North Ridge Wealth Advisors, Inc. Portfolio Holdings by Sector

North Ridge Wealth Advisors, Inc.

$150 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC VGIT EDV DFIC VWOB VTIP IGOV DFEM 55 stocks	$111 Million 89.74% of portfolio	20	49	3	40	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT NTCT ORCL TDC 4 stocks	$5.21 Million 4.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.24 Million 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS 2 stocks	$1.03 Million 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA LMT RTX 3 stocks	$579,342 0.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA ALLY AXP 3 stocks	$565,246 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK GE DOV XYL OTIS 5 stocks	$444,598 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC 2 stocks	$427,995 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RIVN F 3 stocks	$347,997 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$343,692 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PNW XEL ED NEE 4 stocks	$269,866 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$244,882 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy SHEL 1 stocks	$216,323 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$211,623 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$210,894 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC COLB 2 stocks	$205,474 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE ABBV JNJ BMY 4 stocks	$196,243 0.16% of portfolio	-	2	-	1	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$131,920 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate WY 1 stocks	$100,109 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$89,889 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA 3 stocks	$84,110 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$66,325 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services STT TROW 2 stocks	$50,512 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AVA 1 stocks	$33,496 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$31,889 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DLTR 3 stocks	$29,849 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology INTC 1 stocks	$27,707 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$26,872 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$26,446 0.02% of portfolio	1	1	1	1	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$23,855 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG LW KHC 3 stocks	$23,576 0.02% of portfolio	1	1	1	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ IONQ WDC DELL 4 stocks	$22,299 0.02% of portfolio	3	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$21,875 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY CVGW 2 stocks	$19,327 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG 1 stocks	$17,400 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE CSCO 2 stocks	$16,649 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW CE 2 stocks	$15,763 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive KMB PG 2 stocks	$13,652 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE MT 2 stocks	$12,963 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$11,450 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$10,455 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT META 2 stocks	$9,315 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KIM 1 stocks	$8,496 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$7,374 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$5,498 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$4,682 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$4,399 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$1,812 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI CARR 2 stocks	$1,596 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology DXC 1 stocks	$1,126 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$803 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of North Ridge Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on North Ridge Wealth Advisors, Inc. with notifications on news.

Account

North Ridge Wealth Advisors, Inc. Portfolio Holdings by Sector

North Ridge Wealth Advisors, Inc.

Track North Ridge Wealth Advisors, Inc. Portfolio

Portfolio Update

News