Wealthedge Investment Advisors, LLC Purchases in Q1 2025

Wealthedge Investment Advisors, LLC

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
33.7K
+ 629.71%
$154.33 - $206.19 $5.2M - $6.95M
39.1K $6.04B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
73.6K
+ 50.31%
$50.99 - $55.74 $3.75M - $4.1M
220K $12.1B
QCOM
Qualcomm Inc

Technology
22.3K
New
$151.94 - $175.86 $3.38M - $3.91M
22.3K $3.42B
MSFT
Microsoft Corp

Technology
9.87K
+ 121.13%
$375.39 - $447.2 $3.7M - $4.41M
18K $6.76B
DOW
Dow Inc.

Basic Materials
63K
+ 218.36%
$34.36 - $41.92 $2.16M - $2.64M
91.8K $3.21B
Ishares Bitcoin Trust ETF
40.8K
+ 158.6%
N/A
66.5K $3.11B
ADBE
Adobe Inc.

Technology
2.85K
New
$377.84 - $464.11 $1.08M - $1.32M
2.85K $1.09B
NMFC
New Mountain Finance Corp

Financial Services
98.9K
+ 183.41%
$10.89 - $12.02 $1.08M - $1.19M
153K $1.69B
TCPC
Black Rock Tcp Capital Corp.

Financial Services
133K
New
$7.72 - $9.45 $1.03M - $1.26M
133K $1.07B
TGTX
Tg Therapeutics, Inc.

Healthcare
26.9K
New
$27.67 - $42.99 $744K - $1.16M
26.9K $1.06B
GBDC
Golub Capital Bdc, Inc.

Financial Services
66.6K
+ 124.01%
$14.46 - $15.96 $962K - $1.06M
120K $1.82B
AHH
Armada Hoffler Properties, Inc.

Real Estate
137K
+ 252.82%
$7.5 - $10.2 $1.03M - $1.4M
191K $1.43B
DASH
Door Dash, Inc.

Communication Services
4.32K
New
$168.37 - $213.38 $728K - $923K
4.32K $790M
CHDN
Churchill Downs Inc

Consumer Cyclical
6.63K
New
$106.5 - $132.91 $706K - $882K
6.63K $737M
XLV
Select Sector Spdr Fund Health

ETFs
4.2K
+ 37.36%
$137.61 - $149.68 $577K - $628K
15.4K $2.25B
DEA
Easterly Government Properties, Inc.

Real Estate
69.4K
+ 153.96%
$10.26 - $11.77 $712K - $817K
114K $1.21B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.7K
+ 67.4%
$58.32 - $65.09 $622K - $694K
26.5K $1.59B
GE
General Electric CO

Industrials
3.34K
New
$168.59 - $212.13 $562K - $707K
3.34K $668M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.31K
+ 43.41%
$100.34 - $100.68 $633K - $635K
20.8K $2.1B
XLF
Financial Sector Spdr

ETFs
12.1K
+ 50.12%
$47.32 - $52.19 $573K - $632K
36.3K $1.81B
CHCT
Community Healthcare Trust Inc

Real Estate
37.9K
+ 76.46%
$17.91 - $20.4 $679K - $774K
87.5K $1.59B
TIP
Ishares Tr Tips Bd ETF

ETFs
5.05K
+ 37.02%
$106.22 - $111.09 $536K - $561K
18.7K $2.08B
XLU
Utilities Sector Spdr

ETFs
6.62K
+ 35.62%
$74.7 - $80.27 $495K - $532K
25.2K $1.99B
NET
Cloudflare, Inc.

Technology
4.76K
+ 64.46%
$110.71 - $176.5 $526K - $839K
12.1K $1.37B
TW
Tradeweb Markets Inc.

Financial Services
3.24K
+ 67.48%
$123.42 - $148.46 $400K - $481K
8.03K $1.19B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.8K
+ 13.27%
$50.48 - $51.04 $543K - $549K
91.8K $4.66B
XLK
Technology Sector Spdr

ETFs
3.49K
+ 42.35%
$206.38 - $242.18 $719K - $844K
11.7K $2.42B
UPS
United Parcel Service Inc

Industrials
7.8K
+ 35.53%
$109.66 - $136.26 $855K - $1.06M
29.7K $3.27B
PWR
Quanta Services, Inc.

Industrials
1.96K
New
$236.71 - $358.03 $464K - $702K
1.96K $498M
FOXA
Fox Corp

Communication Services
8.47K
New
$47.9 - $58.0 $406K - $491K
8.47K $480M
BALL
Ball Corp

Consumer Cyclical
9.13K
New
$49.04 - $56.53 $448K - $516K
9.13K $476M
BFS
Saul Centers, Inc.

Real Estate
12.8K
New
$35.47 - $38.54 $452K - $491K
12.8K $460M
AVUV
American Centy ETF Tr Avantis

ETFs
5.2K
New
$84.95 - $100.62 $441K - $523K
5.2K $453M
ALGN
Align Technology Inc

Healthcare
3.34K
+ 190.05%
$158.86 - $234.89 $531K - $785K
5.1K $811M
MRTN
Marten Transport LTD

Industrials
34.7K
+ 203.26%
$13.63 - $16.49 $473K - $572K
51.7K $710M
NICE
Nice Ltd.

Technology
2.86K
New
$139.18 - $178.5 $397K - $510K
2.86K $440M
TPR
Tapestry, Inc.

Consumer Cyclical
6.22K
New
$65.63 - $89.21 $408K - $555K
6.22K $438M
CRL
Charles River Laboratories International, Inc.

Healthcare
2.83K
New
$150.52 - $190.14 $426K - $539K
2.83K $426M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.87K
+ 16.47%
$81.83 - $82.73 $399K - $403K
34.4K $2.85B
COIN
Coinbase Global, Inc.

Technology
2.45K
New
$172.23 - $301.3 $422K - $739K
2.45K $422M
PAYC
Paycom Software, Inc.

Technology
1.92K
New
$199.42 - $225.82 $383K - $434K
1.92K $420M
DMLP
Dorchester Minerals, L.P.

Energy
13.8K
New
$29.17 - $34.68 $404K - $480K
13.8K $416M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
480
+ 21.61%
$402.49 - $513.76 $193K - $247K
2.7K $1.31B
AUR
Aurora Innovation, Inc.

Technology
61.4K
New
$6.1 - $10.19 $375K - $626K
61.4K $413M
RPRX
Royalty Pharma PLC

Healthcare
12.5K
New
$25.75 - $33.86 $322K - $423K
12.5K $389M
HOOD
Robinhood Markets, Inc.

Technology
8.97K
New
$35.63 - $65.28 $319K - $585K
8.97K $373M
LLY
Eli Lilly & CO

Healthcare
245
+ 7.95%
$725.72 - $929.72 $178K - $228K
3.33K $2.75B
HTLD
Heartland Express Inc

Industrials
45.9K
+ 165.76%
$9.2 - $11.92 $423K - $548K
73.6K $679M
RLI
Rli Corp

Financial Services
4.26K
New
$71.75 - $163.21 $306K - $696K
4.26K $342M
Activity Summary
Buys All Purchases 102 New Holdings 42 Increased Positions 60 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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