WEALTHEDGE INVESTMENT ADVISORS, LLC Portfolio Holdings
Q3 2025•124 long positions•$262.4M portfolio value
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Holding159 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $14.4M 5.5% | +$274.5K Bought | — 21.7K shares | 21.3K → 21.7K +$274.5K | +1.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.2M 5.42% | +$163.6K Bought | — 266.9K shares | 263.8K → 266.9K +$163.6K | +1.16% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $8.5M 3.25% | +$2.6M Bought | 0.0% 16.5K shares | 11.4K → 16.5K +$2.6M | +43.92% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.2M 3.14% | +$6.3M Bought | — 517.3K shares | 123.1K → 517.3K +$6.3M | +320.09% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.2M 3.12% | -$3.3K Sold | — 12.2K shares | 12.2K → 12.2K −$3.3K | -0.04% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $6.8M 2.57% | +$1.2M Bought | 0.0% 36.2K shares | 29.8K → 36.2K +$1.2M | +21.29% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $6.6M 2.51% | +$106.0K Bought | — 22.4K shares | 22.1K → 22.4K +$106.0K | +1.64% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $6.4M 2.46% | +$40.5K Bought | 0.0% 25.3K shares | 25.1K → 25.3K +$40.5K | +0.63% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $6.2M 2.38% | -$501.2K Sold | — 231.8K shares | 250.4K → 231.8K −$501.2K | -7.43% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.2M 2.37% | +$1.5M Bought | — 122.2K shares | 91.8K → 122.2K +$1.5M | +33.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.0M 2.3% | +$220.3K Bought | — 32.4K shares | 31.2K → 32.4K +$220.3K | +3.79% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 2.11% | +$96.1K Bought | — 173.6K shares | 170.6K → 173.6K +$96.1K | +1.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 2.11% | -$3.5M Sold | — 54.9K shares | 90.1K → 54.9K −$3.5M | -39.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.2M 1.99% | +$142.8K Bought | — 21.6K shares | 21.0K → 21.6K +$142.8K | +2.81% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $5.1M 1.93% | +$697.5K Bought | 0.006% 112.2K shares | 96.7K → 112.2K +$697.5K | +16.0% | $91.8B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $4.9M 1.85% | +$2.8M Bought | 0.0% 6.6K shares | 2.8K → 6.6K +$2.8M | +139.54% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 1.74% | +$2.7M Bought | — 52.2K shares | 21.8K → 52.2K +$2.7M | +140.04% | — — | Q4 2024 Held for 11 months | |
Integrated Freight & Logistics Industrials | $4.5M 1.7% | +$1.6M Bought | 0.006% 53.4K shares | 34.4K → 53.4K +$1.6M | +55.27% | $70.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 1.6% | +$2.9M Bought | — 78.5K shares | 24.9K → 78.5K +$2.9M | +214.71% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $3.9M 1.48% | -$1.1M Sold | 0.0% 16.0K shares | 20.6K → 16.0K −$1.1M | -22.57% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.7M 1.41% | -$2.2K Sold | 0.002% 22.2K shares | 22.3K → 22.2K −$2.2K | -0.06% | $179.50B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.6M 1.35% | +$1.4M Bought | — 25.5K shares | 15.8K → 25.5K +$1.4M | +61.88% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.5M 1.33% | +$1.4M Bought | — 9.8K shares | 6.0K → 9.8K +$1.4M | +63.54% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $3.4M 1.31% | -$711.8K Sold | 0.0% 15.7K shares | 18.9K → 15.7K −$711.8K | -17.16% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Property & Casualty Financial Services | $3.3M 1.27% | +$3.3M Bought | 0.055% 51.0K shares | — | — | $6.0B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.3M 1.26% | +$1.1M Bought | — 61.2K shares | 40.0K → 61.2K +$1.1M | +52.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.12% | -$3.6M Sold | — 57.9K shares | 130.0K → 57.9K −$3.6M | -55.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.11% | +$104.7K Bought | — 35.2K shares | 33.9K → 35.2K +$104.7K | +3.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.1% | +$20.4K Bought | — 20.3K shares | 20.1K → 20.3K +$20.4K | +0.71% | — — | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $2.7M 1.04% | +$2.7M New | 0.004% 8.4K shares | 0 → 8.4K +$2.7M | New | $72.8B Large Cap | Q3 2025 Held for 2 months | |
REIT - Healthcare Facilities Real Estate | $2.7M 1.03% | -$433.3K Sold | 0.02% 141.3K shares | 164.0K → 141.3K −$433.3K | -13.8% | $13.3B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.02% | -$1.9K Sold | — 7.0K shares | 7.0K → 7.0K −$1.9K | -0.07% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $2.6M 1.0% | +$1.8M Bought | 0.0% 7.7K shares | 2.5K → 7.7K +$1.8M | +212.53% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.5M 0.953% | +$1.3M Bought | — 177.9K shares | 88.9K → 177.9K +$1.3M | +100.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.952% | +$21.3K Bought | — 17.7K shares | 17.6K → 17.7K +$21.3K | +0.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.919% | +$998.7 Bought | — 7.2K shares | 7.2K → 7.2K +$998.7 | +0.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.915% | +$97.3K Bought | — 47.4K shares | 45.4K → 47.4K +$97.3K | +4.22% | — — | Q4 2024 Held for 11 months | |
Chemicals Basic Materials | $2.4M 0.913% | +$599.8K Bought | 0.015% 104.4K shares | 78.3K → 104.4K +$599.8K | +33.41% | $16.3B Large Cap | Q4 2024 Held for 11 months | |
REIT - Healthcare Facilities Real Estate | $2.3M 0.884% | +$232.8K Bought | 0.535% 151.6K shares | 136.4K → 151.6K +$232.8K | +11.15% | $434.0M Small Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.839% | -$1.2M Sold | — 7.8K shares | 12.1K → 7.8K −$1.2M | -35.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.733% | -$16.0K Sold | — 28.9K shares | 29.1K → 28.9K −$16.0K | -0.82% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.9M 0.731% | +$8.3K Bought | 0.002% 13.4K shares | 13.3K → 13.4K +$8.3K | +0.44% | $127.24B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.9M 0.724% | -$1.8M Sold | — 17.1K shares | 32.9K → 17.1K −$1.8M | -48.09% | — — | Q4 2024 Held for 11 months | |
REIT - Retail Real Estate | $1.9M 0.711% | +$663.0K Bought | 0.24% 58.6K shares | 37.8K → 58.6K +$663.0K | +55.1% | $776.6M Small Cap | Q1 2025 Held for 8 months | |
Medical - Healthcare Plans Healthcare | $1.8M 0.677% | +$1.8M Bought | 0.001% 5.1K shares | — | — | $312.73B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.671% | +$57.4K Bought | — 5.9K shares | 5.7K → 5.9K +$57.4K | +3.37% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.7M 0.635% | +$46.9K Bought | 0.0% 9.1K shares | 8.9K → 9.1K +$46.9K | +2.9% | $432.76B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 0.624% | +$18.2K Bought | — 27.3K shares | 27.0K → 27.3K +$18.2K | +1.13% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.62% | -$14.5K Sold | — 3.5K shares | 3.5K → 3.5K −$14.5K | -0.88% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.6M 0.6% | -$4.3K Sold | 0.0% 4.8K shares | 4.8K → 4.8K −$4.3K | -0.27% | $1.56T Mega Cap | Q4 2024 Held for 11 months |
