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
VO
Vanguard Mid Cap ETF

ETFs
2.11K
+ 1.37%
$279.83 - $293.74 $590K - $620K
156K $45.9M
VZ
Verizon Communications Inc

Communication Services
62.2K
+ 184.99%
$40.84 - $45.06 $2.54M - $2.8M
95.9K $4.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11K
+ 2.5%
$49.43 - $54.52 $542K - $598K
450K $24.4M
AMAT
Applied Materials Inc

Technology
501
+ 0.45%
$156.25 - $204.95 $78.3K - $103K
113K $23.1M
ASML
Asml Holding Nv

Technology
512
+ 4.27%
$689.63 - $968.09 $353K - $496K
12.5K $12.1M
VST
Vistra Corp.

Utilities
8.96K
+ 2.72%
$182.0 - $217.92 $1.63M - $1.95M
338K $66.3M
HSBC
Hsbc Holdings PLC

Financial Services
29.3K
+ 114.55%
$60.27 - $70.98 $1.77M - $2.08M
54.9K $3.89M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
448K
+ 858.61%
$2.4 - $5.57 $1.08M - $2.5M
500K $2.4M
SHOP
Shopify Inc.

Technology
3.79K
+ 7.61%
$112.11 - $157.12 $425K - $595K
53.5K $7.96M
MUB
Ishares National Muni Bond ETF

ETFs
18.7K
+ 16.65%
$103.24 - $106.68 $1.93M - $1.99M
131K $13.9M
ABT
Abbott Laboratories

Healthcare
16.7K
+ 50.34%
$120.51 - $136.62 $2.01M - $2.28M
49.8K $6.67M
EFA
Ishares Tr Msci Eafe ETF

ETFs
905
+ 0.18%
$87.29 - $93.61 $79K - $84.7K
493K $46M
IEMG
Ishares Inc

ETFs
37.3K
+ 15.5%
N/A
278K $14.9M
GILD
Gilead Sciences, Inc.

Healthcare
17.3K
+ 2.87%
$108.22 - $120.47 $1.87M - $2.08M
620K $68.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.69K
+ 17.2%
$282.75 - $294.19 $1.61M - $1.67M
38.8K $11.4M
VUG
Vanguard Growth ETF

ETFs
594
+ 1.55%
$433.97 - $484.08 $258K - $288K
38.9K $18.6M
APH
Amphenol Corp

Technology
4.83K
+ 9.77%
$97.39 - $125.4 $470K - $605K
54.2K $6.71M
CVX
Chevron Corp

Energy
5.88K
+ 7.76%
$145.57 - $161.83 $855K - $951K
81.6K $12.7M
IWM
Ishares Russell 2000 ETF

ETFs
4.72K
+ 25.49%
$214.92 - $244.84 $1.01M - $1.16M
23.2K $5.62M
NVO
Novo Nordisk A S

Healthcare
37.7K
+ 108.96%
$45.38 - $71.7 $1.71M - $2.7M
72.2K $4.01M
CNQ
Canadian Natural Resources LTD

Energy
31.2K
+ 3.08%
$29.31 - $32.93 $913K - $1.03M
1.04M $33.3M
AMGN
Amgen Inc

Healthcare
4.02K
+ 3.07%
$271.18 - $309.22 $1.09M - $1.24M
135K $38.1M
SNOW
Snowflake Inc.

Technology
6.61K
+ 147.42%
$191.73 - $241.0 $1.27M - $1.59M
11.1K $2.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
29.9K
+ 43.09%
$45.26 - $46.63 $1.36M - $1.4M
99.4K $4.6M
URI
United Rentals, Inc.

Industrials
113
+ 1.79%
$774.14 - $975.23 $87.5K - $110K
6.43K $6.14M
VEA
Vanguard Ftse Developed Market

ETFs
11.4K
+ 4.85%
$56.02 - $60.3 $639K - $687K
246K $14.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.21K
+ 2.81%
$459.11 - $506.91 $557K - $615K
44.4K $22.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24.2K
+ 39.47%
$49.09 - $50.58 $1.19M - $1.23M
85.6K $4.32M
RTX
Raytheon Technologies Corp

Industrials
3.57K
+ 11.2%
$144.19 - $167.33 $514K - $597K
35.4K $5.92M
NEE
Nextera Energy Inc

Utilities
8.87K
+ 9.12%
$69.77 - $77.54 $619K - $687K
106K $8.01M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15K
+ 213.4%
$82.38 - $83.0 $1.24M - $1.25M
22K $1.83M
ORCC
Owl Rock Capital Corp

Financial Services
92.1K
+ 32.03%
N/A
380K $5.08M
GD
General Dynamics Corp

Industrials
2.72K
+ 44.8%
$293.92 - $341.0 $800K - $928K
8.8K $3M
IMO
Imperial Oil LTD

Energy
5.06K
+ 7.49%
$80.03 - $95.16 $405K - $482K
72.7K $6.59M
VGSH
Vanguard

ETFs
20.4K
+ 11.63%
$58.43 - $58.88 $1.19M - $1.2M
196K $11.5M
SNY
Sanofi

Healthcare
26K
+ 63.09%
$45.07 - $51.35 $1.17M - $1.34M
67.3K $3.18M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
83.9K
+ 63.16%
$13.99 - $14.88 $1.17M - $1.25M
217K $3.04M
NET
Cloudflare, Inc.

Technology
5.05K
+ 168.08%
$181.39 - $228.28 $916K - $1.15M
8.05K $1.73M
HOOD
Robinhood Markets, Inc.

Technology
6.49K
+ 166.06%
$91.27 - $143.18 $592K - $929K
10.4K $1.49M
SLV
I Shares Silver Trust

ETFs
21.6K
+ 99.57%
$32.73 - $42.5 $705K - $916K
43.2K $1.83M
IDCC
Inter Digital, Inc.

Communication Services
1.16K
+ 19.4%
$221.35 - $349.23 $256K - $403K
7.11K $2.45M
LHX
L3 Harris Technologies, Inc.

Industrials
2.57K
+ 43.11%
$252.18 - $305.41 $648K - $784K
8.53K $2.6M
MRK
Merck & Co., Inc.

Healthcare
9.05K
+ 16.39%
$77.6 - $87.37 $703K - $791K
64.3K $5.4M
WMT
Walmart Inc.

Consumer Defensive
2.15K
+ 1.45%
$94.4 - $104.27 $203K - $224K
150K $15.5M
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
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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