North Ridge Wealth Advisors, Inc. Sells in Q2 2025

North Ridge Wealth Advisors, Inc.

  • $163 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-15K
- 28.55%
$46.77 - $47.89 $704K - $721K
37.7K $1.79B
UNH
Unitedhealth Group Inc

Healthcare
-360
- 19.12%
$274.35 - $599.47 $98.8K - $216K
1.52K $475M
SPY
Spdr S&P 500 ETF Trust

ETFs
-209
- 53.73%
$496.48 - $617.85 $104K - $129K
180 $111M
AAPL
Apple Inc.

Technology
-130
- 8.4%
$172.42 - $223.89 $22.4K - $29.1K
1.42K $291M
DFSI
Dimensional ETF Tr Dimen Intl
-2.79K
- 16.58%
N/A
14K $552M
TSLA
Tesla, Inc.

Consumer Cyclical
-265
- 26.42%
$221.86 - $362.89 $58.8K - $96.2K
738 $234M
CVS
Cvs Health Corp

Healthcare
-334
- 50.0%
$60.04 - $70.18 $20.1K - $23.4K
334 $23M
DOW
Dow Inc.

Basic Materials
-107
- 25.06%
$25.81 - $34.89 $2.76K - $3.73K
320 $8.48M
Ge Healthcare Technologies I
-31
- 32.98%
N/A
63 $4.63M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1
- 0.02%
$102.02 - $103.5 $102 - $104
4.54K $467M
DXC
Dxc Technology CO

Technology
-49
- 74.24%
$14.03 - $17.63 $687 - $864
17 $260K
INTC
Intel Corp

Technology
-20
- 1.64%
$18.13 - $22.69 $363 - $454
1.2K $26.9M
IEMG
Ishares Inc

ETFs
-50
- 12.35%
N/A
355 $21.3M
VIG
Vanguard Dividend Appreciation

ETFs
-6
- 3.14%
N/A
185 $37.9M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-5
- 5.49%
$40.51 - $71.03 $203 - $355
86 $6.05M
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.33K
- 10.58%
N/A
11.2K $426M
IEFA
Ishares Tr

ETFs
-87
- 4.32%
$67.83 - $84.09 $5.9K - $7.32K
1.93K $161M
Fidelity Wise Origin Bitcoin
-119
- 12.27%
N/A
851 $80M
REET
Ishares Global Reit ETF

ETFs
-11
- 0.03%
$21.59 - $25.16 $237 - $277
43K $1.06B
VTV
Vanguard Value ETF

ETFs
-38
- 0.38%
$153.67 - $176.74 $5.84K - $6.72K
9.93K $1.76B
VUG
Vanguard Growth ETF

ETFs
-65
- 1.63%
$329.49 - $438.4 $21.4K - $28.5K
3.94K $1.73B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-20.5K
- 6.78%
$24.94 - $31.15 $511K - $638K
282K $8.75B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-4.51K
- 2.51%
$23.4 - $29.68 $106K - $134K
175K $5.2B
MSFT
Microsoft Corp

Technology
-1.3K
- 9.59%
$354.56 - $497.45 $461K - $647K
12.3K $6.09B
DFAX
Dimensional ETF Tr
-7.74K
- 1.55%
$23.37 - $29.39 $181K - $228K
491K $14.4B
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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