New Edge Wealth, LLC Purchases in Q3 2025

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FEM
First Trust Emerging Markets A

ETFs
49
+ 0.22%
$24.52 - $27.41 $1.2K - $1.34K
22.3K $604K
BDX
Becton Dickinson & CO

Healthcare
142
+ 7.03%
$172.41 - $199.66 $24.5K - $28.4K
2.16K $404K
KRE
Spdr S&P Regional Banking ETF

ETFs
594
+ 15.78%
$58.82 - $66.17 $34.9K - $39.3K
4.36K $275K
CARR
Carrier Global Corp

Industrials
3.32K
+ 30.54%
$58.75 - $80.73 $195K - $268K
14.2K $846K
ZS
Zscaler, Inc.

Technology
256
+ 14.7%
$267.68 - $316.5 $68.5K - $81K
2K $598K
IVE
Ishares S&P 500 Value ETF

ETFs
8
+ 0.18%
$194.44 - $206.51 $1.56K - $1.65K
4.43K $915K
FAAR
First Trust Vii Alternative Ab

ETFs
21
+ 0.12%
$27.66 - $30.9 $581 - $649
18.3K $556K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
19
+ 0.1%
$32.7 - $36.57 $621 - $695
18.8K $669K
LVS
Las Vegas Sands Corp

Consumer Cyclical
122
+ 3.02%
$47.38 - $57.71 $5.78K - $7.04K
4.17K $224K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.41K
+ 19.89%
$57.1 - $70.52 $195K - $241K
20.6K $1.23M
ADP
Automatic Data Processing Inc

Industrials
591
+ 6.91%
$288.69 - $310.94 $171K - $184K
9.15K $2.68M
DOCU
Docusign, Inc.

Technology
1.48K
+ 13.95%
$67.14 - $85.01 $99.6K - $126K
12.1K $873K
MAS
Masco Corp

Industrials
96
+ 1.53%
$64.44 - $76.07 $6.19K - $7.3K
6.39K $449K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2
+ 0.02%
$64.58 - $69.94 $129 - $140
11K $762K
ED
Consolidated Edison Inc

Utilities
403
+ 3.33%
$95.57 - $105.36 $38.5K - $42.5K
12.5K $1.26M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
107
+ 0.94%
$52.12 - $55.33 $5.58K - $5.92K
11.5K $639K
FRT
Federal Realty Investment Trust

Real Estate
10
+ 0.16%
$90.61 - $102.67 $906 - $1.03K
6.41K $649K
NI
Nisource Inc.

Utilities
411
+ 5.62%
$39.0 - $43.33 $16K - $17.8K
7.72K $334K
IRM
Iron Mountain Inc

Real Estate
462
+ 4.04%
$89.46 - $104.46 $41.3K - $48.3K
11.9K $1.21M
NXPI
Nxp Semiconductors N.V.

Technology
32
+ 0.89%
$205.16 - $239.07 $6.57K - $7.65K
3.63K $826K
CACI
Caci International Inc

Technology
87
+ 18.67%
N/A
553 $236K
BA
Boeing CO

Industrials
35
+ 0.76%
$209.79 - $237.38 $7.34K - $8.31K
4.66K $1.01M
CHKP
Check Point Software Technologies LTD

Technology
2.06K
+ 7.56%
$180.73 - $231.23 $372K - $476K
29.3K $6.06M
DECK
Deckers Outdoor Corp

Consumer Cyclical
686
+ 3.47%
$95.32 - $123.91 $65.4K - $85K
20.4K $2.07M
LAMR
Lamar Advertising CO

Real Estate
273
+ 12.94%
$114.98 - $128.82 $31.4K - $35.2K
2.38K $291K
PM
Philip Morris International Inc.

Consumer Defensive
6.44K
+ 12.7%
$157.77 - $183.27 $1.02M - $1.18M
57.1K $9.27M
ALHC
Alignment Healthcare, Inc.

Healthcare
28
+ 0.28%
$11.64 - $17.53 $326 - $491
10K $174K
FTLS
First Tr Long/Short Equity ETF

ETFs
4
+ 0.05%
$65.78 - $69.95 $263 - $280
8.31K $581K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
50
+ 1.22%
$114.67 - $124.98 $5.73K - $6.25K
4.15K $503K
RTO
Rentokil Initial PLC

Industrials
123
+ 0.56%
$22.81 - $25.94 $2.81K - $3.19K
21.9K $553K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.78K
+ 48.69%
$38.58 - $58.24 $262K - $395K
20.7K $811K
BGNE
Bei Gene, Ltd.

Healthcare
123
+ 7.01%
N/A
1.88K $425K
NFG
National Fuel Gas CO

Energy
91
+ 3.74%
$82.19 - $93.72 $7.48K - $8.53K
2.52K $233K
OEF
Ishares S&P 100 ETF

ETFs
103
+ 0.77%
N/A
13.5K $3.6M
KHC
Kraft Heinz CO

Consumer Defensive
892
+ 11.09%
$25.63 - $28.94 $22.9K - $25.8K
8.94K $232K
HLN
Haleon PLC

Healthcare
12.9K
+ 20.01%
$8.72 - $10.35 $112K - $133K
77.2K $692K
SYF
Synchrony Financial

Financial Services
88
+ 2.46%
$67.53 - $76.86 $5.94K - $6.76K
3.67K $260K
EFX
Equifax Inc

Industrials
300
+ 1.53%
$234.03 - $265.73 $70.2K - $79.7K
19.8K $5.09M
FTCS
First Trust Capital Strength E

ETFs
3
+ 0.04%
$89.72 - $93.74 $269 - $281
6.7K $627K
TFX
Teleflex Inc

Healthcare
7
+ 0.17%
$109.79 - $132.5 $769 - $928
4.19K $512K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1
+ 0.01%
$53.48 - $56.56 $53.5 - $56.6
6.85K $387K
HOLX
Hologic Inc

Healthcare
138
+ 3.79%
$63.26 - $68.98 $8.73K - $9.52K
3.78K $255K
ITUB
Itau Unibanco Holding S.A.

Financial Services
952
+ 4.73%
$6.18 - $7.41 $5.88K - $7.05K
21.1K $154K
ADC
Agree Realty Corp

Real Estate
329
+ 9.46%
$70.53 - $75.05 $23.2K - $24.7K
3.81K $270K
FCN
Fti Consulting, Inc

Industrials
71
+ 0.32%
$157.99 - $174.18 $11.2K - $12.4K
22K $3.55M
MKL
Markel Corp

Financial Services
15
+ 8.77%
$1898.34 - $2031.8 $28.5K - $30.5K
186 $355K
AROC
Archrock, Inc.

Energy
1
+ 0.01%
$22.0 - $26.51 $22 - $26.5
9.26K $243K
TT
Trane Technologies PLC

Industrials
139
+ 4.9%
$398.96 - $472.54 $55.5K - $65.7K
2.97K $1.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
21
+ 0.2%
$85.01 - $90.35 $1.79K - $1.9K
10.6K $951K
Activity Summary
Buys All Purchases 614 New Holdings 106 Increased Positions 508 Sells All Sells 306 Reductions 306 Sold out 0 Options Calls 0 Puts 2
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