Wealthedge Investment Advisors, LLC Purchases in Q3 2025

Wealthedge Investment Advisors, LLC

  • $264 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
232
+ 14.4%
$372.29 - $421.68 $86.4K - $97.8K
1.84K $764M
DASH
Door Dash, Inc.

Communication Services
65
+ 1.24%
$234.5 - $272.5 $15.2K - $17.7K
5.29K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
82
+ 4.36%
$546.99 - $602.2 $44.9K - $49.4K
1.96K $1.18B
AOA
Ishares Tr Core Aggressive All

ETFs
831
+ 6.12%
$82.71 - $88.14 $68.7K - $73.2K
14.4K $1.27B
SPOT
Spotify Technology S.A.

Communication Services
327
+ 24.81%
$620.01 - $738.53 $203K - $241K
1.65K $1.15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
168
+ 23.24%
$567.77 - $614.76 $95.4K - $103K
891 $546M
NET
Cloudflare, Inc.

Technology
108
+ 1.86%
$181.39 - $228.28 $19.6K - $24.7K
5.91K $1.27B
VTI
Vanguard Total Stock Market Et

ETFs
101
+ 2.74%
$303.93 - $329.86 $30.7K - $33.3K
3.78K $1.24B
GOOG
Alphabet Inc.

Communication Services
19
+ 1.17%
$175.16 - $255.24 $3.33K - $4.85K
1.64K $400M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 3.95%
$282.78 - $316.06 $32.5K - $36.3K
3.03K $955M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.92K
+ 4.22%
$50.47 - $50.74 $96.8K - $97.3K
47.4K $2.4B
VEA
Vanguard Ftse Developed Market

ETFs
304
+ 1.13%
$56.02 - $60.3 $17K - $18.3K
27.3K $1.64B
IWP
Ishares Russell Mid Cap Growth

ETFs
143
+ 0.71%
$137.51 - $145.26 $19.7K - $20.8K
20.3K $2.89B
SNOW
Snowflake Inc.

Technology
374
+ 9.6%
$191.73 - $241.0 $71.7K - $90.1K
4.27K $963M
VCIT
Vanguard Intermediate Term Cor

ETFs
823
+ 4.76%
$81.75 - $84.54 $67.3K - $69.6K
18.1K $1.52B
JPEM
Jp Morgan Diversified Return

ETFs
414
+ 3.61%
$56.25 - $59.87 $23.3K - $24.8K
11.9K $701M
CULP
Culp Inc

Consumer Cyclical
3.51K
+ 5.1%
$3.92 - $4.73 $13.8K - $16.6K
72.5K $323M
CHCT
Community Healthcare Trust Inc

Real Estate
15.2K
+ 11.15%
$14.34 - $17.5 $218K - $266K
152K $2.32B
VT
Vanguard Total World Stk Index

ETFs
221
+ 12.44%
$128.41 - $138.03 $28.4K - $30.5K
2K $275M
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.22%
$237.58 - $259.17 $1.19K - $1.3K
2.26K $574M
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 0.29%
$121.35 - $144.54 $607 - $723
1.71K $247M
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 3.72%
$291.67 - $316.99 $14.6K - $15.8K
1.4K $424M
WMT
Walmart Inc.

Consumer Defensive
21
+ 0.45%
$94.4 - $104.27 $1.98K - $2.19K
4.66K $480M
JPUS
Jpmorgan Diversified Return Us

ETFs
9
+ 0.26%
$117.71 - $125.02 $1.06K - $1.13K
3.44K $427M
AXON
Axon Enterprise, Inc.

Industrials
209
+ 17.36%
$698.02 - $870.97 $146K - $182K
1.41K $1.01B
NFLX
Netflix Inc

Communication Services
107
+ 12.86%
$1147.87 - $1297.18 $123K - $139K
939 $1.13B
MRTN
Marten Transport LTD

Industrials
13.8K
+ 23.73%
$10.65 - $13.91 $146K - $191K
71.7K $764M
FF
Future Fuel Corp.

Basic Materials
2.51K
+ 9.03%
$3.61 - $4.28 $9.06K - $10.7K
30.3K $118M
MA
Mastercard Inc

Financial Services
2
+ 0.34%
$550.18 - $598.96 $1.1K - $1.2K
591 $337M
AON
Aon PLC

Financial Services
1
+ 0.06%
$350.91 - $375.27 $351 - $375
1.77K $630M
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.61%
$66.2 - $71.79 $1.32K - $1.44K
3.3K $226M
EMR
Emerson Electric CO

Industrials
2
+ 0.05%
$128.6 - $149.63 $257 - $299
4.13K $542M
CRWD
Crowd Strike Holdings, Inc.

Technology
67
+ 2.93%
$412.46 - $514.1 $27.6K - $34.4K
2.35K $1.15B
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.11%
$81.9 - $96.86 $246 - $291
2.71K $229M
DIS
Walt Disney CO

Communication Services
8
+ 0.28%
$112.25 - $124.0 $898 - $992
2.87K $329M
OEC
Orion Engineered Carbons S.A.

Basic Materials
14.3K
+ 26.1%
$7.5 - $11.52 $107K - $165K
69.1K $524M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.32%
$157.77 - $183.27 $1.42K - $1.65K
2.81K $455M
Activity Summary
Buys All Purchases 88 New Holdings 19 Increased Positions 69 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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