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
QTEC
First Trust Nasdaq 100 Technol

ETFs
-316
- 5.34%
$149.56 - $212.83 $47.3K - $67.3K
5.61K $1.19M
ROL
Rollins Inc

Consumer Cyclical
-1.21K
- 1.23%
$50.65 - $58.58 $61.3K - $70.9K
97.4K $5.5M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-118
- 0.82%
$74.67 - $97.29 $8.81K - $11.5K
14.3K $1.39M
DIS
Walt Disney CO

Communication Services
-1.65K
- 10.92%
$81.72 - $124.01 $135K - $204K
13.4K $1.67M
ECL
Ecolab Inc.

Basic Materials
-99
- 0.76%
$225.65 - $270.95 $22.3K - $26.8K
12.9K $3.48M
TDIV
First Trust Nasdaq Technology

ETFs
-2.08K
- 9.38%
$64.41 - $90.17 $134K - $188K
20.1K $1.81M
NET
Cloudflare, Inc.

Technology
-539
- 15.21%
$97.08 - $195.83 $52.3K - $106K
3K $588K
NDSN
Nordson Corp

Industrials
-406
- 1.85%
$167.51 - $223.5 $68K - $90.7K
21.5K $4.62M
MILN
Global X Funds Global X Millen

ETFs
-352
- 0.93%
$38.03 - $48.8 $13.4K - $17.2K
37.7K $1.84M
USFD
Us Foods Holding Corp.

Consumer Defensive
-279
- 1.38%
$60.47 - $79.12 $16.9K - $22.1K
20K $1.54M
WMT
Walmart Inc.

Consumer Defensive
-14.2K
- 8.73%
$81.79 - $99.98 $1.16M - $1.42M
148K $14.5M
DNL
Wiswisdomtree Tr

ETFs
-1.55K
- 2.38%
$32.16 - $40.27 $49.7K - $62.3K
63.4K $2.55M
FDN
First Tr Fd Dow Jones

ETFs
-86
- 1.51%
$200.29 - $269.33 $17.2K - $23.2K
5.62K $1.51M
TT
Trane Technologies PLC

Industrials
-42
- 1.46%
$315.21 - $437.41 $13.2K - $18.4K
2.84K $1.24M
MS
Morgan Stanley

Financial Services
-1.28K
- 6.85%
$99.83 - $140.86 $128K - $181K
17.5K $2.46M
PHYS
Sprott Physical Gold Trust

Financial Services
-775
- 0.33%
$22.82 - $26.29 $17.7K - $20.4K
237K $6.01M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-630
- 1.18%
$41.45 - $54.46 $26.1K - $34.3K
52.9K $2.75M
BAC
Bank Of America Corp

Financial Services
-7.5K
- 6.46%
$34.39 - $47.46 $258K - $356K
109K $5.14M
FROG
J Frog LTD

Technology
-17.1K
- 19.19%
$27.99 - $44.55 $477K - $760K
71.8K $3.15M
AMD
Advanced Micro Devices Inc

Technology
-536
- 5.32%
$78.21 - $143.81 $41.9K - $77.1K
9.54K $1.35M
SOXX
Ishares Semiconductor ETF

ETFs
-386
- 4.66%
$154.86 - $239.07 $59.8K - $92.3K
7.9K $1.89M
CCJ
Cameco Corp

Energy
-2.66K
- 16.7%
$36.68 - $74.46 $97.6K - $198K
13.3K $985K
COST
Costco Wholesale Corp

Consumer Defensive
-601
- 2.83%
$908.13 - $1056.85 $546K - $635K
20.7K $20.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.06K
- 4.01%
$152.42 - $182.82 $466K - $559K
73.2K $13.4M
THO
Thor Industries Inc

Consumer Cyclical
-733
- 2.25%
$64.83 - $89.72 $47.5K - $65.8K
31.9K $2.83M
CTAS
Cintas Corp

Industrials
-706
- 2.21%
$190.11 - $227.66 $134K - $161K
31.2K $6.95M
WTS
Watts Water Technologies Inc

Industrials
-1.17K
- 7.02%
$180.4 - $247.22 $211K - $289K
15.5K $3.81M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-655
- 0.26%
$26.18 - $30.91 $17.1K - $20.2K
255K $7.69M
ZWS
Zurn Water Solutions Corp

Industrials
-1.4K
- 1.05%
$28.5 - $37.54 $40K - $52.7K
132K $4.84M
OLED
Universal Display Corp Pa

Technology
-616
- 1.65%
$106.6 - $161.02 $65.7K - $99.2K
36.7K $5.66M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-16K
- 3.43%
$71.28 - $83.74 $1.14M - $1.34M
450K $37.7M
TTD
Trade Desk, Inc.

Technology
-608
- 1.99%
$45.27 - $79.4 $27.5K - $48.3K
30K $2.16M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-3.68K
- 9.16%
$283.31 - $388.96 $1.04M - $1.43M
36.5K $13.7M
DLR
Digital Realty Trust, Inc.

Real Estate
-419
- 1.98%
$136.11 - $177.69 $57K - $74.5K
20.8K $3.62M
GE
General Electric CO

Industrials
-16
- 0.15%
$166.81 - $257.39 $2.67K - $4.12K
11K $2.83M
EME
Emcor Group, Inc.

Industrials
-1.54K
- 17.47%
$342.02 - $534.89 $527K - $824K
7.28K $3.89M
ISRG
Intuitive Surgical Inc

Healthcare
-303
- 1.74%
$451.58 - $565.94 $137K - $171K
17.1K $9.32M
HPE
Hewlett Packard Enterprise CO

Technology
-1.33K
- 0.94%
$12.51 - $20.45 $16.6K - $27.2K
140K $2.85M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-7.6K
- 11.15%
$60.61 - $87.72 $461K - $667K
60.6K $5.14M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-357
- 0.59%
$70.56 - $92.75 $25.2K - $33.1K
60.2K $5.4M
URI
United Rentals, Inc.

Industrials
-86
- 1.34%
$551.94 - $753.4 $47.5K - $64.8K
6.32K $4.76M
DELL
Dell Technologies Inc.

Technology
-2.37K
- 7.09%
$71.63 - $125.98 $170K - $299K
31.1K $3.81M
PH
Parker Hannifin Corp

Industrials
-223
- 1.84%
$517.23 - $700.54 $115K - $156K
11.9K $8.29M
VGT
Vanguard Information Technolog

ETFs
-79
- 0.87%
$470.37 - $663.28 $37.2K - $52.4K
8.95K $5.94M
AXP
American Express CO

Financial Services
-671
- 2.64%
$231.39 - $318.98 $155K - $214K
24.8K $7.9M
VT
Vanguard Total World Stk Index

ETFs
-939
- 0.93%
$103.16 - $128.52 $96.9K - $121K
100K $12.9M
VB
Vanguard Small Cap ETF

ETFs
-2.52K
- 2.1%
$193.73 - $237.37 $489K - $599K
118K $27.9M
PANW
Palo Alto Networks Inc

Technology
-4.08K
- 6.14%
$152.44 - $204.64 $622K - $835K
62.3K $12.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.36K
- 2.91%
$456.74 - $568.03 $622K - $774K
45.5K $25.8M
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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