WEALTHEDGE INVESTMENT ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
127
Total value ($000)
$264,290
Net value change ($000)
+24,284 (10.1%)
New positions
19
Sold out positions
35
Turnover %
16.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BTAL 6,056 277.9%
RLI 3,323 NEW
EEM 2,988 248.4%
MSFT 2,840 49.9%
META 2,817 138.3%
IEFA 2,744 151.1%
ELV 2,727 NEW
NVDA 2,037 43.2%
UNH 1,778 NEW
V 1,756 200.5%
Top Reduces (Value $000, Stocks/ETFs)
VTIP -3,601 -55.1%
SGOV -3,549 -39.1%
LYB -2,192 -100.0%
XLU -2,131 -100.0%
IHI -1,798 -100.0%
TIP -1,720 -47.5%
HUM -1,289 -100.0%
PEP -1,212 -100.0%
EWY -1,105 -100.0%
GBDC -1,069 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type