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
WPP
Wpp PLC

Communication Services
-9
- 0.05%
$37.96 - $51.07 $342 - $460
17.6K $668K
WST
West Pharmaceutical Services Inc

Healthcare
-206
- 11.83%
$199.11 - $347.87 $41K - $71.7K
1.54K $343K
XLY
Select Sector Spdr Consumer Di

ETFs
-116
- 1.54%
$192.6 - $233.2 $22.3K - $27.1K
7.4K $1.46M
EVR
Evercore Inc.

Financial Services
-418
- 22.79%
$190.28 - $291.27 $79.5K - $122K
1.42K $282K
VBR
Vanguard Small Cap Value ETF

ETFs
-555
- 5.46%
$183.02 - $207.75 $102K - $115K
9.61K $1.79M
PEP
Pepsico Inc

Consumer Defensive
-973
- 2.69%
$142.64 - $156.42 $139K - $152K
35.2K $5.28M
KAI
Kadant Inc

Industrials
-419
- 4.33%
$335.28 - $398.39 $140K - $167K
9.25K $3.12M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-4.51K
- 33.69%
$44.96 - $47.9 $203K - $216K
8.87K $403K
DTE
Dte Energy CO

Utilities
-2.08K
- 46.54%
$117.6 - $138.27 $244K - $287K
2.39K $329K
DT
Dynatrace, Inc.

Technology
-3.13K
- 37.38%
$47.15 - $62.42 $148K - $195K
5.25K $247K
DOV
Dover Corp

Industrials
-908
- 25.73%
$174.65 - $206.43 $159K - $187K
2.62K $460K
BANF
Bancfirst Corp

Financial Services
-681
- 4.12%
$108.28 - $123.19 $73.7K - $83.9K
15.9K $1.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-4.95K
- 12.74%
$44.41 - $45.98 $220K - $227K
33.9K $1.55M
ITA
Ishares Tr

ETFs
-2.77K
- 9.26%
$144.84 - $159.5 $401K - $442K
27.2K $4.16M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-6.02K
- 41.12%
N/A
8.62K $271K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-30.8K
- 19.64%
$27.29 - $38.29 $840K - $1.18M
126K $4.4M
AXON
Axon Enterprise, Inc.

Industrials
-215
- 21.31%
$496.65 - $710.01 $107K - $153K
794 $417K
ADI
Analog Devices Inc

Technology
-416
- 4.64%
$201.56 - $243.82 $83.8K - $101K
8.56K $1.73M
KRG
Kite Realty Group Trust

Real Estate
-4.82K
- 19.25%
$21.24 - $25.05 $102K - $121K
20.2K $452K
BUG
Global X Fds Cybersecurity ETF

ETFs
-5.72K
- 19.75%
$31.56 - $36.78 $181K - $210K
23.3K $752K
EXR
Extra Space Storage Inc.

Real Estate
-1.1K
- 11.81%
$143.8 - $161.28 $157K - $177K
8.17K $1.21M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-2.31K
- 14.7%
$63.77 - $68.75 $147K - $159K
13.4K $863K
KFRC
Kforce Inc

Industrials
-769
- 4.58%
$48.42 - $56.93 $37.2K - $43.8K
16K $783K
WY
Weyerhaeuser CO

Real Estate
-6.23K
- 45.5%
$27.29 - $31.39 $170K - $196K
7.47K $218K
SUB
Ishares Short Term National Mu

ETFs
-1.61K
- 4.37%
$105.3 - $106.24 $170K - $171K
35.3K $3.73M
HUBG
Hub Group, Inc.

Industrials
-2.43K
- 25.12%
$36.53 - $46.48 $88.9K - $113K
7.25K $269K
TFC
Truist Financial Corp

Financial Services
-2.69K
- 12.31%
$39.48 - $48.15 $106K - $130K
19.2K $788K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-94
- 0.52%
$101.98 - $115.66 $9.59K - $10.9K
18.1K $1.85M
MET
Metlife Inc

Financial Services
-1.81K
- 38.7%
$77.7 - $87.0 $140K - $157K
2.86K $229K
FNDF
Schwab Fundamental Intl Large

ETFs
-5.2K
- 42.62%
$32.9 - $37.45 $171K - $195K
6.99K $252K
ARCC
Ares Capital Corp

Financial Services
-7.85K
- 7.38%
$21.28 - $23.81 $167K - $187K
98.5K $2.18M
GRAB
Grab Holdings LTD

Technology
-25.7K
- 17.45%
$4.12 - $5.34 $106K - $137K
122K $551K
PSA
Public Storage

Real Estate
-479
- 19.35%
$288.99 - $313.98 $138K - $150K
2K $597K
CPRT
Copart Inc

Consumer Cyclical
-2.32K
- 21.57%
$52.3 - $59.83 $122K - $139K
8.45K $478K
IWV
Ishares Russell 3000 ETF

ETFs
-26
- 0.33%
$313.1 - $349.83 $8.14K - $9.1K
7.91K $2.51M
DOCU
Docusign, Inc.

Technology
-574
- 5.27%
$74.7 - $97.7 $42.9K - $56.1K
10.3K $839K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-2.6K
- 6.56%
$49.69 - $50.76 $129K - $132K
37K $1.85M
SPYG
Spdr Portfolio

ETFs
-960
- 13.01%
$80.05 - $92.39 $76.8K - $88.7K
6.42K $515K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.76K
- 19.23%
$48.37 - $55.84 $85K - $98.2K
7.38K $360K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-2.93K
- 3.89%
$25.9 - $31.26 $75.8K - $91.5K
72.4K $1.94M
MCO
Moodys Corp

Financial Services
-179
- 2.92%
$437.8 - $527.48 $78.4K - $94.4K
5.96K $2.78M
MPWR
Monolithic Power Systems Inc

Technology
-204
- 18.17%
$565.7 - $720.25 $115K - $147K
919 $533K
PAYC
Paycom Software, Inc.

Technology
-771
- 26.72%
$199.42 - $225.82 $154K - $174K
2.11K $461K
CRVL
Corvel Corp

Financial Services
-1.31K
- 4.2%
$103.48 - $128.46 $136K - $168K
29.9K $3.34M
VTWO
Vanguard Russell 2000 ETF

ETFs
-88
- 0.66%
$80.08 - $92.93 $7.05K - $8.18K
13.2K $1.06M
FOR
Forestar Group Inc.

Real Estate
-1.35K
- 6.88%
$21.07 - $27.26 $28.5K - $36.9K
18.3K $387K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-663
- 4.5%
$68.32 - $78.49 $45.3K - $52K
14.1K $985K
IWY
Ishares Tr Russell 200 Growth

ETFs
-85
- 2.14%
$210.19 - $243.33 $17.9K - $20.7K
3.89K $819K
ROLL
Rbc Bearings Inc

Industrials
-464
- 4.81%
N/A
9.19K $2.26M
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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