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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 $221,876,156
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 26,470 $15,513,654 6.99%
2.
Apple Inc.
 AAPL 31,853 $7,976,742 3.6%
3.
Pimco Etf Trust
 146,196 $7,612,426 3.43%
4.
Vanguard Index Fds - MID CAP ETF
 27,805 $7,344,096 3.31%
5.
Vanguard Index Fds - VALUE ETF
 42,275 $7,157,098 3.23%
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)