WEALTHEDGE INVESTMENT ADVISORS, LLC
CIK: 0002058455SEC EDGAR →
Portfolio Value
$270.4M
Holdings
132
As of
Q4 2025
New Positions
127
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 21,196 | $14.5M | 5.35% |
| 2 | PIMCO ETF TR | 256,073 | $13.3M | 4.90% |
| 3 | MICROSOFT CORP | 20,807 | $10.1M | 3.72% |
| 4 | NVIDIA CORPORATION | 50,398 | $9.4M | 3.48% |
| 5 | ISHARES TR | 86,470 | $8.7M | 3.21% |
| 6 | JANUS DETROIT STR TR | 169,631 | $8.6M | 3.17% |
| 7 | ISHARES TR | 12,102 | $8.3M | 3.07% |
| 8 | ALPHABET INC | 25,656 | $8.0M | 2.97% |
| 9 | APPLE INC | 29,488 | $8.0M | 2.96% |
| 10 | SCHWAB STRATEGIC TR | 266,933 | $7.1M | 2.62% |
Quarterly Changes
Top Buys
New Positions (20)
$1.9M · 3K shares
$1.6M · 70K shares
$1.5M · 4K shares
$1.5M · 17K shares
$1.2M · 361 shares
$1.2M · 6K shares
$1.0M · 15K shares
$796K · 86K shares
$608K · 9K shares
$491K · 5K shares
$462K · 7K shares
$361K · 1K shares
$255K · 5K shares
$253K · 2K shares
$236K · 4K shares
$235K · 916 shares
$231K · 6K shares
$225K · 393 shares
$218K · 737 shares
$207K · 236 shares
Closed Positions (15)
$1.1M · 2K shares
$1.1M · 17K shares
$1.0M · 1K shares
$965K · 2K shares
$764K · 72K shares
$746K · 3K shares
$731K · 2K shares
$725K · 3K shares
$562K · 13K shares
$479K · 2K shares
$243K · 300K shares
$240K · 3K shares
$218K · 773 shares
$206K · 72K shares
$118K · 30K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $158.2M | 58.5% |
| Technology | 20 | $47.0M | 17.4% |
| Communication Services | 7 | $14.6M | 5.4% |
| Unknown | 8 | $12.8M | 4.7% |
| Healthcare | 7 | $10.6M | 3.9% |
| Industrials | 6 | $9.9M | 3.7% |
| Consumer Cyclical | 8 | $8.2M | 3.0% |
| Real Estate | 3 | $4.4M | 1.6% |
| Basic Materials | 3 | $2.2M | 0.8% |
| Energy | 2 | $1.1M | 0.4% |
| Consumer Defensive | 4 | $1.0M | 0.4% |
| Utilities | 1 | $212K | 0.1% |