Wealthedge Investment Advisors, LLC Incresed Positions in Q3 2025

Wealthedge Investment Advisors, LLC

  • $264 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
394K
+ 320.09%
$15.39 - $17.94 $6.07M - $7.07M
517K $8.23B
EEM
Ishares Msci Emerging Markets

ETFs
53.6K
+ 214.71%
$48.07 - $53.4 $2.57M - $2.86M
78.5K $4.19B
MSFT
Microsoft Corp

Technology
5.03K
+ 43.92%
$491.09 - $535.64 $2.47M - $2.69M
16.5K $8.53B
META
Meta Platforms, Inc.

Communication Services
3.85K
+ 139.54%
$695.21 - $791.73 $2.68M - $3.05M
6.61K $4.85B
IEFA
Ishares Tr

ETFs
30.5K
+ 140.04%
$81.7 - $87.53 $2.49M - $2.67M
52.2K $4.56B
NVDA
Nvidia Corp

Technology
6.35K
+ 21.29%
$153.3 - $186.58 $974K - $1.18M
36.2K $6.75B
V
Visa Inc.

Financial Services
5.24K
+ 212.53%
$332.09 - $358.86 $1.74M - $1.88M
7.71K $2.63B
GLD
Spdr Gold Trust

ETFs
3.8K
+ 63.54%
$300.96 - $355.47 $1.14M - $1.35M
9.79K $3.48B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
30.5K
+ 33.21%
$50.53 - $50.82 $1.54M - $1.55M
122K $6.21B
XLV
Select Sector Spdr Fund Health

ETFs
9.75K
+ 61.88%
$129.01 - $139.72 $1.26M - $1.36M
25.5K $3.55B
AAPL
Apple Inc.

Technology
159
+ 0.63%
$202.38 - $256.87 $32.2K - $40.8K
25.3K $6.44B
XLF
Financial Sector Spdr

ETFs
21.2K
+ 52.88%
$51.37 - $54.25 $1.09M - $1.15M
61.2K $3.29B
Txo Partners LP
89K
+ 100.09%
N/A
178K $2.5B
Arista Networks Inc
6.77K
+ 168.71%
N/A
10.8K $1.57B
UPS
United Parcel Service Inc

Industrials
19K
+ 55.27%
$82.58 - $105.54 $1.57M - $2.01M
53.4K $4.46B
IWM
Ishares Russell 2000 ETF

ETFs
590
+ 2.81%
$214.92 - $244.84 $127K - $144K
21.6K $5.23B
HOOD
Robinhood Markets, Inc.

Technology
58
+ 0.44%
$91.27 - $143.18 $5.29K - $8.3K
13.4K $1.92B
BMY
Bristol Myers Squibb CO

Healthcare
15.5K
+ 16.0%
$43.31 - $48.98 $670K - $758K
112K $5.06B
BFS
Saul Centers, Inc.

Real Estate
20.8K
+ 55.1%
$31.36 - $35.31 $652K - $735K
58.6K $1.87B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.01K
+ 1.77%
$28.92 - $32.19 $87.1K - $96.9K
174K $5.54B
VTV
Vanguard Value ETF

ETFs
1.18K
+ 3.79%
$175.51 - $186.57 $207K - $220K
32.4K $6.04B
CRDO
Credo Technology Group Holding LTD

Technology
282
+ 3.16%
$87.59 - $172.31 $24.7K - $48.6K
9.22K $1.34B
PLTR
Palantir Technologies Inc.

Technology
257
+ 2.9%
$130.68 - $186.97 $33.6K - $48.1K
9.13K $1.67B
VO
Vanguard Mid Cap ETF

ETFs
361
+ 1.64%
$279.83 - $293.74 $101K - $106K
22.4K $6.59B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.07K
+ 1.16%
$50.93 - $53.85 $156K - $165K
267K $14.2B
DOW
Dow Inc.

Basic Materials
26.2K
+ 33.41%
$20.87 - $30.37 $546K - $794K
104K $2.39B
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.04%
N/A
7.25K $2.41B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
296
+ 17.22%
$459.11 - $506.91 $136K - $150K
2.02K $1.01B
VBK
Vanguard Small Cap Growth ETF

ETFs
193
+ 3.37%
$276.51 - $305.12 $53.4K - $58.9K
5.92K $1.76B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
151
+ 0.86%
$132.9 - $142.03 $20.1K - $21.4K
17.7K $2.5B
PWR
Quanta Services, Inc.

Industrials
232
+ 14.4%
$372.29 - $421.68 $86.4K - $97.8K
1.84K $764M
DASH
Door Dash, Inc.

Communication Services
65
+ 1.24%
$234.5 - $272.5 $15.2K - $17.7K
5.29K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
82
+ 4.36%
$546.99 - $602.2 $44.9K - $49.4K
1.96K $1.18B
AOA
Ishares Tr Core Aggressive All

ETFs
831
+ 6.12%
$82.71 - $88.14 $68.7K - $73.2K
14.4K $1.27B
SPOT
Spotify Technology S.A.

Communication Services
327
+ 24.81%
$620.01 - $738.53 $203K - $241K
1.65K $1.15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
168
+ 23.24%
$567.77 - $614.76 $95.4K - $103K
891 $546M
NET
Cloudflare, Inc.

Technology
108
+ 1.86%
$181.39 - $228.28 $19.6K - $24.7K
5.91K $1.27B
VTI
Vanguard Total Stock Market Et

ETFs
101
+ 2.74%
$303.93 - $329.86 $30.7K - $33.3K
3.78K $1.24B
GOOG
Alphabet Inc.

Communication Services
19
+ 1.17%
$175.16 - $255.24 $3.33K - $4.85K
1.64K $400M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 3.95%
$282.78 - $316.06 $32.5K - $36.3K
3.03K $955M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.26K
+ 3.72%
$82.38 - $83.0 $104K - $105K
35.2K $2.92B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.92K
+ 4.22%
$50.47 - $50.74 $96.8K - $97.3K
47.4K $2.4B
VEA
Vanguard Ftse Developed Market

ETFs
304
+ 1.13%
$56.02 - $60.3 $17K - $18.3K
27.3K $1.64B
IWP
Ishares Russell Mid Cap Growth

ETFs
143
+ 0.71%
$137.51 - $145.26 $19.7K - $20.8K
20.3K $2.89B
SNOW
Snowflake Inc.

Technology
374
+ 9.6%
$191.73 - $241.0 $71.7K - $90.1K
4.27K $963M
VCIT
Vanguard Intermediate Term Cor

ETFs
823
+ 4.76%
$81.75 - $84.54 $67.3K - $69.6K
18.1K $1.52B
JPEM
Jp Morgan Diversified Return

ETFs
414
+ 3.61%
$56.25 - $59.87 $23.3K - $24.8K
11.9K $701M
CULP
Culp Inc

Consumer Cyclical
3.51K
+ 5.1%
$3.92 - $4.73 $13.8K - $16.6K
72.5K $323M
CHCT
Community Healthcare Trust Inc

Real Estate
15.2K
+ 11.15%
$14.34 - $17.5 $218K - $266K
152K $2.32B
Activity Summary
Buys All Purchases 88 New Holdings 19 Increased Positions 69 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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