Wealthedge-Investment-Advisors

Filing Details

13F-HR2025-03-31
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% identified
142 identified35 unidentified

Holdings

177 positions • $220.9M total value
Manager:
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464287614
Shares:4.6K
Value:$1.7M
% of Portfolio:0.7% ($1.7M/$220.9M)
464288810
Shares:26.5K
Value:$1.6M
% of Portfolio:0.7% ($1.6M/$220.9M)
Community Healthcare Trust Inc
Shares:87.5K
Value:$1.6M
% of Portfolio:0.7% ($1.6M/$220.9M)
CANADIAN NATIONAL RAILWAY CO
Shares:15.8K
Value:$1.5M
% of Portfolio:0.7% ($1.5M/$220.9M)
464287234
Shares:33.7K
Value:$1.5M
% of Portfolio:0.7% ($1.5M/$220.9M)
922908595
Shares:5.7K
Value:$1.4M
% of Portfolio:0.7% ($1.4M/$220.9M)
Armada Hoffler Properties, Inc.
Shares:190.9K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$220.9M)
921943858
Shares:27.3K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$220.9M)
Cloudflare, Inc.
Shares:12.1K
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)
VERTEX PHARMACEUTICALS INC / MA
Shares:2.7K
Value:$1.3M
% of Portfolio:0.6% ($1.3M/$220.9M)
Easterly Government Properties, Inc.
Shares:114.5K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$220.9M)
Tradeweb Markets Inc.
Shares:8.0K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$220.9M)
Broadcom Inc.
Shares:6.6K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$220.9M)
ADOBE INC.
Shares:2.9K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$220.9M)
BlackRock TCP Capital Corp.
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)
TG THERAPEUTICS, INC.
Shares:26.9K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$220.9M)
Doximity, Inc.
Shares:17.7K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$220.9M)
87313P103
Shares:53.6K
Value:$1.0M
% of Portfolio:0.5% ($1.0M/$220.9M)