WEALTHEDGE INVESTMENT ADVISORS, LLC
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
175
- Value ($000)
$221,876
- Date Filed03/12/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.51M | 7 % | 26,470 | ||
AAPL APPLE INC | COM | 037833100 | $7.98M | 4 % | 31,853 | ||
LTPZ PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $7.61M | 3 % | 146,196 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $7.34M | 3 % | 27,805 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.16M | 3 % | 42,275 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.15M | 3 % | 12,152 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $5.81M | 3 % | 26,302 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.76M | 3 % | 42,923 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.54M | 3 % | 198,619 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.13M | 2 % | 23,396 |
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