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
|
$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
|