8.22 - $11.39 $305K - $422K
37.1K $342K
MKL
Markel Corp

Financial Services
171
New
$1678.5 - $1997.36 $287K - $342K
171 $341K
DFAE
Dimensional ETF Tr

ETFs
11.4K
New
$22.87 - $28.95 $260K - $330K
11.4K $329K
INDA
Ishares Msci India Index Fund

ETFs
5.92K
New
$49.13 - $55.86 $291K - $331K
5.92K $329K
PWR
Quanta Services, Inc.

Industrials
866
New
$239.47 - $381.26 $207K - $330K
866 $327K
HGER
Harbor ETF Tr All Weather Infl
13.2K
New
$22.13 - $25.39 $293K - $336K
13.2K $321K
HUBB
Hubbell Inc

Industrials
779
New
$315.94 - $408.41 $246K - $318K
779 $318K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
902
New
$224.32 - $326.09 $202K - $294K
902 $294K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.6K
New
$20.42 - $25.3 $237K - $294K
11.6K $293K
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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