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
IGF
Ishares Global Infrastructure

ETFs
4.8K
New
$50.55 - $59.83 $242K - $287K
4.8K $283K
TTEK
Tetra Tech Inc

Industrials
7.82K
New
$28.01 - $36.25 $219K - $284K
7.82K $281K
NEO
Neogenomics Inc

Healthcare
38K
New
$6.4 - $10.27 $243K - $391K
38K $278K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.28K
New
$99.48 - $124.46 $227K - $284K
2.28K $271K
NEOG
Neogen Corp

Healthcare
56K
New
$4.39 - $8.59 $246K - $481K
56K $267K
URA
Global X Uranium ETF

ETFs
6.87K
New
$20.26 - $38.81 $139K - $267K
6.87K $266K
KRNT
Kornit Digital Ltd.

Industrials
12.8K
New
$15.81 - $23.22 $203K - $298K
12.8K $255K
MUR
Murphy Oil Corp

Energy
10.6K
New
$19.62 - $29.21 $208K - $310K
10.6K $238K
SYF
Synchrony Financial

Financial Services
3.58K
New
$43.81 - $66.74 $157K - $239K
3.58K $238K
OTIS
Otis Worldwide Corp

Industrials
2.38K
New
$90.88 - $104.3 $216K - $248K
2.38K $235K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.55K
New
$105.2 - $141.69 $163K - $220K
1.55K $220K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.62K
New
$108.06 - $135.3 $175K - $219K
1.62K $218K
VRT
Vertiv Holdings CO

Industrials
2.52K
New
N/A
2.52K $218K
BOX
Box Inc

Technology
6.38K
New
$28.42 - $38.55 $181K - $246K
6.38K $217K
DGX
Quest Diagnostics Inc

Healthcare
1.56K
New
N/A
1.56K $214K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.26K
New
$25.35 - $64.65 $108K - $275K
4.26K $212K
GNTX
Gentex Corp

Consumer Cyclical
9.63K
New
$20.83 - $23.52 $201K - $226K
9.63K $211K
NFG
National Fuel Gas CO

Energy
2.43K
New
$73.0 - $86.01 $178K - $209K
2.43K $206K
TOST
Toast, Inc.

Technology
4.5K
New
$30.03 - $45.23 $135K - $203K
4.5K $199K
CACI
Caci International Inc

Technology
466
New
N/A
466 $199K
VPU
Vanguard Utilities ETF

ETFs
1.12K
New
$158.36 - $178.82 $178K - $201K
1.12K $198K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.42K
New
$120.49 - $141.16 $171K - $200K
1.42K $196K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
17K
New
$10.78 - $11.57 $183K - $197K
17K $191K
NEM
Newmont Corp

Basic Materials
3.29K
New
$44.18 - $59.46 $145K - $196K
3.29K $191K
HII
Huntington Ingalls Industries, Inc.

Industrials
777
New
$183.31 - $241.46 $142K - $188K
777 $187K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12.4K
New
$12.23 - $15.46 $151K - $191K
12.4K $186K
THD
Ishares Inc Msci Thailand ETF

ETFs
3.58K
New
$45.37 - $57.05 $162K - $204K
3.58K $180K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.04K
New
$30.7 - $44.12 $124K - $178K
4.04K $175K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
20K
New
$3.59 - $5.25 $71.8K - $105K
20K $95K
QS
Quantum Scape Corp

Consumer Cyclical
10K
New
$3.47 - $7.65 $34.7K - $76.5K
10K $67K
NINE
Nine Energy Service, Inc.

Energy
73.4K
New
$0.45 - $1.17 $33K - $85.9K
73.4K $56K
RPTX
Repare Therapeutics Inc.

Healthcare
33K
New
$0.9 - $1.49 $29.7K - $49.1K
33K $45K
ANIX
Anixa Biosciences Inc

Healthcare
12.5K
New
$2.38 - $3.75 $29.8K - $46.9K
12.5K $41K
Coreweave Inc
3.1K
New
N/A
3.1K $0
Coherent Corp
2.03K
New
N/A
2.03K $0
Tidal Trust I
19.5K
New
N/A
19.5K $0
Tko Group Holdings Inc
14.7K
New
N/A
14.7K $0
Bondbloxx ETF Trust
70.8K
New
N/A
70.8K $0
Barrick Mng Corp
32.9K
New
N/A
32.9K $0
Aptiv PLC
3.26K
New
N/A
3.26K $0
Vanguard Instl Index Fd
5K
New
N/A
5K $0
Vanguard Instl Index Fd
76.9K
New
N/A
76.9K $0
Vanguard Malvern Fds
288K
New
N/A
288K $0
Aebi Schmidt Hldg Ag
1.94M
New
N/A
1.94M $0
Acuren Corp
2.21M
New
N/A
2.21M $0
Russell Invts Exchange Trade
20.8K
New
N/A
20.8K $0
Starz Entertainment Corp.
667K
New
N/A
667K $0
Pimco ETF Tr
17.2K
New
N/A
17.2K $0
Innovator Etfs Trust
7.55K
New
N/A
7.55K $0
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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