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
IOT
Samsara Inc.

Technology
4.37K
+ 30.75%
$32.22 - $42.09 $141K - $184K
18.6K $692K
CATY
Cathay General Bancorp

Financial Services
2.02K
+ 18.27%
$44.78 - $50.42 $90.6K - $102K
13.1K $629K
GATX
Gatx Corp

Industrials
540
+ 38.19%
$149.23 - $176.97 $80.6K - $95.6K
1.95K $341K
DE
Deere & CO

Industrials
609
+ 20.19%
$457.26 - $524.37 $278K - $319K
3.63K $1.66M
NKE
Nike, Inc.

Consumer Cyclical
1.94K
+ 17.96%
$69.24 - $79.24 $134K - $154K
12.8K $889K
FDX
Fedex Corp

Industrials
370
+ 10.27%
$217.1 - $243.2 $80.3K - $90K
3.97K $936K
AEM
Agnico Eagle Mines LTD

Basic Materials
29
+ 1.27%
$116.14 - $168.56 $3.37K - $4.89K
2.31K $389K
XLU
Utilities Sector Spdr

ETFs
470
+ 3.4%
$81.14 - $87.32 $38.1K - $41K
14.3K $1.25M
AEP
American Electric Power CO Inc

Utilities
803
+ 26.52%
$103.26 - $115.0 $82.9K - $92.3K
3.83K $430K
ROK
Rockwell Automation, Inc

Industrials
181
+ 6.16%
$328.67 - $358.52 $59.5K - $64.9K
3.12K $1.09M
PPA
Invesco Exchange Traded Fd Tr

ETFs
573
+ 36.9%
$139.82 - $155.45 $80.1K - $89.1K
2.13K $330K
FUBO
Fubo Tv Inc.

Communication Services
18.9K
+ 17.55%
$3.31 - $4.56 $62.5K - $86.1K
126K $524K
CPNG
Coupang, Inc.

Consumer Cyclical
2.42K
+ 18.92%
$27.67 - $33.53 $67K - $81.2K
15.2K $489K
HUBS
Hubspot Inc

Technology
553
+ 31.97%
$420.79 - $560.9 $233K - $310K
2.28K $1.07M
NEM
Newmont Corp

Basic Materials
192
+ 5.84%
$57.35 - $85.25 $11K - $16.4K
3.48K $293K
CG
Carlyle Group Inc.

Financial Services
44
+ 0.5%
$52.82 - $69.35 $2.32K - $3.05K
8.85K $554K
NMIH
Nmi Holdings, Inc.

Financial Services
4.56K
+ 23.93%
$37.19 - $43.15 $170K - $197K
23.6K $905K
TTWO
Take Two Interactive Software Inc

Communication Services
295
+ 19.5%
$217.37 - $259.96 $64.1K - $76.7K
1.81K $467K
MNST
Monster Beverage Corp

Consumer Defensive
360
+ 2.27%
$58.65 - $67.31 $21.1K - $24.2K
16.2K $1.09M
WCN
Waste Connections, Inc.

Industrials
678
+ 32.63%
$171.32 - $191.84 $116K - $130K
2.76K $484K
QTEC
First Trust Nasdaq 100 Technol

ETFs
9
+ 0.16%
$208.95 - $229.72 $1.88K - $2.07K
5.62K $1.29M
CBRE
Cbre Group, Inc.

Real Estate
14
+ 0.26%
$137.04 - $165.9 $1.92K - $2.32K
5.38K $847K
SPYG
Spdr Portfolio

ETFs
229
+ 2.96%
$94.33 - $105.31 $21.6K - $24.1K
7.96K $832K
MAIN
Main Street Capital Corp

Financial Services
500
+ 3.55%
$59.28 - $67.54 $29.6K - $33.8K
14.6K $927K
ACGL
Arch Capital Group Ltd.

Financial Services
1.03K
+ 24.25%
$85.61 - $93.54 $88.2K - $96.3K
5.28K $478K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.07K
+ 25.18%
$41.53 - $66.18 $44.5K - $70.9K
5.33K $302K
VNQ
Vanguard Specialized Funds Van

ETFs
272
+ 1.0%
$88.47 - $93.24 $24.1K - $25.4K
27.6K $2.52M
AIG
American International Group, Inc.

Financial Services
1.54K
+ 32.92%
$76.34 - $85.87 $117K - $132K
6.2K $487K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
485
+ 29.98%
$134.94 - $145.86 $65.4K - $70.7K
2.1K $306K
ALL
Allstate Corp

Financial Services
69
+ 1.25%
$192.0 - $214.65 $13.2K - $14.8K
5.6K $1.2M
PRI
Primerica, Inc.

Financial Services
60
+ 0.34%
$255.46 - $285.58 $15.3K - $17.1K
17.9K $4.98M
XLC
Select Sector Spdr Tr Communic

ETFs
58
+ 0.71%
$105.99 - $119.41 $6.15K - $6.93K
8.24K $975K
INVA
Innoviva, Inc.

Healthcare
8.47K
+ 22.68%
$18.17 - $20.92 $154K - $177K
45.8K $836K
EVR
Evercore Inc.

Financial Services
1
+ 0.08%
$276.5 - $362.79 $277 - $363
1.27K $426K
FMF
First Trust Managed Futures St

ETFs
27
+ 0.12%
$45.19 - $48.75 $1.22K - $1.32K
23.3K $1.13M
SQ
Block, Inc.

Technology
1.44K
+ 14.68%
N/A
11.2K $641K
FTA
First Tr Large Cap Value

ETFs
18
+ 0.1%
$78.13 - $83.78 $1.41K - $1.51K
17.2K $1.43M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.57K
+ 15.64%
$33.78 - $36.74 $53K - $57.7K
11.6K $422K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
983
+ 23.31%
$76.16 - $78.59 $74.9K - $77.3K
5.2K $406K
RPM
Rpm International Inc

Basic Materials
319
+ 6.23%
$110.07 - $128.23 $35.1K - $40.9K
5.44K $641K
VTR
Ventas, Inc.

Real Estate
198
+ 2.1%
$62.76 - $69.99 $12.4K - $13.9K
9.65K $675K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
723
+ 12.89%
$72.04 - $77.35 $52.1K - $55.9K
6.33K $485K
ODFL
Old Dominion Freight Line, Inc.

Industrials
883
+ 40.23%
$138.59 - $171.12 $122K - $151K
3.08K $433K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
870
+ 21.4%
$81.76 - $86.36 $71.1K - $75.1K
4.94K $418K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
188
+ 5.67%
$83.08 - $100.2 $15.6K - $18.8K
3.5K $351K
FVD
First Tr Value Line Divid Inde

ETFs
930
+ 4.26%
$44.73 - $46.86 $41.6K - $43.6K
22.7K $1.05M
ACM
Aecom

Industrials
266
+ 11.86%
$111.08 - $132.99 $29.5K - $35.4K
2.51K $327K
BXP
Boston Properties Inc

Real Estate
575
+ 13.34%
$62.11 - $78.93 $35.7K - $45.4K
4.89K $363K
TTEK
Tetra Tech Inc

Industrials
2.79K
+ 35.63%
$33.1 - $38.34 $92.2K - $107K
10.6K $354K
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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