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
XLF
Financial Sector Spdr

ETFs
-1.76K
- 3.95%
$51.37 - $54.25 $90.6K - $95.7K
42.9K $2.31M
DTE
Dte Energy CO

Utilities
-328
- 15.58%
$130.26 - $141.49 $42.7K - $46.4K
1.78K $251K
PSX
Phillips 66

Energy
-1.46K
- 14.15%
$118.37 - $139.46 $173K - $203K
8.84K $1.2M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-494
- 6.7%
$45.54 - $48.43 $22.5K - $23.9K
6.88K $320K
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.02%
$233.75 - $266.89 $234 - $267
4.43K $1.06M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-536
- 8.91%
$45.6 - $46.92 $24.4K - $25.1K
5.48K $256K
USFD
Us Foods Holding Corp.

Consumer Defensive
-174
- 0.87%
$76.35 - $84.68 $13.3K - $14.7K
19.8K $1.52M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.52K
- 4.94%
$57.15 - $62.12 $86.8K - $94.3K
29.2K $1.81M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-600
- 6.51%
N/A
8.62K $271K
EMLP
First Tr Exchange Traded Iv

ETFs
-623
- 10.03%
$36.99 - $38.38 $23K - $23.9K
5.59K $214K
ESS
Essex Property Trust, Inc.

Real Estate
-55
- 6.14%
N/A
841 $229K
MRVL
Marvell Technology, Inc.

Technology
-1.18K
- 9.05%
$62.31 - $84.07 $73.8K - $99.5K
11.9K $999K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.92K
- 5.3%
$41.02 - $43.2 $120K - $126K
52.2K $2.25M
FTSL
First Trust Senior Ln Fund

ETFs
-124
- 0.53%
$45.81 - $46.18 $5.68K - $5.73K
23.2K $1.06M
EFG
Msci Eafe Growth ETF

ETFs
-124
- 2.96%
$106.99 - $114.46 $13.3K - $14.2K
4.07K $463K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-335
- 3.65%
$75.26 - $80.19 $25.2K - $26.9K
8.84K $705K
TRNO
Terreno Realty Corp

Real Estate
-181
- 2.33%
$53.01 - $59.08 $9.59K - $10.7K
7.58K $430K
PFF
Ishares Trust Ishares Pfd And

ETFs
-635
- 3.91%
$30.67 - $32.13 $19.5K - $20.4K
15.6K $492K
DHR
Danaher Corp

Healthcare
-105
- 0.49%
$181.46 - $212.2 $19.1K - $22.3K
21.5K $4.26M
EGP
Eastgroup Properties Inc

Real Estate
-67
- 1.95%
$159.46 - $169.88 $10.7K - $11.4K
3.36K $568K
ATO
Atmos Energy Corp

Utilities
-248
- 10.87%
$151.51 - $170.75 $37.6K - $42.3K
2.03K $347K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-430
- 4.27%
$21.89 - $23.17 $9.41K - $9.96K
9.64K $222K
LCII
Lci Industries

Consumer Cyclical
-492
- 2.23%
$93.15 - $107.98 $45.8K - $53.1K
21.6K $2.01M
CMS
Cms Energy Corp

Utilities
-278
- 6.02%
$69.37 - $74.67 $19.3K - $20.8K
4.34K $318K
HYG
Ishares Tr

ETFs
-33
- 1.1%
$79.85 - $81.32 $2.64K - $2.68K
2.97K $241K
Servicetitan Inc
-1.09K
- 4.74%
N/A
22K $0
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-785
- 11.45%
$36.33 - $46.04 $28.5K - $36.1K
6.07K $274K
Brookfield Asset Managmt LTD
-48
- 0.93%
N/A
5.1K $0
HEIA
Heico Crp Cl A
-49
- 4.48%
N/A
1.04K $0
Starz Entertainment Corp.
-51.9K
- 7.77%
N/A
616K $0
Lam Research Corp
-726
- 0.16%
N/A
440K $0
Aebi Schmidt Hldg Ag
-605K
- 31.15%
N/A
1.34M $0
Veralto Corp
-490
- 5.79%
N/A
7.97K $0
Acuren Corp
-594K
- 26.84%
N/A
1.62M $0
Pimco ETF Tr
-8.68K
- 50.51%
N/A
8.5K $0
Russell Invts Exchange Trade
-685
- 3.29%
N/A
20.1K $0
Innovex International Inc
-15.8K
- 50.0%
N/A
15.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.17K
- 6.83%
N/A
16K $0
MOGA
Moog Inc Cla
-1
- 0.08%
N/A
1.18K $0
Canadian Pacific Kansas City
-7.41K
- 29.73%
N/A
17.5K $0
Wells Fargo CO New
-11
- 1.66%
N/A
651 $0
Safehold Inc
-473K
- 27.36%
N/A
1.26M $0
Victory Portfolios Ii
-880
- 2.93%
N/A
29.2K $0
Bitwise Bitcoin ETF Tr
-123
- 1.66%
N/A
7.3K $0
Angel Oak Funds Trust
-9.33K
- 1.34%
N/A
686K $0
Cooper Cos Inc
-5.81K
- 9.33%
N/A
56.5K $0
Arm Holdings PLC
-157
- 1.49%
N/A
10.4K $0
ING
Ing Groep Nv

Financial Services
-7.21K
- 15.93%
$22.0 - $26.08 $159K - $188K
38K $991K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-2K
- 2.44%
$9.32 - $10.2 $18.6K - $20.4K
79.9K $815K
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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