Ledgewood Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Ledgewood Wealth Advisors, LLC | Institutional Filer | ▲ 2.35% | $177.7M | 73 |
Current Portfolio Holdings
Showing all 73 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | — | 326K | $14.7M | 8.27% |
| 2 | PFS | Provident Financial Services, Inc. | Financial Services | 678K | $14.3M | 8.08% |
| 3 | MSEX | Middlesex Water Company | Utilities | 254K | $13.2M | 7.44% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | — | 285K | $11.1M | 6.25% |
| 5 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 547K | $10.7M | 6.05% |
| 6 | DFCF | DIMENSIONAL ETF TRUST | — | 249K | $10.5M | 5.92% |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 435K | $8.9M | 5.00% |
| 8 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 367K | $6.8M | 3.85% |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 331K | $6.5M | 3.63% |
| 10 | QQQ | Invesco QQQ Trust | — | 10K | $6.0M | 3.35% |
| 11 | VOO | VANGUARD INDEX FDS | — | 8K | $5.1M | 2.84% |
| 12 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 290K | $4.8M | 2.73% |
| 13 | DFAE | DIMENSIONAL ETF TRUST | — | 138K | $4.7M | 2.63% |
| 14 | AAPL | Apple Inc. | Technology | 17K | $4.4M | 2.48% |
| 15 | BSCY | INVESCO EXCH TRD SLF IDX FD | — | 204K | $4.2M | 2.38% |
Showing 1 to 15 of 73 holdings