Ledgewood Wealth Advisors, LLC
Top Portfolio Positions
47 positions ·
$65,858,647 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 | 21.79% | |
| MSEX |
Middlesex Water Co
Utilities
|
254,016 | $13,221,532 | 20.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,323 | $5,958,229 | 9.05% | |
| AAPL |
Apple Inc.
Technology
|
17,383 | $4,411,631 | 6.70% | |
| DUK |
Duke Energy CORP
Utilities
|
18,404 | $2,409,819 | 3.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,060 | $2,317,733 | 3.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
8,169 | $1,996,830 | 3.03% | |
| DRS |
Leonardo DRS, Inc.
Industrials
|
34,840 | $1,551,076 | 2.36% | |
| ABUS |
Arbutus Biopharma Corp
Healthcare
|
278,436 | $1,252,962 | 1.90% | |
| OLED |
Universal Display Corp \Pa\
Technology
|
12,550 | $1,150,333 | 1.75% |
Portfolio Trend
10 quarters · across all stocks
Holdings in PFS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,348,849 | 678,112 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,392,712 | 678,112 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $13,110,631 | 680,012 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $11,920,610 | 680,012 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $11,675,806 | 680,012 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,831,826 | 680,012 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $12,265,208 | 660,841 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $9,309,490 | 648,745 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $9,312,400 | 639,149 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $11,350,840 | 629,553 | Shares | Sole | 2025-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||