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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.5K
- 18.45%
$33.46 - $41.33 $83.5K - $103K
11K $455K
IBB
Ishares Biotechnology ETF

ETFs
-407
- 5.19%
$112.02 - $129.0 $45.6K - $52.5K
7.44K $940K
AIG
American International Group, Inc.

Financial Services
-634
- 11.96%
$77.56 - $87.72 $49.2K - $55.6K
4.67K $399K
AMH
American Homes 4 Rent

Real Estate
-1.15K
- 10.69%
$32.8 - $39.31 $37.7K - $45.1K
9.6K $346K
SITE
Site One Landscape Supply, Inc.

Industrials
-394
- 1.73%
$104.79 - $127.3 $41.3K - $50.2K
22.4K $2.71M
WPC
W. P. Carey Inc.

Real Estate
-880
- 15.07%
$56.12 - $64.53 $49.4K - $56.8K
4.96K $309K
GM
General Motors CO

Consumer Cyclical
-2.66K
- 7.9%
$42.48 - $50.46 $113K - $134K
31K $1.52M
ALL
Allstate Corp

Financial Services
-117
- 2.07%
$180.53 - $212.64 $21.1K - $24.9K
5.54K $1.11M
ELS
Equity Lifestyle Properties Inc

Real Estate
-492
- 10.04%
$61.46 - $68.02 $30.2K - $33.5K
4.41K $271K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-963
- 1.09%
$59.8 - $60.07 $57.6K - $57.8K
87.1K $5.21M
NVAX
Novavax Inc

Healthcare
-5.26K
- 2.92%
$5.43 - $7.74 $28.5K - $40.7K
175K $1.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.16K
- 2.44%
$48.5 - $49.35 $56.5K - $57.4K
46.5K $2.29M
DTE
Dte Energy CO

Utilities
-281
- 11.78%
$127.39 - $139.49 $35.8K - $39.2K
2.11K $278K
AFL
Aflac Inc

Financial Services
-267
- 7.02%
$99.77 - $112.45 $26.6K - $30K
3.54K $373K
EGP
Eastgroup Properties Inc

Real Estate
-106
- 3.0%
$145.28 - $176.09 $15.4K - $18.7K
3.43K $572K
PSA
Public Storage

Real Estate
-130
- 6.51%
$266.31 - $309.77 $34.6K - $40.3K
1.87K $547K
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.03K
- 21.46%
$48.81 - $59.48 $50.2K - $61.2K
3.77K $223K
ALHC
Alignment Healthcare, Inc.

Healthcare
-97
- 0.96%
$13.7 - $19.78 $1.33K - $1.92K
10K $140K
HSY
Hershey CO

Consumer Defensive
-106
- 1.75%
$151.29 - $173.13 $16K - $18.4K
5.94K $986K
EQT
Eqt Corp

Energy
-2.16K
- 13.5%
$46.11 - $60.44 $99.8K - $131K
13.9K $808K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-3.47K
- 6.97%
$56.27 - $73.32 $195K - $254K
46.3K $3.37M
ROP
Roper Technologies Inc

Industrials
-45
- 6.14%
$519.19 - $590.78 $23.4K - $26.6K
688 $389K
KHC
Kraft Heinz CO

Consumer Defensive
-148
- 1.81%
$25.61 - $30.81 $3.79K - $4.56K
8.05K $207K
DUK
Duke Energy Corp

Utilities
-174
- 3.48%
$112.46 - $124.05 $19.6K - $21.6K
4.82K $568K
MSCI
Msci Inc.

Financial Services
-119
- 4.84%
$506.56 - $576.74 $60.3K - $68.6K
2.34K $1.35M
CCI
Crown Castle International Corp

Real Estate
-26
- 0.11%
$94.83 - $107.06 $2.47K - $2.78K
24.6K $2.52M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-2.58K
- 22.92%
$42.19 - $56.47 $109K - $146K
8.69K $490K
CDNS
Cadence Design Systems Inc

Technology
-696
- 21.1%
$231.64 - $323.08 $161K - $225K
2.6K $802K
IRT
Independence Realty Trust, Inc.

Real Estate
-2
- 0.02%
$17.41 - $21.38 $34.8 - $42.8
10K $176K
PUK
Prudential PLC

Financial Services
-5.3K
- 19.12%
$18.03 - $25.49 $95.5K - $135K
22.4K $560K
FTSL
First Trust Senior Ln Fund

ETFs
-860
- 3.55%
$44.58 - $46.07 $38.3K - $39.6K
23.3K $1.07M
CMS
Cms Energy Corp

Utilities
-86
- 1.83%
$68.57 - $75.51 $5.9K - $6.49K
4.62K $320K
REG
Regency Centers Corp

Real Estate
-358
- 11.45%
$65.48 - $74.74 $23.4K - $26.8K
2.77K $197K
ACGL
Arch Capital Group Ltd.

Financial Services
-99
- 2.28%
$84.99 - $96.82 $8.41K - $9.59K
4.25K $386K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-503
- 3.79%
$107.61 - $119.09 $54.1K - $59.9K
12.8K $1.51M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.19K
- 18.76%
$104.34 - $138.68 $124K - $164K
5.14K $712K
BALL
Ball Corp

Consumer Cyclical
-1.04K
- 14.76%
$44.94 - $56.99 $46.9K - $59.4K
6.02K $337K
BXP
Boston Properties Inc

Real Estate
-435
- 9.17%
$56.86 - $74.12 $24.7K - $32.2K
4.31K $290K
XEL
Xcel Energy Inc

Utilities
-273
- 7.08%
$65.65 - $72.39 $17.9K - $19.8K
3.58K $244K
CNP
Centerpoint Energy Inc

Utilities
-850
- 11.38%
$35.5 - $39.05 $30.2K - $33.2K
6.62K $243K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-6.05K
- 10.39%
$2.06 - $3.0 $12.5K - $18.1K
52.2K $125K
LCII
Lci Industries

Consumer Cyclical
-1.23K
- 5.29%
$75.07 - $92.4 $92.5K - $114K
22K $2.01M
APLD
Applied Blockchain, Inc.

Financial Services
-20K
- 50.63%
$3.53 - $13.86 $70.6K - $277K
19.5K $196K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-515
- 11.2%
$272.36 - $339.57 $140K - $175K
4.08K $1.39M
SBAC
Sba Communications Corp

Real Estate
-204
- 9.75%
$208.57 - $243.4 $42.5K - $49.7K
1.89K $443K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-845
- 7.58%
$20.01 - $20.15 $16.9K - $17K
10.3K $207K
AIV
Apartment Investment & Management CO

Real Estate
-1.63K
- 10.51%
$7.24 - $8.85 $11.8K - $14.4K
13.9K $120K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-831
- 10.57%
$65.84 - $80.81 $54.7K - $67.2K
7.03K $563K
ON
On Semiconductor Corp

Technology
-1.64K
- 27.06%
$31.95 - $54.21 $52.5K - $89.1K
4.43K $232K
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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