WEALTHEDGE INVESTMENT ADVISORS, LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
127
- Value ($000)
$264,290
- Date Filed11/12/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $14.43M | 6 % | 21,662 | ||
PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $14.22M | 5 % | 266,882 | ||
MICROSOFT CORP | COM | 594918104 | $8.53M | 3 % | 16,476 | ||
AGF INVTS TR | US MARKET NETRL | 00110G408 | $8.23M | 3 % | 517,257 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $8.17M | 3 % | 12,212 | ||
NVIDIA CORPORATION | COM | 67066G104 | $6.75M | 3 % | 36,179 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.59M | 3 % | 22,427 | ||
APPLE INC | COM | 037833100 | $6.44M | 2 % | 25,300 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $6.25M | 2 % | 231,840 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $6.21M | 2 % | 122,244 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100