New Edge Wealth, LLC Reduced Holdings in Q3 2025

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
-130K
- 69.87%
$144.41 - $160.2 $18.8M - $20.9M
56.2K $8.72M
ADBE
Adobe Inc.

Technology
-38.6K
- 41.08%
$333.65 - $392.1 $12.9M - $15.1M
55.4K $19.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-345K
- 33.06%
$41.43 - $44.2 $14.3M - $15.3M
699K $30.9M
HRB
H&R Block Inc

Consumer Cyclical
-111K
- 11.61%
$49.28 - $56.76 $5.46M - $6.29M
843K $42.6M
QNST
Quinstreet, Inc

Communication Services
-502K
- 26.38%
$14.51 - $17.12 $7.29M - $8.6M
1.4M $21.7M
FTNT
Fortinet, Inc.

Technology
-1.43K
- 0.36%
$74.39 - $107.65 $106K - $154K
400K $33.6M
LLY
Eli Lilly & CO

Healthcare
-9.98K
- 14.82%
$625.65 - $812.69 $6.25M - $8.11M
57.4K $43.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-108K
- 23.95%
$84.28 - $89.46 $9.08M - $9.64M
342K $30.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-78.3K
- 82.22%
$91.44 - $91.77 $7.16M - $7.19M
16.9K $1.55M
S
Sentinel One, Inc.

Technology
-347K
- 37.99%
$15.81 - $19.78 $5.48M - $6.86M
566K $9.97M
UNH
Unitedhealth Group Inc

Healthcare
-23.1K
- 39.43%
$237.77 - $353.61 $5.5M - $8.18M
35.5K $12.3M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
-103K
- 31.85%
$18.16 - $34.55 $1.87M - $3.56M
221K $4.01M
OKTA
Okta, Inc.

Technology
-42.3K
- 26.4%
$88.51 - $101.1 $3.75M - $4.28M
118K $10.8M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-81.9K
- 76.47%
$60.01 - $65.01 $4.91M - $5.32M
25.2K $1.64M
MA
Mastercard Inc

Financial Services
-8.74K
- 8.22%
$550.18 - $598.96 $4.81M - $5.24M
97.6K $55.5M
PZZA
Papa Johns International Inc

Consumer Cyclical
-80.7K
- 35.12%
$40.08 - $50.41 $3.23M - $4.07M
149K $7.17M
PENN
Penn National Gaming Inc

Consumer Cyclical
-278K
- 25.95%
$16.8 - $20.47 $4.68M - $5.7M
794K $15.3M
CTAS
Cintas Corp

Industrials
-12.8K
- 41.16%
$199.29 - $226.27 $2.56M - $2.91M
18.4K $3.77M
PINS
Pinterest, Inc.

Communication Services
-55.9K
- 19.49%
$32.17 - $39.17 $1.8M - $2.19M
231K $7.42M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-45.7K
- 39.75%
$71.0 - $90.32 $3.24M - $4.13M
69.2K $5.33M
INFY
Infosys LTD

Technology
-142K
- 83.9%
$15.98 - $18.96 $2.28M - $2.7M
27.3K $444K
NFLX
Netflix Inc

Communication Services
-351
- 2.25%
$1147.87 - $1297.18 $403K - $455K
15.2K $18.3M
ZTS
Zoetis Inc.

Healthcare
-15.3K
- 50.22%
$141.13 - $159.19 $2.16M - $2.44M
15.2K $2.22M
FICO
Fair Isaac Corp

Technology
-1.27K
- 90.47%
$1311.26 - $1869.83 $1.67M - $2.38M
134 $200K
COP
Conocophillips

Energy
-27K
- 55.23%
$91.0 - $98.99 $2.45M - $2.67M
21.9K $2.07M
HPE
Hewlett Packard Enterprise CO

Technology
-114K
- 81.94%
$19.81 - $25.24 $2.27M - $2.89M
25.2K $618K
MCD
Mcdonalds Corp

Consumer Cyclical
-8.64K
- 25.48%
$291.67 - $316.99 $2.52M - $2.74M
25.3K $7.68M
XLE
Energy Sector Spdr

ETFs
-24.8K
- 64.84%
$84.25 - $91.99 $2.09M - $2.28M
13.5K $1.2M
TTD
Trade Desk, Inc.

Technology
-22K
- 73.45%
$43.93 - $89.76 $968K - $1.98M
7.96K $390K
FDS
Factset Research Systems Inc

Financial Services
-1.66K
- 23.12%
$283.86 - $450.3 $472K - $749K
5.53K $1.58M
LEN
Lennar Corp

Consumer Cyclical
-23.7K
- 25.83%
$107.73 - $142.4 $2.55M - $3.37M
68K $8.57M
UBER
Uber Technologies, Inc

Technology
-26.2K
- 11.92%
$86.91 - $99.57 $2.28M - $2.61M
194K $19M
EME
Emcor Group, Inc.

Industrials
-3.42K
- 47.01%
$530.88 - $655.83 $1.82M - $2.24M
3.86K $2.51M
TW
Tradeweb Markets Inc.

Financial Services
-8.02K
- 64.06%
$110.5 - $146.12 $886K - $1.17M
4.5K $499K
CVS
Cvs Health Corp

Healthcare
-18.9K
- 52.74%
$58.75 - $76.5 $1.11M - $1.44M
16.9K $1.27M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.97K
- 25.86%
$366.54 - $479.53 $722K - $945K
5.65K $2.21M
VEEV
Veeva Systems Inc

Healthcare
-4.07K
- 63.69%
$269.2 - $297.91 $1.1M - $1.21M
2.32K $691K
UL
Unilever PLC

Consumer Defensive
-16.1K
- 21.6%
$58.43 - $65.01 $939K - $1.04M
58.3K $3.46M
DXCM
Dexcom Inc

Healthcare
-11.6K
- 75.07%
$66.46 - $89.53 $771K - $1.04M
3.85K $259K
PGR
Progressive Corp

Financial Services
-577
- 1.27%
$238.61 - $264.3 $138K - $153K
44.9K $11.1M
HWM
Howmet Aerospace Inc.

Industrials
-7.55K
- 16.1%
$171.0 - $196.23 $1.29M - $1.48M
39.4K $7.72M
AVAV
Aero Vironment Inc

Industrials
-3.9K
- 51.53%
$226.08 - $314.89 $882K - $1.23M
3.67K $1.16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.27K
- 19.34%
$196.15 - $217.83 $640K - $711K
13.6K $2.74M
CSGP
Costar Group, Inc.

Real Estate
-11.8K
- 44.84%
$81.42 - $96.83 $960K - $1.14M
14.5K $1.22M
DEO
Diageo PLC

Consumer Defensive
-7.68K
- 26.8%
$93.64 - $115.33 $719K - $885K
21K $2M
GWRE
Guidewire Software, Inc.

Technology
-3.64K
- 42.36%
$207.82 - $261.88 $756K - $952K
4.95K $1.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-11.9K
- 4.2%
$78.11 - $79.07 $929K - $941K
271K $21.4M
CHH
Choice Hotels International Inc

Consumer Cyclical
-2.2K
- 7.22%
$106.91 - $135.29 $235K - $297K
28.2K $3.02M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-23.4K
- 73.0%
$25.5 - $35.2 $598K - $825K
8.67K $221K
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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