North Ridge Wealth Advisors, Inc. Portfolio Holdings by Sector

North Ridge Wealth Advisors, Inc.

$163 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC VGIT EDV DFIC VWOB VTIP IGOV DFEM 68 stocks	$120 Million 89.78% of portfolio	34	12	16	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT NTCT ORCL TDC 4 stocks	$6.24 Million 4.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.45 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA LMT RTX 3 stocks	$731,112 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA ALLY AXP 3 stocks	$591,248 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK GE DOV XYL OTIS 5 stocks	$570,337 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC 2 stocks	$505,688 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS 2 stocks	$498,171 0.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RIVN F 3 stocks	$330,616 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$290,828 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PNW XEL ED NEE 4 stocks	$253,960 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$230,073 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$223,359 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC COLB 2 stocks	$214,430 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy SHEL 1 stocks	$207,851 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$197,005 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE ABBV JNJ BMY 4 stocks	$183,509 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$155,284 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$103,205 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate WY 1 stocks	$93,461 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA LUMN 4 stocks	$87,565 0.07% of portfolio	2	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services STT TROW 2 stocks	$57,976 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DLTR 3 stocks	$32,122 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$31,825 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AVA 1 stocks	$30,360 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$29,288 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$28,851 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX JCI CARR 3 stocks	$27,797 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology INTC 1 stocks	$26,880 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$24,076 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$22,682 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE CSCO 2 stocks	$21,135 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ IONQ DELL 3 stocks	$20,648 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG LW KHC 3 stocks	$20,111 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY CVGW 2 stocks	$19,935 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$18,130 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG 1 stocks	$16,263 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$14,386 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE MT 2 stocks	$13,969 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT META 2 stocks	$12,936 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive KMB PG 2 stocks	$12,424 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Department Stores \| Consumer Cyclical M 1 stocks	$11,660 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$10,075 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW CE 2 stocks	$9,311 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KIM 1 stocks	$8,408 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$7,539 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$5,500 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$4,654 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$4,104 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$1,739 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$805 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology DXC 1 stocks	$260 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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North Ridge Wealth Advisors, Inc. Portfolio Holdings by Sector

North Ridge Wealth Advisors, Inc.

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