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Ledgewood Wealth Advisors, LLC - Portfolio Stock Holdings

Report Period:

March 31, 2025

No. of Stocks:

71

Est. Stock Holding Value:

$151,072,342

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Ledgewood Wealth Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change
stock-iconMSEX254,016$16,282,42610.78%---
stock-iconDFAU337,684$12,980,5738.59%-2,722-$104,634-0.80%
stock-iconPFS680,012$11,675,8067.73%---
stock-iconDFCF277,233$11,660,4207.72%-5,124-$215,515-1.81%
stock-iconBSCP497,319$10,284,5576.81%+20,840+$430,971+4.37%
stock-iconDFAI310,067$9,683,3926.41%-29,662-$926,344-8.73%
stock-iconBSCS352,821$7,179,9074.75%+2,183+$44,424+0.62%
stock-iconBSCQ300,984$5,863,1683.88%+4,827+$94,030+1.63%
stock-iconBSCR287,488$5,631,8903.73%+7,774+$152,293+2.78%
stock-iconQQQ10,784$5,056,8333.35%---
stock-iconVOO8,729$4,485,9202.97%+39+$20,042+0.45%
stock-iconAAPL18,966$4,212,9182.79%-28-$6,220-0.15%
stock-iconDFAE158,497$4,103,4872.72%-14,387-$372,479-8.32%
stock-iconBSCT211,502$3,919,1322.59%+9,509+$176,202+4.71%
stock-iconBSCX149,750$3,128,2782.07%+27,755+$579,802+22.75%
stock-iconDUK18,404$2,244,7361.49%---
stock-iconBSCW104,837$2,135,5301.41%+35,586+$724,887+51.39%
stock-iconBSCU124,166$2,059,9141.36%+43,488+$721,466+53.90%
stock-iconOLED12,900$1,799,2921.19%---
stock-iconJNJ9,632$1,597,3711.06%+1+$166+0.01%
stock-iconGOOGL9,500$1,469,0800.97%---
stock-iconBSCV88,671$1,446,2240.96%+51,408+$838,464+137.96%
stock-iconDRS39,000$1,282,3200.85%-150-$4,932-0.38%
stock-iconBSJQ54,360$1,260,6080.83%-6,021-$139,627-9.97%
stock-iconVIG6,115$1,186,2490.79%---
stock-iconGOOG7,420$1,159,2270.77%---
stock-iconABUS278,436$971,7420.64%---
stock-iconDMRC70,305$901,3100.60%-150-$1,923-0.21%
stock-iconPNC5,104$897,1300.59%---
stock-iconCHD7,183$790,7760.52%-37-$4,073-0.51%
stock-iconBAC17,404$726,2690.48%-443-$18,486-2.48%
stock-iconBRK.B1,350$718,9830.48%---
stock-iconAMZN3,594$683,7940.45%---
stock-iconDFSU18,130$649,2350.43%---
stock-iconTSLA2,076$538,0160.36%---
stock-iconPG2,981$508,0220.34%-78-$13,293-2.55%
stock-iconMSFT1,349$506,4010.34%---
stock-iconCVX2,968$496,5170.33%---
stock-iconEMR4,466$489,6520.32%-100-$10,964-2.19%
stock-iconDDD223,800$474,4560.31%---
stock-iconISRG950$470,5070.31%---
stock-iconJPM1,760$431,7280.29%---
stock-iconPH700$425,4950.28%---
stock-iconHON1,885$399,1490.26%---
stock-iconCOST410$387,7700.26%---
stock-iconROKU5,440$383,1940.25%---
stock-iconBSJS17,234$372,9440.25%-6,586-$142,521-27.65%
stock-iconPEP2,435$365,1040.24%---
stock-iconVSEC3,000$359,9700.24%---
stock-iconYOU13,000$336,8300.22%---
stock-iconCAT1,017$335,4070.22%---
stock-iconROIV32,970$332,6670.22%---
stock-iconIRM3,806$327,4680.22%---
stock-iconOCFC19,164$325,9800.22%---
stock-iconHLIT30,350$291,0570.19%---
stock-iconSO2,892$265,9190.18%---
stock-iconCSCO4,200$259,1820.17%---
stock-iconMCD800$249,8960.17%---
stock-iconQQQM1,237$238,7660.16%---
stock-iconPEG2,857$235,1310.16%---
stock-iconMGNI19,795$225,8610.15%---
stock-iconRTX1,680$222,5330.15%+1,680+$222,533Open
stock-iconXLK1,000$206,4800.14%---
stock-iconWTRG5,206$205,7930.14%+5,206+$205,793Open
stock-iconVLY12,617$112,1650.07%---
stock-iconBIOX12,760$58,2490.04%---
stock-iconEOSE15,000$56,7000.04%---
stock-iconCRDF11,190$35,1370.02%+11,190+$35,137Open
stock-iconAPYX10,000$13,7000.01%-1,493-$2,045-12.99%
stock-iconESGV0$00.00%-1,985-$194,431-100.00%
stock-iconHD0$00.00%-542-$198,638-100.00%

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