Wealthedge Investment Advisors, LLC Portfolio Holdings

Wealthedge Investment Advisors, LLC

  • $222 Billion
  • Q1 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.59B
$1.82 Billion 0.82% of portfolio
120,216
Q1 2025 Added 124.01%
$5.19B
$1.06 Billion 0.48% of portfolio
26,895
Q1 2025 New
$5.69B
$1.03 Billion 0.46% of portfolio
17,745
Q1 2025 Added 14.71%
$3.47B
$737 Million 0.33% of portfolio
6,633
Q1 2025 New
$3.99B
$727 Million 0.33% of portfolio
29,956
Q1 2025 Reduced 40.7%
$8.58B
$716 Million 0.32% of portfolio
18,010
Q1 2025 Added 64.34%
$2.57B
$533 Million 0.24% of portfolio
9,141
Q1 2025 Added 157.78%
$5.52B
$505 Million 0.23% of portfolio
4,495
Q1 2025 Added 12.52%
$4.24B
$413 Million 0.19% of portfolio
61,437
Q1 2025 New
$6.87B
$426 Million 0.19% of portfolio
2,833
Q1 2025 New
$6.69B
$340 Million 0.15% of portfolio
6,498
Q1 2025 New
$3.5B
$342 Million 0.15% of portfolio
4,262
Q1 2025 New
$7.64B
$284 Million 0.13% of portfolio
8,576
Q1 2025 Reduced 50.33%
$2.56B
$295 Million 0.13% of portfolio
12,172
Q1 2025 New
$2.53B
$231 Million 0.1% of portfolio
3,598
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $222 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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