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
SHG
Shinhan Financial Group CO LTD

Financial Services
12.9K
+ 16.94%
N/A
89.2K $3.09M
BLDR
Builders First Source, Inc.

Industrials
3.65K
New
$116.91 - $149.21 $426K - $544K
3.65K $442K
BSX
Boston Scientific Corp

Healthcare
9.83K
+ 18.58%
$97.03 - $108.14 $953K - $1.06M
62.7K $6.12M
PPG
Ppg Industries Inc

Basic Materials
4.21K
New
$103.65 - $119.07 $436K - $501K
4.21K $442K
PEAK
Healthpeak Properties, Inc.

Real Estate
23.1K
+ 164.03%
N/A
37.2K $705K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
23.2K
New
$16.23 - $20.39 $377K - $474K
23.2K $437K
DFAE
Dimensional ETF Tr

ETFs
12.9K
+ 113.57%
$28.84 - $31.84 $373K - $412K
24.3K $766K
INSM
Insmed Inc

Healthcare
3.03K
New
$96.14 - $147.2 $291K - $446K
3.03K $436K
EVER
Ever Quote, Inc.

Communication Services
18.3K
New
$22.61 - $25.87 $415K - $474K
18.3K $428K
T
At&T Inc.

Communication Services
16.8K
+ 24.94%
$26.94 - $29.62 $451K - $496K
83.9K $2.37M
JLL
Jones Lang Lasalle Inc

Real Estate
1.41K
New
$248.95 - $319.66 $352K - $452K
1.41K $421K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.76K
+ 3.11%
$46.69 - $59.27 $82.4K - $105K
58.5K $3.11M
VRT
Vertiv Holdings CO

Industrials
4.84K
+ 192.26%
N/A
7.36K $637K
UGI
Ugi Corp

Utilities
15.4K
+ 51.63%
$32.64 - $37.14 $503K - $572K
45.3K $1.51M
DBA
Invesco Db Agriculture Fund

ETFs
15.6K
New
$25.62 - $27.91 $399K - $435K
15.6K $416K
TMUS
T Mobile Us, Inc.

Communication Services
1.69K
+ 22.41%
$226.02 - $259.01 $382K - $438K
9.24K $2.21M
ASX
Ase Technology Holding Co., Ltd.

Technology
37.1K
New
$9.5 - $11.71 $352K - $434K
37.1K $411K
IBB
Ishares Biotechnology ETF

ETFs
1.93K
+ 25.93%
$127.63 - $144.37 $246K - $278K
9.36K $1.35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.22K
+ 20.11%
$94.17 - $99.95 $303K - $322K
19.2K $1.92M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.94K
New
$63.41 - $69.69 $376K - $414K
5.94K $406K
CAPL
Cross America Partners LP

Energy
18.8K
+ 25.42%
$19.62 - $22.22 $369K - $418K
92.7K $1.95M
TSCO
Tractor Supply CO

Consumer Cyclical
6.36K
+ 81.52%
$54.08 - $62.65 $344K - $399K
14.2K $805K
UPS
United Parcel Service Inc

Industrials
6.62K
+ 72.52%
$82.58 - $105.54 $546K - $698K
15.7K $1.31M
CDNS
Cadence Design Systems Inc

Technology
788
+ 30.27%
$309.46 - $373.37 $244K - $294K
3.39K $1.19M
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.62K
+ 32.22%
$65.64 - $78.22 $566K - $675K
35.4K $2.37M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.02K
+ 20.07%
$167.19 - $219.52 $171K - $225K
6.12K $1.34M
TGT
Target Corp

Consumer Defensive
5.18K
+ 54.21%
$86.56 - $107.43 $449K - $557K
14.7K $1.32M
NTRA
Natera, Inc.

Healthcare
2.31K
New
$133.66 - $181.11 $309K - $419K
2.31K $372K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
92
+ 0.32%
$158.03 - $197.08 $14.5K - $18.1K
29.3K $4.9M
AYI
Acuity Brands Inc

Industrials
613
+ 18.11%
$287.07 - $344.52 $176K - $211K
4K $1.38M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.63K
+ 19.68%
$259.44 - $278.65 $423K - $454K
9.92K $2.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.17K
+ 11.33%
$55.61 - $57.37 $343K - $354K
60.6K $3.46M
GMAB
Genmab A/S

Healthcare
11.9K
New
$20.3 - $30.67 $241K - $364K
11.9K $363K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
14.6K
New
$24.08 - $24.56 $352K - $359K
14.6K $358K
IFRA
Ishares Tr

ETFs
6.66K
New
$49.77 - $52.82 $332K - $352K
6.66K $351K
SAP
Sap Se

Technology
3.42K
+ 22.24%
$252.42 - $311.93 $864K - $1.07M
18.8K $5.03M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
522
+ 3.14%
$301.44 - $365.84 $157K - $191K
17.2K $5.55M
LRN
Stride, Inc.

Consumer Defensive
2.1K
+ 26.22%
$128.23 - $169.81 $269K - $356K
10.1K $1.5M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
2.73K
+ 3.19%
$41.13 - $44.7 $112K - $122K
88.3K $3.95M
DASH
Door Dash, Inc.

Communication Services
853
+ 20.9%
$234.5 - $272.5 $200K - $232K
4.93K $1.34M
CDW
Cdw Corp

Technology
2.11K
New
$156.97 - $182.84 $331K - $385K
2.11K $335K
NNN
National Retail Properties, Inc.

Real Estate
7.88K
New
$40.68 - $44.1 $320K - $347K
7.88K $335K
EMR
Emerson Electric CO

Industrials
2.79K
+ 18.94%
$128.6 - $149.63 $359K - $417K
17.5K $2.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
402
+ 1.54%
$108.97 - $121.65 $43.8K - $48.9K
26.5K $3.19M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
764
+ 1.65%
$73.9 - $84.4 $56.5K - $64.5K
47.1K $3.7M
WEC
Wec Energy Group, Inc.

Utilities
2.05K
+ 23.94%
$103.66 - $114.59 $212K - $235K
10.6K $1.21M
SUB
Ishares Short Term National Mu

ETFs
2.88K
+ 8.62%
$106.17 - $107.3 $305K - $308K
36.2K $3.87M
BE
Bloom Energy Corp

Industrials
3.75K
New
$22.13 - $86.27 $83K - $324K
3.75K $317K
EEM
Ishares Msci Emerging Markets

ETFs
4.17K
+ 23.14%
$48.07 - $53.4 $201K - $223K
22.2K $1.19M
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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