Wealthedge Investment Advisors, LLC Purchases in Q3 2025

Wealthedge Investment Advisors, LLC

  • $264 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
394K
+ 320.09%
$15.39 - $17.94 $6.07M - $7.07M
517K $8.23B
RLI
Rli Corp

Financial Services
51K
New
$64.17 - $71.7 $3.27M - $3.65M
51K $3.32B
EEM
Ishares Msci Emerging Markets

ETFs
53.6K
+ 214.71%
$48.07 - $53.4 $2.57M - $2.86M
78.5K $4.19B
MSFT
Microsoft Corp

Technology
5.03K
+ 43.92%
$491.09 - $535.64 $2.47M - $2.69M
16.5K $8.53B
META
Meta Platforms, Inc.

Communication Services
3.85K
+ 139.54%
$695.21 - $791.73 $2.68M - $3.05M
6.61K $4.85B
IEFA
Ishares Tr

ETFs
30.5K
+ 140.04%
$81.7 - $87.53 $2.49M - $2.67M
52.2K $4.56B
ELV
Elevance Health, Inc.

Healthcare
8.44K
New
$274.66 - $395.76 $2.32M - $3.34M
8.44K $2.73B
NVDA
Nvidia Corp

Technology
6.35K
+ 21.29%
$153.3 - $186.58 $974K - $1.18M
36.2K $6.75B
UNH
Unitedhealth Group Inc

Healthcare
5.15K
New
$237.77 - $353.61 $1.22M - $1.82M
5.15K $1.78B
V
Visa Inc.

Financial Services
5.24K
+ 212.53%
$332.09 - $358.86 $1.74M - $1.88M
7.71K $2.63B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
30.5K
+ 33.21%
$50.53 - $50.82 $1.54M - $1.55M
122K $6.21B
XLV
Select Sector Spdr Fund Health

ETFs
9.75K
+ 61.88%
$129.01 - $139.72 $1.26M - $1.36M
25.5K $3.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
412
+ 1.94%
$617.65 - $666.84 $254K - $275K
21.7K $14.4B
AAPL
Apple Inc.

Technology
159
+ 0.63%
$202.38 - $256.87 $32.2K - $40.8K
25.3K $6.44B
XLF
Financial Sector Spdr

ETFs
21.2K
+ 52.88%
$51.37 - $54.25 $1.09M - $1.15M
61.2K $3.29B
Txo Partners LP
89K
+ 100.09%
N/A
178K $2.5B
Arista Networks Inc
6.77K
+ 168.71%
N/A
10.8K $1.57B
EMN
Eastman Chemical CO

Basic Materials
17.2K
New
$58.79 - $81.56 $1.01M - $1.4M
17.2K $1.08B
COP
Conocophillips

Energy
11.4K
New
$91.0 - $98.99 $1.03M - $1.13M
11.4K $1.08B
Manager Directed Portfolios
42.3K
New
N/A
42.3K $1.06B
TSLA
Tesla, Inc.

Consumer Cyclical
2.23K
New
$293.94 - $444.72 $657K - $994K
2.23K $994M
UPS
United Parcel Service Inc

Industrials
19K
+ 55.27%
$82.58 - $105.54 $1.57M - $2.01M
53.4K $4.46B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.47K
New
$366.54 - $479.53 $904K - $1.18M
2.47K $965M
Celestica Inc
3.03K
New
N/A
3.03K $746M
MSTR
Microstrategy Inc

Technology
2.27K
New
$300.7 - $455.9 $682K - $1.03M
2.27K $731M
CNI
Canadian National Railway CO

Industrials
7.73K
New
$92.01 - $106.6 $711K - $824K
7.73K $729M
Manager Directed Portfolios
28.8K
New
N/A
28.8K $728M
ORCL
Oracle Corp

Technology
2.58K
New
$218.96 - $328.33 $564K - $846K
2.58K $725M
IWM
Ishares Russell 2000 ETF

ETFs
590
+ 2.81%
$214.92 - $244.84 $127K - $144K
21.6K $5.23B
HOOD
Robinhood Markets, Inc.

Technology
58
+ 0.44%
$91.27 - $143.18 $5.29K - $8.3K
13.4K $1.92B
BMY
Bristol Myers Squibb CO

Healthcare
15.5K
+ 16.0%
$43.31 - $48.98 $670K - $758K
112K $5.06B
BFS
Saul Centers, Inc.

Real Estate
20.8K
+ 55.1%
$31.36 - $35.31 $652K - $735K
58.6K $1.87B
SON
Sonoco Products CO

Consumer Cyclical
13K
New
$42.77 - $48.68 $558K - $635K
13K $562M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.01K
+ 1.77%
$28.92 - $32.19 $87.1K - $96.9K
174K $5.54B
VTV
Vanguard Value ETF

ETFs
1.18K
+ 3.79%
$175.51 - $186.57 $207K - $220K
32.4K $6.04B
CRDO
Credo Technology Group Holding LTD

Technology
282
+ 3.16%
$87.59 - $172.31 $24.7K - $48.6K
9.22K $1.34B
HWM
Howmet Aerospace Inc.

Industrials
2.44K
New
$171.0 - $196.23 $417K - $479K
2.44K $479M
PLTR
Palantir Technologies Inc.

Technology
257
+ 2.9%
$130.68 - $186.97 $33.6K - $48.1K
9.13K $1.67B
VO
Vanguard Mid Cap ETF

ETFs
361
+ 1.64%
$279.83 - $293.74 $101K - $106K
22.4K $6.59B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.07K
+ 1.16%
$50.93 - $53.85 $156K - $165K
267K $14.2B
VRT
Vertiv Holdings CO

Industrials
2.14K
New
N/A
2.14K $323M
DOW
Dow Inc.

Basic Materials
26.2K
+ 33.41%
$20.87 - $30.37 $546K - $794K
104K $2.39B
CB
Chubb LTD

Financial Services
773
New
$265.99 - $289.59 $206K - $224K
773 $218M
ABBV
Abb Vie Inc.

Healthcare
922
New
$184.85 - $231.54 $170K - $213K
922 $214M
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.04%
N/A
7.25K $2.41B
MERC
Mercer International Inc.

Basic Materials
71.6K
New
$2.65 - $4.36 $190K - $312K
71.6K $206M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
296
+ 17.22%
$459.11 - $506.91 $136K - $150K
2.02K $1.01B
VBK
Vanguard Small Cap Growth ETF

ETFs
193
+ 3.37%
$276.51 - $305.12 $53.4K - $58.9K
5.92K $1.76B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
151
+ 0.86%
$132.9 - $142.03 $20.1K - $21.4K
17.7K $2.5B
Activity Summary
Buys All Purchases 88 New Holdings 19 Increased Positions 69 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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