Ledgewood Wealth Advisors, LLC
- SEC CIK
- 0002064043
- 最新申報
- 2026/7/8
2023 年第 4 季持倉
持倉截至 2023/12/31，2025/4/15 申報。只含多頭部位。
- 持股檔數
- 58
- 2023 年第 3 季沒有申報
- 總值
- $1.08 億
- 2023 年第 3 季沒有申報
Ledgewood Wealth Advisors, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSEXMiddlesex Water Co | COM | 224,995 | $1,476 萬 | 13.6% | – | – | 歷史 |
| PFSProvident Financial Services Inc | COM | 629,553 | $1,135 萬 | 10.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 227,970 | $758.0 萬 | 7.0% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 159,300 | $675.4 萬 | 6.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 229,972 | $658.6 萬 | 6.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 268,793 | $545.1 萬 | 5.0% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,678 | $478.2 萬 | 4.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,703 | $380.2 萬 | 3.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 181,893 | $353.9 萬 | 3.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 163,881 | $342.3 萬 | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 17,737 | $341.5 萬 | 3.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 176,572 | $340.8 萬 | 3.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 161,134 | $329.6 萬 | 3.0% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 132,973 | $320.6 萬 | 3.0% | – | – | – |
| DMRCDigimarc Corp | COM | 78,997 | $285.3 萬 | 2.6% | – | – | 歷史 |
| OLEDUniversal Display Corp | COM | 10,900 | $208.5 萬 | 1.9% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 17,404 | $168.9 萬 | 1.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 9,627 | $150.9 萬 | 1.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,980 | $139.4 萬 | 1.3% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 58,524 | $135.4 萬 | 1.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,860 | $116.9 萬 | 1.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,772 | $109.5 萬 | 1.0% | – | – | 歷史 |
| APYXApyx Medical Corp | COM | 328,380 | $86.0 萬 | 0.8% | – | – | 歷史 |
| DRSLeonardo DRS, Inc. | Stock | 39,650 | $79.5 萬 | 0.7% | – | – | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 278,436 | $69.6 萬 | 0.6% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 6,420 | $60.7 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,832 | $58.2 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 18,130 | $56.4 萬 | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 16,490 | $55.5 萬 | 0.5% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 5,440 | $49.9 萬 | 0.5% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 5,066 | $49.3 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,350 | $48.1 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,760 | $46.9 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,968 | $44.3 萬 | 0.4% | – | – | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 20,000 | $41.3 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,629 | $40.5 萬 | 0.4% | – | – | 歷史 |
| DDD3D Systems Corp | COM NEW | 63,000 | $40.0 萬 | 0.4% | – | – | 歷史 |
| HLITHarmonic Inc. | COM | 30,350 | $39.6 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,885 | $39.5 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 17,755 | $38.5 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,559 | $37.5 萬 | 0.3% | – | – | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 32,970 | $37.0 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 535 | $35.3 萬 | 0.3% | – | – | 歷史 |
| OCFCOceanfirst Financial Corp | COM | 19,227 | $33.4 萬 | 0.3% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 700 | $32.2 萬 | 0.3% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 900 | $30.4 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,000 | $29.6 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,714 | $29.2 萬 | 0.3% | – | – | 歷史 |
| IRMIron Mountain Inc | COM | 3,806 | $26.6 萬 | 0.2% | – | – | 歷史 |
| BIOXBioceres Crop Solutions Corp. | SHS | 17,600 | $24.2 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 800 | $23.7 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 7,251 | $20.9 萬 | 0.2% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,200 | $20.2 萬 | 0.2% | – | – | – |
| MGNIMagnite, Inc. | COM | 19,795 | $18.5 萬 | 0.2% | – | – | 歷史 |
| BLFYBlue Foundry Bancorp | COM | 18,878 | $18.3 萬 | 0.2% | – | – | 歷史 |
| VLYValley National Bancorp | COM | 10,715 | $11.6 萬 | 0.1% | – | – | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 73,000 | $8.10 萬 | 0.1% | – | – | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 23,000 | $2.51 萬 | <0.1% | – | – | 歷史 |