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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|