WEALTHEDGE INVESTMENT ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WI WEALTHEDGE INVESTMENT ADVISORS, LLC | Institutional Filer | ▲ 0.69% | $272.2M | 141 |
Current Portfolio Holdings
Showing all 141 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 24K | $15.8M | 5.79% |
| 2 | MSFT | Microsoft Corporation | Technology | 34K | $12.7M | 4.67% |
| 3 | AAPL | Apple Inc. | Technology | 45K | $11.5M | 4.22% |
| 4 | AGG | ISHARES TR | — | 91K | $9.1M | 3.33% |
| 5 | GOOGL | Alphabet Inc. | Technology | 31K | $8.9M | 3.26% |
| 6 | NVDA | NVIDIA Corporation | Technology | 50K | $8.8M | 3.22% |
| 7 | JAAA | JANUS DETROIT STR TR | — | 163K | $8.2M | 3.01% |
| 8 | IVV | ISHARES TR | — | 12K | $7.8M | 2.88% |
| 9 | VTV | VANGUARD INDEX FDS | — | 35K | $6.9M | 2.53% |
| 10 | VO | VANGUARD INDEX FDS | — | 22K | $6.3M | 2.31% |
| 11 | XLV | Health Care Select Sector SPDR Fund | — | 41K | $6.0M | 2.20% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 29K | $6.0M | 2.20% |
| 13 | META | Meta Platforms, Inc. | Technology | 10K | $5.7M | 2.10% |
| 14 | SGOV | ISHARES TR | — | 57K | $5.7M | 2.10% |
| 15 | SCHG | SCHWAB STRATEGIC TR | — | 181K | $5.3M | 1.94% |
Showing 1 to 15 of 141 holdings