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
QBTS
D Wave Quantum Inc.

Technology
7.13K
New
$14.81 - $27.72 $106K - $198K
7.13K $176K
GFF
Griffon Corp

Industrials
1.88K
+ 22.38%
$67.97 - $82.65 $128K - $156K
10.3K $784K
COF
Capital One Financial Corp

Financial Services
814
+ 15.42%
$207.29 - $229.74 $169K - $187K
6.09K $1.3M
TDIV
First Trust Nasdaq Technology

ETFs
12
+ 0.06%
$89.27 - $100.33 $1.07K - $1.2K
20.1K $1.99M
EA
Electronic Arts Inc.

Communication Services
577
+ 45.25%
$147.79 - $202.05 $85.3K - $117K
1.85K $373K
GDRX
Good Rx Holdings, Inc.

Healthcare
40.4K
New
$3.47 - $5.12 $140K - $207K
40.4K $170K
DUK
Duke Energy Corp

Utilities
1.15K
+ 23.75%
$116.31 - $125.93 $133K - $144K
5.97K $738K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.35K
+ 24.93%
$94.1 - $119.16 $221K - $280K
11.8K $1.11M
CF
Cf Industries Holdings, Inc.

Basic Materials
11.4K
+ 3.07%
$80.91 - $98.75 $919K - $1.12M
381K $34.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
101
+ 0.36%
$72.65 - $78.68 $7.34K - $7.95K
28.5K $2.23M
PFBC
Preferred Bank

Financial Services
1.52K
+ 21.75%
$89.02 - $97.01 $135K - $147K
8.49K $767K
CORT
Corcept Therapeutics Inc

Healthcare
1.27K
+ 21.3%
$67.17 - $83.9 $85.1K - $106K
7.22K $599K
BAP
Credicorp LTD

Financial Services
259
+ 11.83%
$220.56 - $278.29 $57.1K - $72.1K
2.45K $652K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
625
+ 7.03%
$121.46 - $130.92 $75.9K - $81.8K
9.52K $1.24M
PAVE
Global X Fds Us Infrastructure

ETFs
1.12K
+ 4.25%
$44.02 - $47.63 $49.3K - $53.4K
27.5K $1.31M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.01%
$115.96 - $125.95 $116 - $126
16.3K $2.05M
VFH
Vanguard Financial ETF

ETFs
1.12K
+ 43.08%
$125.23 - $132.78 $141K - $149K
3.73K $489K
FDT
First Trust Developed Markets

ETFs
26
+ 0.11%
$68.09 - $76.05 $1.77K - $1.98K
23.1K $1.74M
A
Agilent Technologies, Inc.

Healthcare
993
+ 38.82%
$112.04 - $128.75 $111K - $128K
3.55K $455K
LITE
Lumentum Holdings Inc.

Technology
947
New
$90.44 - $171.5 $85.6K - $162K
947 $154K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
211
+ 0.1%
$20.79 - $21.92 $4.39K - $4.63K
215K $4.66M
CINF
Cincinnati Financial Corp

Financial Services
75
+ 0.49%
$145.8 - $158.1 $10.9K - $11.9K
15.3K $2.43M
MFC
Manulife Financial Corp

Financial Services
5.13K
+ 49.6%
$29.9 - $32.34 $153K - $166K
15.5K $482K
RDN
Radian Group Inc

Financial Services
4.07K
+ 20.03%
$32.61 - $37.23 $133K - $151K
24.4K $882K
AMP
Ameriprise Financial Inc

Financial Services
575
+ 17.98%
$486.13 - $544.55 $280K - $313K
3.77K $1.85M
PWR
Quanta Services, Inc.

Industrials
280
+ 32.33%
$372.29 - $421.68 $104K - $118K
1.15K $474K
AFL
Aflac Inc

Financial Services
1.12K
+ 31.51%
$98.09 - $111.7 $109K - $125K
4.65K $519K
BBSI
Barrett Business Services Inc

Industrials
2.53K
+ 23.58%
$42.51 - $49.17 $108K - $124K
13.3K $588K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
11.5K
+ 42.44%
$10.9 - $11.58 $125K - $133K
38.6K $443K
CCL
Carnival Corp

Consumer Cyclical
4.02K
+ 12.9%
$28.37 - $32.49 $114K - $130K
35.1K $1.02M
PUK
Prudential PLC

Financial Services
2.61K
+ 11.63%
$24.27 - $28.15 $63.2K - $73.4K
25K $700K
EXEL
Exelixis, Inc.

Healthcare
4.75K
+ 22.93%
$36.22 - $46.25 $172K - $219K
25.4K $1.05M
MCK
Mckesson Corp

Healthcare
146
+ 23.14%
$659.01 - $772.54 $96.2K - $113K
777 $600K
HIMX
Himax Technologies, Inc.

Technology
15.6K
New
$7.16 - $9.76 $112K - $152K
15.6K $137K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
8K
+ 8.57%
$10.62 - $11.43 $85K - $91.4K
101K $1.15M
MLN
Vaneck Long Muni ETF

ETFs
896
+ 0.45%
$16.52 - $17.5 $14.8K - $15.7K
200K $3.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
30
+ 40.0%
$5364.25 - $5815.92 $161K - $174K
105 $566K
SNA
Snap On Inc

Industrials
176
+ 9.48%
$313.01 - $346.53 $55.1K - $61K
2.03K $704K
IOT
Samsara Inc.

Technology
4.37K
+ 30.75%
$32.22 - $42.09 $141K - $184K
18.6K $692K
CATY
Cathay General Bancorp

Financial Services
2.02K
+ 18.27%
$44.78 - $50.42 $90.6K - $102K
13.1K $629K
DE
Deere & CO

Industrials
609
+ 20.19%
$457.26 - $524.37 $278K - $319K
3.63K $1.66M
GATX
Gatx Corp

Industrials
540
+ 38.19%
$149.23 - $176.97 $80.6K - $95.6K
1.95K $341K
NKE
Nike, Inc.

Consumer Cyclical
1.94K
+ 17.96%
$69.24 - $79.24 $134K - $154K
12.8K $889K
AEM
Agnico Eagle Mines LTD

Basic Materials
29
+ 1.27%
$116.14 - $168.56 $3.37K - $4.89K
2.31K $389K
XLU
Utilities Sector Spdr

ETFs
470
+ 3.4%
$81.14 - $87.32 $38.1K - $41K
14.3K $1.25M
FDX
Fedex Corp

Industrials
370
+ 10.27%
$217.1 - $243.2 $80.3K - $90K
3.97K $936K
AEP
American Electric Power CO Inc

Utilities
803
+ 26.52%
$103.26 - $115.0 $82.9K - $92.3K
3.83K $430K
ROK
Rockwell Automation, Inc

Industrials
181
+ 6.16%
$328.67 - $358.52 $59.5K - $64.9K
3.12K $1.09M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.45K
+ 50.98%
$70.85 - $76.96 $103K - $112K
4.3K $327K
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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