New Edge Wealth, LLC New Holdings in Q3 2025

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RDNT
Rad Net, Inc.

Healthcare
3.5K
New
$52.53 - $77.24 $184K - $270K
3.5K $266K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.21K
New
$50.81 - $51.07 $264K - $266K
5.21K $265K
HYMU
Blackrock ETF Tr Ii High Yield
11.2K
New
N/A
11.2K $256K
LIT
Global X Fds Global X Lithium

ETFs
4.45K
New
$38.41 - $56.85 $171K - $253K
4.45K $252K
NVT
N Vent Electric PLC

Industrials
2.53K
New
$72.16 - $100.25 $182K - $253K
2.53K $249K
RKT
Rocket Companies, Inc.

Financial Services
12.5K
New
$13.31 - $21.16 $166K - $264K
12.5K $242K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
552
New
$393.18 - $439.39 $217K - $243K
552 $240K
SIMO
Silicon Motion Technology Corp

Technology
2.54K
New
$71.17 - $95.06 $181K - $241K
2.54K $240K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
18.7K
New
$11.84 - $13.45 $221K - $251K
18.7K $236K
USRT
Ishares Core U.S. Reit ETF

ETFs
3.92K
New
$55.64 - $59.37 $218K - $233K
3.92K $230K
BURL
Burlington Stores, Inc.

Consumer Cyclical
896
New
$237.02 - $301.35 $212K - $270K
896 $228K
NUE
Nucor Corp

Basic Materials
1.68K
New
$133.3 - $150.33 $224K - $253K
1.68K $227K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14.3K
New
$13.29 - $16.05 $190K - $229K
14.3K $227K
ARGX
Argenx Se

Healthcare
303
New
$538.64 - $768.0 $163K - $233K
303 $223K
PHM
Pultegroup Inc

Consumer Cyclical
1.69K
New
$108.0 - $141.42 $183K - $239K
1.69K $223K
XPO
Xpo Logistics, Inc.

Industrials
1.72K
New
$118.79 - $138.31 $204K - $237K
1.72K $221K
IR
Ingersoll Rand Inc.

Industrials
2.63K
New
$74.98 - $89.02 $197K - $234K
2.63K $217K
REZI
Resideo Technologies, Inc.

Industrials
5.02K
New
$23.08 - $43.18 $116K - $217K
5.02K $216K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.51K
New
$68.94 - $86.3 $173K - $216K
2.51K $216K
JBL
Jabil Inc

Technology
991
New
$202.08 - $234.45 $200K - $232K
991 $215K
MET
Metlife Inc

Financial Services
2.6K
New
$73.82 - $82.37 $192K - $214K
2.6K $214K
OWL
Blue Owl Capital Inc.

Financial Services
12.6K
New
$16.93 - $20.8 $214K - $263K
12.6K $214K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
831
New
$236.25 - $257.69 $196K - $214K
831 $213K
RMBS
Rambus Inc

Technology
2.04K
New
$62.85 - $107.38 $128K - $219K
2.04K $212K
OHI
Omega Healthcare Investors Inc

Real Estate
4.94K
New
$36.29 - $43.34 $179K - $214K
4.94K $208K
LUV
Southwest Airlines CO

Industrials
6.46K
New
$29.06 - $37.7 $188K - $244K
6.46K $206K
MBB
Ishares Tr

ETFs
2.16K
New
$92.46 - $95.73 $200K - $207K
2.16K $205K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
828
New
$225.11 - $247.9 $186K - $205K
828 $204K
TFLO
Ishares Treasury Floating Rate

ETFs
4K
New
$50.45 - $50.65 $202K - $203K
4K $202K
XYL
Xylem Inc.

Industrials
1.33K
New
$129.67 - $147.5 $173K - $197K
1.33K $196K
WTM
White Mountains Insurance Group LTD

Financial Services
117
New
$1671.52 - $1869.81 $196K - $219K
117 $195K
FIX
Comfort Systems Usa Inc

Industrials
228
New
$521.66 - $825.18 $119K - $188K
228 $188K
VSAT
Viasat Inc

Technology
6.29K
New
$14.47 - $32.92 $91.1K - $207K
6.29K $184K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
4.07K
New
$35.24 - $44.04 $143K - $179K
4.07K $177K
QBTS
D Wave Quantum Inc.

Technology
7.13K
New
$14.81 - $27.72 $106K - $198K
7.13K $176K
GDRX
Good Rx Holdings, Inc.

Healthcare
40.4K
New
$3.47 - $5.12 $140K - $207K
40.4K $170K
LITE
Lumentum Holdings Inc.

Technology
947
New
$90.44 - $171.5 $85.6K - $162K
947 $154K
HIMX
Himax Technologies, Inc.

Technology
15.6K
New
$7.16 - $9.76 $112K - $152K
15.6K $137K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
14.4K
New
$6.54 - $7.97 $94K - $115K
14.4K $97K
GCT
Giga Cloud Technology Inc.

Technology
22.2K
New
N/A
22.2K $0
Jacobs Solutions Inc
1.37K
New
N/A
1.37K $0
Kenvue Inc
39.8K
New
N/A
39.8K $0
J P Morgan Exchange Traded F
88.8K
New
N/A
88.8K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
9.63K
New
N/A
9.63K $0
Star Hldgs
29.7K
New
N/A
29.7K $0
Brookfield Renewable Corp
5.83K
New
N/A
5.83K $0
Ul Solutions Inc
63.1K
New
N/A
63.1K $0
Grayscale Ethereum Mini Tr E
6.45K
New
N/A
6.45K $0
Tortoise Capital Series Trus
19.5K
New
N/A
19.5K $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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