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Home > Institutional Investor > Wealthedge Investment Advisors, Llc > Profile

Instuitional Investor - Wealthedge Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wealthedge Investment Advisors, Llc
Portfolio Value $221,713,588
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 23,395 $13,087,465 5.9%
2.
Pimco Etf Trust
 219,752 $12,051,206 5.44%
3.
Ishares Trust
 IEF 12,116 $6,808,056 3.07%
4.
Microsoft Corp
 MSFT 18,013 $6,762,017 3.05%
5.
Apple Inc.
 AAPL 29,194 $6,485,036 2.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)