Ledge Wealth Management, Inc. Sells in Q4 2023

Ledge Wealth Management, Inc.

  • $257 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-854
- 9.26%
$141.77 - $169.1 $121K - $144K
8.37K $1.25M
VNLA
Janus Henderson Short Duration

ETFs
-3.92K
- 7.17%
$47.77 - $48.44 $187K - $190K
50.7K $2.45M
IXC
Ishares Tr Global Energy ETF

ETFs
-539
- 0.93%
$38.15 - $42.12 $20.6K - $22.7K
57.7K $2.26M
CSCO
Cisco Systems, Inc.

Technology
-1.29K
- 12.27%
$47.7 - $54.39 $61.5K - $70.1K
9.22K $465K
GOOGL
Alphabet Inc.

Communication Services
-593
- 10.83%
$122.17 - $141.52 $72.4K - $83.9K
4.88K $681K
KO
Coca Cola CO

Consumer Defensive
-1.55K
- 7.4%
$52.38 - $59.93 $81.1K - $92.8K
19.4K $1.14M
NVDA
Nvidia Corp

Technology
-163
- 13.92%
$403.26 - $504.09 $65.7K - $82.2K
1.01K $499K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-133
- 1.64%
$331.71 - $362.68 $44.1K - $48.2K
7.98K $2.85M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-250
- 4.59%
$57.48 - $63.4 $14.4K - $15.9K
5.2K $325K
CVS
Cvs Health Corp

Healthcare
-1.91K
- 9.61%
$66.29 - $79.0 $126K - $151K
17.9K $1.42M
GOOG
Alphabet Inc.

Communication Services
-926
- 4.55%
$123.4 - $142.82 $114K - $132K
19.4K $2.74M
LLY
Eli Lilly & CO

Healthcare
-137
- 4.02%
$525.19 - $619.13 $72K - $84.8K
3.27K $1.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.55K
- 14.15%
$119.57 - $154.07 $425K - $547K
21.5K $3.27M
NOC
Northrop Grumman Corp

Industrials
-102
- 2.17%
$420.07 - $490.76 $42.8K - $50.1K
4.61K $2.16M
AMGN
Amgen Inc

Healthcare
-189
- 2.21%
$255.7 - $288.46 $48.3K - $54.5K
8.37K $2.41M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-39
- 0.04%
$23.83 - $27.04 $929 - $1.05K
101K $2.73M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.23K
- 1.36%
$32.37 - $37.01 $39.7K - $45.4K
89.1K $3.29M
MSFT
Microsoft Corp

Technology
-1.11K
- 10.09%
$313.39 - $382.7 $348K - $425K
9.89K $3.72M
V
Visa Inc.

Financial Services
-226
- 2.11%
$228.81 - $262.38 $51.7K - $59.3K
10.5K $2.73M
AAPL
Apple Inc.

Technology
-1.31K
- 5.17%
$166.89 - $198.11 $219K - $260K
24.1K $4.64M
RSG
Republic Services, Inc.

Industrials
-325
- 2.03%
$141.16 - $167.11 $45.9K - $54.3K
15.7K $2.58M
PWR
Quanta Services, Inc.

Industrials
-433
- 3.03%
$159.62 - $217.71 $69.1K - $94.3K
13.9K $2.99M
IBM
International Business Machines Corp

Technology
-241
- 1.53%
$136.38 - $164.71 $32.9K - $39.7K
15.5K $2.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-849
- 1.08%
$66.9 - $76.32 $56.8K - $64.8K
78K $5.94M
JPM
Jpmorgan Chase & CO

Financial Services
-387
- 2.17%
$135.69 - $170.3 $52.5K - $65.9K
17.5K $2.97M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-237
- 0.28%
$66.67 - $84.55 $15.8K - $20K
84.2K $7.01M
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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