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
SPY
Spdr S&P 500 ETF Trust

ETFs
26.5K
New
$567.81 - $607.81 $15M - $16.1M
26.5K $15.5B
AAPL
Apple Inc.

Technology
31.9K
New
$221.69 - $259.02 $7.06M - $8.25M
31.9K $7.98B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
146K
New
$52.07 - $58.13 $7.61M - $8.5M
146K $7.61B
VO
Vanguard Mid Cap ETF

ETFs
27.8K
New
$261.5 - $284.63 $7.27M - $7.91M
27.8K $7.34B
VTV
Vanguard Value ETF

ETFs
42.3K
New
$168.32 - $181.87 $7.12M - $7.69M
42.3K $7.16B
IVV
Ishares Core S&P 500 ETF

ETFs
12.2K
New
$570.51 - $610.59 $6.93M - $7.42M
12.2K $7.15B
IWM
Ishares Russell 2000 ETF

ETFs
26.3K
New
$216.13 - $242.4 $5.68M - $6.38M
26.3K $5.81B
NVDA
Nvidia Corp

Technology
42.9K
New
$117.0 - $148.88 $5.02M - $6.39M
42.9K $5.76B
SCHG
Schwab Strategic Tr Us Large C

ETFs
199K
New
$25.93 - $105.3 $5.15M - $20.9M
199K $5.54B
AMZN
Amazon Com Inc

Consumer Cyclical
23.4K
New
$180.88 - $232.93 $4.23M - $5.45M
23.4K $5.13B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
81.1K
New
$50.62 - $50.97 $4.1M - $4.13M
81.1K $4.11B
IWV
Ishares Russell 3000 ETF

ETFs
11.7K
New
$323.08 - $349.08 $3.78M - $4.09M
11.7K $3.91B
IEFA
Ishares Tr

ETFs
53K
New
$70.06 - $77.43 $3.72M - $4.11M
53K $3.73B
AVGO
Broadcom Inc.

Technology
15.5K
New
$159.67 - $250.0 $2.48M - $3.88M
15.5K $3.59B
MSFT
Microsoft Corp

Technology
8.15K
New
$406.35 - $454.46 $3.31M - $3.7M
8.15K $3.43B
IWP
Ishares Russell Mid Cap Growth

ETFs
25.1K
New
$116.4 - $138.52 $2.92M - $3.48M
25.1K $3.18B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
24.3K
New
$126.68 - $134.74 $3.08M - $3.28M
24.3K $3.11B
JPIN
Jp Morgan Diversified Return I

ETFs
54.8K
New
$53.56 - $59.9 $2.94M - $3.28M
54.8K $2.94B
UPS
United Parcel Service Inc

Industrials
21.9K
New
$122.65 - $138.35 $2.69M - $3.04M
21.9K $2.77B
CVS
Cvs Health Corp

Healthcare
56.2K
New
$43.78 - $67.46 $2.46M - $3.79M
56.2K $2.53B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
29.6K
New
$81.68 - $82.93 $2.42M - $2.45M
29.6K $2.42B
LLY
Eli Lilly & CO

Healthcare
3.08K
New
$727.2 - $932.06 $2.24M - $2.87M
3.08K $2.38B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
47K
New
$50.37 - $50.6 $2.37M - $2.38M
47K $2.37B
META
Meta Platforms, Inc.

Communication Services
4.04K
New
$554.08 - $632.68 $2.24M - $2.56M
4.04K $2.37B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
40K
New
$55.86 - $60.21 $2.23M - $2.41M
40K $2.29B
CNI
Canadian National Railway CO

Industrials
21.7K
New
$100.62 - $117.12 $2.18M - $2.54M
21.7K $2.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.26K
New
$481.22 - $538.17 $2.05M - $2.29M
4.26K $2.18B
OEF
Ishares S&P 100 ETF

ETFs
7.38K
New
N/A
7.38K $2.13B
VBK
Vanguard Small Cap Growth ETF

ETFs
7.38K
New
$264.18 - $304.19 $1.95M - $2.24M
7.38K $2.07B
NOW
Service Now, Inc.

Technology
1.88K
New
$867.18 - $1148.42 $1.63M - $2.16M
1.88K $2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.93K
New
$370.24 - $418.94 $1.83M - $2.07M
4.93K $1.98B
TSLA
Tesla, Inc.

Consumer Cyclical
4.8K
New
$213.65 - $479.86 $1.03M - $2.3M
4.8K $1.94B
XLK
Technology Sector Spdr

ETFs
8.23K
New
$220.26 - $241.44 $1.81M - $1.99M
8.23K $1.91B
VCIT
Vanguard Intermediate Term Cor

ETFs
23.3K
New
$80.13 - $83.77 $1.87M - $1.95M
23.3K $1.87B
GLD
Spdr Gold Trust

ETFs
7.14K
New
$236.59 - $257.5 $1.69M - $1.84M
7.14K $1.73B
AXON
Axon Enterprise, Inc.

Industrials
2.82K
New
$399.22 - $689.78 $1.13M - $1.95M
2.82K $1.68B
ONON
On Holding Ag

Consumer Cyclical
28.4K
New
$46.3 - $59.54 $1.32M - $1.69M
28.4K $1.56B
XLV
Select Sector Spdr Fund Health

ETFs
11.2K
New
$136.28 - $154.74 $1.53M - $1.74M
11.2K $1.54B
NTR
Nutrien Ltd.

Basic Materials
33.7K
New
$44.04 - $50.78 $1.48M - $1.71M
33.7K $1.51B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
30.3K
New
$48.33 - $49.08 $1.46M - $1.49M
30.3K $1.47B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
14.5K
New
$100.16 - $100.7 $1.46M - $1.46M
14.5K $1.46B
TIP
Ishares Tr Tips Bd ETF

ETFs
13.6K
New
$106.33 - $110.69 $1.45M - $1.51M
13.6K $1.45B
XLP
Consumer Staples Sector Spdr

ETFs
18.2K
New
N/A
18.2K $1.43B
VEA
Vanguard Ftse Developed Market

ETFs
29.4K
New
$47.57 - $52.44 $1.4M - $1.54M
29.4K $1.41B
XLU
Utilities Sector Spdr

ETFs
18.6K
New
$74.89 - $82.93 $1.39M - $1.54M
18.6K $1.41B
JPEM
Jp Morgan Diversified Return

ETFs
27K
New
$51.88 - $57.84 $1.4M - $1.56M
27K $1.4B
ST
Sensata Technologies Holding PLC

Technology
50.5K
New
$27.12 - $36.49 $1.37M - $1.84M
50.5K $1.38B
Arista Networks Inc
12.4K
New
N/A
12.4K $1.38B
DIS
Walt Disney CO

Communication Services
12.3K
New
$92.39 - $117.6 $1.13M - $1.44M
12.3K $1.37B
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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