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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
QGRO +140,306+$10,675
VEA +5,084+$244
ALE +3,684+$225
XOM +2,247+$225
VIG +1,259+$215
DVY +1,725+$202
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
GBIL -102,035-$10,215
TGT -2,223-$246
TSLA -904-$226
AQMS -14,005-$16
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
AGG +103,338+$11,090
SLYG +31,824+$3,066
MUSI +7,827+$928
VTV +2,778+$2,722
VCLT +2,275+$836
HD +2,090+$990
RSP +1,789+$2,765
SCHO +1,753+$113
DIS +1,418+$347
ITOT +864+$122
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
VNLA -3,920-$170
AMZN -3,551+$83
CVS -1,906+$31
KO -1,548-$30
AAPL -1,313+$289
CSCO -1,289-$99
SCHF -1,226+$226
MSFT -1,110+$246
GOOG -926+$54
Ledge Wealth Management Inc. Info
Size ($ 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

All Stocks Held By Ledge Wealth Management Inc.
As of  12/31/2023, we find all stocks held by Ledge Wealth Management Inc. to be as follows, presented in the table below with each row detailing each Ledge Wealth Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Ledge Wealth Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Ledge Wealth Management Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTV) 202,188 +2,778 $30,227
     VTV202,188+2,778$30,227
ISHARES TR (AGG) 263,211 +103,338 $26,124
     AGG263,211+103,338$26,124
INVESCO EXCHANGE TRADED FD T (RSP) 155,901 +1,789 $24,601
     RSP155,901+1,789$24,601
VANGUARD INDEX FDS (VUG) 59,902 +667 $18,623
     VUG59,902+667$18,623
AMERICAN CENTY ETF TR (MUSI) 329,607 +7,827 $14,371
     MUSI329,607+7,827$14,371
SELECT SECTOR SPDR TR (XLF) 298,195 +138 $11,212
     XLF298,195+138$11,212
AMERICAN CENTY ETF TR (QGRO) 140,306 +140,306 $10,675
     QGRO140,306+140,306$10,675
VANGUARD INDEX FDS (VOE) 49,901 +294 $7,236
     VOE49,901+294$7,236
SPDR SER TR (SLYV) 84,165 -237 $7,012
     SLYV84,165-237$7,012
VANGUARD SCOTTSDALE FDS (VCLT) 78,897 +2,275 $6,324
     VCLT78,897+2,275$6,324
SCHWAB STRATEGIC TR 77,982 -849 $5,937
     SCHD77,982-849$5,937
SPDR SER TR (SLYG) 70,832 +31,824 $5,924
     SLYG70,832+31,824$5,924
WISDOMTREE TR 61,342 +155 $5,041
     DHS61,342+155$5,041
APPLE INC 24,107 -1,313 $4,641
     AAPL24,107-1,313$4,641
VANGUARD INDEX FDS (VOT) 19,856 +130 $4,360
     VOT19,856+130$4,360
MICROSOFT CORP 9,891 -1,110 $3,720
     MSFT9,891-1,110$3,720
SCHWAB STRATEGIC TR 89,098 -1,226 $3,293
     SCHF89,098-1,226$3,293
AMAZON COM INC 21,541 -3,551 $3,273
     AMZN21,541-3,551$3,273
QUANTA SVCS INC 13,863 -433 $2,992
     PWR13,863-433$2,992
JPMORGAN CHASE & CO 17,466 -387 $2,971
     JPM17,466-387$2,971
BERKSHIRE HATHAWAY INC DEL      $2,847
     BRK.B7,982-133$2,847
HOME DEPOT INC 8,083 +2,090 $2,801
     HD8,083+2,090$2,801
COSTCO WHSL CORP NEW 4,163 +275 $2,748
     COST4,163+275$2,748
ALPHABET INC 19,438 -926 $2,739
     GOOG19,438-926$2,739
SPDR INDEX SHS FDS (CWI) 101,079 -39 $2,733
     CWI101,079-39$2,733
VISA INC 10,471 -226 $2,726
     V10,471-226$2,726
REPUBLIC SVCS INC 15,669 -325 $2,584
     RSG15,669-325$2,584
INTERNATIONAL BUSINESS MACHS 15,524 -241 $2,539
     IBM15,524-241$2,539
PEPSICO INC 14,736 +193 $2,503
     PEP14,736+193$2,503
SCHWAB STRATEGIC TR 51,644 +1,753 $2,502
     SCHO51,644+1,753$2,502
DEERE & CO 6,139 +527 $2,455
     DE6,139+527$2,455
JANUS DETROIT STR TR 50,735 -3,920 $2,452
     VNLA50,735-3,920$2,452
AMGEN INC 8,373 -189 $2,412
     AMGN8,373-189$2,412
UNITEDHEALTH GROUP INC 4,371 -117 $2,301
     UNH4,371-117$2,301
DISNEY WALT CO 25,163 +1,418 $2,272
     DIS25,163+1,418$2,272
ISHARES TR (IXC) 57,689 -539 $2,256
     IXC57,689-539$2,256
CUMMINS INC 9,036 +48 $2,165
     CMI9,036+48$2,165
NORTHROP GRUMMAN CORP 4,606 -102 $2,156
     NOC4,606-102$2,156
ELI LILLY & CO 3,267 -137 $1,904
     LLY3,267-137$1,904
CVS HEALTH CORP 17,929 -1,906 $1,416
     CVS17,929-1,906$1,416
CHEVRON CORP NEW 8,369 -854 $1,248
     CVX8,369-854$1,248
COCA COLA CO 19,362 -1,548 $1,141
     KO19,362-1,548$1,141
VANGUARD INTL EQUITY INDEX F (VT) 8,970 UNCH $923
     VT8,970UNCH$923
ALPHABET INC 4,882 -593 $682
     GOOGL4,882-593$682
SCHWAB STRATEGIC TR 8,924 +63 $626
     SCHV8,924+63$626
VANGUARD INDEX FDS (VTI) 2,396 +316 $568
     VTI2,396+316$568
SPDR GOLD TR (GLD) 2,779 UNCH $531
     GLD2,779UNCH$531
NVIDIA CORPORATION 1,008 -163 $499
     NVDA1,008-163$499
CISCO SYS INC 9,216 -1,289 $466
     CSCO9,216-1,289$466
ISHARES TR (ITOT) 3,647 +864 $384
     ITOT3,647+864$384
INVESCO EXCH TRADED FD TR II (SPLV) 5,200 -250 $326
     SPLV5,200-250$326
ISHARES SILVER TR (SLV) 14,400 UNCH $314
     SLV14,400UNCH$314
JOHNSON & JOHNSON 1,988 +30 $312
     JNJ1,988+30$312
SCHWAB STRATEGIC TR 4,912 UNCH $273
     SCHB4,912UNCH$273
INVESCO QQQ TR 642 UNCH $263
     QQQ642UNCH$263
ABBVIE INC 1,676 +25 $260
     ABBV1,676+25$260
SCHWAB STRATEGIC TR 3,286 +11 $248
     SCHM3,286+11$248
VANGUARD TAX MANAGED FDS (VEA) 5,084 +5,084 $244
     VEA5,084+5,084$244
ALLETE INC 3,684 +3,684 $225
     ALE3,684+3,684$225
EXXON MOBIL CORP 2,247 +2,247 $225
     XOM2,247+2,247$225
VANGUARD SPECIALIZED FUNDS (VIG) 1,259 +1,259 $215
     VIG1,259+1,259$215
ISHARES TR (DVY) 1,725 +1,725 $202
     DVY1,725+1,725$202
AQUA METALS INC $0 (exited)
     AQMS0-14,005$0
GOLDMAN SACHS ETF TR $0 (exited)
     GBIL0-102,035$0
TARGET CORP $0 (exited)
     TGT0-2,223$0
TESLA INC 0 -904 $0 (exited)
     TSLA0-904$0

See Summary: Ledge Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Ledge Wealth Management Inc.

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