WEALTHEDGE INVESTMENT ADVISORS, LLC
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
178
- Value ($000)
$221,714
- Date Filed05/13/2025
- Form type13F-HR
- CIK0002058455
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $13.09M | 6 % | 23,395 | ||
LTPZ PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $12.05M | 5 % | 219,752 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.81M | 3 % | 12,116 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.76M | 3 % | 18,013 | ||
AAPL APPLE INC | COM | 037833100 | $6.49M | 3 % | 29,194 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.28M | 3 % | 24,299 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $6.04M | 3 % | 39,076 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.93M | 3 % | 34,351 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.59M | 3 % | 51,573 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $4.66M | 2 % | 91,820 |
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