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
XLP
Consumer Staples Sector Spdr

ETFs
-198
- 7.36%
N/A
2.49K $189K
AVY
Avery Dennison Corp

Industrials
-34
- 1.22%
$159.58 - $183.97 $5.43K - $6.25K
2.75K $482K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-22
- 22.68%
$4164.15 - $5789.24 $91.6K - $127K
75 $434K
RSG
Republic Services, Inc.

Industrials
-127
- 2.48%
$227.2 - $258.07 $28.9K - $32.8K
4.99K $1.23M
SQ
Block, Inc.

Technology
-141
- 1.42%
N/A
9.77K $559K
UNM
Unum Group

Financial Services
-62
- 1.72%
$70.48 - $82.91 $4.37K - $5.14K
3.55K $286K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.47K
- 10.98%
$86.93 - $109.64 $215K - $271K
20K $2.2M
HYG
Ishares Tr

ETFs
-175
- 5.5%
$75.75 - $80.65 $13.3K - $14.1K
3.01K $242K
LNG
Cheniere Energy, Inc.

Energy
-357
- 5.44%
$197.25 - $244.33 $70.4K - $87.2K
6.21K $1.51M
VFH
Vanguard Financial ETF

ETFs
-228
- 8.04%
$104.87 - $127.3 $23.9K - $29K
2.61K $332K
CMI
Cummins Inc

Industrials
-47
- 5.33%
$267.12 - $336.65 $12.6K - $15.8K
834 $273K
FPI
Farmland Partners Inc.

Real Estate
-1.43K
- 4.03%
$9.8 - $11.79 $14K - $16.8K
34K $391K
HLI
Houlihan Lokey, Inc.

Financial Services
-213
- 10.7%
$141.59 - $182.75 $30.2K - $38.9K
1.78K $319K
CNDT
Conduent Inc

Technology
-53
- 0.38%
$1.97 - $2.81 $104 - $149
14K $36K
Grayscale Bitcoin Mini Tr Et
-1.52K
- 11.15%
N/A
12.1K $0
Pagaya Technologies LTD
-19.6K
- 49.52%
N/A
20K $0
Outfront Media Inc
-840
- 5.57%
N/A
14.2K $0
Arista Networks Inc
-7.57K
- 14.17%
N/A
45.9K $0
Safehold Inc
-396K
- 18.63%
N/A
1.73M $0
Cooper Cos Inc
-1.67K
- 2.61%
N/A
62.3K $0
Brookfield Corp
-721
- 4.78%
N/A
14.4K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-100
- 1.85%
N/A
5.31K $0
Veralto Corp
-773
- 8.37%
N/A
8.46K $0
Ge Healthcare Technologies I
-917
- 20.35%
N/A
3.59K $0
Ge Vernova Inc
-182
- 3.77%
N/A
4.65K $0
Bank America Corp
-35
- 6.84%
N/A
477 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-3.86K
- 18.39%
N/A
17.1K $0
Biohaven LTD
-29
- 0.01%
N/A
244K $0
Angel Oak Funds Trust
-53K
- 7.08%
N/A
696K $0
Wells Fargo CO New
-21
- 3.07%
N/A
662 $0
Atlassian Corporation
-828
- 31.45%
N/A
1.81K $0
VUSB
Vanguard Bd Index Fds
-72.3K
- 43.73%
N/A
93K $0
FTGS
First Tr Exchange Traded Fd Gr
-19.8K
- 27.48%
N/A
52.2K $0
Arm Holdings PLC
-103
- 0.97%
N/A
10.6K $0
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-74
- 1.07%
$47.97 - $54.0 $3.55K - $4K
6.85K $369K
RBBN
Ribbon Communications Inc.

Communication Services
-61
- 0.4%
$3.05 - $4.05 $186 - $247
15.1K $60K
CBOE
Cboe Global Markets, Inc.

Financial Services
-32
- 2.67%
$205.81 - $234.23 $6.59K - $7.5K
1.17K $271K
EA
Electronic Arts Inc.

Communication Services
-115
- 8.27%
$132.53 - $159.7 $15.2K - $18.4K
1.28K $203K
FTA
First Tr Large Cap Value

ETFs
-364
- 2.08%
$67.12 - $78.63 $24.4K - $28.6K
17.1K $1.35M
F
Ford Motor CO

Consumer Cyclical
-366
- 2.63%
$8.69 - $10.85 $3.18K - $3.97K
13.5K $146K
CWEN
Clearway Energy, Inc.

Utilities
-123
- 1.78%
$26.74 - $32.22 $3.29K - $3.96K
6.78K $216K
DHI
Horton D R Inc

Consumer Cyclical
-138
- 0.92%
$115.1 - $129.63 $15.9K - $17.9K
14.8K $1.91M
FHB
First Hawaiian, Inc.

Financial Services
-1.64K
- 1.71%
$21.14 - $24.96 $34.7K - $41K
94.3K $2.35M
CNI
Canadian National Railway CO

Industrials
-595
- 5.46%
$92.66 - $108.13 $55.1K - $64.3K
10.3K $1.07M
EFG
Msci Eafe Growth ETF

ETFs
-409
- 8.89%
$89.8 - $112.0 $36.7K - $45.8K
4.19K $469K
AM
Antero Midstream Corp

Energy
-751
- 2.93%
$15.88 - $18.99 $11.9K - $14.3K
24.9K $471K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-894
- 4.81%
$24.57 - $29.72 $22K - $26.6K
17.7K $521K
NGG
National Grid PLC

Utilities
-904
- 10.1%
$62.74 - $74.79 $56.7K - $67.6K
8.04K $598K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-130
- 1.59%
$70.7 - $82.14 $9.19K - $10.7K
8.05K $661K
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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