North Ridge Wealth Advisors, Inc. Purchases in Q2 2025

North Ridge Wealth Advisors, Inc.

  • $163 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.3K
+ 1.21%
$29.12 - $35.84 $386K - $475K
1.11M $39.6B
AVUS
American Centy ETF Tr Avantis

ETFs
8.4K
+ 24.04%
$81.38 - $100.82 $684K - $847K
43.4K $4.37B
IGOV
Ishares 1 3 International Trea

ETFs
7.5K
+ 4.85%
$39.53 - $43.1 $297K - $323K
162K $6.99B
VGIT
Vanguard Intermediate Term Tre

ETFs
11.8K
+ 5.68%
$58.63 - $59.9 $694K - $709K
220K $13.2B
American Centy ETF Tr
9.26K
+ 1916.36%
N/A
9.74K $636M
Dimensional ETF Trust
14.9K
+ 6.11%
N/A
258K $6.92B
AVDE
American Centy ETF Tr Avantis

ETFs
4.11K
+ 19.08%
$59.32 - $74.36 $244K - $305K
25.6K $1.9B
AVSU
American Centy ETF Tr Avantis

ETFs
4.91K
+ 149.01%
$55.22 - $68.6 $271K - $337K
8.21K $563M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.96K
+ 2.46%
N/A
123K $8.06B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.11K
+ 3.49%
$49.57 - $50.27 $253K - $257K
152K $7.62B
AVSD
American Centy ETF Tr Avantis

ETFs
2.51K
+ 102.75%
$53.85 - $67.74 $135K - $170K
4.95K $334M
AVEM
American Centy ETF Tr Avantis

ETFs
1.3K
+ 15.55%
$53.08 - $68.54 $68.8K - $88.9K
9.64K $661M
BA
Boeing CO

Industrials
186
+ 6.65%
$136.59 - $217.51 $25.4K - $40.5K
2.98K $625M
DFSU
Dimensional ETF Tr Dimen Us Su
1.23K
+ 4.33%
N/A
29.5K $1.16B
AVRE
American Centy ETF Tr Avantis
301
+ 0.29%
$38.75 - $44.92 $11.7K - $13.5K
103K $4.55B
EMB
Ishares Tr

ETFs
827
+ 23.61%
$86.54 - $92.62 $71.6K - $76.6K
4.33K $401M
VEA
Vanguard Ftse Developed Market

ETFs
1.45K
+ 3222.22%
$45.65 - $57.01 $66.2K - $82.7K
1.5K $85.2M
AVSE
American Centy ETF Tr Avantis

ETFs
1.37K
New
$45.56 - $58.63 $62.2K - $80K
1.37K $80M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.27K
+ 43.86%
$62.08 - $73.58 $78.8K - $93.4K
4.16K $279M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
870
New
$58.41 - $72.69 $50.8K - $63.2K
870 $63.3M
VNQI
Vanguard Global Ex U.S. Real

ETFs
556
+ 8.41%
$37.77 - $46.15 $21K - $25.7K
7.17K $331M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
288
New
$96.84 - $99.46 $27.9K - $28.6K
288 $28.6M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
210
+ 65.22%
$86.93 - $109.64 $18.3K - $23K
532 $58.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
513
+ 353.79%
$39.89 - $49.46 $20.5K - $25.4K
658 $32.6M
LPX
Louisiana Pacific Corp

Industrials
300
New
$81.16 - $95.48 $24.3K - $28.6K
300 $25.8M
ET
Energy Transfer LP

Energy
1K
New
$15.65 - $18.93 $15.7K - $18.9K
1K $18.1M
SPMD
Spdr Portfolio

ETFs
260
New
$44.89 - $54.38 $11.7K - $14.1K
260 $14.1M
M
Macy'S, Inc.

Consumer Cyclical
1K
New
$10.02 - $13.19 $10K - $13.2K
1K $11.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
247
New
$35.35 - $42.68 $8.73K - $10.5K
247 $10.5M
EDV
Vanguard Extended Duration Tre

ETFs
7.72K
+ 5.77%
$62.83 - $72.45 $485K - $559K
141K $9.51B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
118
New
$52.84 - $65.52 $6.24K - $7.73K
118 $7.76M
VNQ
Vanguard Specialized Funds Van

ETFs
172
+ 2.79%
$79.79 - $91.42 $13.7K - $15.7K
6.33K $564M
BNDX
Vanguard Total International B

ETFs
120
New
$48.77 - $49.55 $5.85K - $5.95K
120 $5.96M
PFE
Pfizer Inc

Healthcare
300
+ 10.63%
$21.59 - $24.84 $6.48K - $7.45K
3.12K $75.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
160
New
$19.6 - $24.44 $3.14K - $3.91K
160 $3.91M
VOE
Vanguard Mid Cap Value Index F

ETFs
22
New
$141.87 - $164.49 $3.12K - $3.62K
22 $3.63M
CMCSA
Comcast Corp

Communication Services
90
+ 68.18%
$32.84 - $36.72 $2.96K - $3.3K
222 $7.92M
VBR
Vanguard Small Cap Value ETF

ETFs
14
New
$162.76 - $195.77 $2.28K - $2.74K
14 $2.77M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
55
New
$43.63 - $45.4 $2.4K - $2.5K
55 $2.47M
MUB
Ishares National Muni Bond ETF

ETFs
20
New
$102.31 - $105.8 $2.05K - $2.12K
20 $2.07M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9
New
$34.72 - $42.74 $312 - $385
9 $398K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3
New
$50.09 - $51.09 $150 - $153
3 $134K
LUMN
Lumen Technologies, Inc.

Communication Services
29
New
$3.07 - $4.51 $89 - $131
29 $128K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
New
$20.42 - $25.3 $20.4 - $25.3
1 $27K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
0
New
$18.94 - $21.67 $0 - $0
0 $0
COLB
Columbia Banking System, Inc.

Financial Services
7
+ 0.59%
$20.71 - $25.63 $145 - $179
1.2K $28M
HPQ
Hp Inc

Technology
3
+ 0.47%
$21.88 - $29.32 $65.6 - $88
643 $15.7M
WY
Weyerhaeuser CO

Real Estate
219
+ 6.41%
$24.69 - $29.48 $5.41K - $6.46K
3.64K $93.5M
Activity Summary
Buys All Purchases 49 New Holdings 20 Increased Positions 29 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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