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
Kenvue Inc
-302
- 2.68%
N/A
11K $0
Bank America Corp
-8
- 1.54%
N/A
512 $0
Atlassian Corporation
-235
- 8.19%
N/A
2.63K $0
BAP
Credicorp LTD

Financial Services
-48
- 1.46%
$178.97 - $197.4 $8.59K - $9.48K
3.25K $604K
Wheels Up Experience Inc
-212
- 0.31%
N/A
67.5K $0
VUSB
Vanguard Bd Index Fds
-151K
- 47.7%
N/A
165K $0
FJP
First Trust Japan Alphadex Fun

ETFs
-695
- 5.69%
$49.98 - $57.59 $34.7K - $40K
11.5K $631K
Lazard Inc
-130
- 1.16%
N/A
11.1K $0
Verastem Inc
-27
- 0.1%
N/A
25.9K $0
Bitwise Bitcoin ETF Tr
-560
- 8.73%
N/A
5.85K $0
Blackrock Inc
-45
- 0.67%
N/A
6.7K $0
Grayscale Bitcoin Mini Tr Et
-2.56K
- 15.81%
N/A
13.6K $0
Biohaven LTD
-14
- 0.01%
N/A
244K $0
Safehold Inc
-218K
- 9.31%
N/A
2.13M $0
First Tr Exchange Traded Fd
-1.48K
- 2.81%
N/A
51.3K $0
Angel Oak Funds Trust
-4.94K
- 0.66%
N/A
749K $0
Brookfield Corp
-123
- 0.81%
N/A
15.1K $0
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-130
- 1.56%
$76.77 - $82.22 $9.98K - $10.7K
8.18K $649K
AROC
Archrock, Inc.

Energy
-344
- 3.62%
$22.72 - $30.34 $7.82K - $10.4K
9.15K $240K
NSC
Norfolk Southern Corp

Industrials
-121
- 0.77%
$227.69 - $259.76 $27.6K - $31.4K
15.6K $3.7M
MPC
Marathon Petroleum Corp

Energy
-153
- 3.24%
$134.72 - $159.03 $20.6K - $24.3K
4.56K $664K
GDS
Gds Holdings LTD

Technology
-700
- 4.32%
$19.92 - $48.5 $13.9K - $34K
15.5K $392K
CRWD
Crowd Strike Holdings, Inc.

Technology
-98
- 2.29%
$308.86 - $455.36 $30.3K - $44.6K
4.19K $1.48M
WWD
Woodward, Inc.

Industrials
-55
- 4.45%
$171.38 - $195.22 $9.43K - $10.7K
1.18K $215K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-61
- 2.21%
$75.32 - $84.77 $4.59K - $5.17K
2.69K $219K
VHT
Vanguard Health Care ETF

ETFs
-157
- 3.32%
$254.06 - $273.83 $39.9K - $43K
4.58K $1.21M
ADC
Agree Realty Corp

Real Estate
-149
- 4.37%
$68.36 - $77.19 $10.2K - $11.5K
3.26K $251K
CBOE
Cboe Global Markets, Inc.

Financial Services
-121
- 9.18%
$190.84 - $226.29 $23.1K - $27.4K
1.2K $270K
VEEV
Veeva Systems Inc

Healthcare
-52
- 4.21%
$210.58 - $246.8 $11K - $12.8K
1.18K $273K
UNM
Unum Group

Financial Services
-150
- 3.99%
$71.8 - $83.34 $10.8K - $12.5K
3.61K $294K
CNO
Cno Financial Group, Inc.

Financial Services
-1.3K
- 7.82%
$35.99 - $42.34 $46.9K - $55.2K
15.4K $639K
LNG
Cheniere Energy, Inc.

Energy
-405
- 5.81%
$209.32 - $253.66 $84.8K - $103K
6.56K $1.52M
AEP
American Electric Power CO Inc

Utilities
-435
- 10.71%
$90.32 - $109.27 $39.3K - $47.5K
3.63K $396K
WCN
Waste Connections, Inc.

Industrials
-56
- 3.93%
$169.89 - $195.19 $9.51K - $10.9K
1.37K $267K
PPL
Ppl Corp

Utilities
-2.63K
- 7.93%
$31.68 - $36.11 $83.3K - $95K
30.6K $1.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.07K
- 4.22%
$58.01 - $64.46 $120K - $134K
47.1K $2.92M
CTVA
Corteva, Inc.

Basic Materials
-42
- 0.77%
$55.94 - $66.15 $2.35K - $2.78K
5.43K $341K
HLN
Haleon PLC

Healthcare
-1.22K
- 1.87%
$9.02 - $10.67 $11K - $13K
63.8K $656K
TDG
Trans Digm Group Inc

Industrials
-16
- 3.21%
$1251.32 - $1394.11 $20K - $22.3K
482 $666K
PRI
Primerica, Inc.

Financial Services
-798
- 3.98%
$271.41 - $296.43 $217K - $237K
19.3K $5.48M
MELI
Mercadolibre Inc

Consumer Cyclical
-16
- 5.82%
$1739.0 - $2260.0 $27.8K - $36.2K
259 $505K
BCS
Barclays PLC

Financial Services
-5.29K
- 9.19%
$12.69 - $16.25 $67.2K - $86K
52.3K $803K
O
Realty Income Corp

Real Estate
-1.75K
- 5.76%
$51.67 - $58.49 $90.3K - $102K
28.6K $1.66M
BR
Broadridge Financial Solutions, Inc.

Technology
-136
- 3.09%
$221.46 - $244.83 $30.1K - $33.3K
4.27K $1.03M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-20
- 0.5%
$73.71 - $87.55 $1.47K - $1.75K
3.99K $346K
FMX
Mexican Economic Development Inc

Consumer Defensive
-2
- 0.06%
$81.23 - $100.59 $162 - $201
3.34K $325K
FEP
First Trust Europe Alphadex Fu

ETFs
-823
- 5.48%
$35.43 - $42.94 $29.2K - $35.3K
14.2K $579K
PDI
Pimco Dynamic Income Fund

Financial Services
-303
- 0.82%
$18.51 - $20.05 $5.61K - $6.08K
36.4K $721K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-2.25K
- 0.78%
$10.91 - $11.42 $24.5K - $25.7K
286K $3.2M
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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