Ledge Wealth Management, Inc. Purchases in Q4 2023

Ledge Wealth Management, Inc.

  • $257 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
103K
+ 64.64%
$91.67 - $99.66 $9.47M - $10.3M
263K $26.1M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
140K
New
$64.44 - $76.55 $9.04M - $10.7M
140K $10.7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
31.8K
+ 81.58%
$68.97 - $85.01 $2.19M - $2.71M
70.8K $5.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.79K
+ 1.16%
$133.66 - $158.41 $239K - $283K
156K $24.6M
VTV
Vanguard Value ETF

ETFs
2.78K
+ 1.39%
$131.82 - $149.95 $366K - $417K
202K $30.2M
VUG
Vanguard Growth ETF

ETFs
667
+ 1.13%
$261.54 - $312.16 $174K - $208K
59.9K $18.6M
XLF
Financial Sector Spdr

ETFs
138
+ 0.05%
$31.45 - $37.72 $4.34K - $5.21K
298K $11.2M
HD
Home Depot, Inc.

Consumer Cyclical
2.09K
+ 34.87%
$276.46 - $354.0 $578K - $740K
8.08K $2.8M
MUSI
American Centy ETF Tr Multisec

ETFs
7.83K
+ 2.43%
$40.76 - $43.75 $319K - $342K
330K $14.4M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.28K
+ 2.97%
$67.66 - $81.06 $154K - $184K
78.9K $6.32M
COST
Costco Wholesale Corp

Consumer Defensive
275
+ 7.07%
$543.03 - $681.24 $149K - $187K
4.16K $2.75M
VOT
Vanguard Mid Cap Growth Index

ETFs
130
+ 0.66%
$180.9 - $221.2 $23.5K - $28.8K
19.9K $4.36M
DIS
Walt Disney CO

Communication Services
1.42K
+ 5.97%
$79.32 - $96.06 $112K - $136K
25.2K $2.27M
DE
Deere & CO

Industrials
527
+ 9.39%
$359.39 - $401.64 $189K - $212K
6.14K $2.45M
DHS
Wisdomtree Tr U.S

ETFs
155
+ 0.25%
$73.7 - $83.0 $11.4K - $12.9K
61.3K $5.04M
VEA
Vanguard Ftse Developed Market

ETFs
5.08K
New
$41.58 - $47.99 $211K - $244K
5.08K $243K
ALE
Allete Inc

Utilities
3.68K
New
$50.4 - $61.73 $186K - $227K
3.68K $225K
XOM
Exxon Mobil Corp

Energy
2.25K
New
$98.05 - $115.83 $220K - $260K
2.25K $224K
VIG
Vanguard Dividend Appreciation

ETFs
1.26K
New
$150.16 - $171.16 $189K - $215K
1.26K $214K
DVY
Ishares Tr

ETFs
1.73K
New
$102.97 - $119.06 $178K - $205K
1.73K $202K
VTI
Vanguard Total Stock Market Et

ETFs
316
+ 15.19%
$203.12 - $238.25 $64.2K - $75.3K
2.4K $568K
ITOT
Ishares Core S&P Total U.S. St

ETFs
864
+ 31.05%
$90.04 - $105.69 $77.8K - $91.3K
3.65K $383K
SCHO
Schwab Short Term Us Treasury

ETFs
1.75K
+ 3.51%
$47.66 - $48.45 $83.5K - $84.9K
51.6K $2.5M
CMI
Cummins Inc

Industrials
48
+ 0.53%
$215.24 - $248.27 $10.3K - $11.9K
9.04K $2.16M
SCHV
Schwab Strategic Tr Us Large C

ETFs
63
+ 0.71%
$61.16 - $70.24 $3.85K - $4.43K
8.92K $625K
PEP
Pepsico Inc

Consumer Defensive
193
+ 1.33%
$158.08 - $172.01 $30.5K - $33.2K
14.7K $2.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11
+ 0.34%
$63.01 - $75.95 $693 - $835
3.29K $247K
ABBV
Abb Vie Inc.

Healthcare
25
+ 1.51%
$137.6 - $154.97 $3.44K - $3.87K
1.68K $259K
JNJ
Johnson & Johnson

Healthcare
30
+ 1.53%
$145.6 - $158.88 $4.37K - $4.77K
1.99K $311K
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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