Ledgewood Wealth Advisors, LLC
Q1 2025 13F Holdings
- Locationexeter, NH
- Num holdings
70
- Value ($000)
$155,009
- Date Filed04/28/2025
- Form type13F-HR
- CIK0002064043
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSEX MIDDLESEX WTR CO | COM | 596680108 | $16.28M | 11 % | 254,016 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $12.98M | 8 % | 337,684 | ||
PQ3 PROVIDENT FINL SVCS INC | COM | 74386T105 | $11.68M | 8 % | 680,012 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $11.66M | 8 % | 277,233 | ||
BSCP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | $10.28M | 7 % | 497,319 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $9.68M | 6 % | 310,067 | ||
BSCS INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $7.18M | 5 % | 352,821 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $5.86M | 4 % | 300,984 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $5.63M | 4 % | 287,488 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.06M | 3 % | 10,784 |
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