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Size ($ in 1000's)
At 12/31/2023: $257,243
At 09/30/2023: $222,822
Ledge Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ledge Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Ledge Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Ledge Wealth Management Inc..
In the Ledge Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ledge Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Ledge Wealth Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTV) |
202,188 |
+2,778 |
$30,227 | | VTV | 202,188 | +2,778 | $30,227 | | ISHARES TR (AGG) |
263,211 |
+103,338 |
$26,124 | | AGG | 263,211 | +103,338 | $26,124 | | INVESCO EXCHANGE TRADED FD T (RSP) |
155,901 |
+1,789 |
$24,601 | | RSP | 155,901 | +1,789 | $24,601 | | VANGUARD INDEX FDS (VUG) |
59,902 |
+667 |
$18,623 | | VUG | 59,902 | +667 | $18,623 | | AMERICAN CENTY ETF TR (MUSI) |
329,607 |
+7,827 |
$14,371 | | MUSI | 329,607 | +7,827 | $14,371 | | SELECT SECTOR SPDR TR (XLF) |
298,195 |
+138 |
$11,212 | | XLF | 298,195 | +138 | $11,212 | | AMERICAN CENTY ETF TR (QGRO) |
140,306 |
+140,306 |
$10,675 | | QGRO | 140,306 | +140,306 | $10,675 | | VANGUARD INDEX FDS (VOE) |
49,901 |
+294 |
$7,236 | | VOE | 49,901 | +294 | $7,236 | | SPDR SER TR (SLYV) |
84,165 |
-237 |
$7,012 | | SLYV | 84,165 | -237 | $7,012 | | VANGUARD SCOTTSDALE FDS (VCLT) |
78,897 |
+2,275 |
$6,324 | | VCLT | 78,897 | +2,275 | $6,324 | | SCHWAB STRATEGIC TR |
77,982 |
-849 |
$5,937 | | SCHD | 77,982 | -849 | $5,937 | | SPDR SER TR (SLYG) |
70,832 |
+31,824 |
$5,924 | | SLYG | 70,832 | +31,824 | $5,924 | | WISDOMTREE TR |
61,342 |
+155 |
$5,041 | | DHS | 61,342 | +155 | $5,041 | | APPLE INC |
24,107 |
-1,313 |
$4,641 | | AAPL | 24,107 | -1,313 | $4,641 | | VANGUARD INDEX FDS (VOT) |
19,856 |
+130 |
$4,360 | | VOT | 19,856 | +130 | $4,360 | | MICROSOFT CORP |
9,891 |
-1,110 |
$3,720 | | MSFT | 9,891 | -1,110 | $3,720 | | SCHWAB STRATEGIC TR |
89,098 |
-1,226 |
$3,293 | | SCHF | 89,098 | -1,226 | $3,293 | | AMAZON COM INC |
21,541 |
-3,551 |
$3,273 | | AMZN | 21,541 | -3,551 | $3,273 | | QUANTA SVCS INC |
13,863 |
-433 |
$2,992 | | PWR | 13,863 | -433 | $2,992 | | JPMORGAN CHASE & CO |
17,466 |
-387 |
$2,971 | | JPM | 17,466 | -387 | $2,971 |  BERKSHIRE HATHAWAY INC DEL |
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$2,847 | | BRK.B | 7,982 | -133 | $2,847 | | HOME DEPOT INC |
8,083 |
+2,090 |
$2,801 | | HD | 8,083 | +2,090 | $2,801 | | COSTCO WHSL CORP NEW |
4,163 |
+275 |
$2,748 | | COST | 4,163 | +275 | $2,748 | | ALPHABET INC |
19,438 |
-926 |
$2,739 | | GOOG | 19,438 | -926 | $2,739 | | SPDR INDEX SHS FDS (CWI) |
101,079 |
-39 |
$2,733 | | CWI | 101,079 | -39 | $2,733 | | VISA INC |
10,471 |
-226 |
$2,726 | | V | 10,471 | -226 | $2,726 | | REPUBLIC SVCS INC |
15,669 |
-325 |
$2,584 | | RSG | 15,669 | -325 | $2,584 | | INTERNATIONAL BUSINESS MACHS |
15,524 |
-241 |
$2,539 | | IBM | 15,524 | -241 | $2,539 | | PEPSICO INC |
14,736 |
+193 |
$2,503 | | PEP | 14,736 | +193 | $2,503 | | SCHWAB STRATEGIC TR |
51,644 |
+1,753 |
$2,502 | | SCHO | 51,644 | +1,753 | $2,502 | | DEERE & CO |
6,139 |
+527 |
$2,455 | | DE | 6,139 | +527 | $2,455 | | JANUS DETROIT STR TR |
50,735 |
-3,920 |
$2,452 | | VNLA | 50,735 | -3,920 | $2,452 | | AMGEN INC |
8,373 |
-189 |
$2,412 | | AMGN | 8,373 | -189 | $2,412 | | UNITEDHEALTH GROUP INC |
4,371 |
-117 |
$2,301 | | UNH | 4,371 | -117 | $2,301 | | DISNEY WALT CO |
25,163 |
+1,418 |
$2,272 | | DIS | 25,163 | +1,418 | $2,272 | | ISHARES TR (IXC) |
57,689 |
-539 |
$2,256 | | IXC | 57,689 | -539 | $2,256 | | CUMMINS INC |
9,036 |
+48 |
$2,165 | | CMI | 9,036 | +48 | $2,165 | | NORTHROP GRUMMAN CORP |
4,606 |
-102 |
$2,156 | | NOC | 4,606 | -102 | $2,156 | | ELI LILLY & CO |
3,267 |
-137 |
$1,904 | | LLY | 3,267 | -137 | $1,904 | | CVS HEALTH CORP |
17,929 |
-1,906 |
$1,416 | | CVS | 17,929 | -1,906 | $1,416 | | CHEVRON CORP NEW |
8,369 |
-854 |
$1,248 | | CVX | 8,369 | -854 | $1,248 | | COCA COLA CO |
19,362 |
-1,548 |
$1,141 | | KO | 19,362 | -1,548 | $1,141 | | VANGUARD INTL EQUITY INDEX F (VT) |
8,970 |
UNCH |
$923 | | VT | 8,970 | UNCH | $923 | | ALPHABET INC |
4,882 |
-593 |
$682 | | GOOGL | 4,882 | -593 | $682 | | SCHWAB STRATEGIC TR |
8,924 |
+63 |
$626 | | SCHV | 8,924 | +63 | $626 | | VANGUARD INDEX FDS (VTI) |
2,396 |
+316 |
$568 | | VTI | 2,396 | +316 | $568 | | SPDR GOLD TR (GLD) |
2,779 |
UNCH |
$531 | | GLD | 2,779 | UNCH | $531 | | NVIDIA CORPORATION |
1,008 |
-163 |
$499 | | NVDA | 1,008 | -163 | $499 | | CISCO SYS INC |
9,216 |
-1,289 |
$466 | | CSCO | 9,216 | -1,289 | $466 | | ISHARES TR (ITOT) |
3,647 |
+864 |
$384 | | ITOT | 3,647 | +864 | $384 |
See Full List: All Stocks Held By Ledge Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ledge Wealth Management Inc.
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