Wealthedge Investment Advisors, LLC New Holdings in Q2 2025

Wealthedge Investment Advisors, LLC

  • $240 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
250K
New
$26.18 - $26.93 $6.56M - $6.74M
250K $6.68B
BMY
Bristol Myers Squibb CO

Healthcare
96.7K
New
$44.12 - $59.6 $4.27M - $5.76M
96.7K $4.48B
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
HUM
Humana Inc

Healthcare
5.27K
New
$224.93 - $295.04 $1.19M - $1.56M
5.27K $1.29B
PEP
Pepsico Inc

Consumer Defensive
9.18K
New
$128.02 - $151.37 $1.17M - $1.39M
9.18K $1.21B
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
JBHT
Hunt J B Transport Services Inc

Industrials
6.41K
New
$124.73 - $152.78 $800K - $979K
6.41K $920M
SNOW
Snowflake Inc.

Technology
3.9K
New
$130.53 - $223.77 $509K - $872K
3.9K $872M
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
ALCC
Alt C Acquisition Corp.

Financial Services
13.2K
New
N/A
13.2K $738M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
38.6K
New
$16.36 - $23.0 $631K - $887K
38.6K $668M
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
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
UCTT
Ultra Clean Holdings, Inc.

Technology
11.8K
New
$17.84 - $22.81 $211K - $270K
11.8K $267M
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
IBM
International Business Machines Corp

Technology
701
New
$221.03 - $294.78 $155K - $207K
701 $207M
MFC
Manulife Financial Corp

Financial Services
6.37K
New
$26.93 - $32.44 $171K - $207K
6.37K $204M
Solid Biosciences Inc
30.9K
New
N/A
30.9K $150M
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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