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
WMT
Walmart Inc.

Consumer Defensive
2.15K
+ 1.45%
$94.4 - $104.27 $203K - $224K
150K $15.5M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
188K
New
$5.21 - $5.57 $981K - $1.05M
188K $992K
WDAY
Workday, Inc.

Technology
3.84K
+ 4.23%
$213.69 - $247.69 $821K - $951K
94.6K $22.8M
TRV
Travelers Companies, Inc.

Financial Services
2.95K
+ 23.28%
$250.62 - $279.43 $738K - $823K
15.6K $4.35M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.37K
+ 16.86%
$265.78 - $299.3 $1.16M - $1.31M
30.3K $8.25M
VGT
Vanguard Information Technolog

ETFs
265
+ 2.96%
$656.44 - $753.15 $174K - $200K
9.22K $6.88M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.09K
+ 46.3%
$412.46 - $514.1 $862K - $1.07M
6.6K $3.24M
HWKN
Hawkins Inc

Basic Materials
5.12K
New
$144.17 - $184.75 $737K - $945K
5.12K $934K
SHEL
Shell PLC

Energy
12.5K
+ 35.29%
$69.82 - $73.93 $870K - $921K
47.8K $3.42M
JPIE
J P Morgan Exchange Traded Fd
19K
+ 3.71%
$46.01 - $46.55 $875K - $885K
531K $24.6M
ETR
Entergy Corp

Utilities
9.55K
New
$80.93 - $93.55 $773K - $893K
9.55K $889K
SAN
Banco Santander, S.A.

Financial Services
13.9K
+ 4.17%
$8.27 - $10.48 $115K - $146K
347K $3.63M
HMC
Honda Motor CO LTD

Consumer Cyclical
22K
+ 22.69%
$29.11 - $34.85 $641K - $768K
119K $3.67M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
226
+ 0.47%
$89.32 - $107.82 $20.2K - $24.4K
47.9K $5.16M
NSC
Norfolk Southern Corp

Industrials
241
+ 1.36%
$259.49 - $300.41 $62.5K - $72.4K
18K $5.41M
NOC
Northrop Grumman Corp

Industrials
319
+ 5.3%
$498.9 - $609.32 $159K - $194K
6.34K $3.86M
FITB
Fifth Third Bancorp

Financial Services
19.1K
New
$40.91 - $46.28 $782K - $884K
19.1K $851K
VOE
Vanguard Mid Cap Value Index F

ETFs
4.51K
+ 82.77%
$164.63 - $174.58 $742K - $787K
9.96K $1.74M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.79K
+ 20.17%
$70.77 - $73.59 $693K - $721K
58.4K $4.28M
MSI
Motorola Solutions, Inc.

Technology
928
+ 8.77%
$408.73 - $490.3 $379K - $455K
11.5K $5.26M
JCI
Johnson Controls International PLC

Industrials
7.02K
+ 84.54%
$103.24 - $111.73 $725K - $785K
15.3K $1.69M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.32K
+ 190.75%
$567.09 - $607.37 $749K - $802K
2.01K $1.2M
PHG
Koninklijke Philips Nv

Healthcare
21.1K
+ 30.41%
$23.84 - $28.62 $502K - $603K
90.4K $2.46M
TXN
Texas Instruments Inc

Technology
4.11K
+ 13.33%
N/A
35K $6.8M
FXI
Ishares Tr

ETFs
18.6K
New
$36.18 - $41.62 $674K - $776K
18.6K $766K
RBLX
Roblox Corp

Communication Services
3.06K
+ 30.11%
$100.65 - $141.56 $308K - $433K
13.2K $1.83M
ADSK
Autodesk, Inc.

Technology
3.1K
+ 120.18%
N/A
5.67K $1.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.3K
+ 11.15%
$72.57 - $74.72 $675K - $695K
92.7K $6.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.85K
+ 12.22%
$68.24 - $73.73 $467K - $505K
62.9K $4.62M
DFAI
Dimensional ETF Tr

ETFs
19.8K
+ 151.23%
$34.05 - $36.55 $676K - $725K
33K $1.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
24.3K
New
$30.02 - $30.29 $730K - $737K
24.3K $736K
AXP
American Express CO

Financial Services
1.19K
+ 4.8%
$294.27 - $342.31 $350K - $407K
25.9K $8.62M
KB
Kb Financial Group Inc.

Financial Services
8.35K
+ 12.34%
$77.68 - $90.36 $649K - $755K
76.1K $6.31M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
20.4K
+ 10.03%
$26.15 - $27.4 $533K - $559K
224K $6.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
11K
+ 10.89%
$58.97 - $60.36 $651K - $666K
112K $6.75M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
6.92K
New
$90.62 - $107.71 $627K - $746K
6.92K $681K
DHI
Horton D R Inc

Consumer Cyclical
463
+ 3.12%
$129.82 - $184.04 $60.1K - $85.2K
15.3K $2.59M
MPC
Marathon Petroleum Corp

Energy
3.05K
+ 89.54%
$158.59 - $198.69 $483K - $605K
6.45K $1.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.2K
+ 75.55%
$48.5 - $50.19 $639K - $661K
30.6K $1.53M
ETN
Eaton Corp PLC

Industrials
665
+ 2.72%
$342.99 - $392.76 $228K - $261K
25.1K $9.41M
DOCS
Doximity, Inc.

Healthcare
9.18K
New
$57.33 - $75.12 $526K - $690K
9.18K $671K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.64K
+ 148.13%
$100.37 - $100.74 $666K - $669K
11.1K $1.12M
VGLT
Vanguard Long Term Treasury Et

ETFs
10.2K
+ 9.05%
$54.21 - $57.41 $555K - $587K
123K $7.01M
C
Citigroup Inc

Financial Services
2.98K
+ 13.44%
$85.57 - $103.49 $255K - $308K
25.1K $2.55M
SE
Sea LTD

Consumer Cyclical
3.04K
+ 49.62%
$146.23 - $196.5 $444K - $597K
9.16K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
2.54K
+ 0.47%
$211.65 - $238.24 $538K - $606K
540K $119M
BANF
Bancfirst Corp

Financial Services
4.81K
+ 32.47%
$119.95 - $136.48 $577K - $657K
19.6K $2.48M
APA
Apa Corp

Energy
26.3K
New
$18.06 - $24.69 $475K - $650K
26.3K $638K
TTE
Total Energies Se

Energy
9.3K
+ 35.87%
N/A
35.2K $2.42M
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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