Holdings
Ledgewood Wealth Advisors, LLC
As of Sep 30, 2026, Ledgewood Wealth Advisors, LLC reported 45 positions worth US$64M. Largest: Provident Financial Services, Inc, Middlesex Water Company and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Provident Financial Services, Inc | 670K | US$14.8M | −8,000 | Sep 30, 2026 |
| Middlesex Water Company | 245K | US$13M | −9,027 | Sep 30, 2026 |
| Apple Inc | 17,490 | US$5.82M | no change | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 14,377 | US$4.93M | +71 | Sep 30, 2026 |
| Duke Energy Corporation (holding Company) | 18,404 | US$2.1M | no change | Sep 30, 2026 |
| Johnson & Johnson | 7,695 | US$2.04M | no change | Sep 30, 2026 |
| Arbutus Biopharma Corporation | 278K | US$1.33M | no change | Sep 30, 2026 |
| 3d Systems Corporation | 349K | US$1.26M | no change | Sep 30, 2026 |
| Roivant Sciences Ltd. | 32,970 | US$1.21M | no change | Sep 30, 2026 |
| Pnc Financial Services Group, Inc. (the) | 5,104 | US$1.13M | no change | Sep 30, 2026 |