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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.1 Billion 5.9% of portfolio
23,395
Q1 2025 Reduced 11.62%
$0
$12.1 Billion 5.44% of portfolio
219,752
Q1 2025 Added 50.31%
$0
$6.81 Billion 3.07% of portfolio
12,116
Q1 2025 Reduced 0.3%
$3.43T
$6.76 Billion 3.05% of portfolio
18,013
Q1 2025 Added 121.13%
$3.23T
$6.49 Billion 2.92% of portfolio
29,194
Q1 2025 Reduced 8.35%
$0
$6.28 Billion 2.83% of portfolio
24,299
Q1 2025 Reduced 12.61%
$1.03T
$6.04 Billion 2.73% of portfolio
39,076
Q1 2025 Added 629.71%
$0
$5.93 Billion 2.68% of portfolio
34,351
Q1 2025 Reduced 18.74%
$337B
$5.59 Billion 2.52% of portfolio
51,573
Q1 2025 Added 20.15%
$0
$4.66 Billion 2.1% of portfolio
91,820
Q1 2025 Added 13.27%
$0
$4.53 Billion 2.05% of portfolio
22,729
Q1 2025 Reduced 13.58%
$0
$4.37 Billion 1.97% of portfolio
174,506
Q1 2025 Reduced 12.14%
$2.09T
$3.69 Billion 1.67% of portfolio
19,413
Q1 2025 Reduced 17.02%
$163B
$3.42 Billion 1.54% of portfolio
22,254
Q1 2025 New
$71.2B
$3.27 Billion 1.48% of portfolio
29,747
Q1 2025 Added 35.53%
$19.5B
$3.21 Billion 1.45% of portfolio
91,787
Q1 2025 Added 218.36%
$0
$3.02 Billion 1.36% of portfolio
23,400
Q1 2025 Reduced 3.85%
$0
$2.98 Billion 1.34% of portfolio
9,377
Q1 2025 Reduced 19.93%
$0
$2.85 Billion 1.29% of portfolio
34,446
Q1 2025 Added 16.47%
$701B
$2.75 Billion 1.24% of portfolio
3,327
Q1 2025 Added 7.95%
$0
$2.61 Billion 1.18% of portfolio
45,726
Q1 2025 Reduced 16.62%
$0
$2.42 Billion 1.09% of portfolio
20,576
Q1 2025 Reduced 17.99%
$0
$2.42 Billion 1.09% of portfolio
11,718
Q1 2025 Added 42.35%
$0
$2.36 Billion 1.07% of portfolio
46,648
Q1 2025 Reduced 0.7%
$0
$2.28 Billion 1.03% of portfolio
30,199
Q1 2025 Reduced 43.05%
$0
$2.25 Billion 1.02% of portfolio
15,423
Q1 2025 Added 37.36%
$0
$2.1 Billion 0.95% of portfolio
20,848
Q1 2025 Added 43.41%
$0
$2.08 Billion 0.94% of portfolio
36,857
Q1 2025 Reduced 7.86%
$0
$2.08 Billion 0.94% of portfolio
18,687
Q1 2025 Added 37.02%
$1.46T
$2.06 Billion 0.93% of portfolio
3,574
Q1 2025 Reduced 11.56%
Oaktree Specialty Lending CO
-
$1.99 Billion 0.9% of portfolio
-
Q1 2025 Added 110.23%
$0
$1.99 Billion 0.9% of portfolio
25,216
Q1 2025 Added 35.62%
$0
$1.98 Billion 0.89% of portfolio
7,320
Q1 2025 Reduced 0.84%
$0
$1.82 Billion 0.82% of portfolio
22,201
Q1 2025 Reduced 4.66%
$105B
$1.82 Billion 0.82% of portfolio
6,308
Q1 2025 Reduced 11.59%
$2.6B
$1.82 Billion 0.82% of portfolio
120,216
Q1 2025 Added 124.01%
$0
$1.81 Billion 0.81% of portfolio
36,259
Q1 2025 Added 50.12%
$0
$1.69 Billion 0.76% of portfolio
33,822
Q1 2025 Added 11.67%
$1.08B
$1.69 Billion 0.76% of portfolio
152,878
Q1 2025 Added 183.41%
$0
$1.65 Billion 0.75% of portfolio
4,577
Q1 2025 Reduced 7.22%
$410M
$1.59 Billion 0.72% of portfolio
87,546
Q1 2025 Added 76.46%
$0
$1.59 Billion 0.72% of portfolio
26,468
Q1 2025 Added 67.4%
$71.1B
$1.54 Billion 0.69% of portfolio
15,780
Q1 2025 Reduced 27.13%
$0
$1.47 Billion 0.66% of portfolio
33,723
Q1 2025 Reduced 70.0%
$471M
$1.43 Billion 0.65% of portfolio
190,886
Q1 2025 Added 252.82%
$0
$1.44 Billion 0.65% of portfolio
5,718
Q1 2025 Reduced 22.48%
$0
$1.39 Billion 0.63% of portfolio
27,313
Q1 2025 Reduced 7.23%
$47B
$1.37 Billion 0.62% of portfolio
12,132
Q1 2025 Added 64.46%
$0
$1.33 Billion 0.6% of portfolio
24,559
Q1 2025 Added 3.47%

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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