Wealthedge Investment Advisors, LLC Top Holdings and 13F Report (2025) About Wealthedge Investment Advisors, LLCInvestment ActivityWealthedge Investment Advisors, LLC has $240.01 million in total holdings as of June 30, 2025.Wealthedge Investment Advisors, LLC owns shares of 143 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 24.27% of the portfolio was purchased this quarter.About 23.45% of the portfolio was sold this quarter.This quarter, Wealthedge Investment Advisors, LLC has purchased 177 new stocks and bought additional shares in 46 stocks.Wealthedge Investment Advisors, LLC sold shares of 63 stocks and completely divested from 62 stocks this quarter.Largest Holdings PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund $13,842,165SPDR S&P 500 ETF Trust $13,809,203iShares 0-3 Month Treasury Bond ETF $9,076,602iShares Core S&P 500 ETF $7,585,851Schwab U.S. TIPS ETF $6,681,632 Largest New Holdings this Quarter 808524870 - Schwab U.S. TIPS ETF $6,681,632 Holding110122108 - Bristol Myers Squibb $4,475,638 HoldingN53745100 - LyondellBasell Industries $2,191,969 Holding00110G408 - AGF U.S. Market Neutral Anti-Beta Fund $2,179,383 Holding444859102 - Humana $1,289,043 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 69,296 shares (about $6.98M)Schwab U.S. TIPS ETF 250,436 shares (about $6.68M)Vanguard Short-Term Inflation-Protected Securities ETF 96,133 shares (about $4.83M)Bristol Myers Squibb 96,686 shares (about $4.48M)Healthpeak Properties 132,274 shares (about $2.32M) Largest Sales this Quarter NVIDIA 21,745 shares (about $3.44M)Microsoft 6,565 shares (about $3.27M)Alphabet 18,450 shares (about $3.25M)ISHARES BITCOIN TRUST ETF 42,185 shares (about $2.58M)Cloudflare 6,330 shares (about $1.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthedge Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$13,842,165$2,311,776 ▲20.0%263,8115.8%ETFSPYSPDR S&P 500 ETF Trust$13,809,203$645,665 ▼-4.5%22,3505.8%FinanceSGOViShares 0-3 Month Treasury Bond ETF$9,076,602$6,977,416 ▲332.4%90,1443.8%ETFIVViShares Core S&P 500 ETF$7,585,851$62,714 ▲0.8%12,2173.2%ETFSCHPSchwab U.S. TIPS ETF$6,681,632$6,681,632 ▲New Holding250,4362.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,532,852$4,832,616 ▲284.2%129,9552.7%ManufacturingVOVanguard Mid-Cap ETF$6,174,753$624,863 ▼-9.2%22,0662.6%ETFMSFTMicrosoft$5,694,421$3,265,538 ▼-36.4%11,4482.4%Computer and TechnologyVTVVanguard Value ETF$5,512,127$559,219 ▼-9.2%31,1872.3%ETFAAPLApple$5,158,257$831,567 ▼-13.9%25,1412.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$4,982,292$115,029 ▼-2.3%170,5682.1%ETFNVDANVIDIA$4,712,592$3,435,541 ▼-42.2%29,8282.0%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$4,657,201$2,690 ▼-0.1%91,7671.9%ETFIWMiShares Russell 2000 ETF$4,537,571$367,287 ▼-7.5%21,0271.9%FinanceBMYBristol Myers Squibb$4,475,638$4,475,638 ▲New Holding96,6861.9%MedicalAMZNAmazon.com$4,145,374$113,644 ▼-2.7%18,8951.7%Retail/WholesaleGOOGLAlphabet$3,635,065$3,251,573 ▼-47.2%20,6261.5%Computer and TechnologyTIPiShares TIPS Bond ETF$3,619,222$1,562,901 ▲76.0%32,8901.5%ETFQCOMQUALCOMM$3,544,2600.0%22,2541.5%Computer and TechnologyUPSUnited Parcel Service$3,471,802$469,078 ▲15.6%34,3941.4%TransportationXLKTechnology Select Sector SPDR Fund$3,057,421$89,902 ▲3.0%12,0731.3%ETFPEAKHealthpeak Properties$2,870,933$2,316,127 ▲417.5%163,9591.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$2,812,605$41,596 ▼-1.5%33,9441.2%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$2,792,879$60,603 ▼-2.1%20,1391.2%ETFIWViShares Russell 3000 ETF$2,473,050$818,616 ▼-24.9%7,0451.0%ETFVYMVanguard High Dividend Yield ETF$2,342,088$777,496 ▼-24.9%17,5681.0%ETFJPSTJPMorgan Ultra-Short Income ETF$2,302,574$61,577 ▼-2.6%45,4331.0%ETFCHCTCommunity Healthcare Trust$2,268,860$812,962 ▲55.8%136,4310.9%FinanceOEFiShares S&P 100 ETF$2,204,991$23,134 ▼-1.0%7,2440.9%ETFLYBLyondellBasell Industries$2,191,969$2,191,969 ▲New Holding37,8840.9%Basic MaterialsBTALAGF U.S. Market Neutral Anti-Beta Fund$2,179,383$2,179,383 ▲New Holding123,1290.9%ETFXLUUtilities Select Sector SPDR Fund$2,130,939$71,780 ▲3.5%26,0950.9%ETFXLVHealth Care Select Sector SPDR Fund$2,124,427$45,559 ▲2.2%15,7610.9%ETFXLFFinancial Select Sector SPDR Fund$2,095,007$196,078 ▲10.3%40,0030.9%ETFDOWDOW$2,073,016$357,507 ▼-14.7%78,2860.9%Basic MaterialsMETAMeta Platforms$2,037,057$601,740 ▼-22.8%2,7590.8%Computer and TechnologyLLYEli Lilly and Company$1,992,606$601,056 ▼-23.2%2,5560.8%MedicalJPINJPMorgan Diversified Return International Equity ETF$1,868,085$1,064,390 ▼-36.3%29,1290.8%ETFGLDSPDR Gold Shares$1,824,408$98,460 ▼-5.1%5,9850.8%FinanceADBEAdobe$1,819,884$716,115 ▲64.9%4,7040.8%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,816,259$704,848 ▼-28.0%21,7560.8%ETFIHIiShares U.S. Medical Devices ETF$1,797,918$139,940 ▲8.4%28,7020.7%ETFVBKVanguard Small-Cap Growth ETF$1,585,959$2,216 ▲0.1%5,7260.7%ETFVEAVanguard FTSE Developed Markets ETF$1,540,399$16,761 ▼-1.1%27,0190.6%ETFISHARES BITCOIN TRUST ETF$1,487,709$2,582,144 ▼-63.4%24,3050.6%SHS BEN INTIWFiShares Russell 1000 Growth ETF$1,487,690$456,117 ▼-23.5%3,5030.6%ETFNMFCNew Mountain Finance$1,475,875$136,992 ▼-8.5%139,8930.6%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,432,609$408,298 ▼-22.2%17,2770.6%ETFJQUAJPMorgan U.S. Quality Factor ETF$1,342,060$871,207 ▼-39.4%22,3490.6%ETFTXOTXO Partners$1,337,271$530,763 ▲65.8%88,9140.6%EnergyOCSLOaktree Specialty Lending$1,322,396$449,213 ▼-25.4%96,8070.6%FinanceAVGOBroadcom$1,318,967$498,197 ▼-27.4%4,7840.5%Computer and TechnologyHUMHumana$1,289,043$1,289,043 ▲New Holding5,2720.5%MedicalBFSSaul Centers$1,289,024$853,739 ▲196.1%37,7570.5%FinanceDOORDASH INC$1,288,261$222,352 ▲20.9%5,2260.5%CL AGEGE Aerospace$1,253,114$394,623 ▲46.0%4,8680.5%AerospaceHOODRobinhood Markets$1,247,994$408,414 ▲48.6%13,3290.5%FinancePEPPepsiCo$1,211,566$1,211,566 ▲New Holding9,1750.5%Consumer StaplesPALANTIR TECHNOLOGIES INC$1,209,295$1,209,295 ▲New Holding8,8710.5%CL AEEMiShares MSCI Emerging Markets ETF$1,203,163$423,647 ▼-26.0%24,9410.5%FinanceCRWDCrowdStrike$1,163,264$16,807 ▲1.5%2,2840.5%Computer and TechnologyNETCloudflare$1,136,206$1,239,604 ▼-52.2%5,8020.5%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$1,132,914$140,113 ▲14.1%13,5840.5%ETFVTIVanguard Total Stock Market ETF$1,118,462$165,338 ▲17.3%3,6800.5%ETFNFLXNetflix$1,114,156$1,114,156 ▲New Holding8320.5%Consumer DiscretionaryEWYiShares MSCI South Korea ETF$1,104,726$658,170 ▼-37.3%15,3900.5%ETFGBDCGolub Capital BDC$1,069,378$691,788 ▼-39.3%72,9950.4%FinanceBNLBroadstone Net Lease$1,069,123$1,069,123 ▲New Holding66,6120.4%FinanceQQQInvesco QQQ$1,037,0480.0%1,8790.4%FinanceAMATApplied Materials$1,029,417$1,029,417 ▲New Holding5,6230.4%Computer and TechnologySPOTSpotify Technology$1,011,354$577,040 ▲132.9%1,3180.4%Computer and TechnologyAXONAxon Enterprise$996,840$641,654 ▲180.7%1,2040.4%AerospaceNOWServiceNow$958,171$958,171 ▲New Holding9320.4%Computer and TechnologyJBHTJ.B. Hunt Transport Services$920,496$920,496 ▲New Holding6,4100.4%TransportationVVisa$876,162$24,861 ▼-2.8%2,4670.4%Business ServicesSNOWSnowflake$872,032$872,032 ▲New Holding3,8970.4%Computer and TechnologyJPMJPMorgan Chase & Co.$844,675$4,060 ▲0.5%2,9130.4%FinanceBRK.BBerkshire Hathaway$835,039$165,162 ▲24.7%1,7190.3%FinanceCRDOCredo Technology Group$827,569$827,569 ▲New Holding8,9380.3%Computer and TechnologyHRHealthcare Realty Trust$827,131$827,131 ▲New Holding52,1520.3%FinanceCHDNChurchill Downs$824,059$154,126 ▲23.0%8,1590.3%Consumer DiscretionaryHTLDHeartland Express$774,688$138,395 ▲21.8%89,6630.3%TransportationMRTNMarten Transport$752,809$80,629 ▲12.0%57,9530.3%TransportationALCCAltC Acquisition$737,556$737,556 ▲New Holding13,1730.3%EnergyHDHome Depot$729,357$39,970 ▼-5.2%1,9890.3%Retail/WholesaleBRK.ABerkshire Hathaway$728,8000.0%10.3%FinanceAPPLOVIN CORP$725,366$197,095 ▲37.3%2,0720.3%COM CL ASQMSociedad Quimica y Minera$697,429$62,216 ▲9.8%19,7740.3%Basic MaterialsAPLSApellis Pharmaceuticals$667,681$667,681 ▲New Holding38,5720.3%MedicalHIHillenbrand$659,179$489,808 ▲289.2%32,8440.3%IndustrialsJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$647,027$492,844 ▼-43.2%11,4690.3%ETFAONAON$630,0760.0%1,7660.3%FinancePWRQuanta Services$609,102$131,953 ▼-17.8%1,6110.3%ConstructionAGGiShares Core U.S. Aggregate Bond ETF$602,816$72,227 ▲13.6%6,0760.3%FinanceTWTradeweb Markets$576,394$599,819 ▼-51.0%3,9370.2%FinanceOECOrion$574,873$574,873 ▲New Holding54,8020.2%Basic MaterialsEMREmerson Electric$550,580$2,534 ▼-0.5%4,1290.2%IndustrialsVBVanguard Small-Cap ETF$534,129$302,744 ▼-36.2%2,2530.2%ETFTHRMGentherm$511,568$511,568 ▲New Holding18,0830.2%Auto/Tires/TrucksPMPhilip Morris International$509,290$4,554 ▲0.9%2,7960.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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