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
INFL
Listed Fds Tr Horizon Kinetics

ETFs
2.73K
+ 3.19%
$41.13 - $44.7 $112K - $122K
88.3K $3.95M
DASH
Door Dash, Inc.

Communication Services
853
+ 20.9%
$234.5 - $272.5 $200K - $232K
4.93K $1.34M
EMR
Emerson Electric CO

Industrials
2.79K
+ 18.94%
$128.6 - $149.63 $359K - $417K
17.5K $2.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
402
+ 1.54%
$108.97 - $121.65 $43.8K - $48.9K
26.5K $3.19M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
764
+ 1.65%
$73.9 - $84.4 $56.5K - $64.5K
47.1K $3.7M
WEC
Wec Energy Group, Inc.

Utilities
2.05K
+ 23.94%
$103.66 - $114.59 $212K - $235K
10.6K $1.21M
SUB
Ishares Short Term National Mu

ETFs
2.88K
+ 8.62%
$106.17 - $107.3 $305K - $308K
36.2K $3.87M
EEM
Ishares Msci Emerging Markets

ETFs
4.17K
+ 23.14%
$48.07 - $53.4 $201K - $223K
22.2K $1.19M
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
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
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.09K
+ 21.71%
$113.83 - $154.45 $124K - $168K
6.09K $941K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.69K
+ 19.53%
$132.9 - $142.03 $224K - $240K
10.3K $1.46M
CRUS
Cirrus Logic, Inc.

Technology
1.18K
+ 16.6%
$97.25 - $127.45 $115K - $151K
8.31K $1.04M
GWW
W.W. Grainger, Inc.

Industrials
386
+ 48.25%
$932.44 - $1059.49 $360K - $409K
1.19K $1.13M
MHO
M/I Homes, Inc.

Consumer Cyclical
1.03K
+ 22.46%
$111.91 - $157.22 $115K - $162K
5.63K $812K
MELI
Mercadolibre Inc

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

Utilities
4.92K
+ 14.55%
$33.54 - $37.24 $165K - $183K
38.7K $1.44M
PEGA
Pegasystems Inc

Technology
4.01K
+ 21.87%
$49.75 - $60.39 $199K - $242K
22.3K $1.28M
TTC
Toro CO

Industrials
166
+ 0.33%
$72.64 - $82.54 $12.1K - $13.7K
50.7K $3.86M
ABC
Amerisourcebergen Corp

Healthcare
1.57K
+ 86.45%
N/A
3.38K $626K
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
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
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
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
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
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
ICLR
Icon PLC

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

Technology
781
+ 10.24%
$387.78 - $645.35 $303K - $504K
8.41K $4.15M
INSW
International Seaways, Inc.

Energy
2.37K
+ 17.9%
$37.03 - $49.12 $87.7K - $116K
15.6K $718K
YOU
Clear Secure, Inc.

Technology
4.13K
+ 24.52%
$27.98 - $38.03 $116K - $157K
21K $700K
EFV
Msci Eafe Value ETF

ETFs
452
+ 1.0%
$62.79 - $68.42 $28.4K - $30.9K
45.6K $3.09M
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.09%
$351.04 - $379.81 $2.46K - $2.66K
7.83K $2.97M
BCS
Barclays PLC

Financial Services
4.46K
+ 7.51%
$17.88 - $21.05 $79.8K - $93.9K
63.9K $1.32M
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email