Wealthedge Investment Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $222 Billion distributed in 178 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 $13.1B, Pimco ETF Tr 15+ Yr Us Tips In with a value of $12.1B, Ishares Core S&P 500 ETF with a value of $6.81B, Microsoft Corp with a value of $6.76B, and Apple Inc. with a value of $6.49B.
Examining the 13F form we can see an decrease of $163M in the current position value, from $222B to 222B.
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: $118 Billion
Technology: $31.2 Billion
Financial Services: $11.5 Billion
Communication Services: $11 Billion
Healthcare: $10.3 Billion
Consumer Cyclical: $9.64 Billion
Industrials: $9.17 Billion
Real Estate: $5.52 Billion
Other: $6.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
