WEALTHEDGE INVESTMENT ADVISORS, LLC
Top Portfolio Positions
92 positions ·
$146,020,226 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
24,239 | $15,763,591 | 10.80% |
| MSFT |
Microsoft Corp
Technology
|
34,361 | $12,719,411 | 8.71% |
| AAPL |
Apple Inc.
Technology
|
45,303 | $11,497,448 | 7.87% |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,859 | $8,873,814 | 6.08% |
| NVDA |
Nvidia Corp
Technology
|
50,297 | $8,771,796 | 6.01% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,705 | $5,978,390 | 4.09% |
| META |
Meta Platforms, Inc.
Communication Services
|
9,995 | $5,718,439 | 3.92% |
| LLY |
ELI LILLY & Co
Healthcare
|
4,427 | $4,071,821 | 2.79% |
| PRU |
Prudential Financial Inc
Financial Services
|
39,025 | $3,812,352 | 2.61% |
| GLD |
Spdr Gold Trust
|
8,824 | $3,796,878 | 2.60% |
Portfolio Trend
Holdings in TXO
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,830 | 13,818 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,129,390 | 199,568 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,499,579 | 177,906 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,337,266 | 88,914 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,027,435 | 53,624 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,169,403 | 69,442 | Shares | Sole | 2025-03-12 | |
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