Portfolio (Quarterly)
Guide ↗
WEALTHEDGE INVESTMENT ADVISORS, LLC
· CIK 0002058455| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | NOMD | NOMAD FOODS LTD | Consumer Defensive | 10,697.0 | $117K | 0.04% | NEW | — | $10.95 | +8.1% |
| 142 | NMFC | NEW MTN FIN CORP | Financial Services | 15,817.0 | $113K | 0.04% | NEW | — | $7.17 | +4.1% |
| 143 | CULP | CULP INC | Consumer Cyclical | 18,286.0 | $57K | 0.02% | NEW | — | $3.10 | +5.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.4%
Financial Services
22.7%
Communication Services
12.9%
Healthcare
6.9%
Consumer Cyclical
5.2%
Industrials
4.5%
Consumer Defensive
2.5%
Utilities
1.6%
Real Estate
0.3%