Wealthedge Investment Advisors, LLC Incresed Positions 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
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
NMFC
New Mountain Finance Corp

Financial Services
98.9K
+ 183.41%
$10.89 - $12.02 $1.08M - $1.19M
153K $1.69B
Oaktree Specialty Lending CO
68K
+ 110.23%
N/A
130K $1.99B
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
XLV
Select Sector Spdr Fund Health

ETFs
4.2K
+ 37.36%
$137.61 - $149.68 $577K - $628K
15.4K $2.25B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.7K
+ 67.4%
$58.32 - $65.09 $622K - $694K
26.5K $1.59B
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
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.87K
+ 16.47%
$81.83 - $82.73 $399K - $403K
34.4K $2.85B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
480
+ 21.61%
$402.49 - $513.76 $193K - $247K
2.7K $1.31B
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
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
5.6K
+ 157.78%
N/A
9.14K $533M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
7.05K
+ 64.34%
$36.05 - $45.61 $254K - $322K
18K $716M
BIIB
Biogen Inc.

Healthcare
2.14K
+ 123.36%
$133.43 - $153.27 $285K - $328K
3.87K $530M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.53K
+ 11.67%
$48.43 - $49.9 $171K - $176K
33.8K $1.69B
DOCS
Doximity, Inc.

Healthcare
2.28K
+ 14.71%
$49.71 - $83.14 $113K - $189K
17.7K $1.03B
RFIL
R F Industries LTD

Industrials
36.9K
+ 171.07%
$3.82 - $5.59 $141K - $207K
58.5K $275M
PEAK
Healthpeak Properties, Inc.

Real Estate
8.08K
+ 34.21%
N/A
31.7K $641M
CNTY
Century Casinos Inc

Consumer Cyclical
114K
+ 330.89%
$1.69 - $3.22 $193K - $368K
149K $252M
CULP
Culp Inc

Consumer Cyclical
30.8K
+ 132.22%
$4.5 - $5.91 $138K - $182K
54K $270M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.01K
+ 52.63%
N/A
5.83K $374M
XAIR
Beyond Air, Inc.

Healthcare
511K
+ 229.96%
$0.24 - $0.45 $123K - $230K
733K $200M
EWY
Ishares Inc Msci South Korea E

ETFs
823
+ 3.47%
$51.16 - $58.46 $42.1K - $48.1K
24.6K $1.33B
Calcimedica Inc
80.5K
+ 289.27%
N/A
108K $207M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
45.7K
+ 235.64%
$2.63 - $3.68 $120K - $168K
65K $171M
ACET
Adicet Bio, Inc.

Healthcare
154K
+ 208.82%
$0.76 - $1.09 $117K - $168K
228K $172M
Oncocyte Corp
21.2K
+ 40.28%
N/A
74K $226M
MODD
Modular Medical, Inc.

Healthcare
99.5K
+ 261.6%
$0.73 - $1.45 $72.7K - $144K
138K $150M
Trust For Professional Manag
5.16K
+ 40.32%
N/A
18K $388M
Vivani Medical Inc
88.1K
+ 238.83%
N/A
125K $131M
DLHC
Dlh Holdings Corp.

Industrials
33.6K
+ 236.44%
$4.05 - $8.08 $136K - $272K
47.8K $194M
SCWO
374 Water Inc.

Industrials
305K
+ 376.21%
$0.31 - $0.7 $94.4K - $213K
386K $131M
SAIC
Science Applications International Corp

Technology
500
+ 12.52%
$95.77 - $119.82 $47.9K - $59.9K
4.5K $505M
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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