The Analysis of WEALTHEDGE INVESTMENT ADVISORS, LLC's Holdings
Currently, WEALTHEDGE INVESTMENT ADVISORS, LLC holds 132 types of securities in its portfolio with a total value $270.4M. In the most recent quarter, they have increased their positions in SGOV (+31.6K shares, valued at $3.2M), LLY (+2.8K shares, valued at $3.1M), N/A (+9.7K shares, valued at $3.0M); decreased their positions in BTAL (-440.9K shares, valued at $6.3M), BMY (-98.2K shares, valued at $5.3M), CHCT (-133.2K shares, valued at $2.2M); initiated new positions in MSCI (+3.3K shares, valued at $1.9M), N/A (+69.7K shares, valued at $1.6M), N/A (+3.6K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR21.2K shares-2.15%2025-12-312026-02-17
LTPZ PIMCO ETF TR256.1K shares-4.05%2025-12-312026-02-17 MSFT MICROSOFT CORP20.8K shares26.29%2025-12-312026-02-17 NVDA NVIDIA CORPORATION50.4K shares39.30%2025-12-312026-02-17 SGOV ISHARES TR86.5K shares57.52%2025-12-312026-02-17 JAAA JANUS DETROIT STR TR169.6K shares38.76%2025-12-312026-02-17 IVV ISHARES TR12.1K shares-0.90%2025-12-312026-02-17 ALPHABET INC ALPHABET INC25.7K shares60.65%2025-12-312026-02-17 AAPL APPLE INC29.5K shares16.55%2025-12-312026-02-17 SCHP SCHWAB STRATEGIC TR266.9K shares15.14%2025-12-312026-02-17 VO VANGUARD INDEX FDS23.1K shares2.92%2025-12-312026-02-17 UPS UNITED PARCEL SERVICE INC63.6K shares19.14%2025-12-312026-02-17 VTV VANGUARD INDEX FDS32.2K shares-0.44%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR166.9K shares-3.87%2025-12-312026-02-17 IWM ISHARES TR21.4K shares-1.19%2025-12-312026-02-17 LLY ELI LILLY & CO4.6K shares159.89%2025-12-312026-02-17 IEFA ISHARES TR53.5K shares2.47%2025-12-312026-02-17 EEM ISHARES TR79.3K shares1.05%2025-12-312026-02-17 RLI RLI CORP62.7K shares23.04%2025-12-312026-02-17 QCOM QUALCOMM INC23.2K shares4.14%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR25.5K shares-0.23%2025-12-312026-02-17 GLD SPDR GOLD TR9.7K shares-0.70%2025-12-312026-02-17 AMZN AMAZON COM INC15.5K shares-1.05%2025-12-312026-02-17 XLF SELECT SECTOR SPDR TR61.5K shares0.63%2025-12-312026-02-17 META META PLATFORMS INC5.1K shares-23.04%2025-12-312026-02-17 SHY ISHARES TR35.6K shares1.03%2025-12-312026-02-17 VTIP VANGUARD MALVERN FDS59.4K shares2.53%2025-12-312026-02-17 IWP ISHARES TR20.4K shares0.36%2025-12-312026-02-17 V VISA INC7.8K shares0.83%2025-12-312026-02-17 IWV ISHARES TR6.7K shares-4.49%2025-12-312026-02-17 OEF ISHARES TR7.3K shares0.10%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS17.1K shares-3.34%2025-12-312026-02-17 DOC HEALTHPEAK PROPERTIES INC150.5K shares6.51%2025-12-312026-02-17 JPST J P MORGAN EXCHANGE TRADED F47.2K shares-0.26%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC7.0K shares36.78%2025-12-312026-02-17 XLK SELECT SECTOR SPDR TR15.6K shares99.69%2025-12-312026-02-17 TXO TXO PARTNERS LP199.6K shares12.18%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS23.2K shares28.06%2025-12-312026-02-17 MSCI MSCI INC3.3K sharesnew addition2025-12-312026-02-17 JPIN J P MORGAN EXCHANGE TRADED F27.3K shares-5.42%2025-12-312026-02-17 TIP ISHARES TR16.9K shares-1.03%2025-12-312026-02-17 VBK VANGUARD INDEX FDS5.9K shares-0.69%2025-12-312026-02-17 TSLA TESLA INC3.8K shares70.37%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS27.4K shares0.20%2025-12-312026-02-17 BROADCOM INC BROADCOM INC4.8K shares0.27%2025-12-312026-02-17 BFS SAUL CTRS INC51.7K shares-11.65%2025-12-312026-02-17 ELV ELEVANCE HEALTH INC FORMERLY4.5K shares-46.76%2025-12-312026-02-17 LINDE PLC LINDE PLC3.6K sharesnew addition2025-12-312026-02-17 IWF ISHARES TR3.3K shares-6.28%2025-12-312026-02-17 GLW CORNING INC17.5K sharesnew addition2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE4.9K shares1.86%2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC12.9K shares-3.52%2025-12-312026-02-17 APP APPLOVIN CORP2.1K shares5.47%2025-12-312026-02-17 CRDO CREDO TECHNOLOGY GROUP HOLDI9.4K shares1.49%2025-12-312026-02-17 JQUA J P MORGAN EXCHANGE TRADED F21.1K shares-5.43%2025-12-312026-02-17 AOA ISHARES TR14.8K shares2.86%2025-12-312026-02-17 VTI VANGUARD INDEX FDS3.8K shares0.00%2025-12-312026-02-17 AZO AUTOZONE INC361 sharesnew addition2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC6.7K shares-26.22%2025-12-312026-02-17 IBIT ISHARES BITCOIN TRUST ETF24.0K shares3.34%2025-12-312026-02-17 NET CLOUDFLARE INC6.0K shares1.34%2025-12-312026-02-17 TMUS T-MOBILE US INC5.7K sharesnew addition2025-12-312026-02-17 DASH DOORDASH INC4.9K shares-6.71%2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC2.4K shares1.06%2025-12-312026-02-17 BTAL AGF INVTS TR76.4K shares-85.23%2025-12-312026-02-17 FI FISERV INC15.4K sharesnew addition2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.3.0K shares-0.26%2025-12-312026-02-17 SNOW SNOWFLAKE INC4.1K shares-4.05%2025-12-312026-02-17 GSBD GOLDMAN SACHS BDC INC85.8K sharesnew addition2025-12-312026-02-17 COP CONOCOPHILLIPS8.5K shares-25.21%2025-12-312026-02-17 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-17 BMY BRISTOL-MYERS SQUIBB CO14.0K shares-87.53%2025-12-312026-02-17 PWR QUANTA SVCS INC1.7K shares-6.57%2025-12-312026-02-17 AGG ISHARES TR7.0K shares21.09%2025-12-312026-02-17 JPEM J P MORGAN EXCHANGE TRADED F11.2K shares-5.39%2025-12-312026-02-17 VRT VERTIV HOLDINGS CO3.9K shares82.51%2025-12-312026-02-17 AON PLC AON PLC1.8K shares-0.06%2025-12-312026-02-17 HD HOME DEPOT INC1.6K shares-0.73%2025-12-312026-02-17 VB VANGUARD INDEX FDS2.1K shares-5.58%2025-12-312026-02-17 EMR EMERSON ELEC CO4.1K shares0.02%2025-12-312026-02-17 WMT WALMART INC4.6K shares-0.92%2025-12-312026-02-17 INCY INCYTE CORP5.0K sharesnew addition2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.5K shares-10.96%2025-12-312026-02-17 PM PHILIP MORRIS INTL INC2.8K shares-0.04%2025-12-312026-02-17 MCD MCDONALDS CORP1.4K shares1.65%2025-12-312026-02-17 AOR ISHARES TR6.6K shares4.35%2025-12-312026-02-17 DOW DOW INC18.3K shares-82.47%2025-12-312026-02-17 JPUS J P MORGAN EXCHANGE TRADED F3.3K shares-5.61%2025-12-312026-02-17 VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.51%2025-12-312026-02-17 MU MICRON TECHNOLOGY INC1.3K sharesnew addition2025-12-312026-02-17 XLC SELECT SECTOR SPDR TR3.0K shares-3.99%2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC8.6K shares46.75%2025-12-312026-02-17 MA MASTERCARD INCORPORATED590 shares-0.17%2025-12-312026-02-17 VT VANGUARD INTL EQUITY INDEX F2.2K shares12.11%2025-12-312026-02-17 DIS DISNEY WALT CO2.8K shares-3.69%2025-12-312026-02-17 ADBE ADOBE INC892 shares-78.83%2025-12-312026-02-17 FSK FS KKR CAP CORP20.6K shares3.78%2025-12-312026-02-17 CHCT COMMUNITY HEALTHCARE TR INC18.5K shares-87.82%2025-12-312026-02-17 CNI CANADIAN NATL RY CO3.0K shares-61.64%2025-12-312026-02-17 USB US BANCORP DEL5.1K shares-6.18%2025-12-312026-02-17 CSCO CISCO SYS INC3.4K shares4.13%2025-12-312026-02-17 TJX TJX COS INC NEW1.7K shares0.18%2025-12-312026-02-17 NYF ISHARES TR4.8K sharesnew addition2025-12-312026-02-17 MERCK & CO INC MERCK & CO INC2.4K sharesnew addition2025-12-312026-02-17 OEC ORION S.A.48.0K shares-30.54%2025-12-312026-02-17 CULP CULP INC69.6K shares-3.93%2025-12-312026-02-17 BKLN INVESCO EXCH TRADED FD TR II11.4K shares5.18%2025-12-312026-02-17 MO ALTRIA GROUP INC4.1K sharesnew addition2025-12-312026-02-17 AMAT APPLIED MATLS INC916 sharesnew addition2025-12-312026-02-17 COST COSTCO WHSL CORP NEW272 shares-0.73%2025-12-312026-02-17 MFC MANULIFE FINL CORP6.4K sharesnew addition2025-12-312026-02-17 SBUX STARBUCKS CORP2.7K shares0.11%2025-12-312026-02-17 CAT CATERPILLAR INC393 sharesnew addition2025-12-312026-02-17 XLE SELECT SECTOR SPDR TR4.9K shares101.68%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS737 sharesnew addition2025-12-312026-02-17 NFLX NETFLIX INC2.3K shares143.88%2025-12-312026-02-17 ED CONSOLIDATED EDISON INC2.1K shares0.00%2025-12-312026-02-17 ABBV ABBVIE INC927 shares0.54%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC236 sharesnew addition2025-12-312026-02-17 NMFC NEW MTN FIN CORP20.5K shares-78.72%2025-12-312026-02-17 FSCO FS CREDIT OPPORTUNITIES CORP19.0K shares0.00%2025-12-312026-02-17 RMCF ROCKY MTN CHOCOLATE FACTORY10.1K shares-90.08%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available