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
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-4.33K
- 17.99%
$16.57 - $18.85 $71.7K - $81.5K
19.7K $327K
A
Agilent Technologies, Inc.

Healthcare
-482
- 16.07%
$116.69 - $152.6 $56.2K - $73.6K
2.52K $294K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-4.21K
- 29.48%
$22.83 - $23.75 $96.1K - $100K
10.1K $231K
FAST
Fastenal CO

Industrials
-6.29K
- 9.18%
$71.11 - $79.98 $448K - $503K
62.3K $4.83M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.14K
- 21.39%
$67.08 - $76.14 $143K - $163K
7.86K $579K
TT
Trane Technologies PLC

Industrials
-13
- 0.45%
$332.0 - $400.86 $4.32K - $5.21K
2.88K $969K
KBH
Kb Home

Consumer Cyclical
-473
- 5.18%
$57.73 - $70.05 $27.3K - $33.1K
8.65K $502K
GGG
Graco Inc

Industrials
-835
- 2.45%
$80.53 - $87.54 $67.2K - $73.1K
33.3K $2.78M
DNL
Wiswisdomtree Tr

ETFs
-2.05K
- 3.06%
$35.56 - $38.21 $72.9K - $78.3K
64.9K $2.32M
HSY
Hershey CO

Consumer Defensive
-606
- 9.11%
$144.74 - $186.36 $87.7K - $113K
6.05K $1.03M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.15K
- 10.6%
$33.84 - $37.77 $208K - $232K
51.8K $1.89M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-51
- 1.1%
$302.31 - $337.54 $15.4K - $17.2K
4.6K $1.41M
F
Ford Motor CO

Consumer Cyclical
-8.78K
- 38.71%
$9.12 - $10.43 $80.1K - $91.6K
13.9K $139K
HLI
Houlihan Lokey, Inc.

Financial Services
-348
- 14.88%
$154.43 - $187.4 $53.7K - $65.2K
1.99K $321K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.77K
- 10.63%
$50.44 - $50.7 $89K - $89.5K
14.8K $751K
NU
Nu Holdings Ltd.

Financial Services
-7.21K
- 10.12%
$10.12 - $13.95 $72.9K - $101K
64K $655K
XLC
Select Sector Spdr Tr Communic

ETFs
-805
- 9.87%
$94.84 - $105.31 $76.3K - $84.8K
7.35K $708K
HYG
Ishares Tr

ETFs
-1K
- 23.92%
$78.51 - $80.11 $78.5K - $80.1K
3.18K $250K
PG
Procter & Gamble CO

Consumer Defensive
-1.63K
- 2.26%
$158.56 - $176.26 $258K - $286K
70.2K $12M
AMH
American Homes 4 Rent

Real Estate
-2.14K
- 16.58%
$34.43 - $37.81 $73.5K - $80.7K
10.7K $406K
TRNO
Terreno Realty Corp

Real Estate
-1.88K
- 17.54%
$57.4 - $68.5 $108K - $129K
8.82K $557K
RDVY
First Trust Rising Dividend Ac

ETFs
-786
- 1.68%
$57.22 - $63.39 $45K - $49.8K
46.1K $2.7M
GWW
W.W. Grainger, Inc.

Industrials
-21
- 2.62%
$953.54 - $1132.42 $20K - $23.8K
782 $772K
CVLT
Commvault Systems Inc

Technology
-550
- 26.2%
$146.82 - $187.9 $80.8K - $103K
1.55K $244K
BALL
Ball Corp

Consumer Cyclical
-958
- 11.94%
$49.04 - $56.53 $47K - $54.2K
7.07K $367K
VEU
Vanguard Ftse All World Ex Us

ETFs
-8.38K
- 6.2%
$56.51 - $62.98 $474K - $528K
127K $7.7M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-2K
- 15.69%
$45.62 - $51.12 $91.3K - $102K
10.8K $547K
XYL
Xylem Inc.

Industrials
-638
- 23.42%
$114.02 - $132.04 $72.7K - $84.2K
2.09K $249K
AFL
Aflac Inc

Financial Services
-923
- 19.52%
$100.99 - $111.19 $93.2K - $103K
3.81K $423K
PYXS
Pyxis Oncology, Inc.

Healthcare
-3
- -0.0%
$0.98 - $1.76 $2.94 - $5.28
116K $113K
CSGP
Costar Group, Inc.

Real Estate
-1.73K
- 17.83%
$69.29 - $80.37 $120K - $139K
7.96K $630K
BA
Boeing CO

Industrials
-176
- 3.51%
$148.15 - $186.25 $26.1K - $32.8K
4.84K $824K
FROG
J Frog LTD

Technology
-9.88K
- 10.01%
$30.59 - $42.03 $302K - $415K
88.9K $2.84M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.61K
- 10.34%
$30.73 - $32.26 $49.5K - $52K
14K $429K
ELS
Equity Lifestyle Properties Inc

Real Estate
-909
- 15.65%
$64.36 - $69.32 $58.5K - $63K
4.9K $326K
NET
Cloudflare, Inc.

Technology
-694
- 16.38%
$110.71 - $176.5 $76.8K - $122K
3.54K $399K
DFAI
Dimensional ETF Tr

ETFs
-2.44K
- 23.76%
$28.88 - $32.4 $70.4K - $79K
7.82K $244K
VNQ
Vanguard Specialized Funds Van

ETFs
-1K
- 3.96%
$85.55 - $94.34 $85.9K - $94.7K
24.3K $2.2M
VTR
Ventas, Inc.

Real Estate
-2.79K
- 19.88%
$56.9 - $70.47 $159K - $196K
11.2K $772K
EGP
Eastgroup Properties Inc

Real Estate
-673
- 16.0%
$155.63 - $187.46 $105K - $126K
3.53K $622K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
-1K
- 6.97%
N/A
13.3K $701K
DTM
Dt Midstream, Inc.

Energy
-404
- 9.76%
$86.95 - $113.75 $35.1K - $46K
3.74K $360K
FLEX
Flex Ltd.

Technology
-27
- 0.3%
$32.92 - $44.46 $889 - $1.2K
8.91K $294K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-2.87K
- 13.37%
$25.98 - $28.41 $74.6K - $81.6K
18.6K $511K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-999
- 8.14%
$46.53 - $53.12 $46.5K - $53.1K
11.3K $530K
PNNT
Pennantpark Investment Corp

Financial Services
-4.83K
- 1.68%
$6.78 - $7.27 $32.8K - $35.1K
282K $1.98M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-393
- 8.97%
$58.81 - $68.2 $23.1K - $26.8K
3.99K $238K
BXP
Boston Properties Inc

Real Estate
-163
- 3.32%
$63.97 - $74.91 $10.4K - $12.2K
4.75K $318K
MMYT
Make My Trip LTD

Consumer Cyclical
-540
- 20.42%
N/A
2.1K $181K
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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