North Ridge Wealth Advisors, Inc. Portfolio Holdings

North Ridge Wealth Advisors, Inc.

  • $150 Billion
  • Q1 2025

North Ridge Wealth Advisors, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 163 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 $36B, Dimensional ETF Tr with a value of $13.1B, Vanguard Intermediate Term Tre with a value of $12.4B, Vanguard Extended Duration Tre with a value of $9.5B, and Dimensional ETF Tr Dimensional with a value of $8.39B.

Examining the 13F form we can see an increase of $5.22B in the current position value, from $144B to 150B. Also it can be appreciated an additional of 12 stocks purchases and 44 closed positions.

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 $150 Billion
ETFs: $112 Billion
Technology: $5.64 Billion
Financial Services: $1.5 Billion
Industrials: $1.38 Billion
Healthcare: $1.3 Billion
Consumer Cyclical: $608 Million
Utilities: $303 Million
Energy: $216 Million
Other: $508 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$5.09 Billion 3.4% of portfolio
13,552
Q1 2025 Reduced 0.28%
$301B
$986 Million 0.66% of portfolio
1,883
Q1 2025 Reduced 5.57%
$554B
$438 Million 0.29% of portfolio
800
Q2 2024 New
$779B
$426 Million 0.28% of portfolio
1,736
Q1 2023 New
$3.32T
$344 Million 0.23% of portfolio
1,547
Q1 2025 Reduced 7.37%
$1.09T
$260 Million 0.17% of portfolio
1,003
Q1 2025 Reduced 22.25%
$662B
$245 Million 0.16% of portfolio
460
Q1 2025 Reduced 7.63%
$238B
$216 Million 0.14% of portfolio
2,952
Q4 2024 New
$257B
$75.1 Million 0.05% of portfolio
375
Q4 2024 New
$221B
$53.8 Million 0.04% of portfolio
200
Q4 2024 New
$237B
$66.3 Million 0.04% of portfolio
500
Q4 2024 New
$327B
$51.8 Million 0.03% of portfolio
247
Q4 2024 New
$402B
$40.6 Million 0.03% of portfolio
245
Q1 2025 Reduced 23.44%
$432B
$28.7 Million 0.02% of portfolio
205
Q4 2024 New
$459B
$23.6 Million 0.02% of portfolio
25
Q1 2025 Reduced 50.0%
$331B
$26.4 Million 0.02% of portfolio
200
Q1 2025 New
$270B
$15.9 Million 0.01% of portfolio
100
Q1 2025 New
$205B
$11.5 Million 0.01% of portfolio
116
Q4 2024 New
$287B
$2.15 Million 0.0% of portfolio
30
Q4 2024 New
$265B
$3.95 Million 0.0% of portfolio
45
Q4 2024 New
$202B
$1.33 Million 0.0% of portfolio
10
Q4 2024 New
$393B
$1.71 Million 0.0% of portfolio
10
Q4 2024 New
$260B
$4.63 Million 0.0% of portfolio
75
Q4 2024 New
$310B
$2.15 Million 0.0% of portfolio
30
Q4 2024 New
$386B
$5.5 Million 0.0% of portfolio
15
Q4 2024 New
$1.43T
$514,000 0.0% of portfolio
1
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $150 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 22 stocks
  • Sold out of 44 stocks
  • Reduced holdings in 29 stocks
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