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:
Portfolio Report
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
30227.240
+1.39%
11.750
+0.16%
0.030
+8.51%
+16.10%
122992.043
 
AGG
iShares Core U.S. Aggregate Bond ETF
263,211
26123.750
+64.64%
10.160
+3.99%
0.030
-1.89%
-0.90%
118578.481
 
RSP
Invesco S&P 500 Equal Weight ETF
155,901
24601.250
+1.16%
9.560
+0.11%
0.070
+9.73%
+13.23%
66718.951
 
VUG
Vanguard Growth ETF
59,902
18622.560
+1.13%
7.240
+0.08%
0.020
+14.40%
+25.52%
133945.142
 
MUSI
American Century Multisector Income ETF
329,607
14370.890
+2.43%
5.590
+0.13%
9.420
-0.59%
0%
183.120
 
XLF
Financial Select Sector SPDR
298,195
11212.140
+0.05%
4.360
0%
0.030
+14.37%
+24.23%
44421.681
 
QGRO
American Century U.S. Quality Growth ETF
140,306
10674.510
New Holding
4.150
+4.15%
2.170
+17.11%
+23.51%
942.049
 
VOE
Vanguard Mid-Cap Value ETF
49,901
7236.160
+0.59%
2.810
+0.02%
0.040
+10.17%
+15.54%
17125.906
 
SLYV
SPDR S&P 600 Small Cap Value ETF
84,165
7011.850
-0.28%
2.730
-0.01%
0.170
+10.16%
+5.41%
4048.687
 
VCLT
Vanguard Long-Term Corporate Bond ETF
78,897
6323.600
+2.97%
2.460
+0.07%
0.110
-1.36%
-2.89%
11520.553
 

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 ETF2023-12-31Sold Out
-4.58%
99.69 ($99.94) 100.2
$99.89
-0.05%
Sold Out
0
-102,035
QGRO
American Century U.S. Quality Growth ETF2023-12-31New Buy
+4.15%
64.44 ($70.37) 76.55
$93.97
33.54%
New holding
140,306
140,306
AGG
iShares Core U.S. Aggregate Bond ETF2023-12-31Add
+3.99%
91.67 ($95.17) 99.66
$98.36
3.35%
Add 64.64%
263,211
103,338
SLYG
SPDR S&P 600 Small Cap Growth ETF2023-12-31Add
+1.03%
68.97 ($75.02) 85.01
$92.61
23.45%
Add 81.58%
70,832
31,824
HD
The Home Depot Inc2023-12-31Add
+0.28%
276.46 ($309.69) 354
$400.09
29.19%
Add 34.87%
8,083
2,090
AMZN
Amazon.com Inc2023-12-31Reduce
-0.20%
119.57 ($140.18) 154.07
$199.50
42.32%
Reduce -14.15%
21,541
-3,551
MSFT
Microsoft Corp2023-12-31Reduce
-0.16%
313.39 ($355.93) 382.7
$411.46
15.60%
Reduce -10.09%
9,891
-1,110
VTV
Vanguard Value ETF2023-12-31Add
+0.16%
131.82 ($140.69) 149.95
$173.57
23.37%
Add 1.39%
202,188
2,778
MUSI
American Century Multisector Income ETF2023-12-31Add
+0.13%
40.76 ($42.08) 43.75
$43.60
3.61%
Add 2.43%
329,607
7,827
RSP
Invesco S&P 500 Equal Weight ETF2023-12-31Add
+0.11%
133.66 ($145.27) 158.41
$178.67
22.99%
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

  • 1

Discussions on Ledge Wealth Management, Inc.

No discussions yet.