Wealthedge-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "PINS", "HOOD", "ONON", "ADBE", "TGTX", null, "GOOGL", "VDE", "AVGO", "APP", null, "NMRK", "DEA", "NICE", "RGTI", null, "URBN", "PAX", null, null, "BGC", "DMLP", "SCWO", "NMFC", "ACET", "ACRV", null, "XAIR", "HD", "MCD", "QCOM", "CALC", "FSCO", "HTLD", "EMR", "META", null, "MODD", "NXDT", "RFIL", "RLMD", "RMCF", null, null, "PWR", "MA", "MSFT", "DOCS", "GE", "HEI", null, null, "DASH", "DOC", null, "EEM", "IWF", "PANW", "GSBD", "GBDC", "IVV", "DOW", "UNH", "AAPL", "SPY", "NVDA", "MRK", "VZ", null, null, "IEFA", null, null, null, null, "SHOP", "GLD", null, null, null, "SBUX", "TPR", "TJX", "TW", "UPS", "VO", "MBX", "TBLA", "BFS", "TCPC", "IWV", null, "VCIT", null, "VIG", "SCPH", "OCX", "MRTN", "AHH", null, "FSK", "VYM", null, "VRTX", "GRBK", "RLI", "SAIC", "ST", "UGI", "ALGN", "AON", "AXON", "WVE", "IWP", "CULP", "FOSL", "GENK", "AMZN", null, "SQM", null, null, null, "USB", "VEA", null, null, "VBK", "VT", "VB", "VOO", "VTV", "VANI", "V", "WMT", null, null, null, null, "HI", "FF", "FOXA", "BIIB", "SCHG", "VAC", "RPRX", "SPOT", "PAYC", "AUR", "BALL", "BRK-A", "BRK-B", "CNI", "CPRX", "CNTY", "CF", "CRL", "CHDN", "NET", "COIN", "CHCT", "CVGI", "CTGO", "ED", "COST", "CRWD", "DLHC", "DOCU", "QQQ", "IWM", "DIS", "GOOG", "LLY", "PM", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 177
- Total Value
- 220879101
- Accession Number
- 0001085146-25-003040
- Form Type
- 13F-HR
- Manager Name
- Wealthedge-Investment-Advisors
Data Enrichment
80% identified142 identified35 unidentified
Holdings
177 positions • $220.9M total value
Manager:
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464288810
Shares:26.5K
Value:$1.6M
% of Portfolio:0.7% ($1.6M/$220.9M)
Shares:87.5K
Value:$1.6M
% of Portfolio:0.7% ($1.6M/$220.9M)
Shares:190.9K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$220.9M)
464286772
Shares:24.6K
Value:$1.3M
% of Portfolio:0.6% ($1.3M/$220.9M)
Shares:2.7K
Value:$1.3M
% of Portfolio:0.6% ($1.3M/$220.9M)
Shares:114.5K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$220.9M)
Shares:133.0K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$220.9M)
46641Q308
Shares:20.2K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$220.9M)
87313P103
Shares:53.6K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$220.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
4.6K | QoQ -7.21% (-356)YoY- | All Managers (Combined) | $1.7M | 0.7% ($1.7M/$220.9M) | YoY- | |
(cusip464288810)✕ | 26.5K | YoY- | All Managers (Combined) | $1.6M | 0.7% ($1.6M/$220.9M) | YoY- |
87.5K | YoY- | All Managers (Combined) | $1.6M | 0.7% ($1.6M/$220.9M) | YoY- | |
15.8K | YoY- | All Managers (Combined) | $1.5M | 0.7% ($1.5M/$220.9M) | YoY- | |
33.7K | YoY- | All Managers (Combined) | $1.5M | 0.7% ($1.5M/$220.9M) | YoY- | |
5.7K | YoY- | All Managers (Combined) | $1.4M | 0.7% ($1.4M/$220.9M) | YoY- | |
190.9K | YoY- | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$220.9M) | YoY- | |
27.3K | YoY- | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$220.9M) | YoY- | |
Cloudflare, Inc.(NETcusip18915M107) | 12.1K | YoY- | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$220.9M) | YoY- |
(cusip464286772)✕ | 24.6K | QoQ +3.46% (+823)YoY- | All Managers (Combined) | $1.3M | 0.6% ($1.3M/$220.9M) | YoY- |
2.7K | YoY- | All Managers (Combined) | $1.3M | 0.6% ($1.3M/$220.9M) | YoY- | |
114.5K | YoY- | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$220.9M) | YoY- | |
8.0K | YoY- | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$220.9M) | YoY- | |
Broadcom Inc.(AVGOcusip11135F101) | 6.6K | YoY- | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$220.9M) | YoY- |
ADOBE INC.(ADBEcusip00724F101) | 2.9K | QoQ NEW(+2.9K) YoY- | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$220.9M) | QoQ NEW(+$1.1M) YoY- |
133.0K | QoQ NEW(+133.0K) YoY- | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$220.9M) | QoQ NEW(+$1.1M) YoY- | |
(cusip46641Q308)✕ | 20.2K | YoY- | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$220.9M) | YoY- |
26.9K | QoQ NEW(+26.9K) YoY- | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$220.9M) | QoQ NEW(+$1.1M) YoY- | |
Doximity, Inc.(DOCScusip26622P107) | 17.7K | YoY- | All Managers (Combined) | $1.0M | 0.5% ($1.0M/$220.9M) | YoY- |
(cusip87313P103)✕ | 53.6K | YoY- | All Managers (Combined) | $1.0M | 0.5% ($1.0M/$220.9M) | YoY- |