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
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1
+ 0.01%
$53.48 - $56.56 $53.5 - $56.6
6.85K $387K
TFX
Teleflex Inc

Healthcare
7
+ 0.17%
$109.79 - $132.5 $769 - $928
4.19K $512K
ITUB
Itau Unibanco Holding S.A.

Financial Services
952
+ 4.73%
$6.18 - $7.41 $5.88K - $7.05K
21.1K $154K
HOLX
Hologic Inc

Healthcare
138
+ 3.79%
$63.26 - $68.98 $8.73K - $9.52K
3.78K $255K
ADC
Agree Realty Corp

Real Estate
329
+ 9.46%
$70.53 - $75.05 $23.2K - $24.7K
3.81K $270K
FCN
Fti Consulting, Inc

Industrials
71
+ 0.32%
$157.99 - $174.18 $11.2K - $12.4K
22K $3.55M
TT
Trane Technologies PLC

Industrials
139
+ 4.9%
$398.96 - $472.54 $55.5K - $65.7K
2.97K $1.25M
MKL
Markel Corp

Financial Services
15
+ 8.77%
$1898.34 - $2031.8 $28.5K - $30.5K
186 $355K
TLT
Ishares Barclays 20+ Year Trea

ETFs
21
+ 0.2%
$85.01 - $90.35 $1.79K - $1.9K
10.6K $951K
AROC
Archrock, Inc.

Energy
1
+ 0.01%
$22.0 - $26.51 $22 - $26.5
9.26K $243K
ALC
Alcon Inc

Healthcare
1.6K
+ 20.33%
$73.24 - $92.22 $117K - $147K
9.47K $705K
EQR
Equity Residential

Real Estate
556
+ 6.21%
$62.3 - $68.34 $34.6K - $38K
9.51K $615K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
34
+ 0.24%
$43.36 - $44.8 $1.47K - $1.52K
14.1K $624K
KRG
Kite Realty Group Trust

Real Estate
467
+ 2.65%
$20.94 - $23.26 $9.78K - $10.9K
18.1K $402K
MIDD
Middleby Corp

Industrials
220
+ 8.98%
$118.3 - $150.16 $26K - $33K
2.67K $355K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1K
+ 3.98%
$12.11 - $12.64 $12.1K - $12.6K
26.1K $322K
EQIX
Equinix Inc

Real Estate
41
+ 1.66%
$756.7 - $811.13 $31K - $33.3K
2.5K $1.96M
KKR
Kkr & Co. Inc.

Financial Services
481
+ 2.39%
$129.95 - $152.16 $62.5K - $73.2K
20.6K $2.67M
CTVA
Corteva, Inc.

Basic Materials
681
+ 10.37%
$67.08 - $77.12 $45.7K - $52.5K
7.25K $490K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
9
+ 0.07%
N/A
13.4K $702K
Arista Networks Inc
4.47K
+ 9.74%
N/A
50.3K $0
Coreweave Inc
5.52K
+ 178.39%
N/A
8.62K $0
Aptiv PLC
535
+ 16.41%
N/A
3.8K $0
Ark 21 Shares Bitcoin ETF
725
+ 2.21%
N/A
33.5K $0
Barrick Mng Corp
17.5K
+ 53.22%
N/A
50.5K $0
Brookfield Infrastructure CO
3.88K
+ 16.59%
N/A
27.2K $0
Angel Oak Funds Trust
121K
+ 5.39%
N/A
2.37M $0
Brookfield Corp
9.15K
+ 63.77%
N/A
23.5K $0
Bondbloxx ETF Trust
19.9K
+ 28.04%
N/A
90.7K $0
Blue Owl Technology Fin Corp
44.4K
+ 189.92%
N/A
67.7K $0
Vanguard Instl Index Fd
35.3K
+ 45.91%
N/A
112K $0
Blackrock Inc
667
+ 9.72%
N/A
7.53K $0
Blackrock ETF Trust Ii
7.67K
+ 60.77%
N/A
20.3K $0
Biohaven LTD
3.05K
+ 1.25%
N/A
247K $0
Coherent Corp
511
+ 25.12%
N/A
2.55K $0
Bank America Corp
8
+ 1.68%
N/A
485 $0
VUSB
Vanguard Bd Index Fds
6.7K
+ 7.2%
N/A
99.7K $0
Atlassian Corporation
33
+ 1.83%
N/A
1.84K $0
Vanguard Malvern Fds
28.7K
+ 9.96%
N/A
317K $0
Fidelity Wise Origin Bitcoin
568
+ 2.65%
N/A
22K $0
Smurfit Westrock PLC
11.8K
+ 189.27%
N/A
18.1K $0
Natwest Group PLC
35.7K
+ 13.1%
N/A
308K $0
Ge Vernova Inc
7
+ 0.15%
N/A
4.65K $0
Ge Healthcare Technologies I
450
+ 12.53%
N/A
4.04K $0
Gsk PLC
13.8K
+ 21.47%
N/A
78K $0
Linde PLC
336
+ 5.6%
N/A
6.34K $0
Liberty Media Corp Del
2.86K
+ 110.84%
N/A
5.45K $0
Sandisk Corp
900
+ 6.85%
N/A
14K $0
Jbs N.V.
27.3K
+ 9.02%
N/A
330K $0
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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