New Edge Wealth, LLC Reduced Holdings in Q2 2025

New Edge Wealth, LLC

  • $5.97 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-1.09K
- 3.41%
N/A
30.8K $6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.98K
- 18.57%
$48.13 - $49.85 $191K - $198K
17.4K $854K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.26K
- 11.63%
$85.42 - $94.39 $193K - $213K
17.1K $1.61M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-3.38K
- 31.44%
$45.92 - $50.78 $155K - $172K
7.37K $344K
HON
Honeywell International Inc

Industrials
-2.59K
- 13.55%
$182.86 - $232.88 $474K - $604K
16.5K $3.85M
MFC
Manulife Financial Corp

Financial Services
-6.6K
- 38.95%
$26.93 - $32.44 $178K - $214K
10.3K $330K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-15.1K
- 37.6%
$10.49 - $12.99 $159K - $196K
25.1K $319K
XLV
Select Sector Spdr Fund Health

ETFs
-38
- 0.22%
$128.77 - $144.3 $4.89K - $5.48K
17K $2.3M
TFC
Truist Financial Corp

Financial Services
-5.28K
- 27.55%
$34.79 - $42.99 $184K - $227K
13.9K $597K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-618
- 1.89%
$110.23 - $131.5 $68.1K - $81.3K
32.1K $3.97M
SUB
Ishares Short Term National Mu

ETFs
-1.93K
- 5.46%
$104.77 - $106.34 $202K - $205K
33.4K $3.55M
VTR
Ventas, Inc.

Real Estate
-1.79K
- 15.91%
$62.45 - $70.08 $112K - $125K
9.45K $596K
FBT
First Trust Nyse Arca Biotechn

ETFs
-590
- 6.44%
$145.67 - $165.99 $85.9K - $97.9K
8.57K $1.38M
KFRC
Kforce Inc

Industrials
-1.04K
- 6.47%
$36.59 - $49.86 $37.9K - $51.7K
15K $616K
ED
Consolidated Edison Inc

Utilities
-383
- 3.07%
$98.05 - $113.3 $37.6K - $43.4K
12.1K $1.21M
EQIX
Equinix Inc

Real Estate
-135
- 5.2%
$740.07 - $914.43 $99.9K - $123K
2.46K $1.96M
WM
Waste Management Inc

Industrials
-416
- 1.86%
$216.47 - $242.1 $90.1K - $101K
22K $5.04M
IAU
Ishares Gold Trust

ETFs
-8.22K
- 7.83%
$56.1 - $64.74 $461K - $532K
96.7K $6.03M
SPG
Simon Property Group Inc

Real Estate
-675
- 7.9%
$140.37 - $171.44 $94.7K - $116K
7.87K $1.27M
CRM
Salesforce, Inc.

Technology
-3.9K
- 1.86%
$236.26 - $291.15 $921K - $1.13M
206K $56.1M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-4.22K
- 19.73%
$58.52 - $71.7 $247K - $302K
17.2K $1.18M
CI
Cigna Corp

Healthcare
-444
- 5.68%
$301.89 - $340.04 $134K - $151K
7.37K $2.44M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.66K
- 3.14%
$105.23 - $109.61 $174K - $182K
51.1K $5.6M
MLN
Vaneck Long Muni ETF

ETFs
-1.9K
- 0.94%
$16.49 - $17.52 $31.3K - $33.3K
199K $3.37M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-96.2K
- 8.43%
$35.9 - $43.76 $3.45M - $4.21M
1.04M $45.1M
EFX
Equifax Inc

Industrials
-1.81K
- 8.47%
$205.5 - $280.54 $372K - $507K
19.5K $5.07M
TRNO
Terreno Realty Corp

Real Estate
-1.06K
- 11.98%
$51.18 - $63.89 $54.1K - $67.5K
7.76K $435K
GGG
Graco Inc

Industrials
-2.34K
- 7.02%
$74.02 - $87.26 $173K - $204K
30.9K $2.66M
ARCC
Ares Capital Corp

Financial Services
-4.43K
- 4.5%
$18.91 - $22.43 $83.8K - $99.5K
94.1K $2.07M
BAP
Credicorp LTD

Financial Services
-1.06K
- 32.57%
$169.89 - $223.9 $180K - $237K
2.19K $489K
ET
Energy Transfer LP

Energy
-2.62K
- 1.83%
$15.65 - $18.93 $41K - $49.6K
140K $2.54M
EXR
Extra Space Storage Inc.

Real Estate
-664
- 8.12%
$126.61 - $152.99 $84.1K - $102K
7.51K $1.11M
SPOT
Spotify Technology S.A.

Communication Services
-1.08K
- 32.23%
$503.3 - $775.9 $543K - $837K
2.27K $1.74M
MPC
Marathon Petroleum Corp

Energy
-1.16K
- 25.42%
$118.55 - $170.08 $138K - $197K
3.4K $565K
CXSE
Wisdomtree Tr China Ex State O

ETFs
-3.83K
- 4.27%
$28.05 - $34.82 $108K - $133K
85.9K $2.96M
IVE
Ishares S&P 500 Value ETF

ETFs
-629
- 12.45%
$168.34 - $195.42 $106K - $123K
4.42K $864K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-22.1K
- 52.38%
$5.24 - $6.81 $116K - $151K
20.1K $136K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-536
- 19.63%
$146.74 - $176.07 $78.7K - $94.4K
2.2K $356K
WST
West Pharmaceutical Services Inc

Healthcare
-401
- 26.12%
$190.39 - $227.7 $76.3K - $91.3K
1.13K $248K
TFX
Teleflex Inc

Healthcare
-77
- 1.81%
$117.53 - $141.38 $9.05K - $10.9K
4.18K $494K
FISV
Fiserv Inc

Technology
-735
- 24.99%
N/A
2.21K $276K
AEP
American Electric Power CO Inc

Utilities
-597
- 16.47%
$98.59 - $109.11 $58.9K - $65.1K
3.03K $314K
EQR
Equity Residential

Real Estate
-574
- 6.02%
$61.82 - $71.72 $35.5K - $41.2K
8.96K $604K
INTC
Intel Corp

Technology
-2.99K
- 8.28%
$18.13 - $22.69 $54.2K - $67.9K
33.1K $742K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-666
- 10.46%
$99.97 - $129.69 $66.6K - $86.4K
5.7K $593K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.66K
- 36.79%
$57.46 - $75.58 $95.3K - $125K
2.85K $215K
CPT
Camden Property Trust

Real Estate
-212
- 4.61%
$106.53 - $122.8 $22.6K - $26K
4.39K $494K
DCI
Donaldson CO Inc

Industrials
-1.78K
- 7.18%
$59.18 - $71.02 $105K - $126K
23K $1.59M
FICO
Fair Isaac Corp

Technology
-24
- 1.68%
$1503.62 - $2206.01 $36.1K - $52.9K
1.41K $2.57M
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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