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
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-1.13K
- 10.04%
$9.68 - $16.7 $10.9K - $18.8K
10.1K $108K
REG
Regency Centers Corp

Real Estate
-602
- 16.15%
$68.83 - $77.74 $41.4K - $46.8K
3.13K $230K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-581
- 7.59%
$53.6 - $58.97 $31.1K - $34.3K
7.07K $387K
LGOV
First Tr ETF Iv Long Duration

ETFs
-3.14K
- 9.08%
$20.41 - $21.7 $64.1K - $68.2K
31.5K $676K
EQH
Equitable Holdings, Inc.

Financial Services
-1.29K
- 24.77%
$47.64 - $55.68 $61.4K - $71.8K
3.91K $203K
ESS
Essex Property Trust, Inc.

Real Estate
-153
- 16.29%
N/A
786 $214K
ALC
Alcon Inc

Healthcare
-1.42K
- 15.34%
$82.73 - $96.8 $118K - $138K
7.86K $746K
ACGL
Arch Capital Group Ltd.

Financial Services
-625
- 12.57%
$88.13 - $96.94 $55.1K - $60.6K
4.35K $418K
AIV
Apartment Investment & Management CO

Real Estate
-3.65K
- 19.04%
$8.54 - $9.12 $31.1K - $33.2K
15.5K $136K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-392
- 9.94%
$90.0 - $96.32 $35.3K - $37.8K
3.55K $327K
AFG
American Financial Group Inc

Financial Services
-206
- 11.33%
$119.82 - $138.45 $24.7K - $28.5K
1.61K $211K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-96
- 1.3%
$76.17 - $85.05 $7.31K - $8.16K
7.32K $565K
BOTZ
Global X Fds

ETFs
-62
- 0.63%
$28.46 - $34.53 $1.76K - $2.14K
9.76K $277K
KNTK
Kinetik Holdings Inc.

Energy
-247
- 5.75%
$49.51 - $66.5 $12.2K - $16.4K
4.05K $210K
ADP
Automatic Data Processing Inc

Industrials
-457
- 5.58%
$286.85 - $318.64 $131K - $146K
7.73K $2.36M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.86K
- 4.68%
$11.22 - $11.8 $20.9K - $21.9K
37.8K $424K
FMF
First Trust Managed Futures St

ETFs
-25
- 0.12%
$45.87 - $48.39 $1.15K - $1.21K
21.5K $991K
DUK
Duke Energy Corp

Utilities
-958
- 16.09%
$105.87 - $121.97 $101K - $117K
5K $609K
KIND
Nextdoor Holdings, Inc.

Communication Services
-2.95K
- 9.29%
$1.53 - $2.75 $4.51K - $8.1K
28.8K $44K
EFG
Msci Eafe Growth ETF

ETFs
-467
- 9.22%
$96.1 - $106.37 $44.9K - $49.7K
4.6K $459K
IDEV
Ishares Core Msci Intl Develop

ETFs
-666
- 18.11%
$63.77 - $71.36 $42.5K - $47.5K
3.01K $207K
FBT
First Trust Nyse Arca Biotechn

ETFs
-392
- 4.1%
$164.86 - $182.19 $64.6K - $71.4K
9.16K $1.56M
BBD
Bank Bradesco

Financial Services
-16.5K
- 59.5%
$1.85 - $2.32 $30.5K - $38.2K
11.2K $24K
MT
Arcelor Mittal

Basic Materials
-3.14K
- 28.32%
$21.82 - $33.93 $68.4K - $106K
7.94K $228K
ECL
Ecolab Inc.

Basic Materials
-1.18K
- 8.33%
$229.72 - $269.82 $272K - $319K
13K $3.3M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
-2.9K
- 21.22%
$3.25 - $5.47 $9.44K - $15.9K
10.8K $35K
JCI
Johnson Controls International PLC

Industrials
-398
- 4.71%
$76.12 - $90.6 $30.3K - $36.1K
8.06K $645K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-375
- 8.29%
$73.78 - $76.59 $27.7K - $28.7K
4.15K $317K
FTSL
First Trust Senior Ln Fund

ETFs
-123
- 0.51%
$45.65 - $46.48 $5.61K - $5.72K
24.2K $1.1M
NI
Nisource Inc.

Utilities
-1.12K
- 13.35%
$35.57 - $41.23 $39.7K - $46K
7.24K $290K
CXSE
Wisdomtree Tr China Ex State O

ETFs
-13.1K
- 12.71%
$27.92 - $36.23 $365K - $473K
89.8K $3.06M
TW
Tradeweb Markets Inc.

Financial Services
-403
- 16.62%
$123.42 - $148.46 $49.7K - $59.8K
2.02K $300K
CMS
Cms Energy Corp

Utilities
-830
- 14.99%
$64.99 - $75.11 $53.9K - $62.3K
4.71K $353K
FAAR
First Trust Vii Alternative Ab

ETFs
-1.1K
- 5.83%
$27.81 - $28.97 $30.7K - $32K
17.8K $516K
PVBC
Provident Bancorp, Inc.

Financial Services
-1.7K
- 2.23%
$10.61 - $12.74 $18K - $21.7K
74.6K $856K
IXUS
Ishares Tr

ETFs
-347
- 10.14%
$65.06 - $72.31 $22.6K - $25.1K
3.08K $214K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-226
- 2.27%
$81.83 - $82.73 $18.5K - $18.7K
9.72K $804K
FISV
Fiserv Inc

Technology
-94
- 3.1%
N/A
2.94K $368K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.2K
- 2.9%
$11.96 - $13.56 $14.4K - $16.3K
40.2K $516K
VZ
Verizon Communications Inc

Communication Services
-4.77K
- 12.42%
$37.81 - $46.49 $180K - $222K
33.6K $1.52M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-312
- 2.95%
$22.25 - $23.0 $6.94K - $7.18K
10.2K $235K
VLO
Valero Energy Corp

Energy
-219
- 9.7%
$121.76 - $142.99 $26.7K - $31.3K
2.04K $269K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-391
- 4.48%
$78.97 - $85.82 $30.9K - $33.6K
8.34K $691K
GATX
Gatx Corp

Industrials
-36
- 2.69%
$149.94 - $167.38 $5.4K - $6.03K
1.3K $201K
MCK
Mckesson Corp

Healthcare
-110
- 16.06%
$566.21 - $672.99 $62.3K - $74K
575 $386K
PODD
Insulet Corp

Healthcare
-23
- 1.29%
$237.06 - $288.29 $5.45K - $6.63K
1.77K $463K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-521
- 1.08%
$48.31 - $49.23 $25.2K - $25.6K
47.7K $2.34M
ADSK
Autodesk, Inc.

Technology
-4
- 0.19%
N/A
2.14K $526K
ICLN
Ishares

ETFs
-100
- 0.65%
$10.94 - $11.86 $1.09K - $1.19K
15.2K $173K
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