WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio and holdings

WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio and holdings

As per corporate shareholdings filed for Feb-2025, people matching WEALTHEDGE INVESTMENT ADVISORS, LLC publicly holds 118 stocks with a net worth of over US$ 75.3 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
Apr-2025
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
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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 172.42 31,853 0.00% 0.00 5.5 M
Ambev S.A. - ADR Wealthedge Investment Advisors, Llc 2.15 405,766 0.00% 0.00 872.4 K
Adicet Bio Inc Wealthedge Investment Advisors, Llc 0.60 73,764 0.09% 0.00 44.3 K
Acrivon Therapeutics Inc Wealthedge Investment Advisors, Llc 1.36 10,857 0.03% 0.00 14.8 K
Affirm Holdings Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 36.45 7,689 0.00% 0.00 280.3 K
Armada Hoffler Properties Inc Wealthedge Investment Advisors, Llc 6.37 54,103 0.07% 0.00 344.6 K
Astera Labs Inc. Wealthedge Investment Advisors, Llc 53.71 2,650 0.00% 0.00 142.3 K
Align Technology, Inc. Wealthedge Investment Advisors, Llc 144.32 1,759 0.00% 0.00 253.9 K
Applied Materials Inc. Wealthedge Investment Advisors, Llc 128.96 1,677 0.00% 0.00 216.3 K
Amazon.com Inc. Wealthedge Investment Advisors, Llc 170.66 23,396 0.00% 0.00 4.0 M
Arista Networks Inc Wealthedge Investment Advisors, Llc 69.50 12,449 0.00% 0.00 865.2 K
Aon plc. - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 360.23 1,777 0.00% 0.00 640.1 K
Applovin Corp - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 235.28 2,746 0.00% 0.00 646.1 K
Auburn National Bancorp Inc. Wealthedge Investment Advisors, Llc 20.67 11,577 0.33% 0.00 239.3 K
Broadcom Inc Wealthedge Investment Advisors, Llc 156.03 15,505 0.00% 0.00 2.4 M
Axon Enterprise Inc Wealthedge Investment Advisors, Llc 504.03 2,821 0.00% 0.00 1.4 M
Banco de Chile - ADR Wealthedge Investment Advisors, Llc 24.36 11,616 0.00% 0.00 283.0 K
BGC Group Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 7.80 26,724 0.01% 0.00 208.4 K
Baidu Inc - ADR Wealthedge Investment Advisors, Llc 76.86 3,993 0.00% 0.00 306.9 K
Biogen Inc Wealthedge Investment Advisors, Llc 114.05 1,734 0.00% 0.00 197.8 K
BioAge Labs Inc. Wealthedge Investment Advisors, Llc 3.04 10,585 0.03% 0.00 32.2 K
Berkshire Hathaway Inc. - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 739100.59 1 0.00% 0.00 739.1 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Wealthedge Investment Advisors, Llc 492.64 1,379 0.00% 0.00 679.4 K
Black Stone Minerals L.P. - Unit Wealthedge Investment Advisors, Llc 13.11 34,586 0.02% 0.00 453.4 K
CalciMedica Inc Wealthedge Investment Advisors, Llc 1.72 27,819 0.21% 0.00 47.8 K
CF Industries Holdings Inc Wealthedge Investment Advisors, Llc 68.47 3,474 0.00% 0.00 237.9 K
Citizens Financial Group Inc Wealthedge Investment Advisors, Llc 34.40 4,901 0.00% 0.00 168.6 K
Community Healthcare Trust Inc Wealthedge Investment Advisors, Llc 16.07 49,613 0.18% 0.00 797.3 K
Canadian National Railway Co. Wealthedge Investment Advisors, Llc 92.66 21,654 0.00% 0.00 2.0 M
Century Casinos Inc. Wealthedge Investment Advisors, Llc 1.38 34,583 0.11% 0.00 47.7 K
Costco Wholesale Corp Wealthedge Investment Advisors, Llc 908.75 495 0.00% 0.00 449.8 K
Crowdstrike Holdings Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 325.04 2,507 0.00% 0.00 814.9 K
Culp Inc. Wealthedge Investment Advisors, Llc 3.97 23,273 0.19% 0.00 92.4 K
Commercial Vehicle Group Inc Wealthedge Investment Advisors, Llc 0.94 60,729 0.18% 0.00 57.1 K
CVS Health Corp Wealthedge Investment Advisors, Llc 67.63 56,249 0.00% 0.00 3.8 M
Easterly Government Properties Inc Wealthedge Investment Advisors, Llc 9.20 45,075 0.04% 0.00 414.7 K
Walt Disney Co (The) Wealthedge Investment Advisors, Llc 81.72 12,265 0.00% 0.00 1.0 M
DLH Holdings Corp Wealthedge Investment Advisors, Llc 3.11 14,219 0.10% 0.00 44.2 K
Doximity Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 50.71 15,469 0.01% 0.00 784.4 K
Dow Inc Wealthedge Investment Advisors, Llc 25.81 28,831 0.00% 0.00 744.1 K
Ecopetrol SA - ADR Wealthedge Investment Advisors, Llc 8.14 50,176 0.00% 0.00 408.4 K
Emerson Electric Co. Wealthedge Investment Advisors, Llc 94.15 4,202 0.00% 0.00 395.6 K
Eaton Corporation plc Wealthedge Investment Advisors, Llc 251.50 622 0.00% 0.00 156.4 K
FS KKR Capital Corp Wealthedge Investment Advisors, Llc 17.95 20,303 0.01% 0.00 364.4 K
Golub Capital BDC Inc Wealthedge Investment Advisors, Llc 13.03 53,665 0.02% 0.00 699.3 K
GEN Restaurant Group Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 4.20 19,119 0.36% 0.00 80.3 K
Galapagos NV - ADR Wealthedge Investment Advisors, Llc 23.52 11,301 0.02% 0.00 265.8 K
Alphabet Inc - Ordinary Shares - Class C Wealthedge Investment Advisors, Llc 146.58 1,363 0.00% 0.00 199.8 K
Alphabet Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 144.70 5,355 0.00% 0.00 774.9 K
Genuine Parts Co. Wealthedge Investment Advisors, Llc 105.54 2,015 0.00% 0.00 212.7 K
Grab Holdings Limited - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 3.73 14,379 0.00% 0.00 53.6 K
Green Brick Partners Inc Wealthedge Investment Advisors, Llc 53.49 3,546 0.01% 0.00 189.7 K
Home Depot, Inc. Wealthedge Investment Advisors, Llc 335.24 1,980 0.00% 0.00 663.8 K
Heartland Express, Inc. Wealthedge Investment Advisors, Llc 8.21 27,711 0.04% 0.00 227.5 K
Samsara Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 34.16 9,110 0.00% 0.00 311.2 K
JPMorgan Chase & Co. Wealthedge Investment Advisors, Llc 216.87 2,992 0.00% 0.00 648.9 K
LKQ Corp Wealthedge Investment Advisors, Llc 38.54 11,971 0.00% 0.00 461.4 K
Lilly(Eli) & Co Wealthedge Investment Advisors, Llc 726.24 3,082 0.00% 0.00 2.2 M
Lockheed Martin Corp. Wealthedge Investment Advisors, Llc 443.36 545 0.00% 0.00 241.6 K
Lululemon Athletica inc. Wealthedge Investment Advisors, Llc 247.61 3,286 0.00% 0.00 813.6 K
Lyft Inc - Ordinary Shares Cls A Wealthedge Investment Advisors, Llc 9.97 16,522 0.00% 0.00 164.7 K
Mastercard Incorporated - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 479.92 689 0.00% 0.00 330.7 K
McDonald`s Corp Wealthedge Investment Advisors, Llc 299.83 1,430 0.00% 0.00 428.8 K
Meta Platforms Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 510.45 4,041 0.00% 0.00 2.1 M
Maximus Inc. Wealthedge Investment Advisors, Llc 65.54 2,980 0.01% 0.00 195.3 K
Modular Medical Inc Wealthedge Investment Advisors, Llc 0.87 38,045 0.07% 0.00 33.1 K
Merck & Co Inc Wealthedge Investment Advisors, Llc 78.95 4,039 0.00% 0.00 318.9 K
Marten Transport, Ltd. Wealthedge Investment Advisors, Llc 12.69 17,063 0.02% 0.00 216.5 K
Microsoft Corporation Wealthedge Investment Advisors, Llc 354.56 8,146 0.00% 0.00 2.9 M
Cloudflare Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 97.45 7,377 0.00% 0.00 718.9 K
New Mountain Finance Corp Wealthedge Investment Advisors, Llc 9.11 53,942 0.05% 0.00 491.4 K
Newmark Group Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 10.24 15,298 0.01% 0.00 156.7 K
ServiceNow Inc Wealthedge Investment Advisors, Llc 727.60 1,883 0.00% 0.00 1.4 M
Nutrien Ltd Wealthedge Investment Advisors, Llc 46.88 33,694 0.01% 0.00 1.6 M
NVIDIA Corp Wealthedge Investment Advisors, Llc 96.30 42,923 0.00% 0.00 4.1 M
Oaktree Specialty Lending Corp Wealthedge Investment Advisors, Llc 12.94 61,690 0.08% 0.00 798.3 K
Oncocyte Corporation Wealthedge Investment Advisors, Llc 2.75 52,732 0.18% 0.00 145.0 K
O-I Glass Inc Wealthedge Investment Advisors, Llc 9.62 22,230 0.01% 0.00 213.9 K
On Holding AG - Ordinary Shares Class A Wealthedge Investment Advisors, Llc 38.91 28,408 0.01% 0.00 1.1 M
Palo Alto Networks Inc Wealthedge Investment Advisors, Llc 152.53 6,055 0.00% 0.00 923.6 K
PDD Holdings Inc - ADR Wealthedge Investment Advisors, Llc 93.98 6,866 0.00% 0.00 645.3 K
Healthpeak Properties Inc. Wealthedge Investment Advisors, Llc 17.74 23,609 0.00% 0.00 418.8 K
Pfizer Inc. Wealthedge Investment Advisors, Llc 21.84 7,785 0.00% 0.00 170.0 K
P3 Health Partners Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 0.17 370,264 0.23% 0.00 62.9 K
Philip Morris International Inc Wealthedge Investment Advisors, Llc 149.23 2,797 0.00% 0.00 417.4 K
Phillips 66 Wealthedge Investment Advisors, Llc 92.87 1,798 0.00% 0.00 167.0 K
RF Industries Ltd. Wealthedge Investment Advisors, Llc 3.60 21,595 0.20% 0.00 77.7 K
Relmada Therapeutics Inc Wealthedge Investment Advisors, Llc 0.25 28,000 0.08% 0.00 7 K
Rocky Mountain Chocolate Factory Inc Wealthedge Investment Advisors, Llc 1.15 39,409 0.51% 0.00 45.3 K
Science Applications International Corp. Wealthedge Investment Advisors, Llc 109.01 3,995 0.01% 0.00 435.5 K
Starbucks Corp. Wealthedge Investment Advisors, Llc 79.69 2,882 0.00% 0.00 229.7 K
scPharmaceuticals Inc Wealthedge Investment Advisors, Llc 2.15 19,380 0.04% 0.00 41.7 K
374Water Inc Wealthedge Investment Advisors, Llc 0.25 80,975 0.06% 0.00 20.2 K
Spotify Technology S.A. Wealthedge Investment Advisors, Llc 518.35 906 0.00% 0.00 469.6 K
Sociedad Quimica Y Minera de Chile S.A. - ADR Wealthedge Investment Advisors, Llc 31.61 10,959 0.00% 0.00 346.4 K
Sensata Technologies Holding Plc Wealthedge Investment Advisors, Llc 17.69 50,518 0.03% 0.00 893.7 K
Neuronetics Inc Wealthedge Investment Advisors, Llc 3.32 35,199 0.05% 0.00 116.9 K
TJX Companies, Inc. Wealthedge Investment Advisors, Llc 120.03 2,251 0.00% 0.00 270.2 K
Tesla Inc Wealthedge Investment Advisors, Llc 221.86 4,801 0.00% 0.00 1.1 M
Trade Desk Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 45.27 5,027 0.00% 0.00 227.6 K
Tradeweb Markets Inc - Ordinary Shares Cls A Wealthedge Investment Advisors, Llc 125.47 4,797 0.00% 0.00 601.9 K
United Bancorp, Inc. (Martins Ferry, OH) Wealthedge Investment Advisors, Llc 13.16 20,021 0.34% 0.00 263.5 K
UGI Corp. Wealthedge Investment Advisors, Llc 30.18 17,267 0.01% 0.00 521.1 K
Unitedhealth Group Inc Wealthedge Investment Advisors, Llc 553.08 1,171 0.00% 0.00 647.7 K
United Parcel Service, Inc. - Ordinary Shares - Class B Wealthedge Investment Advisors, Llc 91.92 21,949 0.00% 0.00 2.0 M
U.S. Bancorp. Wealthedge Investment Advisors, Llc 36.40 5,587 0.00% 0.00 203.4 K
Visa Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 308.27 2,744 0.00% 0.00 845.9 K
Vivani Medical Inc Wealthedge Investment Advisors, Llc 1.02 36,901 0.06% 0.00 37.6 K
Vertiv Holdings Co - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 62.90 5,625 0.00% 0.00 353.8 K
Vertex Pharmaceuticals, Inc. Wealthedge Investment Advisors, Llc 472.37 2,221 0.00% 0.00 1.0 M
Verizon Communications Inc Wealthedge Investment Advisors, Llc 42.17 6,331 0.00% 0.00 267.0 K
Waste Management, Inc. Wealthedge Investment Advisors, Llc 216.47 1,462 0.00% 0.00 316.5 K
Walmart Inc Wealthedge Investment Advisors, Llc 81.79 5,106 0.00% 0.00 417.6 K
Beyond Air Inc Wealthedge Investment Advisors, Llc 0.22 222,127 0.25% 0.00 48.9 K
Block Inc - Ordinary Shares - Class A Wealthedge Investment Advisors, Llc 59.42 5,215 0.00% 0.00 309.9 K
FS Credit Opportunities Corp Wealthedge Investment Advisors, Llc 6.11 19,029 0.01% 0.00 116.3 K
QT Imaging Holdings Inc. Wealthedge Investment Advisors, Llc 0.60 11,500 0.04% 0.00 6.9 K
TXO Energy Partners L.P. - Units Wealthedge Investment Advisors, Llc 16.31 69,442 0.17% 0.00 1.1 M
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