Ledgewood Wealth Advisors, LLC New Holdings in Q4 2024

Ledgewood Wealth Advisors, LLC

  • $155 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
340K
New
$39.27 - $42.38 $13.4M - $14.4M
340K $13.8B
MSEX
Middlesex Water CO

Utilities
254K
New
$52.63 - $69.7 $13.4M - $17.7M
254K $13.4B
PFS
Provident Financial Services Inc

Financial Services
680K
New
$17.64 - $21.86 $12M - $14.9M
680K $12.8B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
282K
New
$41.17 - $43.34 $11.6M - $12.2M
282K $11.7B
DFAI
Dimensional ETF Tr

ETFs
340K
New
$29.0 - $31.6 $9.85M - $10.7M
340K $9.92B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
476K
New
$20.6 - $20.71 $9.82M - $9.87M
476K $9.84B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
351K
New
$20.08 - $20.61 $7.04M - $7.23M
351K $7.06B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
296K
New
$19.38 - $19.58 $5.74M - $5.8M
296K $5.75B
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.8K
New
$481.22 - $538.17 $5.19M - $5.8M
10.8K $5.51B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
280K
New
$19.42 - $19.76 $5.43M - $5.53M
280K $5.45B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.69K
New
$521.84 - $558.82 $4.53M - $4.86M
8.69K $4.68B
DFAE
Dimensional ETF Tr

ETFs
173K
New
$25.36 - $28.15 $4.38M - $4.87M
173K $4.39B
Invesco Exch Trd Slf Idx Fd
188K
New
N/A
188K $3.8B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
202K
New
$18.28 - $18.87 $3.69M - $3.81M
202K $3.7B
DMRC
Digimarc Corp

Technology
70.5K
New
$26.18 - $38.77 $1.84M - $2.73M
70.5K $2.64B
Invesco Exch Trd Slf Idx Fd
122K
New
N/A
122K $2.52B
DUK
Duke Energy Corp

Utilities
18.4K
New
$105.76 - $120.76 $1.95M - $2.22M
18.4K $1.98B
OLED
Universal Display Corp Pa

Technology
12.9K
New
$146.2 - $213.81 $1.89M - $2.76M
12.9K $1.89B
GOOGL
Alphabet Inc.

Communication Services
9.5K
New
$161.86 - $196.66 $1.54M - $1.87M
9.5K $1.8B
GOOG
Alphabet Inc.

Communication Services
7.42K
New
$163.08 - $198.16 $1.21M - $1.47M
7.42K $1.41B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
60.4K
New
$23.25 - $23.56 $1.4M - $1.42M
60.4K $1.41B
JNJ
Johnson & Johnson

Healthcare
9.63K
New
$143.34 - $165.86 $1.38M - $1.6M
9.63K $1.39B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
69.3K
New
N/A
69.3K $1.39B
BSCU
Invesco Exc Self Ind Tr

ETFs
80.7K
New
$16.32 - $16.99 $1.32M - $1.37M
80.7K $1.32B
DRS
Leonardo Drs, Inc.
39.2K
New
N/A
39.2K $1.26B
VIG
Vanguard Dividend Appreciation

ETFs
6.12K
New
N/A
6.12K $1.2B
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.1K
New
$178.39 - $215.0 $911K - $1.1M
5.1K $984M
ABUS
Arbutus Biopharma Corp

Healthcare
278K
New
$3.18 - $4.2 $885K - $1.17M
278K $910M
TSLA
Tesla, Inc.

Consumer Cyclical
2.08K
New
$213.65 - $479.86 $444K - $996K
2.08K $838M
AMZN
Amazon Com Inc

Consumer Cyclical
3.59K
New
$180.88 - $232.93 $650K - $837K
3.59K $788M
BAC
Bank Of America Corp

Financial Services
17.8K
New
$39.22 - $47.77 $700K - $853K
17.8K $784M
CHD
Church & Dwight CO Inc

Consumer Defensive
7.22K
New
$99.11 - $112.25 $716K - $810K
7.22K $756M
DDD
3 D Systems Corp

Technology
224K
New
$2.67 - $4.09 $598K - $915K
224K $734M
DFSU
Dimensional ETF Tr Dimen Us Su
18.1K
New
N/A
18.1K $687M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.35K
New
$442.29 - $483.08 $597K - $652K
1.35K $612M
BSCV
Invesco ETF Self Indexed Fd Tr
37.3K
New
$16.02 - $16.72 $597K - $623K
37.3K $598M
MSFT
Microsoft Corp

Technology
1.35K
New
$406.35 - $454.46 $548K - $613K
1.35K $569M
EMR
Emerson Electric CO

Industrials
4.57K
New
$108.13 - $134.33 $494K - $613K
4.57K $566M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
23.8K
New
$21.68 - $22.16 $516K - $528K
23.8K $516M
PG
Procter & Gamble CO

Consumer Defensive
3.06K
New
$161.05 - $179.7 $493K - $550K
3.06K $513M
ISRG
Intuitive Surgical Inc

Healthcare
950
New
$471.27 - $550.62 $448K - $523K
950 $496M
PH
Parker Hannifin Corp

Industrials
700
New
$621.74 - $709.46 $435K - $497K
700 $445M
CVX
Chevron Corp

Energy
2.97K
New
$141.15 - $162.53 $419K - $482K
2.97K $430M
HON
Honeywell International Inc

Industrials
1.89K
New
$202.84 - $236.0 $382K - $445K
1.89K $426M
JPM
Jpmorgan Chase & CO

Financial Services
1.76K
New
$205.18 - $250.29 $361K - $441K
1.76K $422M
ROKU
Roku, Inc

Communication Services
5.44K
New
$64.08 - $84.12 $349K - $458K
5.44K $404M
HLIT
Harmonic Inc

Technology
30.4K
New
$10.96 - $14.82 $333K - $450K
30.4K $402M
IRM
Iron Mountain Inc

Real Estate
3.81K
New
$101.62 - $128.14 $387K - $488K
3.81K $400M
ROIV
Roivant Sciences Ltd.

Healthcare
33K
New
$11.16 - $12.71 $368K - $419K
33K $390M
Activity Summary
Buys All Purchases 69 New Holdings 69 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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