The Analysis of WEALTHEDGE INVESTMENT ADVISORS, LLC's Holdings
Currently, WEALTHEDGE INVESTMENT ADVISORS, LLC holds 127 types of securities in its portfolio with a total value $264.3M. In the most recent quarter, they have increased their positions in BTAL (+394.1K shares, valued at $6.3M), RLI (+51.0K shares, valued at $3.3M), EEM (+53.6K shares, valued at $2.9M); decreased their positions in VTIP (-72.0K shares, valued at $3.6M), SGOV (-35.2K shares, valued at $3.5M), TIP (-15.8K shares, valued at $1.8M); initiated new positions in RLI (+51.0K shares, valued at $3.3M), ELV (+8.4K shares, valued at $2.7M), UNH (+5.1K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR21.7K shares1.94%2025-09-302025-11-12
LTPZ PIMCO ETF TR266.9K shares1.16%2025-09-302025-11-12 MSFT MICROSOFT CORP16.5K shares43.92%2025-09-302025-11-12 BTAL AGF INVTS TR517.3K shares320.09%2025-09-302025-11-12 IVV ISHARES TR12.2K shares-0.04%2025-09-302025-11-12 NVDA NVIDIA CORPORATION36.2K shares21.29%2025-09-302025-11-12 VO VANGUARD INDEX FDS22.4K shares1.64%2025-09-302025-11-12 AAPL APPLE INC25.3K shares0.63%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR231.8K shares-7.43%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR122.2K shares33.21%2025-09-302025-11-12 VTV VANGUARD INDEX FDS32.4K shares3.79%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR173.6K shares1.77%2025-09-302025-11-12 SGOV ISHARES TR54.9K shares-39.10%2025-09-302025-11-12 IWM ISHARES TR21.6K shares2.81%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO112.2K shares16.00%2025-09-302025-11-12 META META PLATFORMS INC6.6K shares139.54%2025-09-302025-11-12 IEFA ISHARES TR52.2K shares140.04%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC53.4K shares55.27%2025-09-302025-11-12 EEM ISHARES TR78.5K shares214.71%2025-09-302025-11-12 GOOGL ALPHABET INC16.0K shares-22.57%2025-09-302025-11-12 QCOM QUALCOMM INC22.2K shares-0.06%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR25.5K shares61.88%2025-09-302025-11-12 GLD SPDR GOLD TR9.8K shares63.54%2025-09-302025-11-12 AMZN AMAZON COM INC15.7K shares-17.16%2025-09-302025-11-12 RLI RLI CORP51.0K sharesnew addition2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR61.2K shares52.88%2025-09-302025-11-12 VTIP VANGUARD MALVERN FDS57.9K shares-55.44%2025-09-302025-11-12 SHY ISHARES TR35.2K shares3.72%2025-09-302025-11-12 IWP ISHARES TR20.3K shares0.71%2025-09-302025-11-12 ELV ELEVANCE HEALTH INC FORMERLY8.4K sharesnew addition2025-09-302025-11-12 DOC HEALTHPEAK PROPERTIES INC141.3K shares-13.80%2025-09-302025-11-12 IWV ISHARES TR7.0K shares-0.07%2025-09-302025-11-12 V VISA INC7.7K shares212.53%2025-09-302025-11-12 TXO TXO PARTNERS LP177.9K shares100.09%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS17.7K shares0.86%2025-09-302025-11-12 OEF ISHARES TR7.2K shares0.04%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F47.4K shares4.22%2025-09-302025-11-12 DOW DOW INC104.4K shares33.41%2025-09-302025-11-12 CHCT COMMUNITY HEALTHCARE TR INC151.6K shares11.15%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR7.8K shares-35.29%2025-09-302025-11-12 JPIN J P MORGAN EXCHANGE TRADED F28.9K shares-0.82%2025-09-302025-11-12 HOOD ROBINHOOD MKTS INC13.4K shares0.44%2025-09-302025-11-12 TIP ISHARES TR17.1K shares-48.09%2025-09-302025-11-12 BFS SAUL CTRS INC58.6K shares55.10%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC5.1K sharesnew addition2025-09-302025-11-12 VBK VANGUARD INDEX FDS5.9K shares3.37%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC9.1K shares2.90%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS27.3K shares1.13%2025-09-302025-11-12 IWF ISHARES TR3.5K shares-0.88%2025-09-302025-11-12 AVGO BROADCOM INC4.8K shares-0.27%2025-09-302025-11-12 ANET ARISTA NETWORKS INC10.8K shares168.71%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS18.1K shares4.76%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF23.2K shares-4.53%2025-09-302025-11-12 ADBE ADOBE INC4.2K shares-10.44%2025-09-302025-11-12 GE GE AEROSPACE4.8K shares-1.46%2025-09-302025-11-12 DASH DOORDASH INC5.3K shares1.24%2025-09-302025-11-12 APP APPLOVIN CORP2.0K shares-5.65%2025-09-302025-11-12 JQUA J P MORGAN EXCHANGE TRADED F22.3K shares-0.21%2025-09-302025-11-12 LLY ELI LILLY & CO1.8K shares-30.56%2025-09-302025-11-12 CRDO CREDO TECHNOLOGY GROUP HOLDI9.2K shares3.16%2025-09-302025-11-12 AOA ISHARES TR14.4K shares6.12%2025-09-302025-11-12 NET CLOUDFLARE INC5.9K shares1.86%2025-09-302025-11-12 VTI VANGUARD INDEX FDS3.8K shares2.74%2025-09-302025-11-12 QQQ INVESCO QQQ TR2.0K shares4.36%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC2.4K shares2.93%2025-09-302025-11-12 SPOT SPOTIFY TECHNOLOGY S A1.6K shares24.81%2025-09-302025-11-12 NFLX NETFLIX INC939 shares12.86%2025-09-302025-11-12 EMN EASTMAN CHEM CO17.2K sharesnew addition2025-09-302025-11-12 COP CONOCOPHILLIPS11.4K sharesnew addition2025-09-302025-11-12 AXON AXON ENTERPRISE INC1.4K shares17.36%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares17.22%2025-09-302025-11-12 TSLA TESLA INC2.2K sharesnew addition2025-09-302025-11-12 VRTX VERTEX PHARMACEUTICALS INC2.5K sharesnew addition2025-09-302025-11-12 SNOW SNOWFLAKE INC4.3K shares9.60%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.3.0K shares3.95%2025-09-302025-11-12 NMFC NEW MTN FIN CORP96.2K shares-31.22%2025-09-302025-11-12 OCSL OAKTREE SPECIALTY LENDING CO71.0K shares-26.62%2025-09-302025-11-12 MRTN MARTEN TRANS LTD71.7K shares23.73%2025-09-302025-11-12 PWR QUANTA SVCS INC1.8K shares14.40%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-12 CLS CELESTICA INC3.0K sharesnew addition2025-09-302025-11-12 MSTR STRATEGY INC2.3K sharesnew addition2025-09-302025-11-12 CNI CANADIAN NATL RY CO7.7K sharesnew addition2025-09-302025-11-12 ORCL ORACLE CORP2.6K sharesnew addition2025-09-302025-11-12 JPEM J P MORGAN EXCHANGE TRADED F11.9K shares3.61%2025-09-302025-11-12 HD HOME DEPOT INC1.6K shares-17.65%2025-09-302025-11-12 AON AON PLC1.8K shares0.06%2025-09-302025-11-12 AGG ISHARES TR5.8K shares-4.54%2025-09-302025-11-12 VB VANGUARD INDEX FDS2.3K shares0.22%2025-09-302025-11-12 SON SONOCO PRODS CO13.0K sharesnew addition2025-09-302025-11-12 VOO VANGUARD INDEX FDS891 shares23.24%2025-09-302025-11-12 EMR EMERSON ELEC CO4.1K shares0.05%2025-09-302025-11-12 OEC ORION S.A.69.1K shares26.10%2025-09-302025-11-12 WMT WALMART INC4.7K shares0.45%2025-09-302025-11-12 HWM HOWMET AEROSPACE INC2.4K sharesnew addition2025-09-302025-11-12 PM PHILIP MORRIS INTL INC2.8K shares0.32%2025-09-302025-11-12 JPUS J P MORGAN EXCHANGE TRADED F3.4K shares0.26%2025-09-302025-11-12 MCD MCDONALDS CORP1.4K shares3.72%2025-09-302025-11-12 AOR ISHARES TR6.3K shares-16.80%2025-09-302025-11-12 GOOG ALPHABET INC1.6K shares1.17%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS1.8K shares-2.96%2025-09-302025-11-12 XLC SELECT SECTOR SPDR TR3.2K shares-10.03%2025-09-302025-11-12 MA MASTERCARD INCORPORATED591 shares0.34%2025-09-302025-11-12 DIS DISNEY WALT CO2.9K shares0.28%2025-09-302025-11-12 CULP CULP INC72.5K shares5.10%2025-09-302025-11-12 VRT VERTIV HOLDINGS CO2.1K sharesnew addition2025-09-302025-11-12 FSK FS KKR CAP CORP19.8K shares-2.33%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F2.0K shares12.44%2025-09-302025-11-12 USB US BANCORP DEL5.4K shares-25.88%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC5.9K shares-3.85%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW274 shares0.00%2025-09-302025-11-12 TJX TJX COS INC NEW1.7K shares0.29%2025-09-302025-11-12 ACET ADICET BIO INC300.1K shares-4.17%2025-09-302025-11-12 CF CF INDS HLDGS INC2.7K shares-10.09%2025-09-302025-11-12 SBUX STARBUCKS CORP2.7K shares0.11%2025-09-302025-11-12 BKLN INVESCO EXCH TRADED FD TR II10.8K shares-5.37%2025-09-302025-11-12 CSCO CISCO SYS INC3.3K shares0.61%2025-09-302025-11-12 CB CHUBB LIMITED773 sharesnew addition2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR2.4K shares-7.52%2025-09-302025-11-12 ED CONSOLIDATED EDISON INC2.1K shares-0.33%2025-09-302025-11-12 ABBV ABBVIE INC922 sharesnew addition2025-09-302025-11-12 MERC MERCER INTL INC71.6K sharesnew addition2025-09-302025-11-12 RMCF ROCKY MTN CHOCOLATE FACTORY102.1K shares-15.20%2025-09-302025-11-12 FSCO FS CREDIT OPPORTUNITIES CORP19.0K shares-13.62%2025-09-302025-11-12 FF FUTUREFUEL CORP30.3K shares9.03%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available