The Analysis of WEALTHEDGE INVESTMENT ADVISORS, LLC's Holdings & P&L


Currently, WEALTHEDGE INVESTMENT ADVISORS, LLC holds 141 types of securities in its portfolio with a total value $272.2M. In the most recent quarter, they have increased their positions in AGG (+84.3K shares, valued at $8.4M), MSFT (+13.6K shares, valued at $5.0M), AAPL (+15.8K shares, valued at $4.0M); decreased their positions in LTPZ (-196.1K shares, valued at $10.0M), UPS (-47.7K shares, valued at $4.7M), RLI (-58.4K shares, valued at $3.3M); initiated new positions in PRU (+39.0K shares, valued at $3.8M), CRM (+12.1K shares, valued at $2.3M), PGR (+10.6K shares, valued at $2.1M).


1M P&L
+8.0M+3.06%
3M P&L
-9.5M-3.40%
HY P&L
-9.0M-3.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A141.3M
57.0%
2Software - Infrastructure14.8M
6.0%
3Semiconductors13.6M
5.5%

Top Industries by Stock Count

1N/A47 stocks
38.2%
2Software - Application8 stocks
6.5%
3Software - Infrastructure4 stocks
3.3%
Stock Holdings
SPY
STATE STR SPDR S&P 500 ETF T
14.36%
Shares24.2K
Event2026-03-31
Filed2026-05-08
MSFT
MICROSOFT CORP
65.14%
Shares34.4K
Event2026-03-31
Filed2026-05-08
AAPL
APPLE INC
53.63%
Shares45.3K
Event2026-03-31
Filed2026-05-08
AGG
ISHARES TR
1200.26%
Shares91.3K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
20.28%
Shares30.9K
Event2026-03-31
Filed2026-05-08
NVDA
NVIDIA CORPORATION
-0.20%
Shares50.3K
Event2026-03-31
Filed2026-05-08
JAAA
JANUS DETROIT STR TR
-4.04%
Shares162.8K
Event2026-03-31
Filed2026-05-08
IVV
ISHARES TR
-0.90%
Shares12.0K
Event2026-03-31
Filed2026-05-08
VTV
VANGUARD INDEX FDS
9.11%
Shares35.2K
Event2026-03-31
Filed2026-05-08
VO
VANGUARD INDEX FDS
-5.07%
Shares21.9K
Event2026-03-31
Filed2026-05-08
XLV
SELECT SECTOR SPDR TR
60.28%
Shares40.8K
Event2026-03-31
Filed2026-05-08
AMZN
AMAZON COM INC
85.33%
Shares28.7K
Event2026-03-31
Filed2026-05-08
META
META PLATFORMS INC
96.52%
Shares10.0K
Event2026-03-31
Filed2026-05-08
SGOV
ISHARES TR
-34.41%
Shares56.7K
Event2026-03-31
Filed2026-05-08
SCHG
SCHWAB STRATEGIC TR
8.64%
Shares181.3K
Event2026-03-31
Filed2026-05-08
SCHP
SCHWAB STRATEGIC TR
-32.18%
Shares181.0K
Event2026-03-31
Filed2026-05-08
VCIT
VANGUARD SCOTTSDALE FDS
136.34%
Shares54.8K
Event2026-03-31
Filed2026-05-08
VTIP
VANGUARD MALVERN FDS
41.95%
Shares84.3K
Event2026-03-31
Filed2026-05-08
SHY
ISHARES TR
38.68%
Shares49.3K
Event2026-03-31
Filed2026-05-08
LLY
ELI LILLY & CO
-4.03%
Shares4.4K
Event2026-03-31
Filed2026-05-08
IEFA
ISHARES TR
-18.03%
Shares43.9K
Event2026-03-31
Filed2026-05-08
PRU
PRUDENTIAL FINL INC
New
Shares39.0K
Event2026-03-31
Filed2026-05-08
GLD
SPDR GOLD TR
-9.21%
Shares8.8K
Event2026-03-31
Filed2026-05-08
XLF
SELECT SECTOR SPDR TR
21.07%
Shares74.5K
Event2026-03-31
Filed2026-05-08
EEM
ISHARES TR
-21.89%
Shares62.0K
Event2026-03-31
Filed2026-05-08
JPST
J P MORGAN EXCHANGE TRADED F
40.68%
Shares66.4K
Event2026-03-31
Filed2026-05-08
LTPZ
PIMCO ETF TR
-76.56%
Shares60.0K
Event2026-03-31
Filed2026-05-08
QCOM
QUALCOMM INC
-0.66%
Shares23.0K
Event2026-03-31
Filed2026-05-08
IWM
ISHARES TR
-47.70%
Shares11.2K
Event2026-03-31
Filed2026-05-08
IWV
ISHARES TR
-5.46%
Shares6.4K
Event2026-03-31
Filed2026-05-08
XLK
SELECT SECTOR SPDR TR
12.67%
Shares17.6K
Event2026-03-31
Filed2026-05-08
V
VISA INC
-0.72%
Shares7.7K
Event2026-03-31
Filed2026-05-08
UNH
UNITEDHEALTH GROUP INC
22.44%
Shares8.6K
Event2026-03-31
Filed2026-05-08
OEF
ISHARES TR
-0.52%
Shares7.2K
Event2026-03-31
Filed2026-05-08
VYM
VANGUARD WHITEHALL FDS
-10.52%
Shares15.3K
Event2026-03-31
Filed2026-05-08
CRM
SALESFORCE INC
New
Shares12.1K
Event2026-03-31
Filed2026-05-08
TIP
ISHARES TR
17.36%
Shares19.8K
Event2026-03-31
Filed2026-05-08
PGR
PROGRESSIVE CORP
New
Shares10.6K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
110.74%
Shares4.2K
Event2026-03-31
Filed2026-05-08
INTU
INTUIT
New
Shares4.7K
Event2026-03-31
Filed2026-05-08
JPIN
J P MORGAN EXCHANGE TRADED F
-7.10%
Shares25.4K
Event2026-03-31
Filed2026-05-08
ABT
ABBOTT LABORATORIES
New
Shares17.4K
Event2026-03-31
Filed2026-05-08
BR
BROADRIDGE FINL SOLUTIONS IN
New
Shares10.9K
Event2026-03-31
Filed2026-05-08
VEA
VANGUARD TAX-MANAGED FDS
-0.79%
Shares27.2K
Event2026-03-31
Filed2026-05-08
UPS
UNITED PARCEL SVCS INC
-75.03%
Shares15.9K
Event2026-03-31
Filed2026-05-08
MANAGER DIRECTED PORTFOLIOS
MANAGER DIRECTED PORTFOLIOS
-10.90%
Shares58.7K
Event2026-03-31
Filed2026-05-08
MANAGER DIRECTED PORTFOLIOS
MANAGER DIRECTED PORTFOLIOS
-11.25%
Shares57.9K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
BROADCOM INC
-2.59%
Shares4.7K
Event2026-03-31
Filed2026-05-08
BFS
SAUL CTRS INC
-18.90%
Shares42.0K
Event2026-03-31
Filed2026-05-08
AOA
ISHARES TR
2.14%
Shares15.1K
Event2026-03-31
Filed2026-05-08
TSLA
TESLA INC
-5.49%
Shares3.6K
Event2026-03-31
Filed2026-05-08
IWF
ISHARES TR
-4.06%
Shares3.1K
Event2026-03-31
Filed2026-05-08
HD
HOME DEPOT INC
145.82%
Shares4.0K
Event2026-03-31
Filed2026-05-08
AON PLC
AON PLC
129.84%
Shares4.1K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
GE AEROSPACE
-8.66%
Shares4.5K
Event2026-03-31
Filed2026-05-08
MCD
MCDONALDS CORP
177.36%
Shares3.9K
Event2026-03-31
Filed2026-05-08
CHCT
COMMUNITY HEALTHCARE TR INC
312.13%
Shares76.2K
Event2026-03-31
Filed2026-05-08
DOC
HEALTHPEAK PROPERTIES INC
-53.38%
Shares70.2K
Event2026-03-31
Filed2026-05-08
VTI
VANGUARD INDEX FDS
-5.18%
Shares3.6K
Event2026-03-31
Filed2026-05-08
IWP
ISHARES TR
-56.87%
Shares8.8K
Event2026-03-31
Filed2026-05-08
MU
MICRON TECHNOLOGY INC
157.15%
Shares3.3K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
INVESCO QQQ TR
-4.68%
Shares1.9K
Event2026-03-31
Filed2026-05-08
NET
CLOUDFLARE INC
-13.89%
Shares5.2K
Event2026-03-31
Filed2026-05-08
JPM
JPMORGAN CHASE & CO
19.64%
Shares3.6K
Event2026-03-31
Filed2026-05-08
JQUA
J P MORGAN EXCHANGE TRADED F
-18.02%
Shares17.3K
Event2026-03-31
Filed2026-05-08
PWR
QUANTA SVCS INC
11.67%
Shares1.9K
Event2026-03-31
Filed2026-05-08
CHIMERA INVT CORP
CHIMERA INVT CORP
New
Shares80.8K
Event2026-03-31
Filed2026-05-08
EG
EVEREST GROUP LTD
New
Shares3.1K
Event2026-03-31
Filed2026-05-08
VRT
VERTIV HOLDINGS CO
1.46%
Shares4.0K
Event2026-03-31
Filed2026-05-08
GLW
CORNING INC
-59.09%
Shares7.1K
Event2026-03-31
Filed2026-05-08
IBIT
ISHARES BITCOIN TRUST ETF
4.31%
Shares25.0K
Event2026-03-31
Filed2026-05-08
FI
FISERV INC
11.80%
Shares17.2K
Event2026-03-31
Filed2026-05-08
PODD
INSULET CORP
New
Shares4.6K
Event2026-03-31
Filed2026-05-08
OKE
ONEOK INC NEW
New
Shares10.2K
Event2026-03-31
Filed2026-05-08
CNI
CANADIAN NATL RY CO
186.82%
Shares8.5K
Event2026-03-31
Filed2026-05-08
PEP
PEPSICO INC
New
Shares5.2K
Event2026-03-31
Filed2026-05-08
INTC
INTEL CORP
New
Shares18.2K
Event2026-03-31
Filed2026-05-08
OAKTREE SPECIALTY LENDING
OAKTREE SPECIALTY LENDING
493.74%
Shares68.0K
Event2026-03-31
Filed2026-05-08
CRWD
CROWDSTRIKE HLDGS INC
-17.80%
Shares2.0K
Event2026-03-31
Filed2026-05-08
ADP
AUTOMATIC DATA PROCESSING IN
New
Shares3.6K
Event2026-03-31
Filed2026-05-08
NOW
SERVICENOW INC
New
Shares7.0K
Event2026-03-31
Filed2026-05-08
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-05-08
TM
TOYOTA MOTOR CORP
New
Shares3.4K
Event2026-03-31
Filed2026-05-08
IDXX
IDEXX LABS INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-08
APP
APPLOVIN CORP
-20.56%
Shares1.6K
Event2026-03-31
Filed2026-05-08
JPEM
J P MORGAN EXCHANGE TRADED F
-6.80%
Shares10.5K
Event2026-03-31
Filed2026-05-08
SAP
SAP SE
New
Shares3.8K
Event2026-03-31
Filed2026-05-08
WMT
WALMART INC
8.23%
Shares5.0K
Event2026-03-31
Filed2026-05-08
MKC
MCCORMICK & CO INC
New
Shares12.3K
Event2026-03-31
Filed2026-05-08
WD
WALKER & DUNLOP INC
New
Shares13.9K
Event2026-03-31
Filed2026-05-08
VBK
VANGUARD INDEX FDS
-66.03%
Shares2.0K
Event2026-03-31
Filed2026-05-08
VANGUARD INDEX FDS
VANGUARD INDEX FDS
12.42%
Shares1.0K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-6.93%
Shares4.9K
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC
BLACKSTONE INC
New
Shares4.8K
Event2026-03-31
Filed2026-05-08
AMRZ
AMRIZE LTD
New
Shares9.7K
Event2026-03-31
Filed2026-05-08
EMR
EMERSON ELEC CO
0.05%
Shares4.1K
Event2026-03-31
Filed2026-05-08
MA
MASTERCARD INCORPORATED
68.14%
Shares992
Event2026-03-31
Filed2026-05-08
NYF
ISHARES TR
91.55%
Shares9.1K
Event2026-03-31
Filed2026-05-08
PM
PHILIP MORRIS INTL INC
0.21%
Shares2.8K
Event2026-03-31
Filed2026-05-08
VB
VANGUARD INDEX FDS
-18.67%
Shares1.7K
Event2026-03-31
Filed2026-05-08
VZ
VERIZON COMMUNICATIONS INC
0.73%
Shares8.7K
Event2026-03-31
Filed2026-05-08
AOR
ISHARES TR
-0.06%
Shares6.6K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-08
JPUS
J P MORGAN EXCHANGE TRADED F
-3.11%
Shares3.1K
Event2026-03-31
Filed2026-05-08
SAN
BANCO SANTANDER SA
New
Shares35.4K
Event2026-03-31
Filed2026-05-08
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
0.00%
Shares7.1K
Event2026-03-31
Filed2026-05-08
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares1.7K
Event2026-03-31
Filed2026-05-08
AMAT
APPLIED MATLS INC
16.38%
Shares1.1K
Event2026-03-31
Filed2026-05-08
BTAL
AGF INVTS TR
-67.34%
Shares25.0K
Event2026-03-31
Filed2026-05-08
XLC
SELECT SECTOR SPDR TR
-0.92%
Shares3.0K
Event2026-03-31
Filed2026-05-08
TJX
TJX COS INC NEW
20.51%
Shares2.1K
Event2026-03-31
Filed2026-05-08
VT
VANGUARD INTL EQUITY INDEX F
5.63%
Shares2.4K
Event2026-03-31
Filed2026-05-08
BITU
PROSHARES TR
New
Shares27.8K
Event2026-03-31
Filed2026-05-08
XLE
SELECT SECTOR SPDR TR
0.63%
Shares4.9K
Event2026-03-31
Filed2026-05-08
PLTR
PALANTIR TECHNOLOGIES INC
-69.52%
Shares2.1K
Event2026-03-31
Filed2026-05-08
MERCK & CO INC
MERCK & CO INC
0.42%
Shares2.4K
Event2026-03-31
Filed2026-05-08
COST
COSTCO WHOLESALE CORPORATION
4.78%
Shares285
Event2026-03-31
Filed2026-05-08
OEC
ORION S.A.
-10.04%
Shares43.2K
Event2026-03-31
Filed2026-05-08
CAT
CATERPILLAR INC
0.51%
Shares395
Event2026-03-31
Filed2026-05-08
NFLX
NETFLIX INC.
25.55%
Shares2.9K
Event2026-03-31
Filed2026-05-08
CSCO
CISCO SYS INC
0.73%
Shares3.5K
Event2026-03-31
Filed2026-05-08
USB
US BANCORP
-6.75%
Shares4.8K
Event2026-03-31
Filed2026-05-08
RLI
RLI CORP
-93.09%
Shares4.3K
Event2026-03-31
Filed2026-05-08
UBER
UBER TECHNOLOGIES INC
New
Shares3.4K
Event2026-03-31
Filed2026-05-08
SBUX
STARBUCKS CORP
0.11%
Shares2.7K
Event2026-03-31
Filed2026-05-08
ED
CONSOLIDATED EDISON INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-08
XOM
EXXON MOBIL CORP
New
Shares1.4K
Event2026-03-31
Filed2026-05-08
GEV
GE VERNOVA INC
New
Shares258
Event2026-03-31
Filed2026-05-08
MFC
MANULIFE FINL CORP
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-08
EXZEO GROUP INC
EXZEO GROUP INC
New
Shares14.9K
Event2026-03-31
Filed2026-05-08
ADBE
ADOBE INC
0.45%
Shares896
Event2026-03-31
Filed2026-05-08
DIS
DISNEY WALT CO
-18.40%
Shares2.3K
Event2026-03-31
Filed2026-05-08
SNDK
SANDISK CORP
New
Shares336
Event2026-03-31
Filed2026-05-08
VIG
VANGUARD SPECIALIZED FUNDS
-44.75%
Shares984
Event2026-03-31
Filed2026-05-08
FSK
FS KKR CAP CORP
0.00%
Shares20.6K
Event2026-03-31
Filed2026-05-08
ABBV
ABBVIE INC
1.08%
Shares937
Event2026-03-31
Filed2026-05-08
SPGI
S&P GLOBAL INC
New
Shares479
Event2026-03-31
Filed2026-05-08
CULP
CULP INC
6.65%
Shares74.2K
Event2026-03-31
Filed2026-05-08
TXO
TXO PARTNERS LP
-93.08%
Shares13.8K
Event2026-03-31
Filed2026-05-08
FSCO
FS CREDIT OPPORTUNITIES CORP
64.30%
Shares31.3K
Event2026-03-31
Filed2026-05-08
NMFC
NEW MTN FIN CORP
-37.98%
Shares12.7K
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
WEALTHEDGE INVESTMENT ADVISORS, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo