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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.3K
+ 21.36%
$46.51 - $50.07 $386K - $416K
47.1K $2.21M
JXN
Jackson Financial Inc.

Financial Services
1.55K
+ 12.43%
$84.06 - $103.8 $130K - $160K
14K $1.41M
CL
Colgate Palmolive CO

Consumer Defensive
3.89K
New
$79.36 - $93.33 $309K - $363K
3.89K $311K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.24K
+ 7.07%
$27.61 - $29.15 $172K - $182K
94.5K $2.75M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.09K
+ 21.71%
$113.83 - $154.45 $124K - $168K
6.09K $941K
AIQ
Global X Funds Global X Artifi

ETFs
4.31K
+ 26.84%
$43.2 - $49.66 $186K - $214K
20.4K $1.01M
NGG
National Grid PLC

Utilities
4.4K
+ 54.64%
$67.98 - $74.38 $299K - $327K
12.4K $903K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.69K
+ 19.53%
$132.9 - $142.03 $224K - $240K
10.3K $1.46M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12.2K
New
$24.11 - $24.94 $293K - $304K
12.2K $303K
CRUS
Cirrus Logic, Inc.

Technology
1.18K
+ 16.6%
$97.25 - $127.45 $115K - $151K
8.31K $1.04M
MHO
M/I Homes, Inc.

Consumer Cyclical
1.03K
+ 22.46%
$111.91 - $157.22 $115K - $162K
5.63K $812K
LPG
Dorian Lpg Ltd.

Energy
5.63K
+ 23.97%
$24.6 - $32.7 $138K - $184K
29.1K $867K
DCI
Donaldson CO Inc

Industrials
94
+ 0.41%
$69.82 - $82.14 $6.56K - $7.72K
23.1K $1.89M
MELI
Mercadolibre Inc

Consumer Cyclical
162
+ 54.0%
$2292.04 - $2514.05 $371K - $407K
462 $1.08M
PPL
Ppl Corp

Utilities
4.92K
+ 14.55%
$33.54 - $37.24 $165K - $183K
38.7K $1.44M
SOFI
So Fi Technologies, Inc.

Financial Services
11.1K
New
$17.64 - $29.81 $196K - $331K
11.1K $293K
TTC
Toro CO

Industrials
166
+ 0.33%
$72.64 - $82.54 $12.1K - $13.7K
50.7K $3.86M
PEGA
Pegasystems Inc

Technology
4.01K
+ 21.87%
$49.75 - $60.39 $199K - $242K
22.3K $1.28M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
521
New
$534.91 - $598.71 $279K - $312K
521 $292K
ABC
Amerisourcebergen Corp

Healthcare
1.57K
+ 86.45%
N/A
3.38K $626K
MGK
Vanguard Mega Cap Growth ETF

ETFs
723
New
$362.31 - $405.74 $262K - $293K
723 $290K
NHI
National Health Investors Inc

Real Estate
2.33K
+ 21.33%
$69.48 - $80.06 $162K - $187K
13.3K $1.05M
FISV
Fiserv Inc

Technology
2.28K
+ 103.45%
N/A
4.49K $561K
VCTR
Victory Capital Holdings, Inc.

Financial Services
4.38K
New
$63.69 - $72.67 $279K - $318K
4.38K $283K
UBS
Ubs Group Ag

Financial Services
6.85K
New
$33.77 - $42.38 $231K - $290K
6.85K $280K
ACT
Enact Holdings, Inc.

Financial Services
6.33K
+ 22.87%
$34.39 - $39.23 $218K - $248K
34K $1.3M
ECL
Ecolab Inc.

Basic Materials
788
+ 6.11%
$259.39 - $285.47 $204K - $225K
13.7K $3.75M
CLH
Clean Harbors Inc

Industrials
1.17K
New
$225.84 - $250.43 $265K - $294K
1.17K $272K
SHW
Sherwin Williams CO

Basic Materials
753
+ 21.58%
$330.88 - $375.23 $249K - $283K
4.24K $1.47M
TRGP
Targa Resources Corp.

Energy
1.93K
+ 21.83%
$160.52 - $174.4 $310K - $337K
10.8K $1.81M
RDNT
Rad Net, Inc.

Healthcare
3.5K
New
$52.53 - $77.24 $184K - $270K
3.5K $266K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.21K
New
$50.81 - $51.07 $264K - $266K
5.21K $265K
FOR
Forestar Group Inc.

Real Estate
4.78K
+ 23.42%
$20.87 - $28.72 $99.7K - $137K
25.2K $669K
CVNA
Carvana Co.

Consumer Cyclical
556
+ 46.96%
$326.09 - $392.66 $181K - $218K
1.74K $656K
HYMU
Blackrock ETF Tr Ii High Yield
11.2K
New
N/A
11.2K $256K
ROST
Ross Stores, Inc.

Consumer Cyclical
564
+ 8.26%
$127.59 - $152.81 $72K - $86.2K
7.39K $1.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.32K
+ 40.19%
$101.12 - $106.18 $235K - $247K
8.1K $834K
LIT
Global X Fds Global X Lithium

ETFs
4.45K
New
$38.41 - $56.85 $171K - $253K
4.45K $252K
NVT
N Vent Electric PLC

Industrials
2.53K
New
$72.16 - $100.25 $182K - $253K
2.53K $249K
CEG
Constellation Energy Corp

Utilities
728
+ 62.92%
$298.82 - $354.89 $218K - $258K
1.89K $620K
AXON
Axon Enterprise, Inc.

Industrials
479
+ 53.94%
$698.02 - $870.97 $334K - $417K
1.37K $981K
CTRA
Coterra Energy Inc.

Energy
11.9K
+ 56.1%
$23.09 - $25.45 $275K - $303K
33.1K $783K
PFE
Pfizer Inc

Healthcare
6.05K
+ 8.29%
$23.29 - $25.88 $141K - $157K
79.1K $2.01M
COLL
Collegium Pharmaceutical, Inc

Healthcare
4.24K
+ 24.15%
$29.75 - $39.59 $126K - $168K
21.8K $762K
FMX
Mexican Economic Development Inc

Consumer Defensive
2.63K
+ 72.9%
$83.67 - $106.19 $220K - $280K
6.25K $615K
SPG
Simon Property Group Inc

Real Estate
165
+ 2.1%
$159.93 - $187.67 $26.4K - $31K
8.04K $1.51M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.44K
+ 40.29%
$41.34 - $45.65 $184K - $203K
15.5K $697K
RKT
Rocket Companies, Inc.

Financial Services
12.5K
New
$13.31 - $21.16 $166K - $264K
12.5K $242K
ICLR
Icon PLC

Healthcare
864
+ 28.39%
$139.63 - $195.01 $121K - $168K
3.91K $683K
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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