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

SEC FilingSEC DataHachi Filing

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
CIK: wealthedge-investment-advisors
Manager Name: Wealthedge-Investment-Advisors

Data Enrichment

80% identified

142 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $220.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C813

Shares:12.5K

Value:$948.5K

% of Portfolio:0.4% ($948.5K/$220.9M)

464289859

Shares:11.9K

Value:$910.7K

% of Portfolio:0.4% ($910.7K/$220.9M)

VISA INC.

V|92826C839

Shares:2.5K

Value:$889.2K

% of Portfolio:0.4% ($889.2K/$220.9M)

922908769

VTI|922908769

Shares:3.1K

Value:$862.1K

% of Portfolio:0.4% ($862.1K/$220.9M)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:5.1K

Value:$810.5K

% of Portfolio:0.4% ($810.5K/$220.9M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.4% ($798.4K/$220.9M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.3K

Value:$793.7K

% of Portfolio:0.4% ($793.7K/$220.9M)

DoorDash, Inc.

DASH|25809K105

Shares:4.3K

Value:$790.3K

% of Portfolio:0.4% ($790.3K/$220.9M)

922908751

VB|922908751

Shares:3.5K

Value:$782.9K

% of Portfolio:0.4% ($782.9K/$220.9M)

HOME DEPOT, INC.

HD|437076102

Shares:2.1K

Value:$768.9K

% of Portfolio:0.3% ($768.9K/$220.9M)

On Holding AG

ONON|H5919C104

Shares:17.4K

Value:$766.1K

% of Portfolio:0.3% ($766.1K/$220.9M)

Churchill Downs Inc

CHDN|171484108

Shares:6.6K

Value:$736.7K

% of Portfolio:0.3% ($736.7K/$220.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$734.4K

% of Portfolio:0.3% ($734.4K/$220.9M)

Sensata Technologies Holding plc

ST|G8060N102

Shares:30.0K

Value:$727.0K

% of Portfolio:0.3% ($727.0K/$220.9M)

CHEMICAL & MINING CO OF CHILE INC

SQM|833635105

Shares:18.0K

Value:$715.5K

% of Portfolio:0.3% ($715.5K/$220.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.9K

Value:$711.2K

% of Portfolio:0.3% ($711.2K/$220.9M)

MARTEN TRANSPORT LTD

MRTN|573075108

Shares:51.7K

Value:$710.0K

% of Portfolio:0.3% ($710.0K/$220.9M)

Aon plc

AON|G0403H108

Shares:1.8K

Value:$704.8K

% of Portfolio:0.3% ($704.8K/$220.9M)

HEARTLAND EXPRESS INC

HTLD|422347104

Shares:73.6K

Value:$679.0K

% of Portfolio:0.3% ($679.0K/$220.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.3K

Value:$667.6K

% of Portfolio:0.3% ($667.6K/$220.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C813)✕	12.5K	QoQ -15.63% (-2.3K) YoY-	All Managers (Combined)	$948.5K	0.4% ($948.5K/$220.9M)	QoQ -14.35% (-$158.9K) YoY-
(cusip464289859)✕	11.9K	QoQ -8.92% (-1.2K) YoY-	All Managers (Combined)	$910.7K	0.4% ($910.7K/$220.9M)	QoQ -9.04% (-$90.6K) YoY-
VISA INC.(Vcusip92826C839)	2.5K	QoQ -7.54% (-207) YoY-	All Managers (Combined)	$889.2K	0.4% ($889.2K/$220.9M)	QoQ +2.52% (-$21.9K) YoY-
(VTIcusip922908769)	3.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$862.1K	0.4% ($862.1K/$220.9M)	QoQ -5.14% (-$46.8K) YoY-
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	5.1K	QoQ +190.05% (+3.3K) YoY-	All Managers (Combined)	$810.5K	0.4% ($810.5K/$220.9M)	QoQ +120.98% (+$443.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$798.4K	0.4% ($798.4K/$220.9M)	QoQ +17.25% (+$117.5K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.3K	QoQ -10.21% (-256) YoY-	All Managers (Combined)	$793.7K	0.4% ($793.7K/$220.9M)	QoQ -7.47% (-$64.1K) YoY-
DoorDash, Inc.(DASHcusip25809K105)	4.3K	QoQ NEW(+4.3K) YoY-	All Managers (Combined)	$790.3K	0.4% ($790.3K/$220.9M)	QoQ NEW(+$790.3K) YoY-
(VBcusip922908751)	3.5K	QoQ -13.35% (-544) YoY-	All Managers (Combined)	$782.9K	0.4% ($782.9K/$220.9M)	QoQ -20.01% (-$195.9K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	2.1K	QoQ +5.95% (-118) YoY-	All Managers (Combined)	$768.9K	0.3% ($768.9K/$220.9M)	QoQ -0.15% (-$1.2K) YoY-
On Holding AG(ONONcusipH5919C104)	17.4K	QoQ -38.60% (-11.0K) YoY-	All Managers (Combined)	$766.1K	0.3% ($766.1K/$220.9M)	QoQ -50.76% (-$789.9K) YoY-
Churchill Downs Inc(CHDNcusip171484108)	6.6K	QoQ NEW(+6.6K) YoY-	All Managers (Combined)	$736.7K	0.3% ($736.7K/$220.9M)	QoQ NEW(+$736.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$734.4K	0.3% ($734.4K/$220.9M)	QoQ +17.49% (+$109.4K) YoY-
Sensata Technologies Holding plc(STcusipG8060N102)	30.0K	QoQ -40.70% (-20.6K) YoY-	All Managers (Combined)	$727.0K	0.3% ($727.0K/$220.9M)	QoQ -47.47% (-$657.2K) YoY-
CHEMICAL & MINING CO OF CHILE INC(SQMcusip833635105)	18.0K	QoQ +64.33% (+7.1K) YoY-	All Managers (Combined)	$715.5K	0.3% ($715.5K/$220.9M)	QoQ +79.57% (+$317.1K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.9K	QoQ -3.10% (-93) YoY-	All Managers (Combined)	$711.2K	0.3% ($711.2K/$220.9M)	QoQ -0.84% (-$6.0K) YoY-
MARTEN TRANSPORT LTD(MRTNcusip573075108)	51.7K	QoQ +203.26% (+34.7K) YoY-	All Managers (Combined)	$710.0K	0.3% ($710.0K/$220.9M)	QoQ +166.54% (+$443.6K) YoY-
Aon plc(AONcusipG0403H108)	1.8K	QoQ -0.61% (-11) YoY-	All Managers (Combined)	$704.8K	0.3% ($704.8K/$220.9M)	QoQ +10.42% (-$66.6K) YoY-
HEARTLAND EXPRESS INC(HTLDcusip422347104)	73.6K	QoQ +165.76% (+45.9K) YoY-	All Managers (Combined)	$679.0K	0.3% ($679.0K/$220.9M)	QoQ +118.38% (+$368.1K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$667.6K	0.3% ($667.6K/$220.9M)	QoQ NEW(+$667.6K) YoY-