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Home > Institutional Investor > Ledgewood Wealth Advisors, Llc > Profile

Instuitional Investor - Ledgewood Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ledgewood Wealth Advisors, Llc
Portfolio Value $155,009,413
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Middlesex Water Co
 MSEX 254,016 $16,282,416 10.5%
2.
Dimensional Etf Trust
 337,684 $12,980,585 8.37%
3.
Provident Financial Services Inc
 PFS 680,012 $11,675,806 7.53%
4.
Dimensional Etf Trust
 277,233 $11,660,428 7.52%
5.
Invesco Exch Trd Slf Idx Fd
 497,319 $10,284,554 6.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)