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WIA
Wealthedge Investment Advisors Portfolio holdings
AUM
$294M
1-Year Est. Return
20.18%
This Fund
S&P 500
This Quarter
Est. Return
+2.33%
1 Year Est. Return
+20.18%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$222M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow
% of AUM
101.32%
Top 10 Holdings %
Top 10 Hldgs %
33.8%
Holding
175
New
175
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$15.6M |
| 2 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
+$8.01M |
| 3 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$7.55M |
| 4 |
Apple
AAPL
|
+$7.51M |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$7.42M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.73% |
| 2 | Consumer Discretionary | 6.28% |
| 3 | Industrials | 4.34% |
| 4 | Healthcare | 4.32% |
| 5 | Financials | 4.25% |
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Wealthedge Investment Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Wealthedge Investment Advisors, which disclosed 175 positions worth $222M. Its ten largest holdings account for 34% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 26,470 shares worth $15.5M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Consumer Discretionary and Industrials.
- Wealthedge Investment Advisors's largest Q4 2024 buy was State Street SPDR S&P 500 ETF Trust: 26,470 shares worth $15.5M.
- Wealthedge Investment Advisors's ten largest holdings make up 34% of its $222M portfolio in Q4 2024.
- Wealthedge Investment Advisors disclosed 175 positions in Q4 2024, its first 13F filing on record.
Based on Wealthedge Investment Advisors's 13F filing for Q4 2024, filed 12 Mar 2025.