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CIK: 0002058455
Total reported value
$294.1M
$294.1M
175 檔
15.5%
At the close of Q4 2024, Wealthedge Investment Advisors, LLC disclosed equity holdings valued at approximately $294.1M, spread across 175 reported holdings.
During Q4 2024, Wealthedge Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.99% | +0.67% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.60% | +0.01% | — | |
| 3 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 3.43% | -0.49% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.31% | -0.18% | — | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.23% | +0.52% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.22% | +0.02% | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.62% | -0.16% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.60% | +0.34% | — | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.49% | +1.18% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -0.71% | — | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.12% | -0.14% | — | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.85% | -2.65% | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.76% | -0.03% | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.68% | -0.25% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.11% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.22% | — | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.43% | -0.18% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.40% | -0.09% | — | |
| 19 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 1.32% | -0.13% | — | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.25% | -0.47% | — | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.14% | — | — | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.09% | -0.11% | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | -0.31% | — | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.07% | -0.16% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | +0.53% | — | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.03% | -0.05% | — | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.99% | -0.32% | EXIT | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | -0.06% | — | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.96% | +1.14% | — | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.93% | -0.11% | — | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.90% | +0.10% | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.89% | -0.02% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.42% | — | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | +0.20% | — | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.84% | -0.04% | — | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.39% | — | |
| 37 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.76% | — | — | |
| 38 | ✓ | On Holding AG | Stock-Other | 0.70% | — | — | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.70% | -0.43% | — | |
| 40 | NTR | Nutrien LTD | Stock-Materials | 0.68% | — | — | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.66% | -0.09% | — | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.66% | -0.28% | — | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.65% | -0.04% | — | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.64% | — | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.01% | — | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.63% | — | — | |
| 47 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 0.63% | -0.05% | — | |
| 48 | ST | Sensata Technologies Holding plc | Stock-Tech | 0.62% | — | — | |
| 49 | ANET | Arista Networks Inc | Stock-Tech | 0.62% | +0.18% | — | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | +0.01% | — |
According to official SEC Form 13F filings, Wealthedge Investment Advisors, LLC reported a total U.S. public equity portfolio value of $294.1M across 175 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, LTPZ) accounted for 15.5% of total reported equity market value during Q4 2024.
During Q4 2024, Wealthedge Investment Advisors, LLC's top holdings by market value included SPY (7.0%)、AAPL (3.6%)、LTPZ (3.4%). The largest single position, SPY, represented 7.0% of total portfolio value.
In Q4 2024, Wealthedge Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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