WEALTHEDGE INVESTMENT ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$270,358
Net value change ($000)
+6,068 (2.3%)
New positions
20
Sold out positions
15
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 4,149 106.9%
LLY 3,604 266.2%
SGOV 3,152 57.0%
NVDA 2,649 39.2%
JAAA 2,372 38.2%
MSCI 1,865 NEW
UPS 1,850 41.5%
KDRN 1,618 NEW
AAPL 1,575 24.4%
LIN 1,548 NEW
Top Reduces (Value $000, Stocks/ETFs)
BTAL -7,136 -86.7%
BMY -4,303 -85.1%
CHCT -2,017 -86.9%
DOW -1,967 -82.1%
META -1,497 -30.8%
ADBE -1,174 -79.0%
ELV -1,152 -42.2%
SPOT -1,148 -100.0%
EMN -1,082 -100.0%
AXON -1,014 -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