WEALTHEDGE INVESTMENT ADVISORS, LLC
143 holdingsFiling period: 2026-03-31Current AUM: $308.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 24.2K | $15.8M | $18.1M | 5.86% | +3.0K | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 34.4K | $12.7M | $16.0M | 5.17% | +13.6K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 45.3K | $11.5M | $14.0M | 4.53% | +15.8K | 2026-03-31 |
| 4 | AGG | ISHARES TR | 91.3K | $9.1M | $8.9M | 2.88% | +84.3K | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 30.9K | $8.9M | $11.0M | 3.56% | +5.2K | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 50.3K | $8.8M | $10.1M | 3.27% | -101 | 2026-03-31 |
| 7 | JAAA | JANUS DETROIT STR TR | 162.8K | $8.2M | $8.2M | 2.66% | -6,852 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 12.0K | $7.8M | $9.0M | 2.91% | -109 | 2026-03-31 |
| 9 | VTV | VANGUARD INDEX FDS | 35.2K | $6.9M | $7.7M | 2.50% | +2.9K | 2026-03-31 |
| 10 | VO | VANGUARD INDEX FDS | 21.9K | $6.3M | $7.1M | 2.30% | -1,170 | 2026-03-31 |
| 11 | XLV | SELECT SECTOR SPDR TR | 40.8K | $6.0M | $6.6M | 2.15% | +15.3K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 28.7K | $6.0M | $7.8M | 2.52% | +13.2K | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 10.0K | $5.7M | $5.6M | 1.80% | +4.9K | 2026-03-31 |
| 14 | SGOV | ISHARES TR | 56.7K | $5.7M | $5.7M | 1.85% | -29,754 | 2026-03-31 |
| 15 | SCHG | SCHWAB STRATEGIC TR | 181.3K | $5.3M | $6.2M | 2.01% | +14.4K | 2026-03-31 |
| 16 | SCHP | SCHWAB STRATEGIC TR | 181.0K | $4.8M | $4.7M | 1.53% | -85,893 | 2026-03-31 |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | 54.8K | $4.5M | $4.5M | 1.44% | +31.6K | 2026-03-31 |
| 18 | VTIP | VANGUARD MALVERN FDS | 84.3K | $4.2M | $4.2M | 1.35% | +24.9K | 2026-03-31 |
| 19 | SHY | ISHARES TR | 49.3K | $4.1M | $4.0M | 1.31% | +13.8K | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 4.4K | $4.1M | $5.1M | 1.65% | -186 | 2026-03-31 |
| 21 | IEFA | ISHARES TR | 43.9K | $4.0M | $4.3M | 1.39% | -9,651 | 2026-03-31 |
| 22 | PRU | PRUDENTIAL FINL INC | 39.0K | $3.8M | $4.8M | 1.54% | -- | 2026-03-31 |
| 23 | PRU | PRUDENTIAL FINL INC | 39.0K | $3.8M | $4.8M | 1.54% | -- | 2026-03-31 |
| 24 | GLD | SPDR GOLD TR | 8.8K | $3.8M | $3.3M | 1.06% | -895 | 2026-03-31 |
| 25 | XLF | SELECT SECTOR SPDR TR | 74.5K | $3.7M | $4.2M | 1.37% | +13.0K | 2026-03-31 |
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