Wealthedge Investment Advisors, LLC Purchases in Q2 2025

Wealthedge Investment Advisors, LLC

  • $240 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
69.3K
+ 332.39%
$100.35 - $100.71 $6.95M - $6.98M
90.1K $9.08B
SCHP
Schwab Strategic Us Tips ETF

ETFs
250K
New
$26.18 - $26.93 $6.56M - $6.74M
250K $6.68B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
96.1K
+ 284.23%
$49.57 - $50.27 $4.77M - $4.83M
130K $6.53B
BMY
Bristol Myers Squibb CO

Healthcare
96.7K
New
$44.12 - $59.6 $4.27M - $5.76M
96.7K $4.48B
PEAK
Healthpeak Properties, Inc.

Real Estate
132K
+ 417.47%
N/A
164K $2.87B
LYB
Lyondell Basell Industries N.V.

Basic Materials
37.9K
New
$53.23 - $70.65 $2.02M - $2.68M
37.9K $2.19B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
123K
New
$17.61 - $21.46 $2.17M - $2.64M
123K $2.18B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
44.1K
+ 20.05%
$50.47 - $54.75 $2.22M - $2.41M
264K $13.8B
TIP
Ishares Tr Tips Bd ETF

ETFs
14.2K
+ 76.0%
$107.93 - $110.97 $1.53M - $1.58M
32.9K $3.62B
HUM
Humana Inc

Healthcare
5.27K
New
$224.93 - $295.04 $1.19M - $1.56M
5.27K $1.29B
PLTR
Palantir Technologies Inc.

Technology
8.87K
New
$74.01 - $144.25 $657K - $1.28M
8.87K $1.21B
NFLX
Netflix Inc

Communication Services
832
New
$855.86 - $1339.13 $712K - $1.11M
832 $1.11B
BNL
Broadstone Net Lease, Inc.

Real Estate
66.6K
New
$14.72 - $17.13 $981K - $1.14M
66.6K $1.07B
AMAT
Applied Materials Inc

Technology
5.62K
New
$126.95 - $183.52 $714K - $1.03M
5.62K $1.03B
NOW
Service Now, Inc.

Technology
932
New
$721.65 - $1040.18 $673K - $969K
932 $958M
JBHT
Hunt J B Transport Services Inc

Industrials
6.41K
New
$124.73 - $152.78 $800K - $979K
6.41K $920M
HOOD
Robinhood Markets, Inc.

Technology
4.36K
+ 48.65%
$34.17 - $93.63 $149K - $408K
13.3K $1.25B
SNOW
Snowflake Inc.

Technology
3.9K
New
$130.53 - $223.77 $509K - $872K
3.9K $872M
BFS
Saul Centers, Inc.

Real Estate
25K
+ 196.13%
$32.21 - $36.42 $805K - $911K
37.8K $1.29B
CRDO
Credo Technology Group Holding LTD

Technology
8.94K
New
$33.3 - $95.05 $298K - $850K
8.94K $828M
Healthcare Rlty Tr
52.2K
New
N/A
52.2K $827M
IVV
Ishares Core S&P 500 ETF

ETFs
101
+ 0.83%
$498.8 - $620.9 $50.4K - $62.7K
12.2K $7.59B
AXON
Axon Enterprise, Inc.

Industrials
775
+ 180.65%
$497.13 - $827.94 $385K - $642K
1.2K $997M
ALCC
Alt C Acquisition Corp.

Financial Services
13.2K
New
N/A
13.2K $738M
ADBE
Adobe Inc.

Technology
1.85K
+ 64.88%
$340.0 - $420.68 $629K - $779K
4.7K $1.82B
SPOT
Spotify Technology S.A.

Communication Services
752
+ 132.86%
$503.3 - $775.9 $378K - $583K
1.32K $1.01B
CHCT
Community Healthcare Trust Inc

Real Estate
48.9K
+ 55.84%
$14.97 - $18.3 $732K - $895K
136K $2.27B
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
38.6K
New
$16.36 - $23.0 $631K - $887K
38.6K $668M
XLK
Technology Sector Spdr

ETFs
355
+ 3.03%
$179.73 - $253.23 $63.8K - $89.9K
12.1K $3.06B
GE
General Electric CO

Industrials
1.53K
+ 45.97%
$166.81 - $257.39 $256K - $395K
4.87K $1.25B
OEC
Orion Engineered Carbons S.A.

Basic Materials
54.8K
New
$10.03 - $12.65 $550K - $693K
54.8K $575M
THRM
Gentherm Inc

Consumer Cyclical
18.1K
New
$23.32 - $28.7 $422K - $519K
18.1K $512M
DASH
Door Dash, Inc.

Communication Services
902
+ 20.86%
$163.16 - $246.51 $147K - $222K
5.23K $1.29B
HI
Hillenbrand, Inc.

Industrials
24.4K
+ 289.19%
$18.62 - $24.76 $454K - $604K
32.8K $659M
FTNT
Fortinet, Inc.

Technology
4.13K
New
$84.71 - $108.69 $350K - $449K
4.13K $437M
WD
Walker & Dunlop, Inc.

Financial Services
6.08K
New
$66.0 - $85.06 $401K - $517K
6.08K $429M
Arista Networks Inc
4.01K
New
N/A
4.01K $410M
CRWD
Crowd Strike Holdings, Inc.

Technology
33
+ 1.47%
$321.63 - $509.31 $10.6K - $16.8K
2.28K $1.16B
APP
App Lovin Corp

Technology
563
+ 37.31%
$219.37 - $417.89 $124K - $235K
2.07K $725M
Txo Partners LP
35.3K
+ 65.81%
N/A
88.9K $1.34B
XLF
Financial Sector Spdr

ETFs
3.74K
+ 10.33%
$43.92 - $52.37 $164K - $196K
40K $2.1B
UCTT
Ultra Clean Holdings, Inc.

Technology
11.8K
New
$17.84 - $22.81 $211K - $270K
11.8K $267M
VTI
Vanguard Total Stock Market Et

ETFs
544
+ 17.35%
$243.75 - $303.93 $133K - $165K
3.68K $1.12B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.5K
New
$20.12 - $21.0 $231K - $241K
11.5K $240M
CSCO
Cisco Systems, Inc.

Technology
3.28K
New
$53.19 - $69.38 $174K - $227K
3.28K $227M
AOA
Ishares Tr Core Aggressive All

ETFs
1.68K
+ 14.11%
$69.46 - $83.4 $117K - $140K
13.6K $1.13B
IBM
International Business Machines Corp

Technology
701
New
$221.03 - $294.78 $155K - $207K
701 $207M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.23K
+ 8.44%
$54.27 - $63.01 $121K - $141K
28.7K $1.8B
MFC
Manulife Financial Corp

Financial Services
6.37K
New
$26.93 - $32.44 $171K - $207K
6.37K $204M
Activity Summary
Buys All Purchases 75 New Holdings 28 Increased Positions 47 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 1
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