New Edge Wealth, LLC New Holdings in Q1 2025

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NRG
Nrg Energy, Inc.

Utilities
240K
New
$84.82 - $113.33 $20.4M - $27.2M
240K $22.9M
PZZA
Papa Johns International Inc

Consumer Cyclical
349K
New
$36.01 - $51.28 $12.6M - $17.9M
349K $14.3M
SHYF
Shyft Group, Inc.

Industrials
1.14M
New
$8.09 - $12.59 $9.26M - $14.4M
1.14M $9.26M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
321K
New
$27.8 - $39.18 $8.92M - $12.6M
321K $8.92M
SSO
Proshares Ultra S&P 500

ETFs
42.2K
New
$80.57 - $100.21 $3.4M - $4.23M
42.2K $3.49M
CEG
Constellation Energy Corp

Utilities
5.45K
New
$201.63 - $347.44 $1.1M - $1.89M
5.45K $1.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
40.2K
New
$21.75 - $24.28 $875K - $977K
40.2K $888K
SIVR
Abrdn Silver ETF Trust

ETFs
26.5K
New
$28.07 - $32.82 $744K - $870K
26.5K $861K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.5K
New
$18.36 - $20.51 $578K - $645K
31.5K $622K
PAGP
Plains Gp Holdings LP

Energy
28.8K
New
$18.52 - $22.13 $533K - $636K
28.8K $614K
PEGA
Pegasystems Inc

Technology
8.19K
New
$68.14 - $112.29 $558K - $920K
8.19K $569K
UGI
Ugi Corp

Utilities
14.6K
New
$28.0 - $34.16 $408K - $498K
14.6K $481K
RYAAY
Ryanair Holdings PLC

Industrials
11.2K
New
$41.54 - $50.08 $465K - $561K
11.2K $474K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
10.8K
New
$42.3 - $45.81 $458K - $497K
10.8K $474K
REAX
Real Brokerage Inc

Real Estate
116K
New
$4.06 - $5.51 $470K - $637K
116K $469K
IYW
Ishares Dj Us Tech ETF

ETFs
3.15K
New
$140.44 - $166.79 $443K - $526K
3.15K $442K
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.4K
New
$39.18 - $43.52 $406K - $451K
10.4K $433K
CCL
Carnival Corp

Consumer Cyclical
21.2K
New
$19.08 - $28.49 $404K - $603K
21.2K $413K
LYV
Live Nation Entertainment, Inc.

Communication Services
3.15K
New
$115.79 - $154.66 $365K - $487K
3.15K $411K
WES
Western Midstream Partners, LP

Energy
10K
New
$37.87 - $42.89 $379K - $429K
10K $409K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
3.17K
New
$109.48 - $136.56 $347K - $433K
3.17K $347K
TTWO
Take Two Interactive Software Inc

Communication Services
1.61K
New
$178.61 - $217.95 $288K - $352K
1.61K $334K
VMEO
Vimeo, Inc.

Technology
61.6K
New
$5.26 - $6.93 $324K - $427K
61.6K $324K
BK
Bank Of New York Mellon Corp

Financial Services
3.78K
New
$75.42 - $88.95 $285K - $336K
3.78K $316K
ELV
Elevance Health, Inc.

Healthcare
714
New
$365.9 - $436.25 $261K - $311K
714 $310K
PAA
Plains All American Pipeline LP

Energy
14.4K
New
$17.32 - $20.96 $250K - $302K
14.4K $288K
DOW
Dow Inc.

Basic Materials
8.26K
New
$34.36 - $41.92 $284K - $346K
8.26K $288K
CDW
Cdw Corp

Technology
1.79K
New
$160.26 - $206.13 $287K - $369K
1.79K $287K
STAG
Stag Industrial, Inc.

Real Estate
7.88K
New
$32.39 - $37.07 $255K - $292K
7.88K $284K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.79K
New
$55.11 - $65.5 $264K - $314K
4.79K $272K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1.02K
New
$246.3 - $299.62 $252K - $307K
1.02K $268K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
20K
New
$12.18 - $12.91 $244K - $258K
20K $247K
PKX
Posco Holdings Inc.

Basic Materials
5.12K
New
$39.82 - $55.32 $204K - $283K
5.12K $243K
ORI
Old Republic International Corp

Financial Services
6.16K
New
$33.46 - $39.22 $206K - $241K
6.16K $241K
MPLX
Mplx LP

Energy
4.52K
New
$47.88 - $54.65 $216K - $247K
4.52K $241K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.97K
New
$81.1 - $94.7 $240K - $281K
2.97K $240K
EXC
Exelon Corp

Utilities
5.23K
New
$37.3 - $46.08 $195K - $241K
5.23K $240K
DBB
Invesco Db Base Metals Fund

ETFs
12.5K
New
$18.55 - $19.95 $232K - $249K
12.5K $239K
EHC
Encompass Health Corp

Healthcare
2.3K
New
$91.05 - $102.2 $209K - $235K
2.3K $232K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
14.8K
New
$15.0 - $15.91 $223K - $236K
14.8K $230K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.47K
New
$92.71 - $107.38 $229K - $265K
2.47K $228K
AWK
American Water Works Company, Inc.

Utilities
1.51K
New
$121.01 - $149.31 $183K - $226K
1.51K $223K
APLD
Applied Blockchain, Inc.

Financial Services
39.5K
New
$5.62 - $10.65 $222K - $421K
39.5K $221K
KMB
Kimberly Clark Corp

Consumer Defensive
1.54K
New
$124.46 - $147.4 $192K - $227K
1.54K $219K
RE
Everest Re Group LTD

Financial Services
578
New
N/A
578 $214K
IRT
Independence Realty Trust, Inc.

Real Estate
10K
New
$18.23 - $21.8 $182K - $218K
10K $212K
HOLX
Hologic Inc

Healthcare
3.4K
New
$60.7 - $73.77 $206K - $251K
3.4K $210K
CNC
Centene Corp

Healthcare
3.45K
New
$55.93 - $65.89 $193K - $228K
3.45K $209K
SNN
Smith & Nephew PLC

Healthcare
7.37K
New
$23.89 - $30.34 $176K - $224K
7.37K $209K
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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