New Edge Wealth, LLC Sells in Q1 2025

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-59.6K
- 5.25%
$209.68 - $247.1 $12.5M - $14.7M
1.08M $239M
AVGO
Broadcom Inc.

Technology
-58.2K
- 13.59%
$167.43 - $244.7 $9.75M - $14.3M
370K $62M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-162K
- 84.96%
$111.56 - $223.11 $18M - $36M
28.6K $3.2M
BX
Blackstone Inc.

Financial Services
-99.4K
- 15.42%
$136.53 - $186.74 $13.6M - $18.6M
545K $76.2M
MSFT
Microsoft Corp

Technology
-3.73K
- 0.55%
$375.39 - $447.2 $1.4M - $1.67M
676K $254M
CDNS
Cadence Design Systems Inc

Technology
-95.4K
- 96.66%
$233.96 - $324.52 $22.3M - $31M
3.3K $839K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-40.1K
- 98.36%
$634.14 - $744.83 $25.4M - $29.9M
669 $424K
EXP
Eagle Materials Inc

Basic Materials
-102K
- 92.98%
$207.49 - $262.13 $21.2M - $26.8M
7.72K $1.71M
QNST
Quinstreet, Inc

Communication Services
-257K
- 10.41%
$17.0 - $25.17 $4.38M - $6.48M
2.21M $39.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-60.4K
- 64.82%
$279.74 - $321.29 $16.9M - $19.4M
32.8K $10.2M
CRM
Salesforce, Inc.

Technology
-4.54K
- 2.12%
$268.36 - $359.95 $1.22M - $1.63M
210K $56.3M
ORCL
Oracle Corp

Technology
-80.4K
- 67.04%
$139.81 - $186.47 $11.2M - $15M
39.5K $5.52M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-32.1K
- 77.54%
$402.49 - $513.76 $12.9M - $16.5M
9.31K $4.51M
AMAT
Applied Materials Inc

Technology
-48.9K
- 30.76%
$145.06 - $195.51 $7.09M - $9.56M
110K $16M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-28.6K
- 41.64%
$308.87 - $383.33 $8.85M - $11M
40.1K $13.1M
VT
Vanguard Total World Stk Index

ETFs
-77.4K
- 43.35%
$115.08 - $123.97 $8.9M - $9.59M
101K $11.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9.79K
- 7.89%
$360.07 - $417.26 $3.52M - $4.08M
114K $41.3M
VGT
Vanguard Information Technolog

ETFs
-12.1K
- 57.31%
$542.38 - $646.34 $6.57M - $7.83M
9.03K $4.9M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-265K
- 29.6%
$25.27 - $28.3 $6.69M - $7.49M
629K $16.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.29K
- 2.24%
$551.42 - $612.93 $2.36M - $2.63M
187K $105M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-13K
- 92.3%
$522.96 - $601.18 $6.79M - $7.81M
1.08K $578K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-139K
- 87.33%
$51.39 - $57.43 $7.13M - $7.97M
20.1K $1.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
-37.8K
- 43.24%
$182.82 - $196.21 $6.92M - $7.43M
49.7K $9.35M
PENN
Penn National Gaming Inc

Consumer Cyclical
-81.3K
- 5.44%
$16.23 - $22.73 $1.32M - $1.85M
1.41M $23M
VB
Vanguard Small Cap ETF

ETFs
-17K
- 12.38%
$217.89 - $252.64 $3.7M - $4.29M
120K $26.7M
ADBE
Adobe Inc.

Technology
-940
- 1.02%
$377.84 - $464.11 $355K - $436K
91.2K $35M
VIG
Vanguard Dividend Appreciation

ETFs
-32.1K
- 23.27%
N/A
106K $19.3M
VO
Vanguard Mid Cap ETF

ETFs
-18.6K
- 11.44%
$251.87 - $277.95 $4.69M - $5.17M
144K $37.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19.7K
- 5.88%
$102.49 - $119.96 $2.02M - $2.36M
315K $32.9M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-64.4K
- 33.08%
$68.37 - $87.97 $4.41M - $5.67M
130K $8.94M
LLY
Eli Lilly & CO

Healthcare
-11.7K
- 14.54%
$725.72 - $929.72 $8.49M - $10.9M
68.7K $56.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-6.17K
- 4.95%
$211.47 - $267.17 $1.3M - $1.65M
118K $25M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-64.2K
- 17.61%
$77.7 - $78.94 $4.99M - $5.07M
300K $23.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-49.5K
- 9.61%
$78.0 - $84.37 $3.86M - $4.18M
466K $37.2M
NOW
Service Now, Inc.

Technology
-965
- 7.09%
$783.83 - $1170.39 $756K - $1.13M
12.6K $10.1M
GOOG
Alphabet Inc.

Communication Services
-5.66K
- 6.01%
$156.06 - $207.71 $884K - $1.18M
88.6K $13.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-87.7K
- 15.35%
$74.85 - $84.89 $6.57M - $7.45M
484K $39.5M
BERY
Berry Global Group, Inc.

Consumer Cyclical
-65.7K
- 27.08%
$64.35 - $73.03 $4.23M - $4.8M
177K $12.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-38.4K
- 71.58%
$85.29 - $92.57 $3.28M - $3.55M
15.3K $1.39M
INTU
Intuit Inc

Technology
-5.1K
- 48.6%
$555.63 - $630.23 $2.83M - $3.21M
5.39K $3.31M
BRK-A
Berkshire Hathaway Inc

Financial Services
-6
- 42.86%
$663000.0 - $801950.0 $3.98M - $4.81M
8 $6.39M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-796K
- 93.18%
$2.52 - $4.08 $2M - $3.25M
58.2K $151K
MRK
Merck & Co., Inc.

Healthcare
-24.9K
- 28.97%
$83.01 - $101.02 $2.06M - $2.51M
60.9K $5.47M
VGLT
Vanguard Long Term Treasury Et

ETFs
-58.2K
- 35.25%
$53.99 - $58.43 $3.14M - $3.4M
107K $6.15M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-49.3K
- 59.27%
$51.45 - $58.51 $2.54M - $2.88M
33.9K $1.75M
OKTA
Okta, Inc.

Technology
-97.8K
- 35.11%
$78.83 - $116.72 $7.71M - $11.4M
181K $19M
NXPI
Nxp Semiconductors N.V.

Technology
-13.1K
- 81.81%
$189.99 - $245.86 $2.5M - $3.23M
2.92K $555K
AMD
Advanced Micro Devices Inc

Technology
-21.2K
- 67.78%
$96.63 - $129.55 $2.05M - $2.74M
10.1K $1.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-14.8K
- 23.09%
$169.43 - $182.84 $2.5M - $2.7M
49.2K $8.52M
Activity Summary
Buys All Purchases 487 New Holdings 74 Increased Positions 413 Sells All Sells 396 Reductions 396 Sold out 0 Options Calls 0 Puts 1
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