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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Tesla, Inc.
| TSLA | COM | 805 | -304 | 210,725,000 | 210,431,000 | 0.10 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHM | Common | 3,265 | -101 | 231,907,000 | 231,703,000 | 0.11 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHB | Common | 4,912 | -143 | 253,950,000 | 253,738,000 | 0.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISI | Common | 2,919 | -6,758 | 285,641,000 | 284,871,000 | 0.14 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| SPLV | Common | 5,487 | -63 | 344,638,000 | 344,317,000 | 0.16 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 930 | -1,187 | 393,409,000 | 393,152,000 | 0.19 | 0.00 |
Hist
| 06/30/2023 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 10,420 | -2,481 | 539,131,000 | 538,615,000 | 0.26 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 8,805 | -13,405 | 590,700,000 | 589,400,000 | 0.28 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 5,595 | -558 | 669,722,000 | 669,133,000 | 0.32 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 16,123 | -264 | 2,344,955,000 | 2,343,243,000 | 1.12 | |
Hist
| 06/30/2023 |
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JANUS DETROIT STR TR
| VNLA | Common | 71,679 | -169,544 | 3,425,517,000 | 3,413,820,000 | 1.64 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 25,304 | -15 | 4,908,298,000 | 4,904,799,000 | 2.35 | |
Hist
| 06/30/2023 |
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Goldman Sachs ETF Trust
| GBIL | Common | 103,017 | -118,404 | 10,308,943,000 | 10,286,834,000 | 4.93 | |
Hist
| 06/30/2023 |
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