Ridgewood Investments
Latest statistics and disclosures from Ridgewood Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, SHV, GOOGL, VOO, VT, and represent 20.43% of Ridgewood Investments's stock portfolio.
- Added to shares of these 10 stocks: QCOM, AVGO, SCHW, NTES, MSM, MCHP, HPE, OTIS, ADM, LRCX.
- Started 25 new stock positions in KLAC, MCHP, CHY, ZH, PLD, BANX, GRAL, OBDC, JEPQ, VICI.
- Reduced shares in these 10 stocks: BAX, EBAY, AMZN, GS, JNPR, TSCO, DE, T, INTC, GWW.
- Sold out of its positions in AMLP, ADEA, BFH, AHT, AINC, ASH, TECH, HRB, BKNG, BHR.
- Ridgewood Investments was a net seller of stock by $-14M.
- Ridgewood Investments has $204M in assets under management (AUM), dropping by -0.01%.
- Central Index Key (CIK): 0001703556
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Portfolio Holdings for Ridgewood Investments
Ridgewood Investments holds 697 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Ridgewood Investments has 697 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ridgewood Investments Sept. 30, 2024 positions
- Download the Ridgewood Investments September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.2 | $23M | 49k | 460.26 |
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| Ishares Tr Short Treas Bd (SHV) | 3.5 | $7.1M | 65k | 110.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.1M | +2% | 25k | 165.85 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $3.9M | 7.4k | 527.68 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.8 | $3.7M | 31k | 119.70 |
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| Markel Corporation (MKL) | 1.5 | $3.2M | 2.0k | 1568.29 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.5 | $3.0M | 51k | 59.02 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $2.4M | +4% | 9.2k | 263.82 |
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| Medtronic SHS (MDT) | 1.2 | $2.4M | -6% | 26k | 90.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.3M | -4% | 14k | 167.19 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 1.1 | $2.2M | 27k | 83.33 |
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| Smith & Nephew Spdn Adr New (SNN) | 1.1 | $2.2M | -6% | 72k | 31.14 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.0 | $2.1M | -3% | 29k | 71.73 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $2.0M | -21% | 8.3k | 237.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.9M | 3.8k | 488.05 |
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| Henry Schein (HSIC) | 0.9 | $1.8M | 25k | 72.90 |
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| Bristol Myers Squibb (BMY) | 0.9 | $1.8M | -8% | 36k | 51.74 |
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| AFLAC Incorporated (AFL) | 0.9 | $1.8M | -17% | 16k | 111.80 |
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| United Parcel Service CL B (UPS) | 0.9 | $1.8M | +10% | 13k | 136.34 |
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| Nasdaq Omx (NDAQ) | 0.9 | $1.7M | -7% | 24k | 73.01 |
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| Pfizer (PFE) | 0.8 | $1.7M | -8% | 60k | 28.94 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.7M | -19% | 14k | 121.16 |
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| Cisco Systems (CSCO) | 0.8 | $1.7M | -13% | 32k | 53.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $1.7M | -9% | 9.8k | 173.67 |
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| T. Rowe Price (TROW) | 0.8 | $1.7M | 16k | 108.93 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $1.7M | -8% | 16k | 106.12 |
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| Meta Platforms Cl A (META) | 0.8 | $1.6M | -4% | 2.8k | 572.44 |
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| Verizon Communications (VZ) | 0.8 | $1.6M | -9% | 35k | 44.91 |
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| Comcast Corp Cl A (CMCSA) | 0.8 | $1.6M | 37k | 41.77 |
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| Cnh Indl N V SHS (CNH) | 0.8 | $1.6M | -8% | 140k | 11.10 |
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| Qualcomm (QCOM) | 0.7 | $1.5M | +192% | 8.9k | 170.05 |
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| Old Republic International Corporation (ORI) | 0.7 | $1.5M | -16% | 41k | 35.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $1.4M | -5% | 4.9k | 283.16 |
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| Tyson Foods Cl A (TSN) | 0.7 | $1.4M | -9% | 23k | 59.56 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $1.4M | +110% | 21k | 64.81 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $1.4M | +6% | 17k | 78.69 |
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| Walt Disney Company (DIS) | 0.7 | $1.4M | 14k | 96.19 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.3M | -26% | 3.1k | 430.27 |
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| Gra (GGG) | 0.7 | $1.3M | 15k | 87.51 |
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| Nutrien (NTR) | 0.7 | $1.3M | -8% | 28k | 48.06 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.6 | $1.3M | -8% | 14k | 95.90 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $1.3M | -6% | 14k | 91.31 |
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| Dominion Resources (D) | 0.6 | $1.3M | -9% | 23k | 57.79 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.6 | $1.3M | -5% | 54k | 23.95 |
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| International Business Machines (IBM) | 0.6 | $1.3M | -17% | 5.9k | 221.07 |
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| Air Products & Chemicals (APD) | 0.6 | $1.3M | -10% | 4.2k | 297.76 |
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| Netease Sponsored Ads (NTES) | 0.6 | $1.2M | +138% | 13k | 93.51 |
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| Hewlett Packard Enterprise (HPE) | 0.6 | $1.2M | +52% | 60k | 20.46 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $1.2M | -9% | 2.3k | 517.82 |
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| Home Depot (HD) | 0.6 | $1.2M | 2.9k | 405.20 |
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| Archer Daniels Midland Company (ADM) | 0.6 | $1.2M | +37% | 20k | 59.74 |
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| Bofi Holding (AX) | 0.6 | $1.2M | -2% | 19k | 62.88 |
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| United Therapeutics Corporation (UTHR) | 0.6 | $1.1M | 3.2k | 358.35 |
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| Rci Hospitality Hldgs (RICK) | 0.6 | $1.1M | 26k | 44.55 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.1M | +23% | 9.4k | 121.44 |
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| Hci (HCI) | 0.6 | $1.1M | 11k | 107.06 |
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| Gilead Sciences (GILD) | 0.5 | $1.1M | -9% | 13k | 83.84 |
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| Cme (CME) | 0.5 | $1.1M | -11% | 5.1k | 220.64 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $1.1M | 5.4k | 206.56 |
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| Amazon (AMZN) | 0.5 | $1.1M | -42% | 5.9k | 186.33 |
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| Ishares Tr Msci China Etf (MCHI) | 0.5 | $1.1M | -8% | 21k | 50.91 |
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| Devon Energy Corporation (DVN) | 0.5 | $1.0M | -7% | 26k | 39.12 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.5 | $1.0M | -6% | 14k | 71.60 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $981k | -5% | 8.7k | 112.98 |
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| Acme United Corporation (ACU) | 0.5 | $976k | 23k | 41.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $911k | +12% | 4.6k | 198.04 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $909k | +3% | 12k | 78.37 |
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| Oracle Corporation (ORCL) | 0.4 | $873k | -17% | 5.1k | 170.39 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.4 | $862k | 28k | 30.85 |
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| American Tower Reit (AMT) | 0.4 | $860k | 3.7k | 232.54 |
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| Paypal Holdings (PYPL) | 0.4 | $847k | -10% | 11k | 78.03 |
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| American Express Company (AXP) | 0.4 | $837k | 3.1k | 271.20 |
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| Perrigo SHS (PRGO) | 0.4 | $827k | -10% | 32k | 26.23 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.4 | $820k | -8% | 3.4k | 243.46 |
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| Hubspot (HUBS) | 0.4 | $793k | 1.5k | 531.60 |
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| 3M Company (MMM) | 0.4 | $788k | -3% | 5.8k | 136.70 |
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| Yum China Holdings (YUMC) | 0.4 | $782k | -4% | 17k | 45.02 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $774k | -12% | 16k | 48.98 |
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| Boeing Company (BA) | 0.4 | $754k | -2% | 5.0k | 152.05 |
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| Broadcom (AVGO) | 0.4 | $752k | +43510% | 4.4k | 172.50 |
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| Mosaic (MOS) | 0.4 | $730k | -8% | 27k | 26.78 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $725k | 15k | 47.21 |
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| Unity Software (U) | 0.4 | $719k | -9% | 32k | 22.62 |
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| Middleby Corporation (MIDD) | 0.3 | $710k | 5.1k | 139.13 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.3 | $709k | 9.7k | 72.97 |
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| Aon Shs Cl A (AON) | 0.3 | $706k | 2.0k | 345.99 |
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| EOG Resources (EOG) | 0.3 | $699k | 5.7k | 122.93 |
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| Apple (AAPL) | 0.3 | $681k | -12% | 2.9k | 232.97 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $679k | 8.6k | 79.42 |
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| Newtekone Com New (NEWT) | 0.3 | $654k | 53k | 12.46 |
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| Msc Indl Direct Cl A (MSM) | 0.3 | $639k | +2183% | 7.4k | 86.06 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.3 | $638k | -6% | 24k | 26.28 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $637k | -2% | 6.5k | 98.12 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.3 | $632k | -13% | 21k | 30.42 |
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| British Amern Tob Sponsored Adr (BTI) | 0.3 | $619k | -12% | 17k | 36.58 |
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| Royalty Pharma Shs Class A (RPRX) | 0.3 | $617k | -10% | 22k | 28.29 |
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| Johnson & Johnson (JNJ) | 0.3 | $617k | 3.8k | 162.06 |
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| Philip Morris International (PM) | 0.3 | $598k | -19% | 4.9k | 121.40 |
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| Core Labs Nv (CLB) | 0.3 | $578k | 31k | 18.53 |
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| Baidu Spon Adr Rep A (BIDU) | 0.3 | $574k | -21% | 5.4k | 105.29 |
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| Vale S A Sponsored Ads (VALE) | 0.3 | $570k | -15% | 49k | 11.68 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $549k | -2% | 6.6k | 83.67 |
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| Ishares Tr Cmbs Etf (CMBS) | 0.3 | $548k | -4% | 11k | 48.93 |
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| Tesla Motors (TSLA) | 0.3 | $513k | 2.0k | 261.65 |
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| Chevron Corporation (CVX) | 0.2 | $505k | +14% | 3.4k | 147.27 |
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| General Dynamics Corporation (GD) | 0.2 | $488k | -19% | 1.6k | 302.19 |
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| Citigroup Com New (C) | 0.2 | $464k | -2% | 7.4k | 62.60 |
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| Lowe's Companies (LOW) | 0.2 | $463k | 1.7k | 270.85 |
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| Becton, Dickinson and (BDX) | 0.2 | $456k | -36% | 1.9k | 241.13 |
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| Pinterest Cl A (PINS) | 0.2 | $456k | -15% | 14k | 32.37 |
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| Microchip Technology (MCHP) | 0.2 | $453k | NEW | 5.6k | 80.29 |
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| Ezcorp Cl A Non Vtg (EZPW) | 0.2 | $448k | 40k | 11.21 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $444k | -4% | 2.2k | 200.78 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $437k | -5% | 8.6k | 50.60 |
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| Kinder Morgan (KMI) | 0.2 | $436k | -14% | 20k | 22.09 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $420k | -3% | 1.2k | 353.48 |
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| Analog Devices (ADI) | 0.2 | $415k | 1.8k | 230.17 |
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| Lam Research Corporation (LRCX) | 0.2 | $411k | +276% | 504.00 | 816.08 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $402k | -18% | 9.1k | 44.26 |
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| Docusign (DOCU) | 0.2 | $396k | -19% | 6.4k | 62.09 |
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| Tractor Supply Company (TSCO) | 0.2 | $391k | -62% | 1.3k | 290.98 |
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| Netflix (NFLX) | 0.2 | $387k | 546.00 | 709.27 |
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| Heritage Global (HGBL) | 0.2 | $380k | +11% | 224k | 1.70 |
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| Eli Lilly & Co. (LLY) | 0.2 | $378k | +2% | 427.00 | 885.94 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $371k | +1309% | 3.6k | 103.94 |
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| Bk Nova Cad (BNS) | 0.2 | $368k | -8% | 6.8k | 54.49 |
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| Black Hills Corporation (BKH) | 0.2 | $365k | -25% | 6.0k | 61.12 |
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| eBay (EBAY) | 0.2 | $352k | -72% | 5.4k | 65.11 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $343k | +236% | 5.2k | 66.51 |
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| Applied Materials (AMAT) | 0.2 | $337k | +615% | 1.7k | 202.05 |
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| Deere & Company (DE) | 0.2 | $337k | -65% | 807.00 | 417.33 |
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| Loews Corporation (L) | 0.2 | $336k | 4.3k | 79.05 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $335k | 2.9k | 117.22 |
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| Whitestone REIT (WSR) | 0.2 | $332k | -16% | 25k | 13.53 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $331k | -3% | 899.00 | 368.53 |
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| Research Solutions (RSSS) | 0.2 | $327k | -4% | 120k | 2.73 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $303k | +90% | 3.0k | 100.71 |
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| Vail Resorts (MTN) | 0.1 | $301k | +5% | 1.7k | 174.29 |
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| Huntington Ingalls Inds (HII) | 0.1 | $300k | -22% | 1.1k | 264.41 |
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| Cava Group Ord (CAVA) | 0.1 | $297k | -27% | 2.4k | 123.85 |
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| Helmerich & Payne (HP) | 0.1 | $290k | -22% | 9.5k | 30.42 |
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| L3harris Technologies (LHX) | 0.1 | $286k | -17% | 1.2k | 237.87 |
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| Shopify Cl A (SHOP) | 0.1 | $281k | -27% | 3.5k | 80.14 |
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| Humana (HUM) | 0.1 | $281k | -15% | 886.00 | 316.74 |
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| salesforce (CRM) | 0.1 | $279k | -27% | 1.0k | 273.71 |
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| Powershares Actively Managed Ultra Shrt Dur (GSY) | 0.1 | $269k | 5.4k | 50.18 |
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| TJX Companies (TJX) | 0.1 | $263k | 2.2k | 117.54 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $259k | +200% | 18k | 14.41 |
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| CoStar (CSGP) | 0.1 | $258k | 3.4k | 75.44 |
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| Progressive Corporation (PGR) | 0.1 | $254k | -7% | 1.0k | 253.76 |
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| CSX Corporation (CSX) | 0.1 | $254k | 7.3k | 34.53 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $252k | 4.5k | 55.63 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $251k | 2.5k | 100.69 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $246k | +145% | 3.9k | 62.99 |
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| Altria (MO) | 0.1 | $243k | -65% | 4.8k | 51.04 |
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| Fat Brands Class A Com (FAT) | 0.1 | $239k | 49k | 4.92 |
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| Waste Management (WM) | 0.1 | $235k | -7% | 1.1k | 207.65 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $230k | 713.00 | 321.95 |
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| Kla Corp Com New (KLAC) | 0.1 | $227k | NEW | 293.00 | 774.41 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $222k | -2% | 2.0k | 108.63 |
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| Jd.com Spon Ads Cl A (JD) | 0.1 | $221k | -38% | 5.5k | 40.00 |
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| Waters Corporation (WAT) | 0.1 | $218k | 606.00 | 359.89 |
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| Scotts Miracle-gro Cl A (SMG) | 0.1 | $218k | 2.5k | 86.70 |
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| Simon Property (SPG) | 0.1 | $216k | -5% | 1.3k | 169.02 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $216k | -4% | 3.8k | 57.62 |
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| Wec Energy Group (WEC) | 0.1 | $214k | -10% | 2.2k | 96.18 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $213k | +324% | 5.7k | 37.56 |
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| Rb Global (RBA) | 0.1 | $209k | -9% | 2.6k | 80.48 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $207k | +24% | 2.5k | 83.15 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $205k | +40% | 3.9k | 52.66 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $204k | 387.00 | 527.69 |
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| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.1 | $204k | 4.2k | 48.28 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $204k | +33% | 1.6k | 125.98 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $203k | 835.00 | 243.06 |
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| Realty Income (O) | 0.1 | $202k | +33% | 3.2k | 63.42 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $194k | 1.1k | 181.99 |
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| CRA International (CRAI) | 0.1 | $193k | -8% | 1.1k | 175.32 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $187k | -23% | 1.3k | 142.27 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $187k | -3% | 8.4k | 22.27 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $186k | -10% | 3.0k | 61.04 |
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| Under Armour CL C (UA) | 0.1 | $185k | +29% | 22k | 8.36 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $183k | 1.2k | 155.25 |
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| Kinsale Cap Group (KNSL) | 0.1 | $183k | 392.00 | 465.57 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $179k | +22% | 1.5k | 119.61 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $179k | 5.2k | 34.29 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $177k | +320% | 2.2k | 80.37 |
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| One Group Hospitality In (STKS) | 0.1 | $176k | 48k | 3.68 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $175k | +142% | 3.5k | 50.28 |
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| Mack-Cali Realty (VRE) | 0.1 | $175k | -13% | 9.8k | 17.86 |
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| Starbucks Corporation (SBUX) | 0.1 | $172k | +36% | 1.8k | 97.49 |
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| Electronic Arts (EA) | 0.1 | $172k | -44% | 1.2k | 143.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $171k | -2% | 2.0k | 84.53 |
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| Bank of America Corporation (BAC) | 0.1 | $170k | -2% | 4.3k | 39.68 |
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| Snowflake Cl A (SNOW) | 0.1 | $170k | -23% | 1.5k | 114.89 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $169k | -8% | 2.7k | 62.69 |
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| Microstrategy Cl A New (MSTR) | 0.1 | $169k | +900% | 1.0k | 168.60 |
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| Nextera Energy (NEE) | 0.1 | $165k | 1.9k | 84.55 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $158k | -7% | 1.9k | 83.75 |
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| At&t (T) | 0.1 | $156k | -80% | 7.1k | 22.00 |
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| Polaris Industries (PII) | 0.1 | $152k | 1.8k | 83.24 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $152k | 8.2k | 18.48 |
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| Merck & Co (MRK) | 0.1 | $152k | 1.3k | 113.52 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $150k | 1.3k | 115.02 |
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| Clorox Company (CLX) | 0.1 | $146k | -12% | 898.00 | 162.83 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $144k | -14% | 1.4k | 101.27 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $144k | -9% | 3.0k | 48.12 |
|
| Ishares Bitcoin Tr SHS (IBIT) | 0.1 | $143k | +43% | 4.0k | 36.13 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $141k | -7% | 1.1k | 126.81 |
|
| Enterprise Products Partners (EPD) | 0.1 | $139k | 4.8k | 29.11 |
|
|
| MercadoLibre (MELI) | 0.1 | $138k | 67.00 | 2051.96 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $137k | -21% | 3.4k | 40.88 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $137k | 3.3k | 41.12 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $137k | -13% | 1.2k | 117.61 |
|
| Jefferies Finl Group (JEF) | 0.1 | $135k | 2.2k | 61.55 |
|
|
| Synopsys (SNPS) | 0.1 | $135k | 267.00 | 506.39 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $135k | -11% | 235.00 | 573.76 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $132k | -8% | 2.1k | 62.10 |
|
| Ford Motor Company (F) | 0.1 | $129k | +454% | 12k | 10.56 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $128k | 202.00 | 631.82 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $125k | 321.00 | 388.73 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $125k | -76% | 2.0k | 62.32 |
|
| Cbiz (CBZ) | 0.1 | $125k | 1.9k | 67.29 |
|
|
| Nucor Corporation (NUE) | 0.1 | $121k | 802.00 | 150.34 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $120k | -68% | 2.4k | 50.22 |
|
| Block Cl A (SQ) | 0.1 | $120k | -4% | 1.8k | 67.13 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $120k | -2% | 135.00 | 886.52 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $120k | -3% | 8.8k | 13.65 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $119k | 3.1k | 38.08 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.1 | $119k | 1.1k | 103.58 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $117k | 999.00 | 117.17 |
|
|
| Kenvue (KVUE) | 0.1 | $116k | -52% | 5.0k | 23.13 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $115k | -18% | 4.4k | 26.09 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $115k | +83% | 2.4k | 47.85 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $113k | -71% | 5.7k | 19.89 |
|
| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $112k | 600.00 | 187.41 |
|
|
| Copart (CPRT) | 0.1 | $112k | -21% | 2.1k | 52.39 |
|
| Intel Corporation (INTC) | 0.1 | $110k | -84% | 4.7k | 23.46 |
|
| Dlocal Class A Com (DLO) | 0.1 | $109k | 14k | 8.00 |
|
|
| Transunion (TRU) | 0.1 | $106k | 1.0k | 104.67 |
|
|
| Republic Services (RSG) | 0.1 | $105k | -13% | 521.00 | 200.79 |
|
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.1 | $104k | 1.5k | 69.02 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.1 | $102k | -32% | 1.5k | 69.72 |
|
| Esab Corporation (ESAB) | 0.0 | $102k | 958.00 | 106.35 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $100k | 1.4k | 73.23 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $100k | -13% | 202.00 | 493.20 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $99k | 3.0k | 33.21 |
|
|
| Thomson Reuters Corp. (TRI) | 0.0 | $97k | -13% | 567.00 | 170.69 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $96k | 1.1k | 83.63 |
|
|
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 0.0 | $93k | -8% | 1.2k | 80.01 |
|
| Tc Energy Corp (TRP) | 0.0 | $92k | -6% | 1.9k | 47.55 |
|
Past Filings by Ridgewood Investments
SEC 13F filings are viewable for Ridgewood Investments going back to 2016
- Ridgewood Investments 2024 Q3 filed Oct. 4, 2024
- Ridgewood Investments 2024 Q2 filed July 29, 2024
- Ridgewood Investments 2024 Q1 filed April 10, 2024
- Ridgewood Investments 2023 Q4 filed Jan. 11, 2024
- Ridgewood Investments 2023 Q3 filed Oct. 20, 2023
- Ridgewood Investments 2023 Q2 filed Aug. 7, 2023
- Ridgewood Investments 2023 Q1 filed April 25, 2023
- Ridgewood Investments 2022 Q4 filed Jan. 19, 2023
- Ridgewood Investments 2022 Q3 filed Oct. 13, 2022
- Ridgewood Investments 2022 Q2 filed July 19, 2022
- Ridgewood Investments 2022 Q1 filed April 11, 2022
- Ridgewood Investments 2021 Q4 filed Jan. 18, 2022
- Ridgewood Investments 2021 Q3 filed Oct. 20, 2021
- Ridgewood Investments 2021 Q2 filed July 22, 2021
- Ridgewood Investments 2021 Q1 filed April 27, 2021
- Ridgewood Investments 2020 Q4 filed Jan. 19, 2021