Wealthedge Investment Advisors, LLC Top Holdings and 13F Report (2025) About Wealthedge Investment Advisors, LLCInvestment ActivityWealthedge Investment Advisors, LLC has $221.88 million in total holdings as of December 31, 2024.Wealthedge Investment Advisors, LLC owns shares of 175 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $15,513,654Apple $7,976,742PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund $7,612,426Vanguard Mid-Cap ETF $7,344,096Vanguard Value ETF $7,157,098 Sector AllocationMap of 500 Largest Holdings ofWealthedge Investment Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$15,513,65426,4707.0%FinanceAAPLApple$7,976,74231,8533.6%Computer and TechnologyLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$7,612,426146,1963.4%ETFVOVanguard Mid-Cap ETF$7,344,09627,8053.3%ETFVTVVanguard Value ETF$7,157,09842,2753.2%ETFIVViShares Core S&P 500 ETF$7,153,52512,1523.2%ETFIWMiShares Russell 2000 ETF$5,811,65426,3022.6%FinanceNVDANVIDIA$5,764,13542,9232.6%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$5,535,515198,6192.5%ETFAMZNAmazon.com$5,132,84823,3962.3%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$4,701,550112,4232.1%FinanceJAAAJanus Henderson AAA CLO ETF$4,110,71281,0631.9%ETFIWViShares Russell 3000 ETF$3,914,29411,7111.8%ETFIEFAiShares Core MSCI EAFE ETF$3,726,86053,0291.7%ETFAVGOBroadcom$3,594,60215,5051.6%Computer and TechnologyMSFTMicrosoft$3,433,3738,1461.5%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$3,180,00825,0891.4%ETFVYMVanguard High Dividend Yield ETF$3,105,10124,3371.4%ETFJPINDiversified Return International Equity ETF$2,937,10854,8381.3%ETFUPSUnited Parcel Service$2,767,81821,9491.2%TransportationCVSCVS Health$2,525,02556,2491.1%MedicalSHYiShares 1-3 Year Treasury Bond ETF$2,424,55229,5751.1%ManufacturingLLYEli Lilly and Company$2,379,4513,0821.1%MedicalJPSTJPMorgan Ultra-Short Income ETF$2,366,10946,9751.1%ETFMETAMeta Platforms$2,365,8304,0411.1%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$2,290,90840,0021.0%ETFCNICanadian National Railway$2,198,11221,6541.0%TransportationQQQInvesco QQQ$2,175,0764,2551.0%FinanceOEFiShares S&P 100 ETF$2,132,3277,3821.0%ETFVBKVanguard Small-Cap Growth ETF$2,065,6537,3760.9%ETFNOWServiceNow$1,996,2061,8830.9%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,981,0764,9330.9%ETFTSLATesla$1,938,8364,8010.9%Auto/Tires/TrucksXLKTechnology Select Sector SPDR Fund$1,914,1748,2320.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,869,11623,2850.8%ETFGLDSPDR Gold Shares$1,727,5987,1350.8%FinanceAXONAxon Enterprise$1,676,5772,8210.8%AerospaceONONON$1,555,90628,4080.7%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$1,544,63211,2280.7%ETFNTRNutrien$1,507,80733,6940.7%Basic MaterialsVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,466,54330,2880.7%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$1,458,33314,5370.7%ETFTIPiShares TIPS Bond ETF$1,453,13513,6380.7%ETFXLPConsumer Staples Select Sector SPDR Fund$1,431,02318,2040.6%ETFVEAVanguard FTSE Developed Markets ETF$1,407,96229,4430.6%ETFXLUUtilities Select Sector SPDR Fund$1,407,32318,5930.6%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$1,398,43426,9540.6%ETFSTSensata Technologies$1,384,19350,5180.6%Computer and TechnologyARISTA NETWORKS INC$1,375,98812,4490.6%COM SHSDISWalt Disney$1,365,73212,2650.6%Consumer DiscretionaryISHARES BITCOIN TRUST ETF$1,364,02225,7120.6%SHS BEN INTLULULululemon Athletica$1,256,5993,2860.6%Consumer DiscretionaryEWYiShares MSCI South Korea ETF$1,207,94323,7360.5%ETFTXOTXO Partners$1,169,40369,4420.5%EnergyXLFFinancial Select Sector SPDR Fund$1,167,36224,1540.5%ETFDOWDOW$1,156,97828,8310.5%Basic MaterialsVCLTVanguard Long-Term Corporate Bond ETF$1,107,38314,8090.5%ManufacturingPANWPalo Alto Networks$1,101,7686,0550.5%Computer and TechnologyGOOGLAlphabet$1,013,6435,3550.5%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$1,001,31313,0700.5%ETFECHiShares MSCI Chile ETF$992,49539,6360.4%ETFJPUSJPMorgan Diversified Return US Equity ETF$983,1158,6160.4%ETFVBVanguard Small-Cap ETF$978,8854,0740.4%ETFCHCTCommunity Healthcare Trust$953,06649,6130.4%FinanceOCSLOaktree Specialty Lending$942,61861,6900.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$926,6389,5630.4%FinanceIHIiShares U.S. Medical Devices ETF$922,57315,8110.4%ETFVTIVanguard Total Stock Market ETF$908,8863,1360.4%ETFVRTXVertex Pharmaceuticals$894,3972,2210.4%MedicalAPPLOVIN CORP$889,2372,7460.4%COM CL AVVisa$867,2472,7440.4%Business ServicesCRWDCrowdStrike$857,7952,5070.4%Computer and TechnologyDOCSDoximity$825,89015,4690.4%MedicalGBDCGolub Capital BDC$813,56753,6650.4%FinanceNETCloudflare$794,3557,3770.4%Computer and TechnologyHDHome Depot$770,1211,9800.3%Retail/WholesaleABEVAmbev$750,667405,7660.3%Consumer StaplesJPMJPMorgan Chase & Co.$717,2162,9920.3%FinanceBRK.ABerkshire Hathaway$680,92010.3%FinancePDDPDD$665,9336,8660.3%Retail/WholesaleVRTVertiv$639,0565,6250.3%Computer and TechnologyAONAON$638,2661,7770.3%FinanceTWTradeweb Markets$628,0344,7970.3%FinanceBRK.BBerkshire Hathaway$625,0731,3790.3%FinanceNMFCNew Mountain Finance$607,38153,9420.3%FinanceUNHUnitedHealth Group$592,2431,1710.3%MedicalTTDTrade Desk$590,8235,0270.3%Computer and TechnologyAHHArmada Hoffler Properties$553,47454,1030.2%FinanceXLCCommunication Services Select Sector SPDR Fund$528,3425,4580.2%ETFEMREmerson Electric$520,7954,2020.2%IndustrialsDEAEasterly Government Properties$512,05245,0750.2%FinanceBSMBlack Stone Minerals$504,95634,5860.2%EnergyGRAN TIERRA ENERGY INC$491,33667,9580.2%COMUGIUGI$487,44717,2670.2%UtilitiesPEAKHealthpeak Properties$478,55423,6090.2%FinanceAFRMAffirm$468,2607,6890.2%Business ServicesMBBiShares MBS ETF$463,3445,0540.2%ETFWMTWalmart$461,2835,1060.2%Retail/WholesaleCOSTCostco Wholesale$453,1794950.2%Retail/WholesaleSAICScience Applications International$446,5613,9950.2%Computer and TechnologyShowing 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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