Ledgewood Wealth Advisors, LLC
Top Portfolio Positions
46 positions ·
$65,211,727 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PFS |
Provident Financial Services Inc
Financial Services
|
678,112 | $14,348,849 | 22.00% | |
| MSEX |
Middlesex Water Co
Utilities
|
254,016 | $13,221,532 | 20.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,323 | $5,958,229 | 9.14% | |
| AAPL |
Apple Inc.
Technology
|
17,383 | $4,411,631 | 6.77% | |
| DUK |
Duke Energy CORP
Utilities
|
18,404 | $2,409,819 | 3.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,060 | $2,317,733 | 3.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
8,169 | $1,996,830 | 3.06% | |
| DRS |
Leonardo DRS, Inc.
Industrials
|
34,840 | $1,551,076 | 2.38% | |
| ABUS |
Arbutus Biopharma Corp
Healthcare
|
278,436 | $1,252,962 | 1.92% | |
| OLED |
Universal Display Corp \Pa\
Technology
|
12,550 | $1,150,333 | 1.76% |
Portfolio Trend
Holdings in MSEX
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,221,532 | 254,016 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,807,486 | 254,016 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $13,747,345 | 254,016 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $13,762,586 | 254,016 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $16,282,425 | 254,016 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,368,862 | 254,016 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $16,572,003 | 254,016 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $11,803,025 | 225,852 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $11,812,237 | 224,995 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $14,764,171 | 224,995 | Shares | Sole | 2025-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||