News + Filings Holdings
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Ledge Wealth Management, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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WisdomTree Trust
| DHS | Common | 61,242 | 61,242 | 4,873,019,000 | 4,873,019,000 | 2.33 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 3,092 | 3,092 | 1,450,086,000 | 1,450,086,000 | 0.69 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VT | Common | 8,970 | 8,970 | 869,911,000 | 869,911,000 | 0.42 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 642 | 642 | 237,168,000 | 237,168,000 | 0.11 | |
Hist
| 06/30/2023 |
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ALLETE INC
| ALE | Common | 3,684 | 3,684 | 213,561,000 | 213,561,000 | 0.10 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 1,259 | 1,259 | 204,499,000 | 204,499,000 | 0.10 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 4,370 | 4,370 | 201,811,000 | 201,811,000 | 0.10 | |
Hist
| 06/30/2023 |
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