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Wealthedge Investment Advisors

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

Central Index Key (CIK): 0002058455

Tip: Access up to 7 years of quarterly data

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

Past Filings by Wealthedge Investment Advisors

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

Wealthedge Investment Advisors 2024 Q4 filed March 12, 2025

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