North Ridge Wealth Advisors, Inc. Closed Positions in Q1 2025

North Ridge Wealth Advisors, Inc.

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-264
Closed
$83.01 - $101.02 $21.9K - $26.7K
0 $0
AMZN
Amazon Com Inc

Consumer Cyclical
-106
Closed
$190.26 - $242.06 $20.2K - $25.7K
0 $0
XLK
Technology Sector Spdr

ETFs
-49
Closed
$206.38 - $242.18 $10.1K - $11.9K
0 $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-99
Closed
$91.45 - $91.75 $9.05K - $9.08K
0 $0
FM
Ishares Msci Frontier And Sele

ETFs
-301
Closed
$27.08 - $27.19 $8.15K - $8.18K
0 $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-58
Closed
$107.24 - $116.37 $6.22K - $6.75K
0 $0
XLG
Invesco Exchange Traded Fd Tr

ETFs
-114
Closed
$45.72 - $51.73 $5.21K - $5.9K
0 $0
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12
Closed
$360.07 - $417.26 $4.32K - $5.01K
0 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-21
Closed
$192.6 - $233.2 $4.04K - $4.9K
0 $0
EWJ
Ishares Msci Japan ETF

ETFs
-66
Closed
$65.24 - $71.7 $4.31K - $4.73K
0 $0
XLI
Industrial Sector Spdr

ETFs
-31
Closed
$128.78 - $141.67 $3.99K - $4.39K
0 $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-81
Closed
$49.67 - $51.43 $4.02K - $4.17K
0 $0
XLC
Select Sector Spdr Tr Communic

ETFs
-41
Closed
$94.84 - $105.31 $3.89K - $4.32K
0 $0
XLV
Select Sector Spdr Fund Health

ETFs
-28
Closed
$137.61 - $149.68 $3.85K - $4.19K
0 $0
XLF
Financial Sector Spdr

ETFs
-76
Closed
$47.32 - $52.19 $3.6K - $3.97K
0 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-40
Closed
$74.85 - $84.89 $2.99K - $3.4K
0 $0
EWP
Ishares Inc Msci Spain ETF

ETFs
-76
Closed
$30.96 - $38.87 $2.35K - $2.95K
0 $0
MBB
Ishares Tr

ETFs
-20
Closed
$90.37 - $94.08 $1.81K - $1.88K
0 $0
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-17
Closed
$96.88 - $111.25 $1.65K - $1.89K
0 $0
XLP
Consumer Staples Sector Spdr

ETFs
-21
Closed
N/A
0 $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
-17
Closed
$85.29 - $92.57 $1.45K - $1.57K
0 $0
XLE
Energy Sector Spdr

ETFs
-17
Closed
$85.7 - $93.96 $1.46K - $1.6K
0 $0
HYG
Ishares Tr

ETFs
-18
Closed
$78.51 - $80.11 $1.41K - $1.44K
0 $0
EWD
Ishares Inc Msci Sweden ETF

ETFs
-35
Closed
$37.28 - $45.14 $1.3K - $1.58K
0 $0
VGT
Vanguard Information Technolog

ETFs
-2
Closed
$542.38 - $646.34 $1.08K - $1.29K
0 $0
EWL
Ishares Inc Msci Switzerlnd

ETFs
-23
Closed
$45.85 - $53.59 $1.05K - $1.23K
0 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-33
Closed
$27.01 - $28.54 $891 - $942
0 $0
EFV
Msci Eafe Value ETF

ETFs
-17
Closed
$51.88 - $60.73 $882 - $1.03K
0 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
-16
Closed
$53.99 - $58.43 $864 - $935
0 $0
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-21
Closed
$41.61 - $44.72 $874 - $939
0 $0
OMFL
Invesco Exchange Traded Self I

ETFs
-16
Closed
$52.19 - $57.45 $835 - $919
0 $0
OEF
Ishares S&P 100 ETF

ETFs
-3
Closed
N/A
0 $0
MCHI
Ishares Msci China ETF

ETFs
-16
Closed
$43.71 - $58.65 $699 - $938
0 $0
SCHO
Schwab Short Term Us Treasury

ETFs
-30
Closed
$24.1 - $24.34 $723 - $730
0 $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-6
Closed
N/A
0 $0
EWC
Ishares Msci Canada ETF

ETFs
-15
Closed
$39.3 - $42.52 $590 - $638
0 $0
XLU
Utilities Sector Spdr

ETFs
-6
Closed
$74.7 - $80.27 $448 - $482
0 $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4
Closed
$105.1 - $109.61 $420 - $438
0 $0
XLB
Select Sector Spdr Fd Material

ETFs
-5
Closed
$83.19 - $90.99 $416 - $455
0 $0
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-12
Closed
$22.45 - $26.94 $269 - $323
0 $0
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4
Closed
$54.25 - $57.64 $217 - $231
0 $0
INDA
Ishares Msci India Index Fund

ETFs
-3
Closed
$47.8 - $53.4 $143 - $160
0 $0
EVGRW
Evergreen Corp
-1K
Closed
$0.03 - $0.06 $30 - $60
0 $0
Activity Summary
Buys All Purchases 34 New Holdings 12 Increased Positions 22 Sells All Sells 73 Reductions 29 Sold out 44 Options Calls 0 Puts 0
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