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CIK: 0002058455
Total reported value
$294.1M
$294.1M
177 檔
15.4%
During the Q1 2025 filing period, Wealthedge Investment Advisors, LLC (CIK: 0002058455) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $294.1M across 177 reported positions.
In Q1 2025, Wealthedge Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 10 holdings to manage risk exposure.
| # | 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 | 5.90% | +0.67% | -11.62% | |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 5.44% | -0.49% | +50.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | +0.02% | -0.30% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.22% | +121.13% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.01% | -8.35% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.83% | -0.18% | -12.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.19% | +629.71% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.68% | +0.52% | -18.74% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.34% | +20.15% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.10% | -2.65% | +13.27% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.05% | -0.16% | -13.58% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.97% | +1.18% | -12.14% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.71% | -17.02% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.54% | +0.45% | — | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.48% | -0.47% | +35.53% | |
| 16 | DOW | Dow Inc | Stock-Materials | 1.45% | — | +218.36% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.40% | -0.09% | +158.60% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.36% | -0.09% | -3.85% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.34% | -0.03% | -19.93% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.29% | -0.11% | +16.47% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | -0.31% | +7.95% | |
| 22 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 1.18% | -0.13% | -16.62% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.09% | +0.20% | +42.35% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.09% | -0.18% | -17.99% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.07% | -0.16% | -0.70% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | -0.25% | -43.05% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 1.02% | -0.43% | +37.36% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.95% | -0.28% | +43.41% | |
| 29 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.94% | -0.05% | -7.86% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.94% | -0.04% | +37.02% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.53% | -11.56% | |
| 32 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.90% | -0.28% | EXIT | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.90% | — | +35.62% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.89% | +1.14% | -0.84% | |
| 35 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.82% | — | +124.01% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | -0.39% | -11.59% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.82% | -0.04% | -4.66% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.81% | -0.08% | +50.12% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.76% | -0.09% | +11.67% | |
| 40 | NMFC | New Mountain Finance CORP | Stock-Other | 0.76% | — | +183.41% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | -0.02% | -7.22% | |
| 42 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.72% | — | +67.40% | |
| 43 | CHCT | Community Healthcare Trust I | Stock-Other | 0.72% | -0.44% | EXIT | |
| 44 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.69% | -0.32% | EXIT | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.66% | -0.14% | -70.00% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.65% | -0.11% | -22.48% | |
| 47 | AHRT | Ah Realty Trust Inc | Stock-Other | 0.65% | — | +252.82% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.01% | -7.23% | |
| 49 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.62% | +0.04% | +64.46% | |
| 50 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.60% | — | +3.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.3% | +629.71% | Add |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | +2% | +50.31% | Add |
| 3 | MSFT | Microsoft CORP | +1.5% | +121.13% | Add |
| 4 | DOW | Dow Inc | +0.9% | +218.36% | Add |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.8% | +158.60% | Add |
| 6 | NMFC | New Mountain Finance CORP | +0.5% | +183.41% | Add |
| 7 | OCSL | Oaktree Specialty Lending Co | +0.5% | +110.23% | Add |
| 8 | GBDC | Golub Capital Bdc Inc | +0.5% | +124.01% | Add |
| 9 | AHRT | Ah Realty Trust Inc | +0.4% | +252.82% | Add |
| 10 | XLV | Ss Health Care Select Sector | +0.3% | +37.36% | Add |
| 11 | DEA | Easterly Government Properties, Inc. | +0.3% | +153.96% | Add |
| 12 | IHI | Ishares U.s. Medical Devices | +0.3% | +67.40% | Add |
| 13 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +43.41% | Add |
| 14 | ST | Sensata Technologies Holding plc | -0.3% | -40.70% | Trim |
| 15 | CNI | Canadian Natl Railway Co | -0.3% | -27.13% | Trim |
| 16 | IWP | Ishares Russell Mid-cap Grow | -0.3% | -17.99% | Trim |
| 17 | ✓ | On Holding AG | -0.4% | -38.60% | Trim |
| 18 | XLP | Ss Consumer Staples Sel Sect | -0.4% | -62.28% | Trim |
| 19 | PANW | Palo Alto Networks Inc | -0.4% | -77.23% | Trim |
| 20 | IWV | Ishares Russell 3000 ETF | -0.4% | -19.93% | Trim |
| 21 | VO | Vanguard Mid-cap ETF | -0.5% | -12.61% | Trim |
| 22 | DIS | Walt Disney Co/the | -0.5% | -76.47% | Trim |
| 23 | SCHG | Schwab US Large-cap Growth | -0.5% | -12.14% | Trim |
| 24 | VTV | Vanguard Value ETF | -0.6% | -18.74% | Trim |
| 25 | IWM | Ishares Russell 2000 ETF | -0.6% | -13.58% | Trim |
| 26 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | -55.84% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.6% | -17.02% | Trim |
| 28 | IEFA | Ishares Core Msci Eafe ETF | -0.7% | -43.05% | Trim |
| 29 | AXON | Axon Enterprise Inc | -0.7% | -84.79% | Trim |
| 30 | AAPL | Apple Inc | -0.7% | -8.35% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -11.62% | Trim |
| 32 | AVGO | Broadcom Inc | -1.1% | -57.49% | Trim |
| 33 | EEM | Ishares Msci Emerging Market | -1.5% | -70.00% | Trim |
| 34 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 35 | CVS | Cvs Health CORP | — | EXIT | Sold out |
| 36 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 37 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 38 | NTR | Nutrien LTD | — | EXIT | Sold out |
| 39 | ANET | Arista Networks Inc | — | EXIT | Sold out |
| 40 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 41 | ADBE | Adobe Inc | — | NEW | New buy |
| 42 | TCPC | Blackrock Tcp Capital CORP | — | NEW | New buy |
| 43 | TGTX | Tg Therapeutics Inc | — | NEW | New buy |
| 44 | ECH | Ishares Msci Chile ETF | — | EXIT | Sold out |
| 45 | DASH | Doordash Inc - A | — | NEW | New buy |
| 46 | ABEV | Ambev Sa-adr | — | EXIT | Sold out |
| 47 | CHDN | Churchill Downs Inc | — | NEW | New buy |
| 48 | GE | General Electric | — | NEW | New buy |
| 49 | PDD | Pdd Holdings Inc | — | EXIT | Sold out |
| 50 | VRT | Vertiv Holdings Co-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wealthedge Investment Advisors, LLC reported a total U.S. public equity portfolio value of $294.1M across 177 disclosed positions in Q1 2025.
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, LTPZ, IVV) accounted for 15.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
QCOM
市值: $3.4M
Top Position Liquidated / Trimmed
CVS
前期市值: $2.5M
During Q1 2025, Wealthedge Investment Advisors, LLC's top holdings by market value included SPY (5.9%)、LTPZ (5.4%)、IVV (3.1%). The largest single position, SPY, represented 5.9% of total portfolio value.
In Q1 2025, Wealthedge Investment Advisors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 13 positions, trimming 20 holdings, and fully liquidating 10 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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