Titelia

Holdings of WEALTHEDGE INVESTMENT ADVISORS, LLC

126 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 37.3 % of the equity sleeve

Sector breakdown

  • Technology 20.3 %
  • Funds 9.0 %
  • Communication 6.2 %
  • Financials 5.8 %
  • Consumer discretionary 4.3 %
  • Health care 3.6 %
  • Industrials 2.7 %
  • Consumer staples 0.8 %
  • Energy 0.5 %
  • Utilities 0.1 %
  • Unattributed 46.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • JP 0.3 %
  • DE 0.3 %
  • ES 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US123255.5M $99.32 %
2JP1698K $0.27 %
3DE1646.1K $0.25 %
4ES1399.2K $0.16 %

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P 500 ETF Trust 24,23915.8M $
2Microsoft Corp 34,36112.7M $
3Apple Inc 45,30311.5M $
4iShares Core U.S. Aggregate Bond ETF 91,3179.1M $
5Alphabet Inc 30,8598.9M $
6NVIDIA Corp 50,2978.8M $
7Janus Detroit Street Trust 162,7798.2M $
8iShares Core S&P 500 ETF 11,9937.8M $
9Vanguard Value ETF 35,1606.9M $
10Vanguard Mid-Cap ETF 21,9116.3M $
11State Street Health Care Select Sector SPDR ETF 40,8006M $
12Amazon.com Inc 28,7056M $
13Meta Platforms Inc 9,9955.7M $
14iShares Trust 56,7165.7M $
15Schwab Strategic Trust 181,2705.3M $
16Schwab US TIPS ETF 181,0404.8M $
17Vanguard Intermediate-Term Corporate Bond ETF 54,7794.5M $
18Vanguard Malvern Funds 84,2764.2M $
19iShares Trust 49,3284.1M $
20Eli Lilly & Co 4,4274.1M $
21iShares Core MSCI EAFE ETF 43,8634M $
22Prudential Financial, Inc. 39,0253.8M $
23SPDR Gold Shares 8,8243.8M $
24Select Sector Spdr Trust 74,5063.7M $
25iShares MSCI Emerging Markets ETF 61,9573.5M $
26JPMorgan Ultra-Short Income ETF 66,4423.4M $
27QUALCOMM Inc 23,0093M $
28iShares Russell 2000 ETF 11,1702.8M $
29iShares Russell 3000 ETF 6,3572.4M $
30SELECT SECTOR SPDR TRUST (THE) 17,5782.3M $
31Visa Inc 7,7182.3M $
32UnitedHealth Group Inc 8,6202.3M $
33Ishares S&p 100 Etf 7,2162.3M $
34Vanguard High Dividend Yield E 15,3262.3M $
35Salesforce Inc 12,1452.3M $
36iShares TIPS Bond ETF 19,8322.2M $
37Progressive Corp/The 10,6272.1M $
38Berkshire Hathaway Inc 4,2192M $
39Intuit Inc 4,6702M $
40Abbott Laboratories 17,3801.8M $
41Broadridge Financial Solutions Inc 10,8651.8M $
42Vanguard FTSE Developed Markets ETF 27,1611.7M $
43United Parcel Service Inc 15,8891.6M $
44Broadcom Inc 4,6601.4M $
45Saul Centers Inc 41,9591.4M $
46iShares Core 80/20 Aggressive 15,1451.3M $
47Tesla Inc 3,5971.3M $
48iShares Russell 1000 Growth ETF 3,1221.3M $
49Home Depot Inc/The 3,9971.3M $
50General Electric Co 4,4631.3M $
51McDonald's Corp. 3,9331.2M $
52Community Healthcare Trust Inc 76,1501.2M $
53Healthpeak Properties Inc 70,1771.2M $
54Vanguard Total Stock Market ETF 3,5851.2M $
55iShares Trust 8,7791.1M $
56Micron Technology Inc 3,2531.1M $
57Invesco QQQ Trust Series 1 1,8731.1M $
58Cloudflare Inc 5,1571.1M $
59JPMorgan Chase & Co 3,6131.1M $
60Quanta Services Inc 1,9231.1M $
61Chimera Investment Corp 80,8371M $
62Vertiv Holdings Co 3,959992K $
63Corning Inc 7,144971.4K $
64iShares Bitcoin Trust ETF 25,014961K $
65Fiserv Inc 17,170958.1K $
66Insulet Corp 4,561957.1K $
67ONEOK Inc 10,200922K $
68PepsiCo Inc 5,221810.9K $
69Intel Corp 18,233804.7K $
70Oaktree Specialty Lending Corp 68,037768.8K $
71Crowdstrike Holdings Inc 1,953762.5K $
72Automatic Data Processing Inc 3,645740.6K $
73ServiceNow Inc 6,999731.7K $
74Berkshire Hathaway Inc 1718.1K $
75Toyota Motor Corp 3,387698K $
76IDEXX Laboratories Inc 1,206677.6K $
77AppLovin Corp 1,638651.9K $
78SAP SE 3,774646.1K $
79Walmart Inc 4,998621.2K $
80McCormick & Co Inc/MD 12,297620.3K $
81Walker & Dunlop Inc 13,940618.7K $
82Vanguard Index Funds 1,997603.9K $
83Vanguard S&P 500 ETF 1,005600.9K $
84Arista Networks Inc 4,861596.8K $
85Blackstone Inc 4,785550.3K $
86Emerson Electric Co. 4,134541.7K $
87Mastercard Inc 992495.8K $
88Philip Morris International Inc. 2,810464.6K $
89Vanguard Small-Cap ETF 1,734454.3K $
90Verizon Communications Inc 8,702436.9K $
91iShares Core 60/40 Balanced Al 6,593424.3K $
92Alphabet Inc 1,463419.9K $
93Banco Santander SA 35,387399.2K $
94Lam Research Corp 1,713366.1K $
95Applied Materials Inc 1,066364.4K $
96FQF TR 24,953348.3K $
97SELECT SECTOR SPDR TRUST (THE) 3,004333K $
98TJX Cos Inc/The 2,062329.3K $
99Vanguard Total World Stock ETF 2,366327.3K $
100ProShares Trust 27,785323.4K $