Wealthedge Investment Advisors, LLC Purchases in Q4 2024

Wealthedge Investment Advisors, LLC

  • $222 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
25.7K
New
N/A
25.7K $1.36B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.29K
New
$260.53 - $404.79 $856K - $1.33M
3.29K $1.26B
EWY
Ishares Inc Msci South Korea E

ETFs
23.7K
New
$50.89 - $63.57 $1.21M - $1.51M
23.7K $1.21B
Txo Partners LP
69.4K
New
N/A
69.4K $1.17B
XLF
Financial Sector Spdr

ETFs
24.2K
New
$44.89 - $51.34 $1.08M - $1.24M
24.2K $1.17B
DOW
Dow Inc.

Basic Materials
28.8K
New
$39.1 - $55.34 $1.13M - $1.6M
28.8K $1.16B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
14.8K
New
$74.68 - $81.45 $1.11M - $1.21M
14.8K $1.11B
PANW
Palo Alto Networks Inc

Technology
6.06K
New
$181.96 - $405.9 $1.1M - $2.46M
6.06K $1.1B
GOOGL
Alphabet Inc.

Communication Services
5.36K
New
$161.86 - $196.66 $867K - $1.05M
5.36K $1.01B
AOA
Ishares Tr Core Aggressive All

ETFs
13.1K
New
$76.61 - $79.88 $1M - $1.04M
13.1K $1B
JPUS
Jpmorgan Diversified Return Us

ETFs
8.62K
New
$114.05 - $123.77 $983K - $1.07M
8.62K $983M
VB
Vanguard Small Cap ETF

ETFs
4.07K
New
$233.76 - $261.58 $952K - $1.07M
4.07K $979M
CHCT
Community Healthcare Trust Inc

Real Estate
49.6K
New
$16.06 - $19.35 $797K - $960K
49.6K $953M
Oaktree Specialty Lending CO
61.7K
New
N/A
61.7K $943M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.56K
New
$96.64 - $101.23 $924K - $968K
9.56K $927M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
15.8K
New
$57.38 - $61.11 $907K - $966K
15.8K $923M
VTI
Vanguard Total Stock Market Et

ETFs
3.14K
New
$280.04 - $302.45 $878K - $948K
3.14K $909M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.22K
New
$396.64 - $516.74 $881K - $1.15M
2.22K $894M
APP
App Lovin Corp

Technology
2.75K
New
$130.67 - $401.5 $359K - $1.1M
2.75K $889M
V
Visa Inc.

Financial Services
2.74K
New
$273.87 - $320.91 $751K - $881K
2.74K $867M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.51K
New
$275.15 - $388.2 $690K - $973K
2.51K $858M
DOCS
Doximity, Inc.

Healthcare
15.5K
New
$41.25 - $61.25 $638K - $947K
15.5K $826M
GBDC
Golub Capital Bdc, Inc.

Financial Services
53.7K
New
$14.69 - $15.67 $788K - $841K
53.7K $814M
NET
Cloudflare, Inc.

Technology
7.38K
New
$78.11 - $117.56 $576K - $867K
7.38K $794M
HD
Home Depot, Inc.

Consumer Cyclical
1.98K
New
$385.02 - $431.37 $762K - $854K
1.98K $770M
ABEV
Ambev S.A.

Consumer Defensive
406K
New
$1.85 - $2.56 $751K - $1.04M
406K $751M
JPM
Jpmorgan Chase & CO

Financial Services
2.99K
New
$205.18 - $250.29 $614K - $749K
2.99K $717M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $681M
PDD
Pinduoduo Inc.

Consumer Cyclical
6.87K
New
$94.39 - $154.27 $648K - $1.06M
6.87K $666M
VRT
Vertiv Holdings CO

Industrials
5.63K
New
N/A
5.63K $639M
AON
Aon PLC

Financial Services
1.78K
New
$344.14 - $393.31 $612K - $699K
1.78K $638M
TW
Tradeweb Markets Inc.

Financial Services
4.8K
New
$124.87 - $136.32 $599K - $654K
4.8K $628M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.38K
New
$442.29 - $483.08 $610K - $666K
1.38K $625M
NMFC
New Mountain Finance Corp

Financial Services
53.9K
New
$10.68 - $11.94 $576K - $644K
53.9K $607M
UNH
Unitedhealth Group Inc

Healthcare
1.17K
New
$485.52 - $625.25 $569K - $732K
1.17K $592M
TTD
Trade Desk, Inc.

Technology
5.03K
New
$108.7 - $139.51 $546K - $701K
5.03K $591M
AHH
Armada Hoffler Properties, Inc.

Real Estate
54.1K
New
$10.06 - $11.26 $544K - $609K
54.1K $553M
XLC
Select Sector Spdr Tr Communic

ETFs
5.46K
New
$89.66 - $102.16 $489K - $558K
5.46K $528M
EMR
Emerson Electric CO

Industrials
4.2K
New
$108.13 - $134.33 $454K - $564K
4.2K $521M
DEA
Easterly Government Properties, Inc.

Real Estate
45.1K
New
$10.93 - $14.48 $493K - $653K
45.1K $512M
BSM
Black Stone Minerals, L.P.

Energy
34.6K
New
$13.86 - $15.57 $479K - $539K
34.6K $505M
Gran Tierra Energy Inc
68K
New
N/A
68K $491M
UGI
Ugi Corp

Utilities
17.3K
New
$23.24 - $30.37 $401K - $524K
17.3K $487M
PEAK
Healthpeak Properties, Inc.

Real Estate
23.6K
New
N/A
23.6K $479M
AFRM
Affirm Holdings, Inc.

Technology
7.69K
New
$38.48 - $72.86 $296K - $560K
7.69K $468M
MBB
Ishares Tr

ETFs
5.05K
New
$91.26 - $95.82 $461K - $484K
5.05K $463M
WMT
Walmart Inc.

Consumer Defensive
5.11K
New
$79.1 - $95.7 $404K - $489K
5.11K $461M
COST
Costco Wholesale Corp

Consumer Defensive
495
New
$873.59 - $994.69 $432K - $492K
495 $453M
SAIC
Science Applications International Corp

Technology
4K
New
$110.11 - $154.1 $440K - $616K
4K $447M
Activity Summary
Buys All Purchases 175 New Holdings 175 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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