LW

Ledge Wealth Management, Inc.

13F
Ledge Wealth Management, Inc.
Last update 2024-01-24 62 Stocks (6 new)
Value $257.00 Mil Turnover 11 %
Countries:
Top Holdings: VTV(11.75%)AGG(10.16%)RSP(9.56%)VUG(7.24%)MUSI(5.59%)
Summary Stock Picks Current Portfolio
Ledge Wealth Management, Inc. Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
202,188
30,227.2
+1.39%
11.750
+0.16%
0.030
+10.34%
+6.05%
132,776.4
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
263,211
26,123.8
+64.64%
10.160
+3.99%
0.030
+0.99%
+2.99%
127,672.9
 
RSP
Invesco S&P 500 Equal Weight ETF
155,901
24,601.3
+1.16%
9.560
+0.11%
0.070
+13.52%
+5.88%
73,900.2
 
VUG
Vanguard Growth ETF
59,902
18,622.6
+1.13%
7.240
+0.08%
0.020
+27.39%
+9.44%
167,015.2
 
MUSI
American Century Multisector Income ETF
American Century Multisector Income ETF
329,607
14,370.9
+2.43%
5.590
+0.13%
9.420
+3.12%
+4.09%
170.2
 
XLF
Financial Select Sector SPDR
298,195
11,212.1
+0.05%
4.360
0%
0.030
+12.86%
+9.33%
51,158.0
 
QGRO
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
140,306
10,674.5
New Holding
4.150
+4.15%
2.170
+20.90%
+9.21%
1,760.9
 
VOE
Vanguard Mid-Cap Value ETF
49,901
7,236.2
+0.59%
2.810
+0.02%
0.040
+10.53%
+4.07%
17,417.1
 
SLYV
SPDR S&P 600 Small Cap Value ETF
84,165
7,011.9
-0.28%
2.730
-0.01%
0.170
+17.63%
-4.27%
3,778.4
 
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
78,897
6,323.6
+2.97%
2.460
+0.07%
0.110
+2.25%
+1.85%
10,315.1
 

Ledge Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Ledge Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2023-12-31
Sold Out
Sold Out
-4.58%
●
99.69 ($99.94) 100.2
$99.99
0.05%
Sold Out
0
-102,035
QGRO
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
2023-12-31
New Buy
New Buy
+4.15%
●
64.44 ($70.37) 76.55
$108.70
54.47%
New holding
140,306
140,306
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2023-12-31
Add
Add
+3.99%
●
91.67 ($95.17) 99.66
$97.88
2.84%
Add 64.64%
263,211
103,338
SLYG
SPDR S&P 600 Small Cap Growth ETF
2023-12-31
Add
Add
+1.03%
●
68.97 ($75.02) 85.01
$90.97
21.26%
Add 81.58%
70,832
31,824
HD
The Home Depot Inc
2023-12-31
Add
Add
+0.28%
●
276.46 ($309.69) 354
$359.36
16.04%
Add 34.87%
8,083
2,090
AMZN
Amazon.com Inc
2023-12-31
Reduce
Reduce
-0.20%
●
119.57 ($140.18) 154.07
$223.69
59.57%
Reduce -14.15%
21,541
-3,551
MSFT
Microsoft Corp
2023-12-31
Reduce
Reduce
-0.16%
●
313.39 ($355.93) 382.7
$512.06
43.87%
Reduce -10.09%
9,891
-1,110
VTV
Vanguard Value ETF
2023-12-31
Add
Add
+0.16%
●
131.82 ($140.69) 149.95
$177.52
26.18%
Add 1.39%
202,188
2,778
MUSI
American Century Multisector Income ETF
American Century Multisector Income ETF
2023-12-31
Add
Add
+0.13%
●
40.76 ($42.08) 43.75
$43.65
3.73%
Add 2.43%
329,607
7,827
RSP
Invesco S&P 500 Equal Weight ETF
2023-12-31
Add
Add
+0.11%
●
133.66 ($145.27) 158.41
$183.90
26.59%
Add 1.16%
155,901
1,789

Ledge Wealth Management, Inc. Total Holding History ($B)

To

Ledge Wealth Management, Inc.'s Asset Allocation

To

Ledge Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ledge Wealth Management, Inc.'s Hypothetical Growth since 2023-12-31

Ledge Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Ledge Wealth Management, Inc.'s Holdings Heat Map

Size field:

Ledge Wealth Management, Inc.'s Holdings Bubble Chart

Ledge Wealth Management, Inc. News

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