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
IVV
Ishares Core S&P 500 ETF

ETFs
-483
- 3.3%
$554.06 - $615.85 $268K - $297K
14.2K $7.96M
DHR
Danaher Corp

Healthcare
-301
- 1.24%
$201.62 - $250.59 $60.7K - $75.4K
24K $4.92M
GM
General Motors CO

Consumer Cyclical
-7.93K
- 19.08%
$45.22 - $54.92 $359K - $436K
33.6K $1.58M
FICO
Fair Isaac Corp

Technology
-208
- 12.7%
$1695.35 - $2030.47 $353K - $422K
1.43K $2.64M
SAP
Sap Se

Technology
-3.69K
- 21.02%
$241.4 - $293.69 $892K - $1.08M
13.9K $3.73M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.15K
- 3.41%
$237.72 - $276.98 $273K - $319K
32.6K $7.96M
FVD
First Tr Value Line Divid Inde

ETFs
-14K
- 29.39%
$42.61 - $45.51 $594K - $635K
33.5K $1.49M
LSTR
Landstar System Inc

Industrials
-881
- 4.32%
$146.63 - $177.82 $129K - $157K
19.5K $2.93M
MU
Micron Technology Inc

Technology
-7.4K
- 21.31%
$86.89 - $109.38 $643K - $809K
27.3K $2.37M
HON
Honeywell International Inc

Industrials
-1.22K
- 5.99%
$202.75 - $226.52 $247K - $276K
19.1K $4.05M
IT
Gartner Inc

Technology
-888
- 36.29%
$418.25 - $548.38 $371K - $487K
1.56K $654K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-1.46K
- 4.44%
$154.39 - $176.55 $225K - $257K
31.4K $4.93M
SLRC
Slr Investment Corp.

Financial Services
-35.1K
- 27.64%
$16.18 - $17.82 $567K - $625K
91.8K $1.55M
IEFA
Ishares Tr

ETFs
-17.4K
- 11.41%
$69.57 - $78.65 $1.21M - $1.37M
135K $10.2M
EEM
Ishares Msci Emerging Markets

ETFs
-11.8K
- 45.47%
$40.81 - $45.34 $482K - $535K
14.2K $618K
ARES
Ares Management Corp

Financial Services
-1.47K
- 18.25%
$140.19 - $198.28 $206K - $291K
6.58K $965K
IWS
Ishares Russell Midcap Value E

ETFs
-2.41K
- 5.72%
$122.59 - $135.24 $296K - $326K
39.8K $5.01M
PAVE
Global X Fds Us Infrastructure

ETFs
-9.21K
- 25.41%
$37.31 - $43.82 $344K - $404K
27K $1.02M
TTC
Toro CO

Industrials
-1.16K
- 2.4%
$71.86 - $87.28 $83.6K - $102K
47.3K $3.44M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.31K
- 35.36%
$149.27 - $169.4 $344K - $390K
4.21K $636K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-6.34K
- 6.04%
$17.74 - $22.07 $113K - $140K
98.6K $1.75M
WDAY
Workday, Inc.

Technology
-986
- 14.18%
$233.53 - $277.82 $230K - $274K
5.97K $1.39M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.15K
- 36.4%
$254.58 - $302.92 $294K - $349K
2.02K $514K
MSCI
Msci Inc.

Financial Services
-517
- 17.38%
$541.46 - $628.34 $280K - $325K
2.46K $1.39M
YOU
Clear Secure, Inc.

Technology
-14.4K
- 48.07%
$22.12 - $27.62 $318K - $397K
15.5K $402K
FDS
Factset Research Systems Inc

Financial Services
-496
- 8.97%
$427.5 - $476.51 $212K - $236K
5.03K $2.29M
XLV
Select Sector Spdr Fund Health

ETFs
-3.71K
- 17.84%
$137.61 - $149.68 $510K - $555K
17.1K $2.49M
VTV
Vanguard Value ETF

ETFs
-7.75K
- 2.74%
$167.73 - $179.21 $1.3M - $1.39M
275K $47.6M
MLN
Vaneck Long Muni ETF

ETFs
-14.7K
- 6.8%
$17.22 - $18.0 $253K - $264K
201K $3.5M
EWJ
Ishares Msci Japan ETF

ETFs
-5.58K
- 23.42%
$65.24 - $71.7 $364K - $400K
18.2K $1.25M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.37K
- 17.68%
$102.72 - $143.06 $141K - $196K
6.37K $666K
DHI
Horton D R Inc

Consumer Cyclical
-949
- 5.96%
$125.29 - $147.65 $119K - $140K
15K $1.9M
CAT
Caterpillar Inc

Industrials
-284
- 4.43%
$326.75 - $407.63 $92.8K - $116K
6.13K $2.02M
TDIV
First Trust Nasdaq Technology

ETFs
-2.44K
- 9.89%
$73.39 - $83.95 $179K - $205K
22.2K $1.63M
AMP
Ameriprise Financial Inc

Financial Services
-234
- 6.49%
$472.29 - $575.13 $111K - $135K
3.37K $1.63M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-2.31K
- 4.44%
$63.83 - $75.78 $148K - $175K
49.8K $3.42M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.09K
- 1.38%
$37.33 - $45.03 $40.6K - $48.9K
77.8K $2.98M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-2.14K
- 4.35%
$38.51 - $45.32 $82.2K - $96.8K
46.9K $1.83M
WTS
Watts Water Technologies Inc

Industrials
-1.41K
- 7.79%
$195.28 - $224.67 $275K - $316K
16.7K $3.4M
BXSL
Blackstone Secured Lending Fund

Financial Services
-8.42K
- 43.38%
$31.3 - $34.5 $263K - $290K
11K $355K
RJF
Raymond James Financial Inc

Financial Services
-1.56K
- 47.34%
$137.62 - $172.64 $215K - $269K
1.73K $240K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-14.6K
- 34.05%
$17.53 - $17.87 $256K - $261K
28.3K $498K
DIS
Walt Disney CO

Communication Services
-627
- 3.99%
$96.87 - $114.0 $60.7K - $71.5K
15.1K $1.49M
SNOW
Snowflake Inc.

Technology
-1.43K
- 24.4%
$146.16 - $192.78 $209K - $276K
4.43K $647K
FHB
First Hawaiian, Inc.

Financial Services
-4.34K
- 4.32%
$24.13 - $28.18 $105K - $122K
96K $2.35M
ROP
Roper Technologies Inc

Industrials
-583
- 44.3%
$502.71 - $593.81 $293K - $346K
733 $432K
JPIE
J P Morgan Exchange Traded Fd
-8.31K
- 2.7%
$45.46 - $46.18 $378K - $384K
299K $13.8M
SPG
Simon Property Group Inc

Real Estate
-1.1K
- 11.41%
$159.48 - $187.78 $176K - $207K
8.55K $1.42M
PLD
Prologis, Inc.

Real Estate
-3.84K
- 12.4%
$103.59 - $124.04 $397K - $476K
27.1K $3.03M
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email