WEALTHEDGE INVESTMENT ADVISORS, LLC
Top Portfolio Positions
93 positions ·
$147,470,117 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
24,239 | $15,763,591 | 10.69% | |
| MSFT |
Microsoft Corp
Technology
|
34,361 | $12,719,411 | 8.63% | |
| AAPL |
Apple Inc.
Technology
|
45,303 | $11,497,448 | 7.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,859 | $8,873,814 | 6.02% | |
| NVDA |
Nvidia Corp
Technology
|
50,297 | $8,771,796 | 5.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,705 | $5,978,390 | 4.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,995 | $5,718,439 | 3.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,427 | $4,071,821 | 2.76% | |
| PRU |
Prudential Financial Inc
Financial Services
|
39,025 | $3,812,352 | 2.59% | |
| GLD |
Spdr Gold Trust
|
8,824 | $3,796,878 | 2.57% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BFS
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,367,024 | 41,959 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,631,362 | 51,740 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,866,307 | 58,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,289,023 | 37,757 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $459,892 | 12,750 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||