Filer Name: WEALTHEDGE INVESTMENT ADVISORS, LLC
CIK: 2058455
Period: 2024-12-31
Filed At: 2025-03-12
Number of Holdings: 175
Portfolio Value: $0.22B

Wealthedge Investment Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 26,470 $16M 6.99% - -
AAPL US APPLE INC 31,853 $8M 3.60% - -
LTPZ US PIMCO 15+ YR US TIPS INDX 146,196 $8M 3.43% - -
VO US VANGUARD MID-CAP ETF 27,805 $7M 3.31% - -
VTV US VANGUARD VALUE ETF 42,275 $7M 3.23% - -
IVV US ISHARES CORE S&P 500 ETF 12,152 $7M 3.22% - -
IWM US ISHARES RUSSELL 2000 ETF 26,302 $6M 2.62% - -
NVDA US NVIDIA CORP 42,923 $6M 2.60% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 198,619 $6M 2.49% - -
AMZN US AMAZON.COM INC 23,396 $5M 2.31% - -
EEM US ISHARES MSCI EMERGING MARKET 112,423 $5M 2.12% - -
JAAA US JANUS HENDERSON AAA CLO ETF 81,063 $4M 1.85% - -
IWV US ISHARES RUSSELL 3000 ETF 11,711 $4M 1.76% - -
IEFA US ISHARES CORE MSCI EAFE ETF 53,029 $4M 1.68% - -
AVGO US BROADCOM INC 15,505 $4M 1.62% - -
MSFT US MICROSOFT CORP 8,146 $3M 1.55% - -
IWP US ISHARES RUSSELL MID-CAP GROW 25,089 $3M 1.43% - -
VYM US VANGUARD HIGH DVD YIELD ETF 24,337 $3M 1.40% - -
JPIN US JPM DIVERSIFIED RET INTL EQ 54,838 $3M 1.32% - -
UPS US UNITED PARCEL SERVICE-CL B 21,949 $3M 1.25% - -
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