Wealthedge Investment Advisors

Latest statistics and disclosures from Wealthedge Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Wealthedge Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthedge Investment Advisors

Wealthedge Investment Advisors holds 175 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.0 $16M 27k 586.08
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Apple (AAPL) 3.6 $8.0M 32k 250.42
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 3.4 $7.6M 146k 52.07
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Vanguard Index Fds Mid Cap Etf (VO) 3.3 $7.3M 28k 264.13
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Vanguard Index Fds Value Etf (VTV) 3.2 $7.2M 42k 169.30
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Ishares Tr Core S&p500 Etf (IVV) 3.2 $7.2M 12k 588.67
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Ishares Tr Russell 2000 Etf (IWM) 2.6 $5.8M 26k 220.96
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NVIDIA Corporation (NVDA) 2.6 $5.8M 43k 134.29
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $5.5M 199k 27.87
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Amazon (AMZN) 2.3 $5.1M 23k 219.39
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Ishares Tr Msci Emg Mkt Etf (EEM) 2.1 $4.7M 112k 41.82
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.9 $4.1M 81k 50.71
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Ishares Tr Russell 3000 Etf (IWV) 1.8 $3.9M 12k 334.24
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Ishares Tr Core Msci Eafe (IEFA) 1.7 $3.7M 53k 70.28
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Broadcom (AVGO) 1.6 $3.6M 16k 231.84
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Microsoft Corporation (MSFT) 1.5 $3.4M 8.1k 421.48
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.4 $3.2M 25k 126.75
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Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $3.1M 24k 127.59
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 1.3 $2.9M 55k 53.56
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United Parcel Service CL B (UPS) 1.2 $2.8M 22k 126.10
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CVS Caremark Corporation (CVS) 1.1 $2.5M 56k 44.89
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.4M 30k 81.98
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Eli Lilly & Co. (LLY) 1.1 $2.4M 3.1k 772.05
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $2.4M 47k 50.37
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Meta Platforms Cl A (META) 1.1 $2.4M 4.0k 585.46
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.0 $2.3M 40k 57.27
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Canadian Natl Ry (CNI) 1.0 $2.2M 22k 101.51
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.2M 4.3k 511.18
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Ishares Tr S&p 100 Etf (OEF) 1.0 $2.1M 7.4k 288.85
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $2.1M 7.4k 280.05
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Servicenow (NOW) 0.9 $2.0M 1.9k 1060.12
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $2.0M 4.9k 401.60
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Tesla Motors (TSLA) 0.9 $1.9M 4.8k 403.84
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Select Sector Spdr Tr Technology (XLK) 0.9 $1.9M 8.2k 232.53
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.9M 23k 80.27
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Spdr Gold Tr Gold Shs (GLD) 0.8 $1.7M 7.1k 242.13
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Axon Enterprise (AXON) 0.8 $1.7M 2.8k 594.32
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On Hldg Namen Akt A (ONON) 0.7 $1.6M 28k 54.77
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $1.5M 11k 137.57
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Nutrien (NTR) 0.7 $1.5M 34k 44.75
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.5M 30k 48.42
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $1.5M 15k 100.32
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Ishares Tr Tips Bd Etf (TIP) 0.7 $1.5M 14k 106.55
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $1.4M 18k 78.61
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.4M 29k 47.82
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $1.4M 19k 75.69
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.6 $1.4M 27k 51.88
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Sensata Technologies Hldg Pl SHS (ST) 0.6 $1.4M 51k 27.40
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Arista Networks Com Shs 0.6 $1.4M 12k 110.53
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Walt Disney Company (DIS) 0.6 $1.4M 12k 111.35
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $1.4M 26k 53.05
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Lululemon Athletica (LULU) 0.6 $1.3M 3.3k 382.41
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Ishares Msci Sth Kor Etf (EWY) 0.5 $1.2M 24k 50.89
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Txo Partners Com Unit (TXO) 0.5 $1.2M 69k 16.84
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Select Sector Spdr Tr Financial (XLF) 0.5 $1.2M 24k 48.33
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Dow (DOW) 0.5 $1.2M 29k 40.13
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.5 $1.1M 15k 74.78
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Palo Alto Networks (PANW) 0.5 $1.1M 6.1k 181.96
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.0M 5.4k 189.29
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Ishares Tr Aggres Alloc Etf (AOA) 0.5 $1.0M 13k 76.61
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Ishares Msci Chile Etf (ECH) 0.4 $993k 40k 25.04
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.4 $983k 8.6k 114.10
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $979k 4.1k 240.28
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Community Healthcare Tr (CHCT) 0.4 $953k 50k 19.21
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Oaktree Specialty Lending Corp (OCSL) 0.4 $943k 62k 15.28
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $927k 9.6k 96.90
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $923k 16k 58.35
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $909k 3.1k 289.82
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Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $894k 2.2k 402.70
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Applovin Corp Com Cl A (APP) 0.4 $889k 2.7k 323.83
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Visa Com Cl A (V) 0.4 $867k 2.7k 316.05
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Crowdstrike Hldgs Cl A (CRWD) 0.4 $858k 2.5k 342.16
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Doximity Cl A (DOCS) 0.4 $826k 16k 53.39
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Golub Capital BDC (GBDC) 0.4 $814k 54k 15.16
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Cloudflare Cl A Com (NET) 0.4 $794k 7.4k 107.68
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Home Depot (HD) 0.3 $770k 2.0k 388.95
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Ambev Sa Sponsored Adr (ABEV) 0.3 $751k 406k 1.85
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JPMorgan Chase & Co. (JPM) 0.3 $717k 3.0k 239.71
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $681k 1.00 680920.00
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Pdd Holdings Sponsored Ads (PDD) 0.3 $666k 6.9k 96.99
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Vertiv Holdings Com Cl A (VRT) 0.3 $639k 5.6k 113.61
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Aon Shs Cl A (AON) 0.3 $638k 1.8k 359.18
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Tradeweb Mkts Cl A (TW) 0.3 $628k 4.8k 130.92
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $625k 1.4k 453.28
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New Mountain Finance Corp (NMFC) 0.3 $607k 54k 11.26
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UnitedHealth (UNH) 0.3 $592k 1.2k 505.76
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The Trade Desk Com Cl A (TTD) 0.3 $591k 5.0k 117.53
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Armada Hoffler Pptys (AHH) 0.2 $554k 54k 10.23
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Select Sector Spdr Tr Communication (XLC) 0.2 $528k 5.5k 96.80
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Emerson Electric (EMR) 0.2 $521k 4.2k 123.94
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Easterly Government Properti reit (DEA) 0.2 $512k 45k 11.36
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Black Stone Minerals Com Unit (BSM) 0.2 $505k 35k 14.60
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Gran Tierra Energy (GTE) 0.2 $491k 68k 7.23
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UGI Corporation (UGI) 0.2 $487k 17k 28.23
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Peak (DOC) 0.2 $479k 24k 20.27
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Affirm Hldgs Com Cl A (AFRM) 0.2 $468k 7.7k 60.90
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Ishares Tr Mbs Etf (MBB) 0.2 $463k 5.1k 91.68
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Wal-Mart Stores (WMT) 0.2 $461k 5.1k 90.34
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Costco Wholesale Corporation (COST) 0.2 $453k 495.00 915.51
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Science App Int'l (SAIC) 0.2 $447k 4.0k 111.78
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Block Cl A (SQ) 0.2 $443k 5.2k 84.99
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Fs Kkr Capital Corp (FSK) 0.2 $441k 20k 21.72
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LKQ Corporation (LKQ) 0.2 $440k 12k 36.75
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McDonald's Corporation (MCD) 0.2 $415k 1.4k 289.98
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Spotify Technology S A SHS (SPOT) 0.2 $405k 906.00 447.38
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Merck & Co (MRK) 0.2 $402k 4.0k 99.48
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Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.2 $399k 11k 36.36
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Samsara Com Cl A (IOT) 0.2 $398k 9.1k 43.69
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Ecopetrol S A Sponsored Ads (EC) 0.2 $397k 50k 7.92
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $369k 685.00 538.63
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $368k 1.9k 195.85
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Align Technology (ALGN) 0.2 $367k 1.8k 208.51
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Mastercard Incorporated Cl A (MA) 0.2 $363k 689.00 526.58
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Ishares Tr Grwt Allocat Etf (AOR) 0.2 $355k 6.2k 57.32
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Astera Labs (ALAB) 0.2 $351k 2.7k 132.45
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Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $337k 3.5k 95.46
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Baidu Spon Adr Rep A (BIDU) 0.2 $337k 4.0k 84.31
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Philip Morris International (PM) 0.2 $337k 2.8k 120.35
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Heartland Express (HTLD) 0.1 $311k 28k 11.22
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Galapagos Nv Spon Adr (GLPG) 0.1 $311k 11k 27.50
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CF Industries Holdings (CF) 0.1 $296k 3.5k 85.32
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Waste Management (WM) 0.1 $295k 1.5k 201.83
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Trust For Professional Man Convergence Lng (CLSE) 0.1 $293k 13k 22.91
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Applied Materials (AMAT) 0.1 $273k 1.7k 162.63
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Auburn National Bancorporation (AUBN) 0.1 $272k 12k 23.49
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TJX Companies (TJX) 0.1 $272k 2.3k 120.79
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Us Bancorp Del Com New (USB) 0.1 $267k 5.6k 47.83
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Marten Transport (MRTN) 0.1 $266k 17k 15.61
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Biogen Idec (BIIB) 0.1 $265k 1.7k 152.92
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Lockheed Martin Corporation (LMT) 0.1 $265k 545.00 485.50
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Banco De Chile Sponsored Ads (BCH) 0.1 $264k 12k 22.68
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Starbucks Corporation (SBUX) 0.1 $263k 2.9k 91.26
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Alphabet Cap Stk Cl C (GOOG) 0.1 $260k 1.4k 190.45
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United Ban (UBCP) 0.1 $258k 20k 12.88
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Verizon Communications (VZ) 0.1 $253k 6.3k 39.99
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $247k 2.1k 117.46
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Bgc Group Cl A (BGC) 0.1 $242k 27k 9.06
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $241k 3.8k 63.14
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O-i Glass (OI) 0.1 $241k 22k 10.84
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Genuine Parts Company (GPC) 0.1 $235k 2.0k 116.76
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Ishares Tr New York Mun Etf (NYF) 0.1 $228k 4.3k 53.22
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Select Sector Spdr Tr Energy (XLE) 0.1 $223k 2.6k 85.66
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Maximus (MMS) 0.1 $223k 3.0k 74.65
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Citizens Financial (CFG) 0.1 $215k 4.9k 43.76
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Lyft Cl A Com (LYFT) 0.1 $213k 17k 12.90
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Pfizer (PFE) 0.1 $207k 7.8k 26.53
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Eaton Corp SHS (ETN) 0.1 $206k 622.00 331.87
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Phillips 66 (PSX) 0.1 $205k 1.8k 113.96
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Friedman Inds (FRD) 0.1 $205k 13k 15.29
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Vanguard World Energy Etf (VDE) 0.1 $202k 1.7k 121.31
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Green Brick Partners (GRBK) 0.1 $200k 3.5k 56.49
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Newmark Group Cl A (NMRK) 0.1 $196k 15k 12.81
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Commercial Vehicle (CVGI) 0.1 $151k 61k 2.48
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Gen Restaurent Group Cl A Com (GENK) 0.1 $143k 19k 7.48
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Cu (CULP) 0.1 $137k 23k 5.87
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $130k 19k 6.82
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Oncocyte Corp Com New (OCX) 0.1 $126k 53k 2.38
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Dlh Hldgs (DLHC) 0.1 $114k 14k 8.03
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Century Casinos (CNTY) 0.1 $112k 35k 3.24
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Calcimedica Com New (CALC) 0.0 $99k 28k 3.54
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Rocky Mtn Chocolate Factory (RMCF) 0.0 $95k 39k 2.41
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Rf Inds Com Par $0.01 (RFIL) 0.0 $84k 22k 3.91
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P3 Health Partners Com Cl A (PIII) 0.0 $83k 370k 0.22
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Beyond Air (XAIR) 0.0 $80k 222k 0.36
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Adicet Bio (ACET) 0.0 $71k 74k 0.96
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Scpharmaceuticals (SCPH) 0.0 $69k 19k 3.54
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Grab Holdings Class A Ord (GRAB) 0.0 $68k 14k 4.72
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Acrivon Therapeutics Common Stock (ACRV) 0.0 $65k 11k 6.02
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Bioage Labs (BIOA) 0.0 $61k 11k 5.79
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Neuronetics (STIM) 0.0 $57k 35k 1.61
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374water (SCWO) 0.0 $55k 81k 0.68
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Modular Med Com New (MODD) 0.0 $52k 38k 1.37
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Vivani Medical Common Stock (VANI) 0.0 $43k 37k 1.16
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Relmada Therapeutics (RLMD) 0.0 $15k 28k 0.52
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Qt Imaging Hldgs (QTI) 0.0 $5.6k 12k 0.49
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Past Filings by Wealthedge Investment Advisors

SEC 13F filings are viewable for Wealthedge Investment Advisors going back to 2024