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
MSCI
Msci Inc.

Financial Services
413
+ 17.66%
$526.48 - $588.0 $217K - $243K
2.75K $1.56M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.39K
+ 24.16%
$86.07 - $90.74 $206K - $217K
12.3K $1.1M
IDV
Ishares Tr

ETFs
169
+ 0.17%
$34.54 - $37.28 $5.84K - $6.3K
99K $3.62M
BOTZ
Global X Fds

ETFs
4.36K
+ 28.15%
$32.14 - $35.96 $140K - $157K
19.9K $703K
ENB
Enbridge Inc

Energy
1.07K
+ 3.88%
$43.79 - $50.46 $46.9K - $54.1K
28.7K $1.45M
ARCC
Ares Capital Corp

Financial Services
16.6K
+ 17.64%
$20.41 - $23.25 $339K - $386K
111K $2.26M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
96
+ 5.42%
$473.44 - $553.71 $45.5K - $53.2K
1.87K $1.02M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
13.2K
+ 49.38%
$12.9 - $13.59 $170K - $180K
40K $536K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.52K
+ 22.48%
$118.3 - $142.16 $299K - $359K
13.8K $1.67M
HDB
Hdfc Bank LTD

Financial Services
30.2K
+ 151.33%
$34.14 - $78.94 $1.03M - $2.38M
50.1K $1.71M
NU
Nu Holdings Ltd.

Financial Services
2.03K
+ 3.15%
$11.92 - $16.3 $24.2K - $33.1K
66.4K $1.06M
WM
Waste Management Inc

Industrials
1.6K
+ 7.27%
$213.88 - $237.1 $342K - $380K
23.6K $5.21M
XLY
Select Sector Spdr Consumer Di

ETFs
35
+ 0.46%
$216.09 - $242.18 $7.56K - $8.48K
7.65K $1.83M
TDG
Trans Digm Group Inc

Industrials
205
+ 45.05%
$1271.04 - $1620.83 $261K - $332K
660 $869K
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
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
PODD
Insulet Corp

Healthcare
570
+ 29.8%
$277.3 - $352.82 $158K - $201K
2.48K $766K
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
PAVE
Global X Fds Us Infrastructure

ETFs
1.12K
+ 4.25%
$44.02 - $47.63 $49.3K - $53.4K
27.5K $1.31M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
625
+ 7.03%
$121.46 - $130.92 $75.9K - $81.8K
9.52K $1.24M
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
A
Agilent Technologies, Inc.

Healthcare
993
+ 38.82%
$112.04 - $128.75 $111K - $128K
3.55K $455K
FDT
First Trust Developed Markets

ETFs
26
+ 0.11%
$68.09 - $76.05 $1.77K - $1.98K
23.1K $1.74M
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
PWR
Quanta Services, Inc.

Industrials
280
+ 32.33%
$372.29 - $421.68 $104K - $118K
1.15K $474K
AMP
Ameriprise Financial Inc

Financial Services
575
+ 17.98%
$486.13 - $544.55 $280K - $313K
3.77K $1.85M
AFL
Aflac Inc

Financial Services
1.12K
+ 31.51%
$98.09 - $111.7 $109K - $125K
4.65K $519K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
11.5K
+ 42.44%
$10.9 - $11.58 $125K - $133K
38.6K $443K
BBSI
Barrett Business Services Inc

Industrials
2.53K
+ 23.58%
$42.51 - $49.17 $108K - $124K
13.3K $588K
PUK
Prudential PLC

Financial Services
2.61K
+ 11.63%
$24.27 - $28.15 $63.2K - $73.4K
25K $700K
CCL
Carnival Corp

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