WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio and holdings

WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio and holdings

As per corporate shareholdings filed for Jan-2025, people matching WEALTHEDGE INVESTMENT ADVISORS, LLC publicly holds 118 stocks with a net worth of over US$ 85.0 M.

These are shares held by WEALTHEDGE INVESTMENT ADVISORS, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
Mar-2025
Jan-2025
Dec-2024
Nov-2024
Oct-2024
Sep-2024
Aug-2024
Jul-2024
Jun-2024
May-2024
Apr-2024
Mar-2024
Feb-2024
Jan-2024
Dec-2023
Nov-2023
Oct-2023
Sep-2023
Aug-2023
Jul-2023
Jun-2023
May-2023
Share
Add Superstar Alert

bought shares in

Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Apple Inc Wealthedge Investment Advisors, Llc 217.90 31,853 0.00% NEW 6.9 M
Ambev S.A. - ADR Wealthedge Investment Advisors, Llc 2.28 405,766 0.00% NEW 925.1 K
Adicet Bio Inc Wealthedge Investment Advisors, Llc 0.83 73,764 0.09% NEW 61.2 K
Acrivon Therapeutics Inc Wealthedge Investment Advisors, Llc 2.24 10,857 0.03% NEW 24.3 K
Affirm Holdings Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 46.20 7,689 0.00% NEW 355.2 K
Armada Hoffler Properties Inc Wealthedge Investment Advisors, Llc 7.50 54,103 0.07% NEW 405.8 K
Astera Labs Inc. Wealthedge Investment Advisors, Llc 60.78 2,650 0.00% NEW 161.1 K
Align Technology, Inc. Wealthedge Investment Advisors, Llc 159.21 1,759 0.00% NEW 280.1 K
Applied Materials Inc. Wealthedge Investment Advisors, Llc 145.06 1,677 0.00% NEW 243.3 K
Amazon.com Inc. Wealthedge Investment Advisors, Llc 192.72 23,396 0.00% NEW 4.5 M
Arista Networks Inc Wealthedge Investment Advisors, Llc 77.94 12,449 0.00% NEW 970.3 K
Aon plc. - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 394.55 1,777 0.00% NEW 701.1 K
Applovin Corp - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 272.38 2,746 0.00% NEW 748.0 K
Auburn National Bancorp Inc. Wealthedge Investment Advisors, Llc 21.61 11,577 0.33% NEW 250.2 K
Broadcom Inc Wealthedge Investment Advisors, Llc 169.12 15,505 0.00% NEW 2.6 M
Axon Enterprise Inc Wealthedge Investment Advisors, Llc 534.95 2,821 0.00% NEW 1.5 M
Banco de Chile - ADR Wealthedge Investment Advisors, Llc 26.59 11,616 0.00% NEW 308.9 K
BGC Group Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 9.18 26,724 0.01% NEW 245.3 K
Baidu Inc - ADR Wealthedge Investment Advisors, Llc 93.37 3,993 0.00% NEW 372.8 K
Biogen Inc Wealthedge Investment Advisors, Llc 138.37 1,734 0.00% NEW 239.9 K
BioAge Labs Inc. Wealthedge Investment Advisors, Llc 3.82 10,585 0.03% NEW 40.4 K
Berkshire Hathaway Inc. - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 790250.00 1 0.00% NEW 790.3 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Wealthedge Investment Advisors, Llc 526.31 1,379 0.00% NEW 725.8 K
Black Stone Minerals L.P. - Unit Wealthedge Investment Advisors, Llc 15.23 34,586 0.02% NEW 526.7 K
CalciMedica Inc Wealthedge Investment Advisors, Llc 1.99 27,819 0.21% NEW 55.4 K
CF Industries Holdings Inc Wealthedge Investment Advisors, Llc 77.39 3,474 0.00% NEW 268.9 K
Citizens Financial Group Inc Wealthedge Investment Advisors, Llc 40.25 4,901 0.00% NEW 197.3 K
Community Healthcare Trust Inc Wealthedge Investment Advisors, Llc 18.25 49,613 0.18% NEW 905.4 K
Canadian National Railway Co. Wealthedge Investment Advisors, Llc 97.45 21,654 0.00% NEW 2.1 M
Century Casinos Inc. Wealthedge Investment Advisors, Llc 1.71 34,583 0.11% NEW 59.1 K
Costco Wholesale Corp Wealthedge Investment Advisors, Llc 929.66 495 0.00% NEW 460.2 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 357.11 2,507 0.00% NEW 895.3 K
Culp Inc. Wealthedge Investment Advisors, Llc 5.21 23,273 0.19% NEW 121.3 K
Commercial Vehicle Group Inc Wealthedge Investment Advisors, Llc 1.25 60,729 0.18% NEW 75.9 K
CVS Health Corp Wealthedge Investment Advisors, Llc 67.14 56,249 0.00% NEW 3.8 M
Easterly Government Properties Inc Wealthedge Investment Advisors, Llc 10.57 45,075 0.04% NEW 476.4 K
Walt Disney Co (The) Wealthedge Investment Advisors, Llc 98.07 12,265 0.00% NEW 1.2 M
DLH Holdings Corp Wealthedge Investment Advisors, Llc 4.20 14,219 0.10% NEW 59.7 K
Doximity Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 58.51 15,469 0.01% NEW 905.1 K
Dow Inc Wealthedge Investment Advisors, Llc 34.36 28,831 0.00% NEW 990.6 K
Ecopetrol SA - ADR Wealthedge Investment Advisors, Llc 10.22 50,176 0.00% NEW 512.8 K
Emerson Electric Co. Wealthedge Investment Advisors, Llc 108.64 4,202 0.00% NEW 456.5 K
Eaton Corporation plc Wealthedge Investment Advisors, Llc 274.17 622 0.00% NEW 170.5 K
FS KKR Capital Corp Wealthedge Investment Advisors, Llc 20.99 20,303 0.01% NEW 426.2 K
Golub Capital BDC Inc Wealthedge Investment Advisors, Llc 15.25 53,665 0.02% NEW 818.4 K
GEN Restaurant Group Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 5.58 19,119 0.36% NEW 106.7 K
Galapagos NV - ADR Wealthedge Investment Advisors, Llc 25.46 11,301 0.02% NEW 287.7 K
Alphabet Inc - Ordinary Shares - Class C Wealthedge Investment Advisors, Llc 156.06 1,363 0.00% NEW 212.7 K
Alphabet Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 154.33 5,355 0.00% NEW 826.4 K
Genuine Parts Co. Wealthedge Investment Advisors, Llc 118.47 2,015 0.00% NEW 238.7 K
Grab Holdings Limited - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 4.57 14,379 0.00% NEW 65.7 K
Green Brick Partners Inc Wealthedge Investment Advisors, Llc 57.73 3,546 0.01% NEW 204.7 K
Home Depot, Inc. Wealthedge Investment Advisors, Llc 358.15 1,980 0.00% NEW 709.1 K
Heartland Express, Inc. Wealthedge Investment Advisors, Llc 9.29 27,711 0.04% NEW 257.4 K
Samsara Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 38.93 9,110 0.00% NEW 354.7 K
JPMorgan Chase & Co. Wealthedge Investment Advisors, Llc 242.85 2,992 0.00% NEW 726.6 K
LKQ Corp Wealthedge Investment Advisors, Llc 41.59 11,971 0.00% NEW 497.9 K
Lilly(Eli) & Co Wealthedge Investment Advisors, Llc 822.51 3,082 0.00% NEW 2.5 M
Lockheed Martin Corp. Wealthedge Investment Advisors, Llc 441.49 545 0.00% NEW 240.6 K
Lululemon Athletica inc. Wealthedge Investment Advisors, Llc 293.06 3,286 0.00% NEW 963.0 K
Lyft Inc - Ordinary Shares Cls A Wealthedge Investment Advisors, Llc 11.57 16,522 0.00% NEW 191.2 K
Mastercard Incorporated - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 540.61 689 0.00% NEW 372.5 K
McDonald`s Corp Wealthedge Investment Advisors, Llc 307.09 1,430 0.00% NEW 439.1 K
Meta Platforms Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 576.74 4,041 0.00% NEW 2.3 M
Maximus Inc. Wealthedge Investment Advisors, Llc 68.21 2,980 0.01% NEW 203.3 K
Modular Medical Inc Wealthedge Investment Advisors, Llc 1.10 38,045 0.09% NEW 41.9 K
Merck & Co Inc Wealthedge Investment Advisors, Llc 89.23 4,039 0.00% NEW 360.4 K
Marten Transport, Ltd. Wealthedge Investment Advisors, Llc 13.68 17,063 0.02% NEW 233.4 K
Microsoft Corporation Wealthedge Investment Advisors, Llc 378.80 8,146 0.00% NEW 3.1 M
Cloudflare Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 114.92 7,377 0.00% NEW 847.8 K
New Mountain Finance Corp Wealthedge Investment Advisors, Llc 11.07 53,942 0.05% NEW 597.1 K
Newmark Group Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 12.11 15,298 0.01% NEW 185.3 K
ServiceNow Inc Wealthedge Investment Advisors, Llc 797.76 1,883 0.00% NEW 1.5 M
Nutrien Ltd Wealthedge Investment Advisors, Llc 50.10 33,694 0.01% NEW 1.7 M
NVIDIA Corp Wealthedge Investment Advisors, Llc 109.67 42,923 0.00% NEW 4.7 M
Oaktree Specialty Lending Corp Wealthedge Investment Advisors, Llc 15.50 61,690 0.08% NEW 956.2 K
Oncocyte Corporation Wealthedge Investment Advisors, Llc 3.21 52,732 0.18% NEW 169.3 K
O-I Glass Inc Wealthedge Investment Advisors, Llc 11.54 22,230 0.01% NEW 256.5 K
On Holding AG - Ordinary Shares Class A Wealthedge Investment Advisors, Llc 44.15 28,408 0.01% NEW 1.3 M
Palo Alto Networks Inc Wealthedge Investment Advisors, Llc 172.76 6,055 0.00% NEW 1.0 M
PDD Holdings Inc - ADR Wealthedge Investment Advisors, Llc 120.45 6,866 0.00% NEW 827.0 K
Healthpeak Properties Inc. Wealthedge Investment Advisors, Llc 17.74 23,609 0.00% NEW 418.8 K
Pfizer Inc. Wealthedge Investment Advisors, Llc 25.21 7,785 0.00% NEW 196.3 K
P3 Health Partners Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 0.17 370,264 0.23% NEW 62.9 K
Philip Morris International Inc Wealthedge Investment Advisors, Llc 155.16 2,797 0.00% NEW 434.0 K
Phillips 66 Wealthedge Investment Advisors, Llc 121.76 1,798 0.00% NEW 218.9 K
RF Industries Ltd. Wealthedge Investment Advisors, Llc 4.54 21,595 0.20% NEW 98.0 K
Relmada Therapeutics Inc Wealthedge Investment Advisors, Llc 0.30 28,000 0.09% NEW 8.4 K
Rocky Mountain Chocolate Factory Inc Wealthedge Investment Advisors, Llc 1.23 39,409 0.51% NEW 48.5 K
Science Applications International Corp. Wealthedge Investment Advisors, Llc 112.53 3,995 0.01% NEW 449.6 K
Starbucks Corp. Wealthedge Investment Advisors, Llc 97.73 2,882 0.00% NEW 281.7 K
scPharmaceuticals Inc Wealthedge Investment Advisors, Llc 2.78 19,380 0.04% NEW 53.9 K
374Water Inc Wealthedge Investment Advisors, Llc 0.34 80,975 0.06% NEW 27.5 K
Spotify Technology S.A. Wealthedge Investment Advisors, Llc 561.16 906 0.00% NEW 508.4 K
Sociedad Quimica Y Minera de Chile S.A. - ADR Wealthedge Investment Advisors, Llc 40.23 10,959 0.00% NEW 440.9 K
Sensata Technologies Holding Plc Wealthedge Investment Advisors, Llc 24.75 50,518 0.03% NEW 1.3 M
Neuronetics Inc Wealthedge Investment Advisors, Llc 3.77 35,199 0.05% NEW 132.7 K
TJX Companies, Inc. Wealthedge Investment Advisors, Llc 118.21 2,251 0.00% NEW 266.1 K
Tesla Inc Wealthedge Investment Advisors, Llc 263.55 4,801 0.00% NEW 1.3 M
Trade Desk Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 55.85 5,027 0.00% NEW 280.8 K
Tradeweb Markets Inc - Ordinary Shares Cls A Wealthedge Investment Advisors, Llc 146.77 4,797 0.00% NEW 704.1 K
United Bancorp, Inc. (Martins Ferry, OH) Wealthedge Investment Advisors, Llc 12.76 20,021 0.35% NEW 255.5 K
UGI Corp. Wealthedge Investment Advisors, Llc 32.86 17,267 0.01% NEW 567.4 K
Unitedhealth Group Inc Wealthedge Investment Advisors, Llc 516.04 1,171 0.00% NEW 604.3 K
United Parcel Service, Inc. - Ordinary Shares - Class B Wealthedge Investment Advisors, Llc 109.66 21,949 0.00% NEW 2.4 M
U.S. Bancorp. Wealthedge Investment Advisors, Llc 42.26 5,587 0.00% NEW 236.1 K
Visa Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 342.85 2,744 0.00% NEW 940.8 K
Vivani Medical Inc Wealthedge Investment Advisors, Llc 1.11 36,901 0.06% NEW 41.0 K
Vertiv Holdings Co - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 74.25 5,625 0.00% NEW 417.7 K
Vertex Pharmaceuticals, Inc. Wealthedge Investment Advisors, Llc 492.69 2,221 0.00% NEW 1.1 M
Verizon Communications Inc Wealthedge Investment Advisors, Llc 44.93 6,331 0.00% NEW 284.5 K
Waste Management, Inc. Wealthedge Investment Advisors, Llc 227.92 1,462 0.00% NEW 333.2 K
Walmart Inc Wealthedge Investment Advisors, Llc 85.15 5,106 0.00% NEW 434.8 K
Beyond Air Inc Wealthedge Investment Advisors, Llc 0.27 222,127 0.25% NEW 60.0 K
Block Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 59.42 5,215 0.00% NEW 309.9 K
FS Credit Opportunities Corp Wealthedge Investment Advisors, Llc 7.07 19,029 0.01% NEW 134.5 K
QT Imaging Holdings Inc. Wealthedge Investment Advisors, Llc 0.52 11,500 0.04% NEW 6.0 K
TXO Energy Partners L.P. - Units Wealthedge Investment Advisors, Llc 19.15 69,442 0.17% NEW 1.3 M
View All The Superstar Shareholder Portfolios