New Edge Wealth, LLC Options Holdings

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
IAU
Ishares Gold Trust

ETFs
PUT
$5.28 Million
72.5K
Q3 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$2.24 Million
10.2K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,020
  • Current Value $6.58 Billion
  • Prior Value $5.97 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 106 stocks
  • Additional Purchases 508 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 306 stocks
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