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
YUM
Yum Brands Inc

Consumer Cyclical
-241
- 6.28%
$123.25 - $162.53 $29.7K - $39.2K
3.6K $566K
ABT
Abbott Laboratories

Healthcare
-5.26K
- 13.7%
$111.1 - $140.22 $584K - $737K
33.1K $4.39M
PSX
Phillips 66

Energy
-715
- 4.7%
$113.93 - $131.55 $81.5K - $94.1K
14.5K $1.79M
NOC
Northrop Grumman Corp

Industrials
-411
- 6.44%
$433.45 - $513.82 $178K - $211K
5.97K $3.06M
CB
Chubb LTD

Financial Services
-515
- 5.98%
$257.71 - $301.99 $133K - $156K
8.1K $2.45M
ALHC
Alignment Healthcare, Inc.

Healthcare
-58
- 0.57%
$11.32 - $18.62 $657 - $1.08K
10.1K $188K
WEC
Wec Energy Group, Inc.

Utilities
-337
- 4.24%
$92.12 - $108.98 $31K - $36.7K
7.6K $828K
CAPL
Cross America Partners LP

Energy
-3.96K
- 5.56%
$21.88 - $24.57 $86.6K - $97.2K
67.3K $1.65M
SLV
I Shares Silver Trust

ETFs
-29
- 0.15%
$26.93 - $31.32 $781 - $908
19.4K $601K
T
At&T Inc.

Communication Services
-11.2K
- 15.17%
$21.56 - $28.28 $242K - $317K
62.7K $1.77M
TRGP
Targa Resources Corp.

Energy
-589
- 6.13%
$178.44 - $217.22 $105K - $128K
9.02K $1.81M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-983
- 3.02%
$96.27 - $116.36 $94.6K - $114K
31.6K $3.67M
NFLX
Netflix Inc

Communication Services
-622
- 3.57%
$828.4 - $1058.6 $515K - $658K
16.8K $15.7M
SE
Sea LTD

Consumer Cyclical
-71
- 1.16%
$104.87 - $146.31 $7.45K - $10.4K
6.06K $791K
ING
Ing Groep Nv

Financial Services
-336
- 0.8%
$15.51 - $20.74 $5.21K - $6.97K
41.9K $820K
TRV
Travelers Companies, Inc.

Financial Services
-435
- 3.62%
$232.43 - $265.13 $101K - $115K
11.6K $3.07M
TDY
Teledyne Technologies Inc

Technology
-276
- 3.0%
$455.51 - $518.84 $126K - $143K
8.92K $4.44M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-751
- 0.87%
$38.54 - $41.5 $28.9K - $31.2K
85.5K $3.48M
RSG
Republic Services, Inc.

Industrials
-83
- 1.6%
$200.09 - $242.16 $16.6K - $20.1K
5.12K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
-459
- 2.11%
$890.62 - $1076.86 $409K - $494K
21.3K $20.1M
AMT
American Tower Corp

Real Estate
-1.07K
- 8.22%
$173.46 - $217.6 $186K - $233K
12K $2.6M
CME
Cme Group Inc.

Financial Services
-258
- 2.85%
$225.82 - $266.54 $58.3K - $68.8K
8.78K $2.33M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-102
- 0.47%
$46.15 - $63.53 $4.71K - $6.48K
21.4K $1.32M
IDV
Ishares Tr

ETFs
-3.46K
- 3.5%
$27.0 - $31.7 $93.5K - $110K
95.6K $2.97M
EFV
Msci Eafe Value ETF

ETFs
-180
- 0.41%
$51.88 - $60.73 $9.34K - $10.9K
44.1K $2.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.31K
- 1.0%
$79.17 - $82.04 $341K - $353K
424K $34.7M
HCA
Hca Healthcare, Inc.

Healthcare
-23
- 0.32%
$296.7 - $345.55 $6.82K - $7.95K
7.15K $2.47M
CI
Cigna Corp

Healthcare
-232
- 2.88%
$274.49 - $329.0 $63.7K - $76.3K
7.82K $2.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.48K
- 0.81%
$42.5 - $46.71 $148K - $162K
427K $19.3M
LYG
Lloyds Banking Group PLC

Financial Services
-35.2K
- 7.72%
$2.58 - $3.9 $90.9K - $137K
421K $1.61M
SAN
Banco Santander, S.A.

Financial Services
-33.6K
- 11.94%
$4.46 - $7.14 $150K - $240K
248K $1.66M
SONY
Sony Group Corp

Technology
-1.08K
- 1.05%
$19.88 - $25.64 $21.4K - $27.6K
101K $2.58M
FTNT
Fortinet, Inc.

Technology
-2.68K
- 0.7%
$92.49 - $114.57 $248K - $307K
379K $36.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-201
- 1.2%
$208.48 - $244.03 $41.9K - $49.1K
16.5K $4.02M
WM
Waste Management Inc

Industrials
-36
- 0.16%
$200.54 - $233.78 $7.22K - $8.42K
22.4K $5.19M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-135
- 3.81%
$1187.71 - $1432.58 $160K - $193K
3.41K $4.89M
CTAS
Cintas Corp

Industrials
-236
- 0.73%
$182.09 - $208.14 $43K - $49.1K
31.9K $6.56M
UNH
Unitedhealth Group Inc

Healthcare
-201
- 0.43%
$461.52 - $548.18 $92.8K - $110K
46.3K $24.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-59.4K
- 4.95%
$36.91 - $41.03 $2.19M - $2.44M
1.14M $45.3M
HWM
Howmet Aerospace Inc.

Industrials
-738
- 1.43%
$110.79 - $139.39 $81.8K - $103K
50.9K $6.6M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-63
- 0.1%
$55.75 - $77.63 $3.51K - $4.89K
60.5K $4.7M
KLAC
Kla Corp

Technology
-752
- 0.96%
$636.62 - $777.63 $479K - $585K
77.4K $52.6M
WELL
Welltower Inc.

Real Estate
-6.96K
- 3.64%
$124.05 - $156.86 $864K - $1.09M
184K $28.2M
V
Visa Inc.

Financial Services
-1.38K
- 0.81%
$306.92 - $362.71 $422K - $499K
169K $59.3M
AZO
Autozone Inc

Consumer Cyclical
-456
- 2.25%
$3193.96 - $3828.11 $1.46M - $1.75M
19.8K $75.5M
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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