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
SQ
Block, Inc.

Technology
5.22K
New
$65.06 - $98.92 $339K - $516K
5.22K $443M
FSK
Fs Kkr Capital Corp

Financial Services
20.3K
New
$19.71 - $22.22 $400K - $451K
20.3K $441M
LKQ
Lkq Corp

Consumer Cyclical
12K
New
$36.0 - $39.99 $431K - $479K
12K $440M
MCD
Mcdonalds Corp

Consumer Cyclical
1.43K
New
$288.47 - $316.54 $413K - $453K
1.43K $415M
SPOT
Spotify Technology S.A.

Communication Services
906
New
$362.95 - $502.38 $329K - $455K
906 $405M
MRK
Merck & Co., Inc.

Healthcare
4.04K
New
$96.31 - $114.76 $389K - $464K
4.04K $402M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
11K
New
$36.36 - $43.93 $398K - $481K
11K $398M
IOT
Samsara Inc.

Technology
9.11K
New
$42.67 - $56.35 $389K - $513K
9.11K $398M
EC
Ecopetrol S.A.

Energy
50.2K
New
$7.36 - $9.04 $369K - $454K
50.2K $397M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
685
New
$521.84 - $558.82 $357K - $383K
685 $369M
ALGN
Align Technology Inc

Healthcare
1.76K
New
$205.03 - $245.32 $361K - $432K
1.76K $367M
MA
Mastercard Inc

Financial Services
689
New
$491.3 - $536.15 $339K - $369K
689 $363M
AOR
Ishares Tr Core Growth Allocat

ETFs
6.19K
New
$57.32 - $59.66 $355K - $369K
6.19K $355M
Astera Labs Inc
2.65K
New
N/A
2.65K $351M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.53K
New
$94.77 - $97.36 $335K - $344K
3.53K $337M
BIDU
Baidu, Inc.

Communication Services
3.99K
New
$80.33 - $115.13 $321K - $460K
3.99K $337M
PM
Philip Morris International Inc.

Consumer Defensive
2.8K
New
$118.38 - $133.06 $331K - $372K
2.8K $337M
HTLD
Heartland Express Inc

Industrials
27.7K
New
$10.81 - $12.77 $300K - $354K
27.7K $311M
GLPG
Galapagos Nv

Healthcare
11.3K
New
$25.22 - $31.05 $285K - $351K
11.3K $311M
CF
Cf Industries Holdings, Inc.

Basic Materials
3.47K
New
$81.39 - $94.14 $283K - $327K
3.47K $296M
WM
Waste Management Inc

Industrials
1.46K
New
$201.79 - $228.46 $295K - $334K
1.46K $295M
Trust For Professional Manag
12.8K
New
N/A
12.8K $293M
AMAT
Applied Materials Inc

Technology
1.68K
New
$161.44 - $213.89 $271K - $359K
1.68K $273M
AUBN
Auburn National Bancorporation, Inc

Financial Services
11.6K
New
$20.06 - $24.57 $232K - $284K
11.6K $272M
TJX
Tjx Companies Inc

Consumer Cyclical
2.25K
New
$112.15 - $127.2 $252K - $286K
2.25K $272M
USB
Us Bancorp \De\

Financial Services
5.59K
New
$43.98 - $53.66 $246K - $300K
5.59K $267M
MRTN
Marten Transport LTD

Industrials
17.1K
New
$15.48 - $18.26 $264K - $312K
17.1K $266M
BIIB
Biogen Inc.

Healthcare
1.73K
New
$146.47 - $191.55 $254K - $332K
1.73K $265M
LMT
Lockheed Martin Corp

Industrials
545
New
$479.66 - $614.62 $261K - $335K
545 $265M
BCH
Bank Of Chile

Financial Services
11.6K
New
$22.55 - $25.02 $262K - $291K
11.6K $263M
SBUX
Starbucks Corp

Consumer Cyclical
2.88K
New
$87.44 - $102.5 $252K - $295K
2.88K $263M
GOOG
Alphabet Inc.

Communication Services
1.36K
New
$163.08 - $198.16 $222K - $270K
1.36K $260M
UBCP
United Bancorp Inc

Financial Services
20K
New
$12.25 - $14.7 $245K - $294K
20K $258M
VZ
Verizon Communications Inc

Communication Services
6.33K
New
$39.6 - $45.21 $251K - $286K
6.33K $253M
VT
Vanguard Total World Stk Index

ETFs
2.1K
New
$117.09 - $123.07 $246K - $258K
2.1K $247M
Bgc Group Inc
26.7K
New
N/A
26.7K $242M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.82K
New
N/A
3.82K $241M
OI
O I Glass, Inc.

Consumer Cyclical
22.2K
New
$9.95 - $13.37 $221K - $297K
22.2K $241M
GPC
Genuine Parts CO

Consumer Cyclical
2.02K
New
$113.11 - $143.63 $228K - $289K
2.02K $235M
NYF
Ishares New York Muni Bond ETF

ETFs
4.29K
New
$52.85 - $54.34 $227K - $233K
4.29K $228M
XLE
Energy Sector Spdr

ETFs
2.6K
New
$83.32 - $97.27 $216K - $253K
2.6K $222M
MMS
Maximus, Inc.

Industrials
2.98K
New
$69.81 - $92.82 $208K - $277K
2.98K $222M
CFG
Citizens Financial Group Inc

Financial Services
4.9K
New
$39.92 - $48.46 $196K - $238K
4.9K $214M
LYFT
Lyft, Inc.

Technology
16.5K
New
$12.36 - $18.59 $204K - $307K
16.5K $213M
PFE
Pfizer Inc

Healthcare
7.79K
New
$24.8 - $30.19 $193K - $235K
7.79K $207M
ETN
Eaton Corp PLC

Industrials
622
New
$326.96 - $377.52 $203K - $235K
622 $206M
PSX
Phillips 66

Energy
1.8K
New
$110.35 - $138.93 $198K - $250K
1.8K $205M
FRD
Friedman Industries Inc

Basic Materials
13.4K
New
$13.78 - $17.99 $184K - $241K
13.4K $204M
VDE
Vanguard Energy ETF

ETFs
1.66K
New
$116.67 - $136.78 $194K - $227K
1.66K $202M
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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