North Ridge Wealth Advisors, Inc. Portfolio Holdings

North Ridge Wealth Advisors, Inc.

  • $147 Billion
  • Q3 2024

North Ridge Wealth Advisors, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $36.8B, Dimensional ETF Tr with a value of $12.5B, Vanguard Intermediate Term Tre with a value of $11.8B, Vanguard Extended Duration Tre with a value of $9.23B, and Dimensional ETF Tr Dimensional with a value of $8.45B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $132B to 147B.

North Ridge Wealth Advisors, Inc. is based out at Beaverton, OR

Below you can find more details about North Ridge Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $112 Billion
Technology: $6.43 Billion
Healthcare: $1.2 Billion
Financial Services: $1.08 Billion
Industrials: $803 Million
Consumer Cyclical: $698 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.8 Billion 25.03% of portfolio
1,073,502
Q3 2024 Added 2.29%
$0
$12.5 Billion 8.51% of portfolio
463,288
Q3 2024 Added 1.62%
$0
$11.8 Billion 8.02% of portfolio
195,217
Q3 2024 Added 7.81%
$0
$9.23 Billion 6.27% of portfolio
115,786
Q3 2024 Added 5.36%
$0
$8.45 Billion 5.74% of portfolio
300,184
Q3 2024 Added 5.61%
$0
$7.43 Billion 5.05% of portfolio
111,885
Q3 2024 Added 5.59%
$0
$6.75 Billion 4.59% of portfolio
136,974
Q3 2024 Added 3.62%
$0
$5.88 Billion 4.0% of portfolio
140,557
Q3 2024 Added 14.84%
$0
$4.94 Billion 3.36% of portfolio
104,886
Q3 2024 Reduced 0.41%
$0
$4.88 Billion 3.32% of portfolio
173,463
Q3 2024 Added 8.6%
$0
$3.33 Billion 2.26% of portfolio
34,967
Q3 2024 Reduced 1.69%
$0
$2.31 Billion 1.57% of portfolio
47,557
Q3 2024 Added 17.35%
$0
$1.92 Billion 1.31% of portfolio
72,086
Q3 2024 Reduced 17.93%
$0
$1.74 Billion 1.18% of portfolio
9,971
Q2 2024 Reduced 1.48%
$0
$1.71 Billion 1.16% of portfolio
33,749
Q3 2024 Added 2.91%
$0
$1.54 Billion 1.05% of portfolio
4,007
Q3 2024 Reduced 2.67%
$0
$1.42 Billion 0.97% of portfolio
5,018
Q3 2024 Reduced 4.87%
$0
$909 Million 0.62% of portfolio
14,622
Q4 2023 Reduced 1.0%
$0
$748 Million 0.51% of portfolio
5,953
Q3 2024 Reduced 3.34%
$0
$694 Million 0.47% of portfolio
8,418
Q3 2024 Reduced 6.04%
$0
$651 Million 0.44% of portfolio
6,679
Q3 2024 Reduced 20.89%
$0
$615 Million 0.42% of portfolio
6,070
Q3 2024 Reduced 0.72%
$0
$523 Million 0.36% of portfolio
8,100
Q2 2024 Reduced 6.08%
$0
$421 Million 0.29% of portfolio
4,498
Q3 2024 Added 0.11%
$0
$359 Million 0.24% of portfolio
7,644
Q3 2024 Reduced 38.86%
$0
$217 Million 0.15% of portfolio
915
Q3 2024 New
$0
$215 Million 0.15% of portfolio
3,295
Q3 2024 Reduced 8.65%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $147 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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