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
RIO
Rio Tinto PLC

Basic Materials
4.38K
+ 12.47%
$57.66 - $66.01 $253K - $289K
39.5K $2.61M
MLI
Mueller Industries Inc

Industrials
2.76K
+ 21.91%
$82.07 - $101.7 $226K - $280K
15.3K $1.55M
TFC
Truist Financial Corp

Financial Services
11.1K
+ 79.94%
$42.83 - $47.07 $476K - $523K
25K $1.14M
XLK
Technology Sector Spdr

ETFs
156
+ 0.89%
$250.97 - $282.66 $39.2K - $44.1K
17.6K $4.96M
NEU
Newmarket Corp

Basic Materials
441
+ 34.24%
$680.5 - $848.94 $300K - $374K
1.73K $1.43M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.19K
+ 8.62%
$102.41 - $134.86 $122K - $161K
15K $1.99M
WTS
Watts Water Technologies Inc

Industrials
53
+ 0.34%
$247.02 - $285.86 $13.1K - $15.2K
15.5K $4.34M
ET
Energy Transfer LP

Energy
38.8K
+ 27.66%
$17.11 - $18.16 $664K - $704K
179K $3.07M
AZN
Astrazeneca PLC

Healthcare
2.82K
+ 6.19%
$68.72 - $82.11 $194K - $232K
48.5K $3.72M
AVB
Avalonbay Communities Inc

Real Estate
3.01K
+ 55.57%
$182.72 - $204.51 $550K - $616K
8.43K $1.63M
ARES
Ares Management Corp

Financial Services
3.97K
+ 46.79%
$159.89 - $192.76 $634K - $764K
12.4K $1.99M
MLM
Martin Marietta Materials Inc

Basic Materials
108
+ 1.94%
$546.36 - $631.12 $59K - $68.2K
5.67K $3.58M
FCX
Freeport Mcmoran Inc

Basic Materials
15.3K
+ 71.13%
$35.34 - $47.21 $542K - $724K
36.9K $1.45M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.27K
+ 7.15%
$185.88 - $207.44 $236K - $263K
19K $3.82M
MC
Moelis & CO

Financial Services
1.43K
+ 3.16%
$64.0 - $77.75 $91.4K - $111K
46.7K $3.33M
RACE
Ferrari N.V.

Consumer Cyclical
1.23K
+ 7.57%
$436.24 - $517.65 $536K - $636K
17.5K $8.47M
INTC
Intel Corp

Technology
4.08K
+ 12.31%
$19.31 - $35.5 $78.7K - $145K
37.2K $1.25M
LYG
Lloyds Banking Group PLC

Financial Services
83.6K
+ 19.45%
$4.03 - $4.63 $337K - $387K
513K $2.33M
HSY
Hershey CO

Consumer Defensive
1.97K
+ 33.15%
$161.95 - $193.45 $319K - $381K
7.91K $1.48M
D
Dominion Energy, Inc

Utilities
394
+ 0.4%
$56.32 - $62.1 $22.2K - $24.5K
100K $6.12M
NTES
Net Ease, Inc.

Communication Services
674
+ 3.26%
$127.31 - $159.34 $85.8K - $107K
21.3K $3.24M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.07K
+ 26.36%
$148.97 - $165.88 $309K - $344K
9.94K $1.63M
PEP
Pepsico Inc

Consumer Defensive
1.27K
+ 3.91%
$133.81 - $152.16 $169K - $192K
33.6K $4.72M
SHG
Shinhan Financial Group CO LTD

Financial Services
12.9K
+ 16.94%
N/A
89.2K $3.09M
BSX
Boston Scientific Corp

Healthcare
9.83K
+ 18.58%
$97.03 - $108.14 $953K - $1.06M
62.7K $6.12M
PEAK
Healthpeak Properties, Inc.

Real Estate
23.1K
+ 164.03%
N/A
37.2K $705K
DFAE
Dimensional ETF Tr

ETFs
12.9K
+ 113.57%
$28.84 - $31.84 $373K - $412K
24.3K $766K
T
At&T Inc.

Communication Services
16.8K
+ 24.94%
$26.94 - $29.62 $451K - $496K
83.9K $2.37M
GPC
Genuine Parts CO

Consumer Cyclical
2.76K
+ 121.8%
$122.23 - $142.77 $337K - $394K
5.03K $696K
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
TMUS
T Mobile Us, Inc.

Communication Services
1.69K
+ 22.41%
$226.02 - $259.01 $382K - $438K
9.24K $2.21M
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
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
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.17K
+ 11.33%
$55.61 - $57.37 $343K - $354K
60.6K $3.46M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.63K
+ 19.68%
$259.44 - $278.65 $423K - $454K
9.92K $2.57M
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
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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