Wealthedge Investment Advisors, LLC Portfolio Holdings

Wealthedge Investment Advisors, LLC

  • $222 Billion
  • Q1 2025

Wealthedge Investment Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $222 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.1B, Pimco ETF Tr 15+ Yr Us Tips In with a value of $12.1B, Ishares Core S&P 500 ETF with a value of $6.81B, Microsoft Corp with a value of $6.76B, and Apple Inc. with a value of $6.49B.

Examining the 13F form we can see an decrease of $163M in the current position value, from $222B to 222B.

Wealthedge Investment Advisors, LLC is based out at New York, NY

Below you can find more details about Wealthedge Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $222 Billion
ETFs: $118 Billion
Technology: $31.2 Billion
Financial Services: $11.5 Billion
Communication Services: $11 Billion
Healthcare: $10.3 Billion
Consumer Cyclical: $9.64 Billion
Industrials: $9.17 Billion
Real Estate: $5.52 Billion
Other: $6.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$6.76 Billion 3.05% of portfolio
18,013
Q1 2025 Added 121.13%
$3.39T
$6.49 Billion 2.92% of portfolio
29,194
Q1 2025 Reduced 8.35%
$1.07T
$6.04 Billion 2.73% of portfolio
39,076
Q1 2025 Added 629.71%
$406B
$5.59 Billion 2.52% of portfolio
51,573
Q1 2025 Added 20.15%
$2.27T
$3.69 Billion 1.67% of portfolio
19,413
Q1 2025 Reduced 17.02%
$179B
$3.42 Billion 1.54% of portfolio
22,254
Q1 2025 New
$74.5B
$3.27 Billion 1.48% of portfolio
29,747
Q1 2025 Added 35.53%
$21B
$3.21 Billion 1.45% of portfolio
91,787
Q1 2025 Added 218.36%
$748B
$2.75 Billion 1.24% of portfolio
3,327
Q1 2025 Added 7.95%
$1.62T
$2.06 Billion 0.93% of portfolio
3,574
Q1 2025 Reduced 11.56%
$2.55B
$1.82 Billion 0.82% of portfolio
120,216
Q1 2025 Added 124.01%
$1.07B
$1.69 Billion 0.76% of portfolio
152,878
Q1 2025 Added 183.41%
$418M
$1.59 Billion 0.72% of portfolio
87,546
Q1 2025 Added 76.46%
$71B
$1.54 Billion 0.69% of portfolio
15,780
Q1 2025 Reduced 27.13%
$468M
$1.43 Billion 0.65% of portfolio
190,886
Q1 2025 Added 252.82%
$54.8B
$1.37 Billion 0.62% of portfolio
12,132
Q1 2025 Added 64.46%
$2.08B
$1.21 Billion 0.55% of portfolio
114,472
Q1 2025 Added 153.96%
$15.2B
$1.19 Billion 0.54% of portfolio
8,034
Q1 2025 Added 67.48%
$113B
$1.1 Billion 0.5% of portfolio
6,591
Q1 2025 Reduced 57.49%
$174B
$1.09 Billion 0.49% of portfolio
2,853
Q1 2025 New
$0
$1.07 Billion 0.48% of portfolio
133,023
Q1 2025 New
$5.23B
$1.06 Billion 0.48% of portfolio
26,895
Q1 2025 New
$6.99B
$1.03 Billion 0.46% of portfolio
17,745
Q1 2025 Added 14.71%
$585B
$889 Million 0.4% of portfolio
2,537
Q1 2025 Reduced 7.54%
$15.7B
$811 Million 0.37% of portfolio
5,102
Q1 2025 Added 190.05%
$110B
$794 Million 0.36% of portfolio
2,251
Q1 2025 Reduced 10.21%
$432B
$798 Million 0.36% of portfolio
1
Q4 2024 New
$88.1B
$790 Million 0.36% of portfolio
4,324
Q1 2025 New
$380B
$769 Million 0.35% of portfolio
2,098
Q1 2025 Added 5.96%
$15.2B
$766 Million 0.35% of portfolio
17,442
Q1 2025 Reduced 38.6%
$631B
$734 Million 0.33% of portfolio
1,379
Q4 2024 New
$3.94B
$737 Million 0.33% of portfolio
6,633
Q1 2025 New
$4.99B
$727 Million 0.33% of portfolio
29,956
Q1 2025 Reduced 40.7%
$11B
$716 Million 0.32% of portfolio
18,010
Q1 2025 Added 64.34%
$831B
$711 Million 0.32% of portfolio
2,899
Q1 2025 Reduced 3.11%
$73.8B
$705 Million 0.32% of portfolio
1,766
Q1 2025 Reduced 0.62%
$1.12B
$710 Million 0.32% of portfolio
51,746
Q1 2025 Added 203.26%
$737M
$679 Million 0.31% of portfolio
73,645
Q1 2025 Added 165.76%
$274B
$668 Million 0.3% of portfolio
3,335
Q1 2025 New
$10.2B
$641 Million 0.29% of portfolio
31,685
Q1 2025 Added 34.21%
$19.2B
$530 Million 0.24% of portfolio
3,873
Q1 2025 Added 123.36%
$2.57B
$533 Million 0.24% of portfolio
9,141
Q1 2025 Added 157.78%
$6.41B
$505 Million 0.23% of portfolio
4,495
Q1 2025 Added 12.52%
$54.7B
$498 Million 0.22% of portfolio
1,960
Q1 2025 New
$283B
$478 Million 0.22% of portfolio
911
Q1 2025 Reduced 22.2%
$16.9B
$480 Million 0.22% of portfolio
8,472
Q1 2025 New
$18.5B
$476 Million 0.21% of portfolio
9,134
Q1 2025 New
$826M
$460 Million 0.21% of portfolio
12,750
Q1 2025 New
$82.7B
$455 Million 0.21% of portfolio
4,148
Q1 2025 Reduced 1.29%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $222 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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