Wealthedge Investment Advisors, LLC Purchases in Q2 2025

Wealthedge Investment Advisors, LLC

  • $240 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 5.62%
$416.06 - $551.64 $41.6K - $55.2K
1.88K $1.04B
UPS
United Parcel Service Inc

Industrials
4.65K
+ 15.62%
$91.92 - $110.2 $427K - $512K
34.4K $3.47B
Solid Biosciences Inc
30.9K
New
N/A
30.9K $150M
VBK
Vanguard Small Cap Growth ETF

ETFs
8
+ 0.14%
$219.76 - $276.94 $1.76K - $2.22K
5.73K $1.59B
XLU
Utilities Sector Spdr

ETFs
879
+ 3.49%
$73.09 - $82.77 $64.2K - $72.8K
26.1K $2.13B
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.48%
$210.28 - $289.91 $2.94K - $4.06K
2.91K $845M
USB
Us Bancorp \De\

Financial Services
1.91K
+ 35.2%
$36.4 - $45.76 $69.5K - $87.4K
7.33K $332M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
340
+ 24.66%
$483.48 - $539.8 $164K - $184K
1.72K $835M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.19K
+ 18.49%
$53.36 - $61.57 $63.3K - $73K
7.6K $468M
HTLD
Heartland Express Inc

Industrials
16K
+ 21.75%
$7.37 - $9.3 $118K - $149K
89.7K $775M
GOOG
Alphabet Inc.

Communication Services
321
+ 24.64%
$146.58 - $180.01 $47.1K - $57.8K
1.62K $288M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
728
+ 13.61%
$96.84 - $99.46 $70.5K - $72.4K
6.08K $603M
PM
Philip Morris International Inc.

Consumer Defensive
25
+ 0.9%
$149.23 - $184.95 $3.73K - $4.62K
2.8K $509M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
38
+ 5.55%
$456.74 - $568.03 $17.4K - $21.6K
723 $411M
MRTN
Marten Transport LTD

Industrials
6.21K
+ 12.0%
$12.69 - $13.95 $78.8K - $86.6K
58K $753M
FSCO
Fs Cr Opportunities Corp Com
3K
+ 15.77%
N/A
22K $160M
ACET
Adicet Bio, Inc.

Healthcare
85.3K
+ 37.45%
$0.45 - $0.82 $38.4K - $70K
313K $191M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.74%
$908.13 - $1056.85 $1.82K - $2.11K
274 $271M
CULP
Culp Inc

Consumer Cyclical
14.9K
+ 27.56%
$3.58 - $4.88 $53.3K - $72.7K
68.9K $271M
DMLP
Dorchester Minerals, L.P.

Energy
956
+ 6.91%
$26.77 - $30.37 $25.6K - $29K
14.8K $412M
VZ
Verizon Communications Inc

Communication Services
140
+ 2.34%
$41.67 - $45.62 $5.83K - $6.39K
6.12K $265M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.76K
+ 9.79%
$30.03 - $40.05 $53K - $70.6K
19.8K $697M
XLE
Energy Sector Spdr

ETFs
17
+ 0.65%
$76.44 - $94.13 $1.3K - $1.6K
2.63K $223M
XLV
Select Sector Spdr Fund Health

ETFs
338
+ 2.19%
$128.77 - $144.3 $43.5K - $48.8K
15.8K $2.12B
Activity Summary
Buys All Purchases 75 New Holdings 28 Increased Positions 47 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 1
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