Wealthedge Investment Advisors, LLC Reduced Holdings in Q2 2025

Wealthedge Investment Advisors, LLC

  • $240 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-18.5K
- 47.22%
$144.7 - $178.6 $2.67M - $3.3M
20.6K $3.64B
Ishares Bitcoin Trust ETF
-42.2K
- 63.45%
N/A
24.3K $1.49B
AAPL
Apple Inc.

Technology
-4.05K
- 13.88%
$172.42 - $223.89 $699K - $907K
25.1K $5.16B
AHH
Armada Hoffler Properties, Inc.

Real Estate
-160K
- 83.65%
$6.37 - $7.42 $1.02M - $1.18M
31.2K $214M
DOW
Dow Inc.

Basic Materials
-13.5K
- 14.71%
$25.81 - $34.89 $348K - $471K
78.3K $2.07B
MSFT
Microsoft Corp

Technology
-6.57K
- 36.45%
$354.56 - $497.45 $2.33M - $3.27M
11.4K $5.69B
NVDA
Nvidia Corp

Technology
-21.7K
- 42.16%
$94.31 - $157.99 $2.05M - $3.44M
29.8K $4.71B
LLY
Eli Lilly & CO

Healthcare
-771
- 23.17%
$713.71 - $898.95 $550K - $693K
2.56K $1.99B
GBDC
Golub Capital Bdc, Inc.

Financial Services
-47.2K
- 39.28%
$13.03 - $15.28 $615K - $722K
73K $1.07B
JPIN
Jp Morgan Diversified Return I

ETFs
-16.6K
- 36.3%
$52.18 - $64.25 $866K - $1.07M
29.1K $1.87B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.83K
- 24.92%
$114.78 - $133.31 $669K - $777K
17.6K $2.34B
Oaktree Specialty Lending CO
-32.9K
- 25.36%
N/A
96.8K $1.32B
TW
Tradeweb Markets Inc.

Financial Services
-4.1K
- 51.0%
$125.37 - $149.02 $514K - $611K
3.94K $576M
IWV
Ishares Russell 3000 ETF

ETFs
-2.33K
- 24.87%
$281.67 - $351.0 $657K - $819K
7.05K $2.47B
IEFA
Ishares Tr

ETFs
-8.44K
- 27.96%
$67.83 - $84.09 $573K - $710K
21.8K $1.82B
VTV
Vanguard Value ETF

ETFs
-3.16K
- 9.21%
$153.67 - $176.74 $486K - $559K
31.2K $5.51B
JPEM
Jp Morgan Diversified Return

ETFs
-8.74K
- 43.24%
$48.41 - $56.7 $423K - $495K
11.5K $647M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.92K
- 22.18%
$79.56 - $82.92 $392K - $408K
17.3K $1.43B
EEM
Ishares Msci Emerging Markets

ETFs
-8.78K
- 26.04%
$38.52 - $48.28 $338K - $424K
24.9K $1.2B
VB
Vanguard Small Cap ETF

ETFs
-1.28K
- 36.18%
$193.73 - $237.37 $247K - $303K
2.25K $534M
NET
Cloudflare, Inc.

Technology
-6.33K
- 52.18%
$97.08 - $195.83 $615K - $1.24M
5.8K $1.14B
EWY
Ishares Inc Msci South Korea E

ETFs
-9.17K
- 37.33%
$48.92 - $72.65 $449K - $666K
15.4K $1.1B
XLP
Consumer Staples Sector Spdr

ETFs
-2.58K
- 37.59%
N/A
4.29K $347M
NMFC
New Mountain Finance Corp

Financial Services
-13K
- 8.49%
$9.11 - $11.09 $118K - $144K
140K $1.48B
JPUS
Jpmorgan Diversified Return Us

ETFs
-1.83K
- 34.79%
$102.8 - $118.19 $188K - $217K
3.43K $406M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.07K
- 23.47%
$320.42 - $424.58 $344K - $456K
3.5K $1.49B
VO
Vanguard Mid Cap ETF

ETFs
-2.23K
- 9.19%
$228.54 - $279.83 $510K - $625K
22.1K $6.17B
XLC
Select Sector Spdr Tr Communic

ETFs
-1.47K
- 29.55%
$86.13 - $108.53 $127K - $160K
3.51K $381M
Calcimedica Inc
-20.8K
- 19.23%
N/A
87.5K $140M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.22K
- 2.6%
$50.36 - $50.68 $61.2K - $61.6K
45.4K $2.3B
MODD
Modular Medical, Inc.

Healthcare
-1.6K
- 1.16%
$0.65 - $1.08 $1.04K - $1.73K
136K $101M
HD
Home Depot, Inc.

Consumer Cyclical
-109
- 5.2%
$335.24 - $380.78 $36.5K - $41.5K
1.99K $729M
MRK
Merck & Co., Inc.

Healthcare
-7
- 0.2%
$73.47 - $87.12 $514 - $610
3.58K $284M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-502
- 1.46%
$82.21 - $83.12 $41.3K - $41.7K
33.9K $2.81B
SCPH
Sc Pharmaceuticals Inc.

Healthcare
-28.5K
- 43.78%
$2.02 - $4.27 $57.5K - $122K
36.6K $139M
SBUX
Starbucks Corp

Consumer Cyclical
-139
- 4.89%
$79.69 - $99.41 $11.1K - $13.8K
2.7K $248M
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.66%
$285.55 - $321.23 $2.57K - $2.89K
1.35K $393M
ED
Consolidated Edison Inc

Utilities
-50
- 2.28%
$98.05 - $113.3 $4.9K - $5.67K
2.14K $215M
META
Meta Platforms, Inc.

Communication Services
-815
- 22.8%
$484.66 - $738.09 $395K - $602K
2.76K $2.04B
FF
Future Fuel Corp.

Basic Materials
-3.21K
- 10.36%
$3.85 - $4.3 $12.4K - $13.8K
27.8K $108M
V
Visa Inc.

Financial Services
-70
- 2.76%
$308.27 - $373.31 $21.6K - $26.1K
2.47K $876M
TJX
Tjx Companies Inc

Consumer Cyclical
-90
- 5.02%
$119.13 - $135.03 $10.7K - $12.2K
1.7K $210M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-53
- 0.06%
$49.79 - $50.75 $2.64K - $2.69K
91.8K $4.66B
CF
Cf Industries Holdings, Inc.

Basic Materials
-500
- 14.39%
$68.47 - $102.48 $34.2K - $51.2K
2.97K $274M
IWM
Ishares Russell 2000 ETF

ETFs
-1.7K
- 7.49%
$174.82 - $215.79 $298K - $367K
21K $4.54B
MA
Mastercard Inc

Financial Services
-4
- 0.67%
$479.92 - $590.74 $1.92K - $2.36K
589 $331M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-339
- 1.48%
$3.37 - $4.33 $1.14K - $1.47K
22.5K $94.3M
GLD
Spdr Gold Trust

ETFs
-323
- 5.12%
$273.71 - $316.29 $88.4K - $102K
5.99K $1.82B
VIG
Vanguard Dividend Appreciation

ETFs
-58
- 3.08%
N/A
1.83K $374M
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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