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
Q4 2024 New
$1.12B
$13.4 Billion 8.63% of portfolio
254,016
Q4 2024 New
$1.28B
$12.8 Billion 8.28% of portfolio
680,012
Q4 2024 New
$0
$11.7 Billion 7.52% of portfolio
282,357
Q4 2024 New
$0
$9.92 Billion 6.4% of portfolio
339,729
Q4 2024 New
$0
$9.84 Billion 6.35% of portfolio
476,479
Q4 2024 New
$0
$7.06 Billion 4.56% of portfolio
350,638
Q4 2024 New
$0
$5.75 Billion 3.71% of portfolio
296,157
Q4 2024 New
$0
$5.51 Billion 3.56% of portfolio
10,784
Q4 2024 New
$0
$5.45 Billion 3.52% of portfolio
279,714
Q4 2024 New
$3.57T
$4.76 Billion 3.07% of portfolio
18,994
Q4 2024 New
$0
$4.68 Billion 3.02% of portfolio
8,690
Q4 2024 New
$0
$4.39 Billion 2.83% of portfolio
172,884
Q4 2024 New
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
Q4 2024 New
$265M
$2.64 Billion 1.7% of portfolio
70,455
Q4 2024 New
$93.9B
$1.98 Billion 1.28% of portfolio
18,404
Q4 2024 New
$6.86B
$1.89 Billion 1.22% of portfolio
12,900
Q4 2024 New
$922B
$1.8 Billion 1.16% of portfolio
9,500
Q4 2024 New
$951B
$1.41 Billion 0.91% of portfolio
7,420
Q4 2024 New
$0
$1.41 Billion 0.91% of portfolio
60,381
Q4 2024 New
-
$1.39 Billion 0.9% of portfolio
-
Q4 2024 New
$434B
$1.39 Billion 0.9% of portfolio
9,631
Q4 2024 New
$0
$1.32 Billion 0.85% of portfolio
80,678
Q4 2024 New
-
$1.26 Billion 0.82% of portfolio
-
Q4 2024 New
$0
$1.2 Billion 0.77% of portfolio
6,115
Q4 2024 New
$71B
$984 Million 0.64% of portfolio
5,104
Q4 2024 New
$525M
$910 Million 0.59% of portfolio
278,436
Q4 2024 New
$818B
$838 Million 0.54% of portfolio
2,076
Q4 2024 New
$335B
$784 Million 0.51% of portfolio
17,847
Q4 2024 New
$1.94T
$788 Million 0.51% of portfolio
3,594
Q4 2024 New
$26.7B
$756 Million 0.49% of portfolio
7,220
Q4 2024 New
$276M
$734 Million 0.47% of portfolio
223,800
Q4 2024 New
-
$687 Million 0.44% of portfolio
-
Q4 2024 New
$683B
$612 Million 0.39% of portfolio
1,350
Q4 2024 New
$0
$598 Million 0.39% of portfolio
37,263
Q4 2024 New
$64.8B
$566 Million 0.37% of portfolio
4,566
Q4 2024 New
$2.8T
$569 Million 0.37% of portfolio
1,349
Q4 2024 New
$0
$516 Million 0.33% of portfolio
23,820
Q4 2024 New
$404B
$513 Million 0.33% of portfolio
3,059
Q4 2024 New
$175B
$496 Million 0.32% of portfolio
950
Q4 2024 New
$78.1B
$445 Million 0.29% of portfolio
700
Q4 2024 New
$327B
$430 Million 0.28% of portfolio
2,968
Q4 2024 New
$142B
$426 Million 0.27% of portfolio
1,885
Q4 2024 New
$720B
$422 Million 0.27% of portfolio
1,760
Q4 2024 New
$25B
$400 Million 0.26% of portfolio
3,806
Q4 2024 New
$8.5B
$404 Million 0.26% of portfolio
5,440
Q4 2024 New
$1.02B
$402 Million 0.26% of portfolio
30,350
Q4 2024 New
$7.31B
$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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