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
SHW
Sherwin Williams CO

Basic Materials
-7.61K
- 52.01%
$330.16 - $365.55 $2.51M - $2.78M
7.02K $2.45M
HRB
H&R Block Inc

Consumer Cyclical
-85.3K
- 7.78%
$49.96 - $55.97 $4.26M - $4.77M
1.01M $55.5M
NEE
Nextera Energy Inc

Utilities
-27.3K
- 23.41%
$66.96 - $76.16 $1.82M - $2.08M
89.2K $6.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-33.3K
- 30.26%
$56.17 - $59.71 $1.87M - $1.99M
76.7K $4.38M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-36.9K
- 60.21%
$36.64 - $45.76 $1.35M - $1.69M
24.4K $915K
SONO
Sonos Inc

Technology
-744
- 0.2%
$10.67 - $15.08 $7.94K - $11.2K
379K $4.05M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.63K
- 18.81%
$497.6 - $606.74 $1.31M - $1.59M
11.3K $5.64M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-12.8K
- 15.79%
$62.43 - $84.12 $798K - $1.08M
68.2K $4.44M
ETN
Eaton Corp PLC

Industrials
-408
- 1.69%
$271.83 - $371.23 $111K - $151K
23.8K $6.46M
EQIX
Equinix Inc

Real Estate
-1.3K
- 33.26%
$803.0 - $959.97 $1.04M - $1.24M
2.6K $2.12M
APP
App Lovin Corp

Technology
-1.68K
- 9.08%
$238.08 - $510.13 $400K - $858K
16.8K $4.46M
PINS
Pinterest, Inc.

Communication Services
-76.1K
- 17.93%
$29.79 - $40.0 $2.27M - $3.04M
348K $10.8M
WDC
Western Digital Corp

Technology
-19.7K
- 60.76%
$40.43 - $72.03 $798K - $1.42M
12.7K $514K
DFS
Discover Financial Services

Financial Services
-7.69K
- 18.71%
$152.99 - $203.25 $1.18M - $1.56M
33.4K $5.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3K
- 24.92%
$408.78 - $448.82 $1.23M - $1.35M
9.03K $3.79M
STZ
Constellation Brands, Inc.

Consumer Defensive
-5.64K
- 82.01%
$161.05 - $222.93 $909K - $1.26M
1.24K $227K
SHG
Shinhan Financial Group CO LTD

Financial Services
-36.4K
- 34.82%
N/A
68.2K $2.36M
DE
Deere & CO

Industrials
-3.32K
- 46.73%
$408.57 - $509.27 $1.36M - $1.69M
3.78K $1.78M
SHOP
Shopify Inc.

Technology
-6.64K
- 12.79%
$90.59 - $129.31 $602K - $859K
45.3K $4.32M
ZS
Zscaler, Inc.

Technology
-6.58K
- 84.24%
$181.66 - $216.87 $1.19M - $1.43M
1.23K $244K
IWM
Ishares Russell 2000 ETF

ETFs
-3.46K
- 15.81%
$198.1 - $229.79 $685K - $794K
18.4K $3.67M
SAIA
Saia Inc

Industrials
-369
- 4.07%
$349.29 - $508.47 $129K - $188K
8.71K $3.04M
MUB
Ishares National Muni Bond ETF

ETFs
-8.93K
- 7.01%
$104.71 - $107.69 $935K - $962K
119K $12.5M
MANH
Manhattan Associates Inc

Technology
-584
- 5.86%
$163.5 - $295.1 $95.5K - $172K
9.38K $1.62M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-25.4K
- 50.4%
$42.4 - $44.11 $1.08M - $1.12M
25K $1.09M
EME
Emcor Group, Inc.

Industrials
-713
- 7.48%
$361.16 - $535.99 $258K - $382K
8.82K $3.26M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.68K
- 54.83%
$114.9 - $139.6 $882K - $1.07M
6.32K $742K
FDN
First Tr Fd Dow Jones

ETFs
-3.75K
- 39.65%
$221.38 - $266.86 $830K - $1M
5.7K $1.27M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-35.1K
- 77.25%
$29.06 - $32.62 $1.02M - $1.14M
10.3K $324K
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.73K
- 13.93%
$283.24 - $338.07 $1.06M - $1.26M
23K $6.79M
TXN
Texas Instruments Inc

Technology
-4.85K
- 13.18%
N/A
31.9K $6.21M
DELL
Dell Technologies Inc.

Technology
-1.15K
- 3.32%
$90.34 - $124.66 $104K - $143K
33.5K $3.05M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-15.5K
- 14.95%
$59.78 - $60.03 $925K - $929K
88K $5.27M
AXP
American Express CO

Financial Services
-680
- 2.61%
$255.39 - $325.87 $174K - $222K
25.4K $6.84M
MC
Moelis & CO

Financial Services
-1.9K
- 3.82%
$57.91 - $81.2 $110K - $154K
47.8K $2.79M
ACN
Accenture PLC

Technology
-915
- 6.51%
$300.91 - $398.25 $275K - $364K
13.1K $4.1M
DLR
Digital Realty Trust, Inc.

Real Estate
-617
- 2.83%
$142.1 - $183.56 $87.7K - $113K
21.2K $3.03M
XLE
Energy Sector Spdr

ETFs
-13.9K
- 23.1%
$85.7 - $93.96 $1.19M - $1.31M
46.3K $4.32M
FCN
Fti Consulting, Inc

Industrials
-1.01K
- 4.11%
$160.54 - $198.75 $162K - $201K
23.5K $3.86M
TJX
Tjx Companies Inc

Consumer Cyclical
-7.36K
- 8.39%
$112.81 - $126.16 $831K - $929K
80.4K $9.8M
OEF
Ishares S&P 100 ETF

ETFs
-2.98K
- 18.18%
N/A
13.4K $3.57M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-15.9K
- 49.81%
$40.03 - $46.81 $636K - $743K
16K $652K
URI
United Rentals, Inc.

Industrials
-379
- 5.59%
$594.17 - $789.56 $225K - $299K
6.4K $4.01M
FTCS
First Trust Capital Strength E

ETFs
-8.37K
- 41.2%
$86.39 - $91.35 $723K - $764K
11.9K $1.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.98K
- 9.81%
$168.84 - $202.89 $334K - $401K
18.2K $3.19M
FTA
First Tr Large Cap Value

ETFs
-8.91K
- 33.74%
$74.42 - $80.34 $663K - $716K
17.5K $1.34M
FCX
Freeport Mcmoran Inc

Basic Materials
-17.6K
- 48.37%
$34.5 - $43.01 $608K - $758K
18.8K $711K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2K
- 3.52%
$47.79 - $59.89 $95.6K - $120K
54.8K $2.75M
SRE
Sempra Energy

Utilities
-1.96K
- 6.03%
$67.85 - $87.67 $133K - $172K
30.6K $2.18M
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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