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
EPD
Enterprise Products Partners L.P.

Energy
-200
- 0.5%
$30.74 - $32.14 $6.15K - $6.43K
39.6K $1.24M
F
Ford Motor CO

Consumer Cyclical
-923
- 6.82%
$10.82 - $12.09 $9.99K - $11.2K
12.6K $150K
YUM
Yum Brands Inc

Consumer Cyclical
-65
- 1.72%
$139.5 - $153.94 $9.07K - $10K
3.71K $564K
EHC
Encompass Health Corp

Healthcare
-77
- 2.22%
$107.13 - $127.02 $8.25K - $9.78K
3.39K $430K
IXUS
Ishares Tr

ETFs
-91
- 3.0%
$76.35 - $82.58 $6.95K - $7.51K
2.94K $242K
HUBB
Hubbell Inc

Industrials
-15
- 1.93%
$410.51 - $450.93 $6.16K - $6.76K
764 $328K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-802
- 4.49%
$53.81 - $57.52 $43.2K - $46.1K
17K $980K
PLD
Prologis, Inc.

Real Estate
-2.06K
- 7.88%
$104.08 - $115.35 $215K - $238K
24.1K $2.76M
CNP
Centerpoint Energy Inc

Utilities
-67
- 1.01%
$35.77 - $39.16 $2.4K - $2.62K
6.55K $254K
CBOE
Cboe Global Markets, Inc.

Financial Services
-9
- 0.77%
$231.35 - $253.24 $2.08K - $2.28K
1.16K $283K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-3.96K
- 2.11%
$73.94 - $78.51 $292K - $311K
183K $14.2M
MILN
Global X Funds Global X Millen

ETFs
-122
- 0.32%
$47.48 - $50.72 $5.79K - $6.19K
37.6K $1.86M
FNDF
Schwab Fundamental Intl Large

ETFs
-10
- 0.12%
$39.84 - $43.15 $398 - $432
8.51K $365K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-100
- 1.15%
$54.01 - $60.18 $5.4K - $6.02K
8.59K $514K
PDI
Pimco Dynamic Income Fund

Financial Services
-97
- 0.26%
$18.85 - $20.07 $1.83K - $1.95K
37.6K $743K
RJF
Raymond James Financial Inc

Financial Services
-7
- 0.4%
$154.64 - $176.43 $1.08K - $1.24K
1.73K $297K
SITE
Site One Landscape Supply, Inc.

Industrials
-1.1K
- 4.89%
$121.97 - $152.97 $134K - $168K
21.3K $2.74M
SKYY
First Trust Cloud Computing Et

ETFs
-10
- 0.33%
$118.24 - $138.53 $1.18K - $1.39K
2.98K $400K
IYW
Ishares Dj Us Tech ETF

ETFs
-136
- 4.31%
$171.38 - $197.01 $23.3K - $26.8K
3.02K $590K
SAIA
Saia Inc

Industrials
-901
- 7.26%
$281.49 - $333.61 $254K - $301K
11.5K $3.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6
- 0.02%
$21.69 - $23.34 $130 - $140
39.3K $915K
ACWI
Ishares Msci Acwi ETF

ETFs
-443
- 3.83%
$128.32 - $138.41 $56.8K - $61.3K
11.1K $1.54M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
-771
- 6.51%
$40.76 - $47.94 $31.4K - $37K
11.1K $531K
VMC
Vulcan Materials CO

Basic Materials
-39
- 2.91%
$260.62 - $307.62 $10.2K - $12K
1.3K $399K
FLEX
Flex Ltd.

Technology
-122
- 1.58%
$48.49 - $59.33 $5.92K - $7.24K
7.61K $441K
ITW
Illinois Tool Works Inc

Industrials
-89
- 1.52%
$252.31 - $269.41 $22.5K - $24K
5.77K $1.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-183
- 1.13%
$42.67 - $46.91 $7.81K - $8.58K
16K $749K
CCJ
Cameco Corp

Energy
-828
- 6.24%
$70.47 - $86.89 $58.3K - $71.9K
12.4K $1.04M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-22
- 1.09%
$284.45 - $324.95 $6.26K - $7.15K
1.99K $637K
VXF
Vanguard Extended Market ETF

ETFs
-175
- 2.94%
$193.58 - $213.07 $33.9K - $37.3K
5.77K $1.21M
TRMB
Trimble Inc.

Technology
-2.53K
- 5.32%
$76.46 - $85.24 $193K - $215K
45K $3.67M
XLV
Select Sector Spdr Fund Health

ETFs
-82
- 0.48%
$129.01 - $139.72 $10.6K - $11.5K
17K $2.36M
XLI
Industrial Sector Spdr

ETFs
-22
- 0.21%
$147.94 - $154.99 $3.25K - $3.41K
10.2K $1.58M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-69
- 0.49%
$107.5 - $115.86 $7.42K - $7.99K
13.9K $1.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.69K
- 4.37%
$62.09 - $66.51 $477K - $511K
168K $11M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-115
- 0.85%
$77.5 - $86.87 $8.91K - $9.99K
13.5K $1.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3K
- 3.51%
$23.82 - $25.84 $71.6K - $77.6K
82.7K $2.12M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-98
- 0.19%
$107.66 - $112.36 $10.6K - $11K
51K $5.68M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-29
- 0.2%
$95.86 - $104.94 $2.78K - $3.04K
14.3K $1.48M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-53
- 1.3%
$339.37 - $366.46 $18K - $19.4K
4.03K $1.47M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-88
- 0.28%
$51.7 - $54.73 $4.55K - $4.82K
31.6K $1.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-505
- 3.17%
$135.0 - $146.02 $68.2K - $73.7K
15.4K $2.25M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-11K
- 44.37%
$43.07 - $91.37 $475K - $1.01M
13.8K $1.26M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-225
- 0.43%
$39.8 - $42.86 $8.96K - $9.64K
52K $2.23M
AGX
Argan Inc

Industrials
-1.02K
- 13.01%
$202.53 - $271.07 $207K - $276K
6.82K $1.84M
MS
Morgan Stanley

Financial Services
-1.24K
- 7.11%
$139.09 - $161.16 $173K - $200K
16.2K $2.58M
ROL
Rollins Inc

Consumer Cyclical
-1.79K
- 1.83%
$55.05 - $58.74 $98.3K - $105K
95.6K $5.62M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-414
- 2.07%
$109.47 - $119.06 $45.3K - $49.3K
19.6K $2.32M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-82
- 0.89%
$82.22 - $96.68 $6.74K - $7.93K
9.1K $879K
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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