$161 Million is the total value of Ledge Wealth Management, Inc.'s 72 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q3 2023 | 13.1% |
| JANUS DETROIT STR TR | 7 | Q3 2023 | 9.7% |
| SELECT SECTOR SPDR TR | 7 | Q3 2023 | 5.7% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 4.0% |
| SPDR SER TR | 7 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 7.2% |
| SCHWAB STRATEGIC TR | 7 | Q3 2023 | 3.6% |
| APPLE INC | 7 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 3.4% |
| SPDR INDEX SHS FDS | 7 | Q3 2023 | 6.5% |
View Ledge Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-10 |
View Ledge Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.