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
WWD
Woodward, Inc.

Industrials
10
+ 0.7%
$237.33 - $266.1 $2.37K - $2.66K
1.43K $361K
EQR
Equity Residential

Real Estate
556
+ 6.21%
$62.3 - $68.34 $34.6K - $38K
9.51K $615K
ALC
Alcon Inc

Healthcare
1.6K
+ 20.33%
$73.24 - $92.22 $117K - $147K
9.47K $705K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
34
+ 0.24%
$43.36 - $44.8 $1.47K - $1.52K
14.1K $624K
KRG
Kite Realty Group Trust

Real Estate
467
+ 2.65%
$20.94 - $23.26 $9.78K - $10.9K
18.1K $402K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1K
+ 3.98%
$12.11 - $12.64 $12.1K - $12.6K
26.1K $322K
MIDD
Middleby Corp

Industrials
220
+ 8.98%
$118.3 - $150.16 $26K - $33K
2.67K $355K
EQIX
Equinix Inc

Real Estate
41
+ 1.66%
$756.7 - $811.13 $31K - $33.3K
2.5K $1.96M
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
9
+ 0.07%
N/A
13.4K $702K
KKR
Kkr & Co. Inc.

Financial Services
481
+ 2.39%
$129.95 - $152.16 $62.5K - $73.2K
20.6K $2.67M
GCT
Giga Cloud Technology Inc.

Technology
22.2K
New
N/A
22.2K $0
Bank America Corp
8
+ 1.68%
N/A
485 $0
Gsk PLC
13.8K
+ 21.47%
N/A
78K $0
Atlassian Corporation
33
+ 1.83%
N/A
1.84K $0
Star Hldgs
29.7K
New
N/A
29.7K $0
Fidelity Wise Origin Bitcoin
568
+ 2.65%
N/A
22K $0
Kenvue Inc
39.8K
New
N/A
39.8K $0
Ul Solutions Inc
63.1K
New
N/A
63.1K $0
Grayscale Ethereum Mini Tr E
6.45K
New
N/A
6.45K $0
Arista Networks Inc
4.47K
+ 9.74%
N/A
50.3K $0
Ge Vernova Inc
7
+ 0.15%
N/A
4.65K $0
FTGS
First Tr Exchange Traded Fd Gr
7
+ 0.01%
N/A
52.2K $0
Vanguard Malvern Fds
28.7K
+ 9.96%
N/A
317K $0
First Tr Exchange Traded Fd
253
+ 0.24%
N/A
107K $0
Vanguard Instl Index Fd
35.3K
+ 45.91%
N/A
112K $0
Blackrock Inc
667
+ 9.72%
N/A
7.53K $0
Aptiv PLC
535
+ 16.41%
N/A
3.8K $0
First Tr Exchange Traded Fd
454K
+ 84.73%
N/A
989K $0
AFLG
First Tr Exchange Traded Fd Vi
3
+ 0.01%
N/A
36.1K $0
Ishares Bitcoin Trust ETF
50.4K
+ 23.2%
N/A
267K $0
Ishares Ethereum Tr
44.8K
+ 570.12%
N/A
52.6K $0
Angel Oak Funds Trust
121K
+ 5.39%
N/A
2.37M $0
America Movil Sab De Cv
10.9K
New
N/A
10.9K $0
VUSB
Vanguard Bd Index Fds
6.7K
+ 7.2%
N/A
99.7K $0
Ark 21 Shares Bitcoin ETF
725
+ 2.21%
N/A
33.5K $0
Ge Healthcare Technologies I
450
+ 12.53%
N/A
4.04K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.54K
New
N/A
4.54K $0
Natwest Group PLC
35.7K
+ 13.1%
N/A
308K $0
Blue Owl Technology Fin Corp
44.4K
+ 189.92%
N/A
67.7K $0
Bondbloxx ETF Trust
19.9K
+ 28.04%
N/A
90.7K $0
Brookfield Corp
9.15K
+ 63.77%
N/A
23.5K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
9.63K
New
N/A
9.63K $0
Smurfit Westrock PLC
11.8K
+ 189.27%
N/A
18.1K $0
Brookfield Infrastructure CO
3.88K
+ 16.59%
N/A
27.2K $0
Brookfield Renewable Corp
5.83K
New
N/A
5.83K $0
BFB
Brown Forman Corp Cl B
15.8K
New
N/A
15.8K $0
LENB
Lennar Corporation Cl B
2.02K
New
N/A
2.02K $0
Liberty Media Corp Del
2.86K
+ 110.84%
N/A
5.45K $0
Linde PLC
336
+ 5.6%
N/A
6.34K $0
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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