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
SLM
Slm Corp

Financial Services
-1.4K
- 4.87%
$27.68 - $34.4 $38.6K - $48K
27.3K $754K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.41K
- 27.47%
$137.51 - $145.26 $194K - $205K
3.73K $530K
ALRM
Alarm.Com Holdings, Inc.

Technology
-2.4K
- 15.62%
$51.29 - $59.16 $123K - $142K
13K $688K
CSL
Carlisle Companies Inc

Industrials
-324
- 18.97%
$327.52 - $435.11 $106K - $141K
1.38K $455K
KFRC
Kforce Inc

Industrials
-341
- 2.27%
$29.56 - $46.91 $10.1K - $16K
14.7K $439K
CCI
Crown Castle International Corp

Real Estate
-234
- 0.95%
$92.96 - $113.91 $21.8K - $26.7K
24.3K $2.35M
IDXX
Idexx Laboratories Inc

Healthcare
-880
- 22.87%
$514.61 - $682.78 $453K - $601K
2.97K $1.9M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-374
- 1.18%
$123.13 - $140.8 $46.1K - $52.7K
31.4K $4.04M
RGA
Reinsurance Group Of America Inc

Financial Services
-659
- 14.31%
$177.1 - $199.23 $117K - $131K
3.95K $758K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.28K
- 20.26%
$136.48 - $142.97 $174K - $183K
5.03K $704K
WES
Western Midstream Partners, LP

Energy
-3.9K
- 22.48%
$37.5 - $41.18 $146K - $161K
13.5K $528K
SPMD
Spdr Portfolio

ETFs
-3.81K
- 14.19%
$54.43 - $58.29 $207K - $222K
23K $1.32M
MT
Arcelor Mittal

Basic Materials
-5.2K
- 45.74%
$30.39 - $36.94 $158K - $192K
6.16K $222K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-2.24K
- 16.72%
$69.62 - $73.99 $156K - $166K
11.1K $803K
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.5K
- 19.18%
$26.07 - $32.55 $65.1K - $81.3K
10.5K $274K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.58K
- 13.45%
$37.4 - $48.23 $59K - $76.1K
10.1K $379K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.91K
- 6.7%
$182.33 - $194.5 $895K - $954K
68.3K $13.3M
BK
Bank Of New York Mellon Corp

Financial Services
-3.01K
- 23.39%
$90.65 - $109.75 $273K - $331K
9.87K $1.08M
BMY
Bristol Myers Squibb CO

Healthcare
-1.53K
- 7.31%
$43.31 - $48.98 $66.4K - $75K
19.4K $875K
KMI
Kinder Morgan, Inc.

Energy
-1.15K
- 2.04%
$26.23 - $28.5 $30.2K - $32.8K
55.3K $1.57M
DVY
Ishares Tr

ETFs
-1.84K
- 10.23%
$133.88 - $142.57 $246K - $262K
16.1K $2.29M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.29K
- 5.29%
$181.56 - $190.33 $416K - $436K
41K $7.78M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.41K
- 22.56%
$39.37 - $44.24 $134K - $151K
11.7K $511K
PEG
Public Service Enterprise Group Inc

Utilities
-916
- 20.67%
$79.99 - $90.14 $73.3K - $82.6K
3.52K $293K
CLOI
Vaneck ETF Tr

ETFs
-1.5K
- 1.9%
$52.8 - $53.1 $79.3K - $79.8K
77.4K $4.11M
DOW
Dow Inc.

Basic Materials
-1.2K
- 10.46%
$20.87 - $30.37 $25.1K - $36.5K
10.3K $236K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.96K
- 25.17%
$22.64 - $23.22 $67.1K - $68.8K
8.81K $203K
POOL
Pool Corp

Industrials
-1.13K
- 7.39%
$292.13 - $333.62 $331K - $378K
14.2K $4.4M
ELS
Equity Lifestyle Properties Inc

Real Estate
-999
- 22.67%
$58.43 - $62.12 $58.4K - $62.1K
3.41K $206K
PAYC
Paycom Software, Inc.

Technology
-58
- 2.62%
$208.14 - $238.8 $12.1K - $13.9K
2.16K $448K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-2.94K
- 16.6%
$29.19 - $31.2 $85.8K - $91.7K
14.8K $458K
SLF
Sun Life Financial Inc

Financial Services
-537
- 11.63%
$56.54 - $66.41 $30.4K - $35.7K
4.08K $244K
DTM
Dt Midstream, Inc.

Energy
-661
- 15.78%
$99.17 - $113.27 $65.6K - $74.9K
3.53K $398K
DOV
Dover Corp

Industrials
-107
- 3.99%
$165.59 - $190.9 $17.7K - $20.4K
2.58K $430K
CME
Cme Group Inc.

Financial Services
-28
- 0.31%
$258.83 - $287.1 $7.25K - $8.04K
9.08K $2.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.77K
- 4.33%
$26.38 - $27.95 $152K - $161K
127K $3.48M
AVY
Avery Dennison Corp

Industrials
-75
- 2.73%
$158.71 - $184.63 $11.9K - $13.8K
2.68K $434K
DLR
Digital Realty Trust, Inc.

Real Estate
-92
- 0.44%
$161.21 - $180.02 $14.8K - $16.6K
20.7K $3.57M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.11K
- 13.92%
$55.15 - $58.11 $61.1K - $64.3K
6.84K $393K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.14K
- 1.7%
$81.75 - $84.54 $257K - $265K
181K $15.2M
PVBC
Provident Bancorp, Inc.

Financial Services
-3.4K
- 6.88%
$12.14 - $12.97 $41.3K - $44.1K
46K $574K
VBK
Vanguard Small Cap Growth ETF

ETFs
-342
- 10.82%
$276.51 - $305.12 $94.6K - $104K
2.82K $838K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-1.16K
- 2.78%
$46.38 - $47.74 $53.7K - $55.3K
40.4K $1.92M
BALL
Ball Corp

Consumer Cyclical
-50
- 0.83%
$48.47 - $59.71 $2.42K - $2.99K
5.97K $301K
EXP
Eagle Materials Inc

Basic Materials
-510
- 19.14%
$209.12 - $242.26 $107K - $124K
2.16K $502K
ON
On Semiconductor Corp

Technology
-412
- 9.3%
$46.98 - $62.45 $19.4K - $25.7K
4.02K $198K
CPT
Camden Property Trust

Real Estate
-72
- 1.64%
$104.05 - $115.69 $7.49K - $8.33K
4.32K $460K
MAA
Mid America Apartment Communities Inc.

Real Estate
-4
- 0.11%
$138.38 - $153.2 $554 - $613
3.59K $500K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.05K
- 2.26%
$49.05 - $49.99 $51.6K - $52.5K
45.5K $2.26M
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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