New Edge Wealth, LLC Incresed Positions in Q3 2025

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
39.4K
+ 9.29%
N/A
463K $0
Ishares Ethereum Tr
44.8K
+ 570.12%
N/A
52.6K $0
Ishares Bitcoin Trust ETF
50.4K
+ 23.2%
N/A
267K $0
PSA
Public Storage

Real Estate
30
+ 1.61%
$271.94 - $298.09 $8.16K - $8.94K
1.9K $547K
First Tr Exchange Traded Fd
127
+ 0.24%
N/A
52.9K $0
First Tr Exchange Traded Fd
454K
+ 84.73%
N/A
989K $0
Te Connectivity PLC
6.09K
+ 21.33%
N/A
34.7K $0
Outfront Media Inc
821
+ 5.77%
N/A
15.1K $0
Tidal Trust I
21.6K
+ 110.34%
N/A
41.1K $0
Tko Group Holdings Inc
2.28K
+ 15.5%
N/A
17K $0
First Tr Exchange Traded Fd
253
+ 0.24%
N/A
107K $0
AFLG
First Tr Exchange Traded Fd Vi
3
+ 0.01%
N/A
36.1K $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
108
+ 2.37%
$86.67 - $100.17 $9.36K - $10.8K
4.67K $421K
HEI
Heico Corp

Industrials
10
+ 1.19%
$304.5 - $337.56 $3.05K - $3.38K
847 $273K
SBAC
Sba Communications Corp

Real Estate
394
+ 20.87%
$191.35 - $239.35 $75.4K - $94.3K
2.28K $441K
CWEN
Clearway Energy, Inc.

Utilities
783
+ 11.55%
$27.89 - $32.98 $21.8K - $25.8K
7.56K $213K
FHB
First Hawaiian, Inc.

Financial Services
331
+ 0.35%
$23.66 - $26.43 $7.83K - $8.75K
94.7K $2.35M
CAH
Cardinal Health Inc

Healthcare
111
+ 5.16%
$146.04 - $167.63 $16.2K - $18.6K
2.26K $355K
ROP
Roper Technologies Inc

Industrials
75
+ 10.9%
$495.03 - $573.0 $37.1K - $43K
763 $380K
CPRT
Copart Inc

Consumer Cyclical
246
+ 4.57%
$44.6 - $49.97 $11K - $12.3K
5.63K $253K
FPI
Farmland Partners Inc.

Real Estate
514
+ 1.51%
$10.47 - $11.59 $5.38K - $5.96K
34.5K $375K
PAA
Plains All American Pipeline LP

Energy
1
+ 0.01%
$16.88 - $18.93 $16.9 - $18.9
14.5K $246K
GGG
Graco Inc

Industrials
117
+ 0.38%
$82.58 - $88.81 $9.66K - $10.4K
31K $2.64M
WHF
White Horse Finance, Inc.

Financial Services
865
+ 5.66%
$6.92 - $9.13 $5.99K - $7.9K
16.2K $111K
PNNT
Pennantpark Investment Corp

Financial Services
89
+ 0.03%
$6.68 - $7.44 $595 - $662
255K $1.71M
REAX
Real Brokerage Inc

Real Estate
1.24K
+ 1.07%
$3.84 - $5.38 $4.77K - $6.69K
117K $488K
APAM
Artisan Partners Asset Management Inc.

Financial Services
135
+ 0.31%
$43.4 - $48.34 $5.86K - $6.53K
43.8K $1.9M
CB
Chubb LTD

Financial Services
226
+ 1.6%
$265.99 - $289.59 $60.1K - $65.4K
14.3K $4.05M
RSG
Republic Services, Inc.

Industrials
183
+ 3.67%
$225.33 - $246.01 $41.2K - $45K
5.17K $1.19M
LNG
Cheniere Energy, Inc.

Energy
40
+ 0.64%
$222.68 - $244.28 $8.91K - $9.77K
6.25K $1.47M
CNI
Canadian National Railway CO

Industrials
514
+ 4.99%
$92.01 - $106.6 $47.3K - $54.8K
10.8K $1.02M
EQT
Eqt Corp

Energy
33
+ 0.24%
$49.19 - $59.19 $1.62K - $1.95K
13.9K $756K
MSTR
Microstrategy Inc

Technology
98
+ 6.98%
$300.7 - $455.9 $29.5K - $44.7K
1.5K $484K
OKE
Oneok Inc

Energy
158
+ 1.19%
$71.36 - $83.47 $11.3K - $13.2K
13.4K $981K
WPP
Wpp PLC

Communication Services
3.78K
+ 16.58%
$23.63 - $36.37 $89.3K - $137K
26.6K $665K
KAI
Kadant Inc

Industrials
26
+ 0.3%
$297.58 - $358.61 $7.74K - $9.32K
8.63K $2.57M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.21K
+ 4.91%
$167.28 - $188.45 $202K - $228K
25.8K $4.35M
WIT
Wipro LTD

Technology
104K
+ 9.08%
$2.63 - $3.11 $274K - $324K
1.25M $3.29M
RLI
Rli Corp

Financial Services
364
+ 1.22%
$64.17 - $71.7 $23.4K - $26.1K
30.3K $1.98M
HON
Honeywell International Inc

Industrials
857
+ 5.18%
$207.7 - $240.4 $178K - $206K
17.4K $3.66M
SBUX
Starbucks Corp

Consumer Cyclical
3.16K
+ 3.99%
$81.9 - $96.86 $258K - $306K
82.3K $6.96M
LSTR
Landstar System Inc

Industrials
160
+ 0.77%
$120.68 - $146.55 $19.3K - $23.4K
20.8K $2.55M
APO
Apollo Global Management, Inc.

Financial Services
1.92K
+ 2.85%
$131.55 - $156.05 $253K - $300K
69.4K $9.24M
RELX
Relx PLC

Communication Services
19K
+ 9.52%
$45.13 - $54.19 $857K - $1.03M
218K $10.4M
IBM
International Business Machines Corp

Technology
6.82K
+ 3.56%
$234.77 - $292.47 $1.6M - $1.99M
198K $55.9M
PAYX
Paychex Inc

Industrials
106
+ 0.34%
$126.69 - $147.99 $13.4K - $15.7K
31.7K $4.01M
CRVL
Corvel Corp

Financial Services
92
+ 0.33%
$77.22 - $104.34 $7.1K - $9.6K
27.9K $2.16M
COST
Costco Wholesale Corp

Consumer Defensive
628
+ 3.04%
$915.95 - $994.57 $575K - $625K
21.3K $19.7M
KO
Coca Cola CO

Consumer Defensive
8.31K
+ 2.29%
$65.67 - $71.67 $545K - $595K
370K $24.6M
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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