Ledgewood Wealth Advisors, LLC Portfolio Holdings

Ledgewood Wealth Advisors, LLC

  • $155 Billion
  • Q4 2024

Ledgewood Wealth Advisors, LLC has filed its 13F form on April 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $13.8B, Middlesex Water CO with a value of $13.4B, Provident Financial Services Inc with a value of $12.8B, Dimensional ETF Tr Core Fxd In with a value of $11.7B, and Dimensional ETF Tr with a value of $9.92B.

Examining the 13F form we can see an increase of $155B in the current position value.

Ledgewood Wealth Advisors, LLC is based out at Exeter, NH

Below you can find more details about Ledgewood Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $86.9 Billion
Financial Services: $16.1 Billion
Utilities: $15.8 Billion
Technology: $11.6 Billion
Communication Services: $3.93 Billion
Healthcare: $3.21 Billion
Industrials: $2.16 Billion
Consumer Cyclical: $2.07 Billion
Other: $2.92 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Billion 8.9% of portfolio
340,406
Q3 2024 Added 28.4%
$1.11B
$13.4 Billion 8.63% of portfolio
254,016
Q3 2024 Added 12.47%
$1.13B
$12.8 Billion 8.28% of portfolio
680,012
Q3 2024 Added 1.86%
$0
$11.7 Billion 7.52% of portfolio
282,357
Q3 2024 Added 71.51%
$0
$9.92 Billion 6.4% of portfolio
339,729
Q3 2024 Added 9.33%
$0
$9.84 Billion 6.35% of portfolio
476,479
Q3 2024 Added 18.5%
$0
$7.06 Billion 4.56% of portfolio
350,638
Q3 2024 Added 10.94%
$0
$5.75 Billion 3.71% of portfolio
296,157
Q3 2024 Added 31.48%
$0
$5.51 Billion 3.56% of portfolio
10,784
Q2 2024 Reduced 3.5%
$0
$5.45 Billion 3.52% of portfolio
279,714
Q3 2024 Added 16.49%
$3.25T
$4.76 Billion 3.07% of portfolio
18,994
Q3 2024 Added 20.84%
$0
$4.68 Billion 3.02% of portfolio
8,690
Q3 2024 Added 0.01%
$0
$4.39 Billion 2.83% of portfolio
172,884
Q3 2024 Added 11.32%
Invesco Exch Trd Slf Idx Fd
-
$3.8 Billion 2.45% of portfolio
-
Q4 2024 New
$0
$3.7 Billion 2.39% of portfolio
201,993
Q3 2024 Added 80.91%
$231M
$2.64 Billion 1.7% of portfolio
70,455
Q3 2024 Added 2.72%
$92.9B
$1.98 Billion 1.28% of portfolio
18,404
Q3 2024 Added 5.75%
$5.49B
$1.89 Billion 1.22% of portfolio
12,900
Q3 2024 Added 18.35%
$931B
$1.8 Billion 1.16% of portfolio
9,500
Q3 2024 Added 4.26%
$983B
$1.41 Billion 0.91% of portfolio
7,420
Q3 2024 Added 5.58%
$0
$1.41 Billion 0.91% of portfolio
60,381
Q3 2024 Added 0.21%
-
$1.39 Billion 0.9% of portfolio
-
Q3 2024 Reduced 81.86%
$404B
$1.39 Billion 0.9% of portfolio
9,631
Q3 2024 Added 0.01%
$0
$1.32 Billion 0.85% of portfolio
80,678
Q3 2024 Reduced 69.25%
-
$1.26 Billion 0.82% of portfolio
-
Q2 2024 Reduced 1.26%
$0
$1.2 Billion 0.77% of portfolio
6,115
Q3 2024 Reduced 2.75%
$62.7B
$984 Million 0.64% of portfolio
5,104
Q4 2024 New
$492M
$910 Million 0.59% of portfolio
278,436
Q4 2024 New
$797B
$838 Million 0.54% of portfolio
2,076
Q3 2024 Added 27.68%
$294B
$784 Million 0.51% of portfolio
17,847
Q3 2024 Added 12.71%
$1.86T
$788 Million 0.51% of portfolio
3,594
Q1 2024 Reduced 5.22%
$25.6B
$756 Million 0.49% of portfolio
7,220
Q3 2024 Added 12.46%
$264M
$734 Million 0.47% of portfolio
223,800
Q3 2024 Added 210.4%
-
$687 Million 0.44% of portfolio
-
Q4 2024 New
$687B
$612 Million 0.39% of portfolio
1,350
Q4 2024 New
$0
$598 Million 0.39% of portfolio
37,263
Q3 2024 Reduced 56.42%
$59.7B
$566 Million 0.37% of portfolio
4,566
Q4 2023 Added 10.95%
$2.89T
$569 Million 0.37% of portfolio
1,349
Q4 2024 New
$0
$516 Million 0.33% of portfolio
23,820
Q3 2024 Added 0.38%
$401B
$513 Million 0.33% of portfolio
3,059
Q3 2024 Added 19.54%
$173B
$496 Million 0.32% of portfolio
950
Q3 2024 Added 5.56%
$73.2B
$445 Million 0.29% of portfolio
700
Q4 2024 New
$265B
$430 Million 0.28% of portfolio
2,968
Q4 2024 New
$135B
$426 Million 0.27% of portfolio
1,885
Q4 2024 New
$688B
$422 Million 0.27% of portfolio
1,760
Q3 2024 Added 2.68%
$24.5B
$400 Million 0.26% of portfolio
3,806
Q4 2024 New
$7.18B
$404 Million 0.26% of portfolio
5,440
Q4 2024 New
$941M
$402 Million 0.26% of portfolio
30,350
Q4 2024 New
$7.18B
$390 Million 0.25% of portfolio
32,970
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $155 Billion
  • Filing
  • Period Q4 2024
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 69 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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