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
101Select Sector Spdr Trust 4,942302.8K $
102Palantir Technologies Inc 2,053300.3K $
103Merck & Co Inc 2,418290.9K $
104Costco Wholesale Corp 285284.5K $
105Caterpillar Inc 395280.4K $
106Netflix Inc 2,875276.4K $
107Cisco Systems, Inc. 3,457268.2K $
108US Bancorp 4,755247.4K $
109RLI Corp 4,333247.2K $
110Uber Technologies Inc 3,430246.7K $
111Starbucks Corp 2,712243K $
112Consolidated Edison Inc 2,137242K $
113Exxon Mobil Corp 1,397237.2K $
114GE Vernova Inc 258225.2K $
115Exzeo Group Inc 14,918218.8K $
116Adobe Inc 896217.8K $
117Walt Disney Co/The 2,257217.6K $
118Sandisk Corp/DE 336213.5K $
119VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 984211.6K $
120FS KKR Capital Corp 20,580209.5K $
121AbbVie Inc 937203.8K $
122S&P Global Inc 479203.8K $
123Culp Inc 74,236203.4K $
124TXO Partners LP 13,818173.8K $
125FS Credit Opportunities Corp 31,264159.4K $
126New Mountain Finance Corp 12,70098.6K $