LW
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Ledge Wealth Management, Inc.13F | |
Ledge Wealth Management, Inc. | |
Last update 2024-01-24 | 62 Stocks (6 new) |
Value $257.00 Mil | Turnover 11 % |
Portfolio Report |
Ledge Wealth Management, Inc. Top Holdings of 2023-12-31
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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
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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 | 2023-12-31 | Sold 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 ETF | 2023-12-31 | New 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 ETF | 2023-12-31 | Add | +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 ETF | 2023-12-31 | Add | +1.03% | 68.97 ($75.02) 85.01 | $92.61 | 23.45% | Add 81.58% | 70,832 | 31,824 | |
HD | The Home Depot Inc | 2023-12-31 | Add | +0.28% | 276.46 ($309.69) 354 | $400.09 | 29.19% | Add 34.87% | 8,083 | 2,090 | |
AMZN | Amazon.com Inc | 2023-12-31 | Reduce | -0.20% | 119.57 ($140.18) 154.07 | $199.50 | 42.32% | Reduce -14.15% | 21,541 | -3,551 | |
MSFT | Microsoft Corp | 2023-12-31 | Reduce | -0.16% | 313.39 ($355.93) 382.7 | $411.46 | 15.60% | Reduce -10.09% | 9,891 | -1,110 | |
VTV | Vanguard Value ETF | 2023-12-31 | Add | +0.16% | 131.82 ($140.69) 149.95 | $173.57 | 23.37% | Add 1.39% | 202,188 | 2,778 | |
MUSI | American Century Multisector Income ETF | 2023-12-31 | Add | +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 ETF | 2023-12-31 | Add | +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)
Ledge Wealth Management, Inc.'s Asset Allocation
Ledge Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Ledge Wealth Management, Inc.'s Hypothetical Growth since 2023-12-31
Ledge Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Ledge Wealth Management, Inc.'s Holdings Heat Map
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Ledge Wealth Management, Inc.'s Holdings Bubble Chart
Ledge Wealth Management, Inc. News
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