Wealthedge Investment Advisors, LLC Top Holdings and 13F Report (2025) About Wealthedge Investment Advisors, LLCInvestment ActivityWealthedge Investment Advisors, LLC has $221.71 million in total holdings as of March 31, 2025.Wealthedge Investment Advisors, LLC owns shares of 177 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 25.23% of the portfolio was purchased this quarter.About 22.00% of the portfolio was sold this quarter.This quarter, Wealthedge Investment Advisors, LLC has purchased 175 new stocks and bought additional shares in 60 stocks.Wealthedge Investment Advisors, LLC sold shares of 65 stocks and completely divested from 40 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $13,087,465PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund $12,051,206iShares Core S&P 500 ETF $6,808,056Microsoft $6,762,017Apple $6,485,036 Largest New Holdings this Quarter 747525103 - QUALCOMM $3,418,505 Holding00724F101 - Adobe $1,094,211 Holding09259E108 - BlackRock TCP Capital $1,065,514 Holding88322Q108 - TG Therapeutics $1,060,470 Holding25809K105 - DOORDASH INC $790,297 Holding Largest Purchases this Quarter Alphabet 33,721 shares (about $5.21M)PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 73,556 shares (about $4.03M)Microsoft 9,867 shares (about $3.70M)QUALCOMM 22,254 shares (about $3.42M)DOW 62,956 shares (about $2.20M) Largest Sales this Quarter iShares MSCI Emerging Markets ETF 78,700 shares (about $3.44M)iShares Core MSCI EAFE ETF 22,830 shares (about $1.73M)SPDR S&P 500 ETF Trust 3,075 shares (about $1.72M)Broadcom 8,914 shares (about $1.49M)Vanguard Value ETF 7,924 shares (about $1.37M) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,087,465$1,720,195 ▼-11.6%23,3955.9%FinanceLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$12,051,206$4,033,813 ▲50.3%219,7525.4%ETFIVViShares Core S&P 500 ETF$6,808,056$20,229 ▼-0.3%12,1163.1%ETFMSFTMicrosoft$6,762,017$3,704,037 ▲121.1%18,0133.0%Computer and TechnologyAAPLApple$6,485,036$590,659 ▼-8.3%29,1942.9%Computer and TechnologyVOVanguard Mid-Cap ETF$6,284,406$906,750 ▼-12.6%24,2992.8%ETFGOOGLAlphabet$6,042,754$5,214,651 ▲629.7%39,0762.7%Computer and TechnologyVTVVanguard Value ETF$5,933,824$1,368,799 ▼-18.7%34,3512.7%ETFNVDANVIDIA$5,589,483$937,487 ▲20.2%51,5732.5%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$4,656,198$545,488 ▲13.3%91,8202.1%ETFIWMiShares Russell 2000 ETF$4,534,272$712,788 ▼-13.6%22,7292.0%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$4,369,636$603,790 ▼-12.1%174,5062.0%ETFAMZNAmazon.com$3,693,517$757,806 ▼-17.0%19,4131.7%Retail/WholesaleQCOMQUALCOMM$3,418,505$3,418,505 ▲New Holding22,2541.5%Computer and TechnologyUPSUnited Parcel Service$3,271,899$857,709 ▲35.5%29,7471.5%TransportationDOWDOW$3,205,235$2,198,446 ▲218.4%91,7871.4%Basic MaterialsISHARES BITCOIN TRUST ETF$3,112,397$1,908,818 ▲158.6%66,4901.4%SHS BEN INTVYMVanguard High Dividend Yield ETF$3,017,738$120,838 ▼-3.9%23,4001.4%ETFIWViShares Russell 3000 ETF$2,978,596$741,393 ▼-19.9%9,3771.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,849,732$402,980 ▲16.5%34,4461.3%ManufacturingLLYEli Lilly and Company$2,747,973$202,361 ▲7.9%3,3271.2%MedicalJPINJPMorgan Diversified Return International Equity ETF$2,612,794$520,662 ▼-16.6%45,7261.2%ETFXLKTechnology Select Sector SPDR Fund$2,419,556$719,796 ▲42.3%11,7181.1%ETFIWPiShares Russell Mid-Cap Growth ETF$2,417,482$530,234 ▼-18.0%20,5761.1%ETFJPSTJPMorgan Ultra-Short Income ETF$2,361,791$16,556 ▼-0.7%46,6481.1%ETFIEFAiShares Core MSCI EAFE ETF$2,284,588$1,727,115 ▼-43.1%30,1991.0%ETFXLVHealth Care Select Sector SPDR Fund$2,251,946$612,521 ▲37.4%15,4231.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,098,855$635,355 ▲43.4%20,8480.9%ETFJQUAJPMorgan U.S. Quality Factor ETF$2,081,329$177,599 ▼-7.9%36,8570.9%ETFTIPiShares TIPS Bond ETF$2,075,945$560,895 ▲37.0%18,6870.9%ETFMETAMeta Platforms$2,060,359$269,219 ▼-11.6%3,5740.9%Computer and TechnologyOCSLOaktree Specialty Lending$1,992,083$1,044,518 ▲110.2%129,6920.9%FinanceXLUUtilities Select Sector SPDR Fund$1,988,346$522,240 ▲35.6%25,2160.9%ETFOEFiShares S&P 100 ETF$1,982,620$16,793 ▼-0.8%7,3200.9%ETFGBDCGolub Capital BDC$1,820,071$1,007,583 ▲124.0%120,2160.8%FinanceGLDSPDR Gold Shares$1,817,587$238,292 ▼-11.6%6,3080.8%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,815,178$88,629 ▼-4.7%22,2010.8%ETFXLFFinancial Select Sector SPDR Fund$1,806,069$602,953 ▲50.1%36,2590.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,687,765$176,352 ▲11.7%33,8220.8%ManufacturingNMFCNew Mountain Finance$1,686,249$1,091,267 ▲183.4%152,8780.8%FinanceIWFiShares Russell 1000 Growth ETF$1,652,771$128,553 ▼-7.2%4,5770.7%ETFIHIiShares U.S. Medical Devices ETF$1,593,147$641,460 ▲67.4%26,4680.7%ETFCHCTCommunity Healthcare Trust$1,589,849$688,869 ▲76.5%87,5460.7%FinanceCNICanadian National Railway$1,537,932$572,485 ▼-27.1%15,7800.7%TransportationEEMiShares MSCI Emerging Markets ETF$1,473,736$3,439,285 ▼-70.0%33,7230.7%FinanceVBKVanguard Small-Cap Growth ETF$1,439,803$417,487 ▼-22.5%5,7180.6%ETFAHHArmada Hoffler Properties$1,433,555$1,027,241 ▲252.8%190,8860.6%FinanceVEAVanguard FTSE Developed Markets ETF$1,388,354$108,271 ▼-7.2%27,3130.6%ETFNETCloudflare$1,367,155$535,841 ▲64.5%12,1320.6%Computer and TechnologyEWYiShares MSCI South Korea ETF$1,327,188$44,476 ▲3.5%24,5590.6%ETFVRTXVertex Pharmaceuticals$1,309,499$232,714 ▲21.6%2,7010.6%MedicalDEAEasterly Government Properties$1,213,411$735,613 ▲154.0%114,4720.5%FinanceTWTradeweb Markets$1,192,743$480,571 ▲67.5%8,0340.5%FinanceAVGOBroadcom$1,103,623$1,492,595 ▼-57.5%6,5910.5%Computer and TechnologyADBEAdobe$1,094,211$1,094,211 ▲New Holding2,8530.5%Computer and TechnologyTCPCBlackRock TCP Capital$1,065,514$1,065,514 ▲New Holding133,0230.5%FinanceJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,065,259$355,824 ▼-25.0%20,2050.5%ETFTGTXTG Therapeutics$1,060,470$1,060,470 ▲New Holding26,8950.5%MedicalDOCSDoximity$1,029,742$132,076 ▲14.7%17,7450.5%MedicalTXOTXO Partners$1,027,441$303,074 ▼-22.8%53,6240.5%EnergyVCLTVanguard Long-Term Corporate Bond ETF$948,470$175,741 ▼-15.6%12,4940.4%ManufacturingAOAiShares Core 80/20 Aggressive Allocation ETF$910,702$89,204 ▼-8.9%11,9040.4%ETFVVisa$889,177$72,550 ▼-7.5%2,5370.4%Business ServicesQQQInvesco QQQ$881,379$1,114,506 ▼-55.8%1,8790.4%FinanceVTIVanguard Total Stock Market ETF$862,1000.0%3,1360.4%ETFALGNAlign Technology$810,504$531,069 ▲190.1%5,1020.4%MedicalBRK.ABerkshire Hathaway$798,4420.0%10.4%FinanceCRWDCrowdStrike$793,658$90,261 ▼-10.2%2,2510.4%Computer and TechnologyDOORDASH INC$790,297$790,297 ▲New Holding4,3240.4%CL AVBVanguard Small-Cap ETF$782,941$120,657 ▼-13.4%3,5300.4%ETFHDHome Depot$768,912$43,247 ▲6.0%2,0980.3%Retail/WholesaleONONON$766,053$481,627 ▼-38.6%17,4420.3%Retail/WholesaleCHDNChurchill Downs$736,727$736,727 ▲New Holding6,6330.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$734,4280.0%1,3790.3%FinanceSTSensata Technologies$727,032$499,040 ▼-40.7%29,9560.3%Computer and TechnologySQMSociedad Química y Minera de Chile$715,537$280,136 ▲64.3%18,0100.3%Basic MaterialsJPMJPMorgan Chase & Co.$711,190$22,815 ▼-3.1%2,8990.3%FinanceMRTNMarten Transport$709,955$475,851 ▲203.3%51,7460.3%TransportationAONAON$704,836$4,390 ▼-0.6%1,7660.3%FinanceHTLDHeartland Express$679,007$423,512 ▲165.8%73,6450.3%TransportationGEGE Aerospace$667,585$667,585 ▲New Holding3,3350.3%IndustrialsPEAKHealthpeak Properties$640,680$163,299 ▲34.2%31,6850.3%FinanceJPUSJPMorgan Diversified Return U.S. Equity ETF$606,647$385,922 ▼-38.9%5,2660.3%ETFXLPConsumer Staples Select Sector SPDR Fund$560,782$926,034 ▼-62.3%6,8660.3%ETFGRBKGreen Brick Partners$533,012$326,245 ▲157.8%9,1410.2%FinanceBIIBBiogen$529,981$292,701 ▲123.4%3,8730.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$529,043$416,963 ▼-44.1%5,3480.2%FinanceSAICScience Applications International$504,654$56,135 ▲12.5%4,4950.2%Computer and TechnologyPWRQuanta Services$498,201$498,201 ▲New Holding1,9600.2%ConstructionXLCCommunication Services Select Sector SPDR Fund$480,527$45,911 ▼-8.7%4,9820.2%ETFFOXAFOX$479,515$479,515 ▲New Holding8,4720.2%Consumer DiscretionaryUNHUnitedHealth Group$477,599$136,307 ▼-22.2%9110.2%MedicalBALLBall$475,607$475,607 ▲New Holding9,1340.2%IndustrialsBFSSaul Centers$459,893$459,893 ▲New Holding12,7500.2%FinanceEMREmerson Electric$454,836$5,921 ▼-1.3%4,1480.2%IndustrialsAVUVAvantis U.S. Small Cap Value ETF$452,935$452,935 ▲New Holding5,1960.2%ETFNICENICE$440,310$440,310 ▲New Holding2,8560.2%Computer and TechnologyPMPhilip Morris International$439,971$4,128 ▼-0.9%2,7710.2%Consumer StaplesTPRTapestry$437,809$437,809 ▲New Holding6,2180.2%Retail/WholesaleWMTWalmart$429,721$18,615 ▼-4.2%4,8940.2%Retail/WholesaleShowing 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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