North Ridge Wealth Advisors, Inc. Purchases in Q1 2025

North Ridge Wealth Advisors, Inc.

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
27K
+ 5.72%
$24.45 - $27.2 $661K - $735K
499K $13.1B
EDV
Vanguard Extended Duration Tre

ETFs
10.9K
+ 8.84%
$65.05 - $73.43 $706K - $797K
134K $9.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
11.8K
+ 6.03%
$57.44 - $59.4 $680K - $703K
208K $12.4B
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.96K
+ 2.01%
$25.54 - $28.79 $152K - $171K
302K $8.39B
Dimensional ETF Trust
20.9K
+ 9.43%
N/A
243K $6.38B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.15K
+ 4.38%
$48.43 - $49.9 $298K - $307K
146K $7.31B
IGOV
Ishares 1 3 International Trea

ETFs
9.1K
+ 6.24%
$37.39 - $39.79 $340K - $362K
155K $6.1B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.74K
+ 4.1%
N/A
120K $7.73B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.25K
+ 13.45%
$47.35 - $48.24 $296K - $301K
52.7K $2.51B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.03K
+ 3.47%
$25.35 - $27.46 $153K - $165K
180K $4.76B
AVDE
American Centy ETF Tr Avantis

ETFs
313
+ 1.48%
$60.63 - $68.55 $19K - $21.5K
21.5K $1.43B
VO
Vanguard Mid Cap ETF

ETFs
436
+ 10900.0%
$251.87 - $277.95 $110K - $121K
440 $114M
VBK
Vanguard Small Cap Growth ETF

ETFs
400
New
$247.97 - $296.33 $99.2K - $119K
400 $101M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
139
+ 2780.0%
$408.78 - $448.82 $56.8K - $62.4K
144 $60.5M
REET
Ishares Global Reit ETF

ETFs
612
+ 1.44%
$23.24 - $25.16 $14.2K - $15.4K
43K $1.04B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
200
New
$80.53 - $147.57 $16.1K - $29.5K
200 $26.4M
PM
Philip Morris International Inc.

Consumer Defensive
100
New
$117.15 - $158.79 $11.7K - $15.9K
100 $15.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
44
+ 35.77%
$468.34 - $539.52 $20.6K - $23.7K
167 $78.3M
HPQ
Hp Inc

Technology
363
+ 131.05%
$27.69 - $34.72 $10.1K - $12.6K
640 $17.7M
HPE
Hewlett Packard Enterprise CO

Technology
573
+ 278.16%
$14.77 - $24.42 $8.46K - $14K
779 $12M
MO
Altria Group, Inc.

Consumer Defensive
100
New
$50.81 - $60.02 $5.08K - $6K
100 $6M
DBE
Invesco Db Energy Fund

ETFs
300
New
$18.43 - $20.34 $5.53K - $6.1K
300 $5.88M
MDLZ
Mondelez International, Inc.

Consumer Defensive
69
New
$56.12 - $68.15 $3.87K - $4.7K
69 $4.68M
IONQ
Ion Q, Inc.

Technology
100
New
$18.27 - $51.07 $1.83K - $5.11K
100 $2.21M
WDC
Western Digital Corp

Technology
47
New
$40.43 - $72.03 $1.9K - $3.39K
47 $1.9M
Coherent Corp
27
New
N/A
27 $1.75M
DXC
Dxc Technology CO

Technology
49
+ 288.24%
$16.43 - $22.61 $805 - $1.11K
66 $1.13M
Sandisk Corp
15
New
N/A
15 $715K
KHC
Kraft Heinz CO

Consumer Defensive
23
New
$28.51 - $32.22 $656 - $741
23 $700K
ARKQ
Ark Autonomous Technology & Ro

ETFs
5
New
$65.76 - $84.94 $329 - $425
5 $332K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5
+ 5.81%
$47.25 - $67.02 $236 - $335
91 $4.33M
AVEM
American Centy ETF Tr Avantis

ETFs
243
+ 3.0%
$57.11 - $62.4 $13.9K - $15.2K
8.34K $502M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
41.1K
+ 3.91%
$32.42 - $36.13 $1.33M - $1.49M
1.09M $36B
Activity Summary
Buys All Purchases 34 New Holdings 12 Increased Positions 22 Sells All Sells 73 Reductions 29 Sold out 44 Options Calls 0 Puts 0
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