North Ridge Wealth Advisors, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 41 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 $33.8B, Dimensional ETF Tr with a value of $11.6B, Vanguard Intermediate Term Tre with a value of $10.5B, Vanguard Extended Duration Tre with a value of $8.07B, and Dimensional ETF Tr Dimensional with a value of $7.47B.

Examining the 13F form we can see an increase of $2.71B in the current position value, from $129B to 132B.

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 $132 Billion
ETFs: $102 Billion
Technology: $5.27 Billion
Financial Services: $1.05 Billion
Healthcare: $1.04 Billion
Industrials: $897 Million
Consumer Cyclical: $364 Million
Energy: $213 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $132 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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