Ledge Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q4 2023 - Jan 24, 2024
Value $
$257M
Signature - Title
Gina Bartell - CCO
Location
2454 8 Th Ave S, Suite 200, Sartell, MN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 62 $257M +$27.8M -$13.6M +$14.2M VTV, AGG, RSP, VUG, MUSI 13F-HR 1/23/2024, 06:30 PM
Q3 2023 60 $223M +$23.2M -$3.42M +$19.8M VTV, RSP, VUG, AGG, MUSI 13F-HR 10/23/2023, 08:27 PM
Q2 2023 62 $209M +$5.51M -$14.1M -$8.58M VTV, AGG, VUG, MUSI, RSP 13F-HR 7/11/2023, 09:03 PM
Q1 2023 67 $211M +$27.1M -$38.7M -$11.6M VTV, AGG, MUSI, RSP, GBIL 13F-HR 4/14/2023, 02:32 PM
Q4 2022 73 $219M +$52.5M -$5.88M +$46.6M GBIL, VTV, AGG, VNLA, MUSI 13F-HR 2/2/2023, 09:23 PM
Q3 2022 65 $163M +$39.7M -$29.6M +$10.1M GBIL, VTV, VNLA, XLF, RSP 13F-HR 10/18/2022, 08:05 AM
Q2 2022 69 $163M +$37.8M -$15.3M +$22.5M VNLA, VTV, DHS, XLF, VRAI 13F-HR 7/20/2022, 07:45 AM
Q1 2022 72 $161M $0 $0 VTV, VNLA, CWI, XLF, DHS 13F-HR 5/9/2022, 06:37 PM