Ledgewood Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Ledgewood Wealth Advisors, LLCInvestment ActivityLedgewood Wealth Advisors, LLC has $155.01 million in total holdings as of March 31, 2025.Ledgewood Wealth Advisors, LLC owns shares of 70 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 1.54% of the portfolio was sold this quarter.This quarter, Ledgewood Wealth Advisors, LLC has purchased 69 new stocks and bought additional shares in 12 stocks.Ledgewood Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Middlesex Water $16,282,416Dimensional US Core Equity Market ETF $12,980,585Provident Financial Services $11,675,806Dimensional Core Fixed Income ETF $11,660,428Invesco BulletShares 2025 Corporate Bond ETF $10,284,554 Largest New Holdings this Quarter 75513E101 - RTX $222,533 Holding29670G102 - Essential Utilities $205,793 Holding14147L108 - Cardiff Oncology $35,137 Holding Largest Purchases this Quarter Invesco BulletShares 2031 Corporate Bond ETF 51,408 shares (about $838.46K)Invesco BulletShares 2032 Corporate Bond ETF 35,586 shares (about $724.89K)Invesco BulletShares 2030 Corporate Bond ETF 43,488 shares (about $721.46K)INVESCO EXCH TRD SLF IDX FD 27,755 shares (about $579.80K)Invesco BulletShares 2025 Corporate Bond ETF 20,840 shares (about $430.97K) Largest Sales this Quarter Dimensional International Core Equity Market ETF 29,662 shares (about $926.34K)Dimensional Emerging Core Equity Market ETF 14,387 shares (about $372.48K)Dimensional Core Fixed Income ETF 5,124 shares (about $215.52K)Invesco BulletShares 2028 High Yield Corporate Bond ETF 6,586 shares (about $142.52K)Invesco BulletShares 2026 High Yield Corporate Bond ETF 6,021 shares (about $139.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLedgewood Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSEXMiddlesex Water$16,282,4160.0%254,01610.5%UtilitiesDFAUDimensional US Core Equity Market ETF$12,980,585$104,634 ▼-0.8%337,6848.4%ETFPFSProvident Financial Services$11,675,8060.0%680,0127.5%FinanceDFCFDimensional Core Fixed Income ETF$11,660,428$215,516 ▼-1.8%277,2337.5%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$10,284,554$430,971 ▲4.4%497,3196.6%ETFDFAIDimensional International Core Equity Market ETF$9,683,381$926,343 ▼-8.7%310,0676.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$7,179,905$44,424 ▲0.6%352,8214.6%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$5,863,159$94,030 ▲1.6%300,9843.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,631,896$152,293 ▲2.8%287,4883.6%ETFQQQInvesco QQQ$5,056,8060.0%10,7843.3%FinanceVOOVanguard S&P 500 ETF$4,485,729$20,042 ▲0.4%8,7292.9%ETFAAPLApple$4,212,965$6,220 ▼-0.1%18,9662.7%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$4,103,491$372,480 ▼-8.3%158,4972.6%ETFINVESCO EXCH TRD SLF IDX FD$3,937,204$84,805 ▲2.2%192,2052.5%BULLETSHARES 203BSCTInvesco BulletShares 2029 Corporate Bond ETF$3,919,131$176,202 ▲4.7%211,5022.5%ETFINVESCO EXCH TRD SLF IDX FD$3,128,278$579,802 ▲22.8%149,7502.0%INVESCO BULLETSHDUKDuke Energy$2,244,7360.0%18,4041.4%UtilitiesBSCWInvesco BulletShares 2032 Corporate Bond ETF$2,135,535$724,889 ▲51.4%104,8371.4%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$2,059,908$721,464 ▲53.9%124,1661.3%ManufacturingOLEDUniversal Display$1,799,2920.0%12,9001.2%Computer and TechnologyJNJJohnson & Johnson$1,597,306$166 ▲0.0%9,6321.0%MedicalGOOGLAlphabet$1,469,0800.0%9,5000.9%Computer and TechnologyBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,446,224$838,464 ▲138.0%88,6710.9%ETFDRSLeonardo DRS$1,282,320$4,932 ▼-0.4%39,0000.8%AerospaceBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$1,260,606$139,627 ▼-10.0%54,3600.8%ETFVIGVanguard Dividend Appreciation ETF$1,186,3080.0%6,1150.8%ETFGOOGAlphabet$1,159,2570.0%7,4200.7%Computer and TechnologyABUSArbutus Biopharma$971,7420.0%278,4360.6%MedicalDMRCDigimarc$901,310$1,923 ▼-0.2%70,3050.6%IndustrialsPNCThe PNC Financial Services Group$897,1300.0%5,1040.6%FinanceCHDChurch & Dwight$790,776$4,073 ▼-0.5%7,1830.5%Consumer StaplesBACBank of America$726,255$18,486 ▼-2.5%17,4040.5%FinanceBRK.BBerkshire Hathaway$718,9830.0%1,3500.5%FinanceAMZNAmazon.com$683,7940.0%3,5940.4%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$649,2350.0%18,1300.4%ETFTSLATesla$538,0160.0%2,0760.3%Auto/Tires/TrucksPGProcter & Gamble$508,022$13,293 ▼-2.5%2,9810.3%Consumer StaplesMSFTMicrosoft$506,4010.0%1,3490.3%Computer and TechnologyCVXChevron$496,5170.0%2,9680.3%EnergyEMREmerson Electric$489,652$10,964 ▼-2.2%4,4660.3%IndustrialsDDD3D Systems$474,4560.0%223,8000.3%Computer and TechnologyISRGIntuitive Surgical$470,5070.0%9500.3%MedicalJPMJPMorgan Chase & Co.$431,8120.0%1,7600.3%FinancePHParker-Hannifin$425,4950.0%7000.3%IndustrialsHONHoneywell International$399,1490.0%1,8850.3%Multi-Sector ConglomeratesCOSTCostco Wholesale$387,7700.0%4100.3%Retail/WholesaleROKURoku$383,1940.0%5,4400.2%Consumer DiscretionaryBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$372,936$142,518 ▼-27.6%17,2340.2%ManufacturingPEPPepsiCo$365,1040.0%2,4350.2%Consumer StaplesVSECVSE$359,9700.0%3,0000.2%ConstructionYOUClear Secure$336,8300.0%13,0000.2%Computer and TechnologyCATCaterpillar$335,4070.0%1,0170.2%IndustrialsROIVRoivant Sciences$332,6670.0%32,9700.2%MedicalIRMIron Mountain$327,4680.0%3,8060.2%Business ServicesOCFCOceanFirst Financial$325,9800.0%19,1640.2%FinanceHLITHarmonic$291,0570.0%30,3500.2%Computer and TechnologySOSouthern$265,8810.0%2,8920.2%UtilitiesCSCOCisco Systems$259,1820.0%4,2000.2%Computer and TechnologyMCDMcDonald's$249,8960.0%8000.2%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$238,7770.0%1,2370.2%ETFPEGPublic Service Enterprise Group$235,1180.0%2,8570.2%UtilitiesMGNIMagnite$225,8610.0%19,7950.1%Computer and TechnologyRTXRTX$222,533$222,533 ▲New Holding1,6800.1%AerospaceXLKTechnology Select Sector SPDR Fund$206,4800.0%1,0000.1%ETFWTRGEssential Utilities$205,793$205,793 ▲New Holding5,2060.1%UtilitiesVLYValley National Bancorp$112,1650.0%12,6170.1%FinanceBIOXBioceres Crop Solutions$58,2490.0%12,7600.0%Consumer StaplesEOSEEos Energy Enterprises$56,7000.0%15,0000.0%IndustrialsCRDFCardiff Oncology$35,137$35,137 ▲New Holding11,1900.0%MedicalAPYXApyx Medical$13,700$2,045 ▼-13.0%10,0000.0%MedicalHDHome Depot$0$210,983 ▼-100.0%00.0%Retail/WholesaleESGVVanguard ESG US Stock ETF$0$208,211 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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