Ledge Wealth Management, Inc. holdings history

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91 is the total number of securities Ledge Wealth Management, Inc. has owned. The longest Ledge Wealth Management, Inc. has owned a single stock is 8 quarters.

Ledge Wealth Management, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTV VANGUARD INDEX FDS888.14%10.69%13.12%Q1 2022Q4 20238
XLF SELECT SECTOR SPDR TR884.36%4.77%5.69%Q1 2022Q4 20238
VNLA JANUS DETROIT STR TR880.95%4.73%9.74%Q1 2022Q4 20238
VUG VANGUARD INDEX FDS880.13%3.57%7.24%Q1 2022Q4 20238
VOE VANGUARD INDEX FDS882.81%3.28%4.01%Q1 2022Q4 20238
SLYV SPDR SER TR882.73%3.19%3.92%Q1 2022Q4 20238
SCHD SCHWAB STRATEGIC TR882.31%2.87%3.56%Q1 2022Q4 20238
AAPL APPLE INC881.80%2.24%2.81%Q1 2022Q4 20238
VOT VANGUARD INDEX FDS881.52%1.95%3.39%Q1 2022Q4 20238
CWI SPDR INDEX SHS FDS881.01%1.86%6.52%Q1 2022Q4 20238
SLYG SPDR SER TR881.28%1.70%2.85%Q1 2022Q4 20238
MSFT MICROSOFT CORP881.41%1.63%1.88%Q1 2022Q4 20238
SCHF SCHWAB STRATEGIC TR881.16%1.39%1.57%Q1 2022Q4 20238
AMZN AMAZON COM INC880.91%1.33%1.60%Q1 2022Q4 20238
SCHO SCHWAB STRATEGIC TR880.97%1.22%1.89%Q1 2022Q4 20238
JPM JPMORGAN CHASE & CO881.05%1.22%1.46%Q1 2022Q4 20238
BRKB BERKSHIRE HATHAWAY INC...881.11%1.21%1.37%Q1 2022Q4 20238
PEP PEPSICO INC880.97%1.18%1.39%Q1 2022Q4 20238
PWR QUANTA SVCS INC880.94%1.12%1.20%Q1 2022Q4 20238
UNH UNITEDHEALTH GROUP INC880.90%1.05%1.27%Q1 2022Q4 20238
NOC NORTHROP GRUMMAN CORP880.84%1.04%1.30%Q1 2022Q4 20238
GOOG ALPHABET INC880.81%1.04%1.20%Q1 2022Q4 20238
DE DEERE & CO880.93%0.98%1.09%Q1 2022Q4 20238
IBM INTERNATIONAL BUSINESS...880.88%0.98%1.22%Q1 2022Q4 20238
AMGN AMGEN INC880.80%0.97%1.13%Q1 2022Q4 20238
RSG REPUBLIC SVCS INC880.75%0.96%1.07%Q1 2022Q4 20238
CVS CVS HEALTH CORP880.55%0.93%1.24%Q1 2022Q4 20238
DIS DISNEY WALT CO880.76%0.90%1.03%Q1 2022Q4 20238
CMI CUMMINS INC880.80%0.89%0.96%Q1 2022Q4 20238
V VISA INC880.63%0.81%1.10%Q1 2022Q4 20238
HD HOME DEPOT INC880.61%0.81%1.09%Q1 2022Q4 20238
SCHV SCHWAB STRATEGIC TR880.24%0.70%1.36%Q1 2022Q4 20238
KO COCA COLA CO880.44%0.59%0.77%Q1 2022Q4 20238
ITOT ISHARES TR880.12%0.53%1.24%Q1 2022Q4 20238
CVX CHEVRON CORP NEW880.13%0.50%0.70%Q1 2022Q4 20238
GOOGL ALPHABET INC880.26%0.38%0.55%Q1 2022Q4 20238
GLD SPDR GOLD TR880.21%0.32%0.49%Q1 2022Q4 20238
CSCO CISCO SYS INC880.18%0.30%0.47%Q1 2022Q4 20238
VTI VANGUARD INDEX FDS880.18%0.23%0.39%Q1 2022Q4 20238
NVDA NVIDIA CORPORATION880.15%0.22%0.36%Q1 2022Q4 20238
SPLV INVESCO EXCH TRADED FD...880.13%0.21%0.37%Q1 2022Q4 20238
JNJ JOHNSON & JOHNSON880.12%0.16%0.20%Q1 2022Q4 20238
ABBV ABBVIE INC880.10%0.16%0.24%Q1 2022Q4 20238
SLV ISHARES SILVER TR880.12%0.15%0.20%Q1 2022Q4 20238
SCHM SCHWAB STRATEGIC TR880.10%0.14%0.33%Q1 2022Q4 20238
SCHB SCHWAB STRATEGIC TR880.10%0.12%0.17%Q1 2022Q4 20238
DHS WISDOMTREE TR521.96%3.34%6.03%Q1 2022Q4 20237
VCLT VANGUARD SCOTTSDALE FDS772.46%2.73%3.24%Q2 2022Q4 20237
IXC ISHARES TR770.88%0.96%1.08%Q2 2022Q4 20237
TGT TARGET CORP770.11%0.92%1.26%Q1 2022Q3 20237
AQMS AQUA METALS INC770.01%0.01%0.01%Q1 2022Q3 20237
RSP INVESCO EXCHANGE TRADE...664.42%6.76%9.80%Q3 2022Q4 20236
AGG ISHARES TR662.12%6.65%10.16%Q3 2022Q4 20236
TSLA TESLA INC330.10%0.16%0.29%Q1 2022Q3 20236
QQQ INVESCO QQQ TR510.09%0.11%0.16%Q1 2022Q4 20236
GBIL GOLDMAN SACHS ETF TR554.58%7.78%13.54%Q3 2022Q3 20235
MUSI AMERICAN CENTY ETF TR554.69%5.83%6.45%Q4 2022Q4 20235
HON HONEYWELL INTL INC550.17%0.76%0.96%Q1 2022Q1 20235
VT VANGUARD INTL EQUITY I...550.36%0.41%0.53%Q4 2022Q4 20235
GSY INVESCO ACTIVELY MANAG...550.16%0.24%0.30%Q1 2022Q1 20235
MINT PIMCO ETF TR550.11%0.20%0.31%Q1 2022Q1 20235
PFE PFIZER INC550.12%0.19%0.24%Q1 2022Q1 20235
DVY ISHARES TR210.08%0.11%0.14%Q1 2022Q4 20235
VRAI ETFIS SER TR I440.73%2.88%4.13%Q1 2022Q4 20224
COMT ISHARES U S ETF TR440.17%2.04%3.97%Q1 2022Q4 20224
SCHZ SCHWAB STRATEGIC TR440.37%1.11%1.66%Q1 2022Q4 20224
SCHG SCHWAB STRATEGIC TR440.19%0.69%1.33%Q1 2022Q4 20224
LLY LILLY ELI & CO440.50%0.69%0.82%Q1 2023Q4 20234
PYPL PAYPAL HLDGS INC440.27%0.36%0.48%Q1 2022Q4 20224
AMT AMERICAN TOWER CORP NEW440.12%0.22%0.32%Q1 2022Q4 20224
NEAR ISHARES U S ETF TR220.13%0.18%0.28%Q1 2022Q1 20234
XEL XCEL ENERGY INC220.10%0.11%0.14%Q1 2022Q1 20234
JPST J P MORGAN EXCHANGE TR...330.19%0.23%0.25%Q2 2022Q4 20223
COST COSTCO WHSL CORP NEW220.99%1.03%1.07%Q3 2023Q4 20232
INTC INTEL CORP220.86%0.90%0.93%Q1 2022Q2 20222
FB META PLATFORMS INC220.64%0.64%0.64%Q1 2022Q2 20222
VEA VANGUARD TAX-MANAGED FDS110.10%0.10%0.10%Q2 2023Q4 20232
ALE ALLETE INC110.09%0.10%0.10%Q2 2023Q4 20232
VIG VANGUARD SPECIALIZED F...110.08%0.09%0.10%Q2 2023Q4 20232
QGRO AMERICAN CENTY ETF TR114.15%4.15%4.15%Q4 2023Q4 20231
XLB SELECT SECTOR SPDR TR110.93%0.93%0.93%Q1 2022Q1 20221
FDG AMERICAN CENTY ETF TR110.85%0.85%0.85%Q1 2022Q1 20221
USB US BANCORP DEL110.28%0.28%0.28%Q4 2022Q4 20221
SCHA SCHWAB STRATEGIC TR110.25%0.25%0.25%Q1 2022Q1 20221
ISRG INTUITIVE SURGICAL INC110.23%0.23%0.23%Q1 2022Q1 20221
SPY SPDR S&P 500 ETF TR110.17%0.17%0.17%Q4 2022Q4 20221
GIS GENERAL MLS INC110.12%0.12%0.12%Q2 2022Q2 20221
PGX INVESCO EXCH TRADED FD...110.11%0.11%0.11%Q1 2022Q1 20221
IVV ISHARES TR110.11%0.11%0.11%Q1 2023Q1 20231
XOM EXXON MOBIL CORP110.09%0.09%0.09%Q4 2023Q4 20231
JFR NUVEEN FLOATING RATE I...110.08%0.08%0.08%Q1 2022Q1 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, SELECT SECTOR SPDR TR, and JANUS DETROIT STR TR, are the highest-conviction holdings of Ledge Wealth Management, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Ledge Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Ledge Wealth Management, Inc. owns currently or has owned in the past.