Wealthedge Investment Advisors

Wealthedge Investment Advisors as of March 31, 2025

Portfolio Holdings for Wealthedge Investment Advisors

Wealthedge Investment Advisors holds 177 positions in its portfolio as reported in the March 2025 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) 5.9 $13M 23k 559.41
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 5.4 $12M 220k 54.84
Ishares Tr Core S&p500 Etf (IVV) 3.1 $6.8M 12k 561.91
Microsoft Corporation (MSFT) 3.0 $6.8M 18k 375.40
Apple (AAPL) 2.9 $6.5M 29k 222.14
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $6.3M 24k 258.63
Alphabet Cap Stk Cl A (GOOGL) 2.7 $6.0M 39k 154.64
Vanguard Index Fds Value Etf (VTV) 2.7 $5.9M 34k 172.74
NVIDIA Corporation (NVDA) 2.5 $5.6M 52k 108.38
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.1 $4.7M 92k 50.71
Ishares Tr Russell 2000 Etf (IWM) 2.0 $4.5M 23k 199.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $4.4M 175k 25.04
Amazon (AMZN) 1.7 $3.7M 19k 190.26
Qualcomm (QCOM) 1.5 $3.4M 22k 153.61
United Parcel Service CL B (UPS) 1.5 $3.3M 30k 109.99
Dow (DOW) 1.4 $3.2M 92k 34.92
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.4 $3.1M 67k 46.81
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $3.0M 23k 128.96
Ishares Tr Russell 3000 Etf (IWV) 1.3 $3.0M 9.4k 317.65
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $2.8M 34k 82.73
Eli Lilly & Co. (LLY) 1.2 $2.7M 3.3k 825.96
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 1.2 $2.6M 46k 57.14
Select Sector Spdr Tr Technology (XLK) 1.1 $2.4M 12k 206.48
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $2.4M 21k 117.49
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $2.4M 47k 50.63
Ishares Tr Core Msci Eafe (IEFA) 1.0 $2.3M 30k 75.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $2.3M 15k 146.01
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $2.1M 21k 100.67
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.9 $2.1M 37k 56.47
Ishares Tr Tips Bd Etf (TIP) 0.9 $2.1M 19k 111.09
Meta Platforms Cl A (META) 0.9 $2.1M 3.6k 576.49
Oaktree Specialty Lending Corp (OCSL) 0.9 $2.0M 130k 15.36
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.9 $2.0M 25k 78.85
Ishares Tr S&p 100 Etf (OEF) 0.9 $2.0M 7.3k 270.85
Golub Capital BDC (GBDC) 0.8 $1.8M 120k 15.14
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.8M 6.3k 288.14
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.8M 22k 81.76
Select Sector Spdr Tr Financial (XLF) 0.8 $1.8M 36k 49.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.7M 34k 49.90
New Mountain Finance Corp (NMFC) 0.8 $1.7M 153k 11.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.7M 4.6k 361.10
Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $1.6M 27k 60.19
Community Healthcare Tr (CHCT) 0.7 $1.6M 88k 18.16
Canadian Natl Ry (CNI) 0.7 $1.5M 16k 97.46
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.5M 34k 43.70
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $1.4M 5.7k 251.80
Armada Hoffler Pptys (AHH) 0.6 $1.4M 191k 7.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.4M 27k 50.83
Cloudflare Cl A Com (NET) 0.6 $1.4M 12k 112.69
Ishares Msci Sth Kor Etf (EWY) 0.6 $1.3M 25k 54.04
Vertex Pharmaceuticals Incorporated (VRTX) 0.6 $1.3M 2.7k 484.82
Easterly Government Properti reit 0.5 $1.2M 115k 10.60
Tradeweb Mkts Cl A (TW) 0.5 $1.2M 8.0k 148.46
Broadcom (AVGO) 0.5 $1.1M 6.6k 167.44
Adobe Systems Incorporated (ADBE) 0.5 $1.1M 2.9k 383.53
Blackrock Tcp Cap Corp (TCPC) 0.5 $1.1M 133k 8.01
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.5 $1.1M 20k 52.72
Tg Therapeutics (TGTX) 0.5 $1.1M 27k 39.43
Doximity Cl A (DOCS) 0.5 $1.0M 18k 58.03
Txo Partners Com Unit (TXO) 0.5 $1.0M 54k 19.16
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.4 $949k 13k 75.91
Ishares Tr Aggres Alloc Etf (AOA) 0.4 $911k 12k 76.50
Visa Com Cl A (V) 0.4 $889k 2.5k 350.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $881k 1.9k 469.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $862k 3.1k 274.90
Align Technology (ALGN) 0.4 $811k 5.1k 158.86
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $798k 1.00 798442.00
Crowdstrike Hldgs Cl A (CRWD) 0.4 $794k 2.3k 352.58
Doordash Cl A (DASH) 0.4 $790k 4.3k 182.77
Vanguard Index Fds Small Cp Etf (VB) 0.4 $783k 3.5k 221.80
Home Depot (HD) 0.3 $769k 2.1k 366.50
On Hldg Namen Akt A (ONON) 0.3 $766k 17k 43.92
Churchill Downs (CHDN) 0.3 $737k 6.6k 111.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $734k 1.4k 532.58
Sensata Technologies Hldg Pl SHS (ST) 0.3 $727k 30k 24.27
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.3 $716k 18k 39.73
JPMorgan Chase & Co. (JPM) 0.3 $711k 2.9k 245.32
Marten Transport (MRTN) 0.3 $710k 52k 13.72
Aon Shs Cl A (AON) 0.3 $705k 1.8k 399.11
Heartland Express (HTLD) 0.3 $679k 74k 9.22
Ge Aerospace Com New (GE) 0.3 $668k 3.3k 200.18
Peak (DOC) 0.3 $641k 32k 20.22
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.3 $607k 5.3k 115.20
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $561k 6.9k 81.68
Green Brick Partners (GRBK) 0.2 $533k 9.1k 58.31
Biogen Idec (BIIB) 0.2 $530k 3.9k 136.84
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $529k 5.3k 98.92
Science App Int'l (SAIC) 0.2 $505k 4.5k 112.27
Quanta Services (PWR) 0.2 $498k 2.0k 254.18
Select Sector Spdr Tr Communication (XLC) 0.2 $481k 5.0k 96.45
Fox Corp Cl A Com (FOXA) 0.2 $480k 8.5k 56.60
UnitedHealth (UNH) 0.2 $478k 911.00 524.26
Ball Corporation (BALL) 0.2 $476k 9.1k 52.07
Saul Centers (BFS) 0.2 $460k 13k 36.07
Emerson Electric (EMR) 0.2 $455k 4.1k 109.65
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $453k 5.2k 87.17
Nice Sponsored Adr (NICE) 0.2 $440k 2.9k 154.17
Philip Morris International (PM) 0.2 $440k 2.8k 158.78
Tapestry (TPR) 0.2 $438k 6.2k 70.41
Wal-Mart Stores (WMT) 0.2 $430k 4.9k 87.81
Gran Tierra Energy (GTE) 0.2 $427k 87k 4.93
Charles River Laboratories (CRL) 0.2 $426k 2.8k 150.52
Fs Kkr Capital Corp (FSK) 0.2 $425k 20k 20.95
McDonald's Corporation (MCD) 0.2 $423k 1.4k 312.46
Coinbase Global Com Cl A (COIN) 0.2 $422k 2.5k 172.23
Paycom Software (PAYC) 0.2 $420k 1.9k 218.48
Dorchester Minerals Com Unit (DMLP) 0.2 $416k 14k 30.08
Aurora Innovation Class A Com (AUR) 0.2 $413k 61k 6.72
Applovin Corp Com Cl A (APP) 0.2 $400k 1.5k 264.97
Royalty Pharma Shs Class A (RPRX) 0.2 $389k 13k 31.13
Trust For Professional Man Convergence Lng (CLSE) 0.2 $388k 18k 21.61
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $374k 5.8k 64.20
Robinhood Mkts Com Cl A (HOOD) 0.2 $373k 9.0k 41.62
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $369k 6.4k 57.57
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $366k 1.9k 194.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $352k 685.00 514.05
Rli (RLI) 0.2 $342k 4.3k 80.33
Urban Outfitters (URBN) 0.2 $341k 6.5k 52.40
Mastercard Incorporated Cl A (MA) 0.1 $325k 593.00 548.36
Merck & Co (MRK) 0.1 $322k 3.6k 89.77
HEICO Corporation (HEI) 0.1 $321k 1.2k 267.19
Spotify Technology S A SHS (SPOT) 0.1 $311k 566.00 550.03
Patria Investments Com Cl A (PAX) 0.1 $307k 27k 11.29
Taboola.com Ord Shs (TBLA) 0.1 $304k 103k 2.95
Ishares Tr Mbs Etf (MBB) 0.1 $301k 3.2k 93.79
Pinterest Cl A (PINS) 0.1 $297k 9.6k 31.00
Catalyst Pharmaceutical Partners (CPRX) 0.1 $295k 12k 24.25
Shopify Cl A (SHOP) 0.1 $288k 3.0k 95.48
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $288k 3.0k 95.32
Walt Disney Company (DIS) 0.1 $285k 2.9k 98.70
UGI Corporation (UGI) 0.1 $284k 8.6k 33.07
Starbucks Corporation (SBUX) 0.1 $279k 2.8k 98.11
Rf Inds Com Par $0.01 (RFIL) 0.1 $275k 59k 4.69
CF Industries Holdings (CF) 0.1 $272k 3.5k 78.15
Verizon Communications (VZ) 0.1 $271k 6.0k 45.37
Cu (CULP) 0.1 $270k 54k 5.00
Costco Wholesale Corporation (COST) 0.1 $258k 272.00 948.25
Century Casinos (CNTY) 0.1 $252k 149k 1.69
Select Sector Spdr Tr Energy (XLE) 0.1 $245k 2.6k 93.48
Bgc Group Cl A (BGC) 0.1 $245k 27k 9.17
Consolidated Edison (ED) 0.1 $243k 2.2k 110.62
Wave Life Sciences SHS (WVE) 0.1 $239k 30k 8.08
Palo Alto Networks (PANW) 0.1 $235k 1.4k 170.64
Marriott Vacations Wrldwde Cp (VAC) 0.1 $231k 3.6k 64.24
Afya Cl A Com (AFYA) 0.1 $230k 13k 17.93
Us Bancorp Del Com New (USB) 0.1 $229k 5.4k 42.22
Oncocyte Corp Com New (IMDX) 0.1 $226k 74k 3.06
Ishares Tr New York Mun Etf (NYF) 0.1 $226k 4.3k 52.65
Axon Enterprise (AXON) 0.1 $226k 429.00 525.95
TJX Companies (TJX) 0.1 $219k 1.8k 121.85
Vanguard World Energy Etf (VDE) 0.1 $216k 1.7k 129.72
Goldman Sachs Bdc SHS (GSBD) 0.1 $209k 18k 11.63
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $208k 1.8k 115.98
Calcimedica Com New (CALC) 0.1 $207k 108k 1.91
Hillenbrand (HI) 0.1 $204k 8.4k 24.14
Alphabet Cap Stk Cl C (GOOG) 0.1 $204k 1.3k 156.34
Docusign (DOCU) 0.1 $202k 2.5k 81.40
Beyond Air 0.1 $200k 733k 0.27
Commercial Vehicle (CVGI) 0.1 $199k 173k 1.15
Dlh Hldgs (DLHC) 0.1 $194k 48k 4.05
Newmark Group Cl A (NMRK) 0.1 $186k 15k 12.17
Rigetti Computing Common Stock (RGTI) 0.1 $173k 22k 7.92
Adicet Bio (ACET) 0.1 $172k 228k 0.76
Scpharmaceuticals (SCPH) 0.1 $171k 65k 2.63
Modular Med Com New (MODD) 0.1 $150k 138k 1.09
Rocky Mtn Chocolate Factory (RMCF) 0.1 $148k 122k 1.22
Contango Ore (CTGO) 0.1 $142k 14k 10.21
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $134k 19k 7.05
Vivani Medical Common Stock (VANI) 0.1 $131k 125k 1.05
374water (SCWO) 0.1 $131k 386k 0.34
FutureFuel (FF) 0.1 $121k 31k 3.90
Acrivon Therapeutics Common Stock (ACRV) 0.1 $115k 57k 2.03
Gen Restaurent Group Cl A Com (GENK) 0.0 $92k 17k 5.52
Mbx Biosciences (MBX) 0.0 $88k 12k 7.38
Nexpoint Diversified Rel Et Com New (NXDT) 0.0 $88k 23k 3.83
Fossil (FOSL) 0.0 $12k 10k 1.15
Relmada Therapeutics (RLMD) 0.0 $7.6k 28k 0.27