New Edge Wealth, LLC Sells in Q3 2025

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OLED
Universal Display Corp Pa

Technology
-2.68K
- 7.3%
$134.16 - $161.44 $359K - $432K
34K $4.88M
TYL
Tyler Technologies Inc

Technology
-1.11K
- 45.04%
$522.22 - $611.76 $581K - $680K
1.36K $709K
DDOG
Datadog, Inc.

Technology
-6.01K
- 46.15%
$124.52 - $155.15 $749K - $933K
7.02K $999K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-36.7K
- 68.55%
$20.33 - $22.62 $745K - $829K
16.8K $372K
INTU
Intuit Inc

Technology
-194
- 3.38%
$646.03 - $807.39 $125K - $157K
5.55K $3.79M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-661
- 1.47%
$93.1 - $110.49 $61.5K - $73K
44.2K $4.13M
CI
Cigna Corp

Healthcare
-1.38K
- 18.67%
$262.23 - $334.39 $361K - $460K
6K $1.73M
SLB
Schlumberger Limited

Energy
-20.7K
- 75.18%
$32.37 - $37.31 $671K - $774K
6.85K $235K
EXR
Extra Space Storage Inc.

Real Estate
-4.24K
- 56.5%
$134.36 - $152.88 $570K - $649K
3.27K $460K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-24.5K
- 8.28%
$8.89 - $10.82 $218K - $265K
271K $2.41M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-1.04K
- 3.22%
$107.28 - $125.1 $111K - $130K
31.1K $3.38M
VIG
Vanguard Dividend Appreciation

ETFs
-3.25K
- 3.07%
N/A
103K $18.7M
RMD
Resmed Inc

Healthcare
-2.35K
- 51.81%
$252.01 - $293.73 $592K - $690K
2.19K $598K
WSO
Watsco Inc

Industrials
-279
- 2.38%
$381.94 - $489.97 $107K - $137K
11.4K $4.62M
ROLL
Rbc Bearings Inc

Industrials
-2.22K
- 18.73%
N/A
9.63K $2.37M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.35K
- 40.15%
$100.16 - $100.7 $536K - $539K
7.97K $802K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.21K
- 2.84%
$60.9 - $70.75 $134K - $156K
75.5K $4.72M
LII
Lennox International Inc

Industrials
-191
- 2.02%
$516.18 - $664.54 $98.6K - $127K
9.27K $4.9M
AMT
American Tower Corp

Real Estate
-782
- 6.29%
$192.32 - $232.35 $150K - $182K
11.7K $2.24M
MCO
Moodys Corp

Financial Services
-709
- 10.74%
$472.69 - $521.32 $335K - $370K
5.9K $2.81M
UNP
Union Pacific Corp

Industrials
-5.32K
- 4.41%
$214.91 - $237.16 $1.14M - $1.26M
115K $27.2M
CYBR
Cyber Ark Software Ltd.

Technology
-1.52K
- 45.07%
$374.8 - $491.1 $571K - $748K
1.86K $896K
ZBRA
Zebra Technologies Corp

Technology
-1K
- 6.73%
$296.92 - $341.36 $298K - $343K
13.9K $4.14M
BSY
Bentley Systems Inc

Technology
-2.79K
- 2.17%
$51.48 - $58.72 $143K - $164K
125K $6.45M
RGEN
Repligen Corp

Healthcare
-3.67K
- 72.14%
$111.43 - $134.0 $409K - $492K
1.42K $189K
MDT
Medtronic PLC

Healthcare
-7.09K
- 24.0%
$87.67 - $95.74 $622K - $679K
22.5K $2.14M
NICE
Nice Ltd.

Technology
-2.23K
- 53.52%
$127.85 - $171.98 $285K - $383K
1.93K $280K
CMCSA
Comcast Corp

Communication Services
-3.5K
- 4.99%
$31.41 - $36.33 $110K - $127K
66.6K $2.09M
TPL
Texas Pacific Land Corp

Energy
-149
- 7.35%
$854.83 - $1075.97 $127K - $160K
1.88K $1.75M
MANH
Manhattan Associates Inc

Technology
-2.39K
- 17.38%
$196.16 - $227.94 $469K - $545K
11.4K $2.33M
DGRO
Ishares Core Dividend Growth E

ETFs
-11.2K
- 12.29%
$64.12 - $68.08 $717K - $761K
79.8K $5.43M
CHE
Chemed Corp

Healthcare
-319
- 5.33%
$412.3 - $483.92 $132K - $154K
5.67K $2.54M
SYK
Stryker Corp

Healthcare
-438
- 5.33%
$368.57 - $403.53 $161K - $177K
7.79K $2.88M
SO
Southern CO

Utilities
-4.26K
- 30.83%
$90.83 - $96.0 $386K - $408K
9.55K $904K
FDN
First Tr Fd Dow Jones

ETFs
-1.44K
- 25.56%
$264.06 - $287.34 $379K - $413K
4.18K $1.17M
QLYS
Qualys, Inc.

Technology
-1.46K
- 12.21%
$127.89 - $150.07 $187K - $219K
10.5K $1.39M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-5.31K
- 6.1%
$59.81 - $60.11 $317K - $319K
81.7K $4.9M
SPGI
S&P Global Inc.

Financial Services
-322
- 8.27%
$484.94 - $564.15 $156K - $182K
3.57K $1.74M
EXPO
Exponent Inc

Industrials
-1.75K
- 5.17%
$68.33 - $77.6 $119K - $136K
32K $2.23M
O
Realty Income Corp

Real Estate
-5.95K
- 24.55%
$56.13 - $60.79 $334K - $361K
18.3K $1.11M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
-5.82K
- 1.66%
$22.78 - $23.33 $133K - $136K
345K $7.9M
HLNE
Hamilton Lane Inc

Financial Services
-949
- 4.94%
$134.79 - $160.88 $128K - $153K
18.3K $2.46M
ADI
Analog Devices Inc

Technology
-1.21K
- 15.76%
$220.68 - $255.63 $268K - $310K
6.48K $1.59M
MAR
Marriott International Inc

Consumer Cyclical
-667
- 13.64%
$255.35 - $282.87 $170K - $189K
4.22K $1.1M
CVLT
Commvault Systems Inc

Technology
-1.71K
- 22.51%
$163.43 - $195.41 $280K - $335K
5.9K $1.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.34K
- 1.72%
$50.47 - $50.74 $219K - $220K
247K $12.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
-200
- 1.53%
$284.17 - $319.49 $56.8K - $63.9K
12.9K $4M
UFPI
Ufp Industries Inc

Basic Materials
-523
- 2.11%
$91.8 - $108.49 $48K - $56.7K
24.3K $2.27M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.65K
- 37.64%
$79.76 - $85.78 $211K - $227K
4.39K $371K
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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