Wealthedge Investment Advisors, LLC Portfolio Holdings

Wealthedge Investment Advisors, LLC

  • $222 Billion
  • Q4 2024

Wealthedge Investment Advisors, LLC has filed its 13F form on March 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $222 Billion distributed in 175 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 $15.5B, Apple Inc. with a value of $7.98B, Pimco ETF Tr 15+ Yr Us Tips In with a value of $7.61B, Vanguard Mid Cap ETF with a value of $7.34B, and Vanguard Value ETF with a value of $7.16B.

Examining the 13F form we can see an increase of $222B in the current position value.

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: $128 Billion
Technology: $30.7 Billion
Consumer Cyclical: $13.8 Billion
Industrials: $9.62 Billion
Healthcare: $9.19 Billion
Financial Services: $7.66 Billion
Communication Services: $6 Billion
Basic Materials: $3.56 Billion
Other: $6.38 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Billion 6.99% of portfolio
26,470
Q4 2024 New
$3.55T
$7.98 Billion 3.6% of portfolio
31,853
Q4 2024 New
$0
$7.61 Billion 3.43% of portfolio
146,196
Q4 2024 New
$0
$7.34 Billion 3.31% of portfolio
27,805
Q4 2024 New
$0
$7.16 Billion 3.23% of portfolio
42,275
Q4 2024 New
$0
$7.15 Billion 3.22% of portfolio
12,152
Q4 2024 New
$0
$5.81 Billion 2.62% of portfolio
26,302
Q4 2024 New
$271B
$5.76 Billion 2.6% of portfolio
42,923
Q4 2024 New
$0
$5.54 Billion 2.49% of portfolio
198,619
Q4 2024 New
$2T
$5.13 Billion 2.31% of portfolio
23,396
Q4 2024 New
$0
$4.7 Billion 2.12% of portfolio
112,423
Q4 2024 New
$0
$4.11 Billion 1.85% of portfolio
81,063
Q4 2024 New
$0
$3.91 Billion 1.76% of portfolio
11,711
Q4 2024 New
$0
$3.73 Billion 1.68% of portfolio
53,029
Q4 2024 New
$77B
$3.59 Billion 1.62% of portfolio
15,505
Q4 2024 New
$2.84T
$3.43 Billion 1.55% of portfolio
8,146
Q4 2024 New
$0
$3.11 Billion 1.4% of portfolio
24,337
Q4 2024 New
$0
$2.94 Billion 1.32% of portfolio
54,838
Q4 2024 New
$84.9B
$2.77 Billion 1.25% of portfolio
21,949
Q4 2024 New
$85.3B
$2.53 Billion 1.14% of portfolio
56,249
Q4 2024 New
$0
$2.42 Billion 1.09% of portfolio
29,575
Q4 2024 New
$0
$2.37 Billion 1.07% of portfolio
46,975
Q4 2024 New
$783B
$2.38 Billion 1.07% of portfolio
3,082
Q4 2024 New
$1.36T
$2.37 Billion 1.07% of portfolio
4,041
Q4 2024 New
$0
$2.29 Billion 1.03% of portfolio
40,002
Q4 2024 New
$64.7B
$2.2 Billion 0.99% of portfolio
21,654
Q4 2024 New
$0
$2.18 Billion 0.98% of portfolio
4,255
Q4 2024 New
$0
$2.13 Billion 0.96% of portfolio
7,382
Q4 2024 New
$0
$2.07 Billion 0.93% of portfolio
7,376
Q4 2024 New
$163B
$2 Billion 0.9% of portfolio
1,883
Q4 2024 New
$0
$1.98 Billion 0.89% of portfolio
4,933
Q4 2024 New
$728B
$1.94 Billion 0.87% of portfolio
4,801
Q4 2024 New
$0
$1.91 Billion 0.86% of portfolio
8,232
Q4 2024 New
$0
$1.87 Billion 0.84% of portfolio
23,285
Q4 2024 New
$92.9B
$1.73 Billion 0.78% of portfolio
7,135
Q4 2024 New
$37.4B
$1.68 Billion 0.76% of portfolio
2,821
Q4 2024 New
$0
$1.54 Billion 0.7% of portfolio
11,228
Q4 2024 New
$12.7B
$1.56 Billion 0.7% of portfolio
28,408
Q4 2024 New
$27.6B
$1.51 Billion 0.68% of portfolio
33,694
Q4 2024 New
$0
$1.46 Billion 0.66% of portfolio
14,537
Q4 2024 New
$0
$1.47 Billion 0.66% of portfolio
30,288
Q4 2024 New
$0
$1.45 Billion 0.65% of portfolio
13,638
Q4 2024 New
$0
$1.43 Billion 0.64% of portfolio
18,204
Q4 2024 New
$0
$1.4 Billion 0.63% of portfolio
26,954
Q4 2024 New
$0
$1.41 Billion 0.63% of portfolio
29,443
Q4 2024 New
$0
$1.41 Billion 0.63% of portfolio
18,593
Q4 2024 New
$4.28B
$1.38 Billion 0.62% of portfolio
50,518
Q4 2024 New
Arista Networks Inc
-
$1.38 Billion 0.62% of portfolio
-
Q4 2024 New
$178B
$1.37 Billion 0.62% of portfolio
12,265
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $222 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 175 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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