North Ridge Wealth Advisors, Inc. Purchases in Q3 2025

North Ridge Wealth Advisors, Inc.

  • $175 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
13.3K
+ 9.42%
$63.28 - $69.5 $842K - $925K
155K $10.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
12.6K
+ 5.71%
$58.97 - $60.36 $741K - $758K
233K $14B
MSFT
Microsoft Corp

Technology
540
+ 4.41%
$491.09 - $535.64 $265K - $289K
12.8K $6.63B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.66K
+ 1.52%
$29.55 - $32.52 $78.5K - $86.4K
178K $5.71B
Dimensional ETF Trust
13.7K
+ 5.3%
N/A
271K $7.41B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.04K
+ 4.64%
$49.78 - $50.75 $350K - $357K
159K $8.03B
EEM
Ishares Msci Emerging Markets

ETFs
7.63K
New
$48.07 - $53.4 $367K - $408K
7.63K $408M
IGOV
Ishares 1 3 International Trea

ETFs
10.7K
+ 6.59%
$41.44 - $43.19 $443K - $462K
173K $7.37B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.66K
+ 2.16%
N/A
126K $8.43B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
6.13K
+ 16.28%
$47.18 - $48.17 $289K - $295K
43.8K $2.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
253
+ 140.56%
$617.65 - $666.84 $156K - $169K
433 $288M
IVV
Ishares Core S&P 500 ETF

ETFs
251
+ 139.44%
$620.67 - $670.08 $156K - $168K
431 $289M
AVDE
American Centy ETF Tr Avantis

ETFs
532
+ 2.08%
$73.24 - $79.04 $39K - $42K
26.2K $2.06B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.16K
New
$72.04 - $77.35 $155K - $167K
2.16K $165M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.28K
+ 54.83%
$62.57 - $69.12 $143K - $158K
6.44K $438M
DFSU
Dimensional ETF Tr Dimen Us Su
926
+ 3.13%
N/A
30.5K $1.29B
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.08%
$303.93 - $329.86 $1.22K - $1.32K
4.76K $1.56B
DFUS
Dimensional ETF Tr U S Equity

ETFs
290
+ 1.99%
$67.01 - $72.84 $19.4K - $21.1K
14.8K $1.07B
AVEM
American Centy ETF Tr Avantis

ETFs
348
+ 3.61%
$68.33 - $75.41 $23.8K - $26.2K
9.99K $750M
Dimensional ETF Trust
1.14K
New
N/A
1.14K $81.9M
ABT
Abbott Laboratories

Healthcare
500
New
$120.51 - $136.62 $60.3K - $68.3K
500 $67M
GLD
Spdr Gold Trust

ETFs
175
New
$300.96 - $355.47 $52.7K - $62.2K
175 $62.2M
XLK
Technology Sector Spdr

ETFs
202
New
$250.97 - $282.66 $50.7K - $57.1K
202 $56.9M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
222
New
$236.25 - $257.69 $52.4K - $57.2K
222 $56.9M
XLY
Select Sector Spdr Consumer Di

ETFs
234
New
$216.09 - $242.18 $50.6K - $56.7K
234 $56.1M
XLI
Industrial Sector Spdr

ETFs
359
New
$147.94 - $154.99 $53.1K - $55.6K
359 $55.4M
Fidelity Wise Origin Bitcoin
500
+ 58.75%
N/A
1.35K $135M
JNJ
Johnson & Johnson

Healthcare
250
+ 102.04%
$155.17 - $185.42 $38.8K - $46.4K
495 $91.8M
REET
Ishares Global Reit ETF

ETFs
536
+ 1.25%
$24.45 - $25.91 $13.1K - $13.9K
43.6K $1.11B
SBUX
Starbucks Corp

Consumer Cyclical
750
+ 34.88%
$81.9 - $96.86 $61.4K - $72.6K
2.9K $245M
DFSE
Dimensional ETF Tr Dimen Emrgn
262
+ 2.34%
N/A
11.5K $471M
AVRE
American Centy ETF Tr Avantis
94
+ 0.09%
$43.53 - $45.34 $4.09K - $4.26K
103K $4.59B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
378
+ 243.87%
$68.24 - $73.73 $25.8K - $27.9K
533 $39.2M
DFSI
Dimensional ETF Tr Dimen Intl
77
+ 0.55%
N/A
14.1K $577M
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 13.17%
$546.99 - $602.2 $12K - $13.2K
189 $113M
XOM
Exxon Mobil Corp

Energy
150
New
$105.83 - $117.22 $15.9K - $17.6K
150 $16.9M
VNQ
Vanguard Specialized Funds Van

ETFs
11
+ 0.17%
$88.47 - $93.24 $973 - $1.03K
6.34K $580M
IEF
Ishares Barclays

ETFs
139
New
$93.91 - $97.26 $13.1K - $13.5K
139 $13.4M
VNQI
Vanguard Global Ex U.S. Real

ETFs
14
+ 0.2%
$45.22 - $48.34 $633 - $677
7.18K $343M
EMB
Ishares Tr

ETFs
4
+ 0.09%
$91.52 - $95.59 $366 - $382
4.33K $413M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50
+ 5.75%
$72.65 - $78.68 $3.63K - $3.93K
920 $72.1M
VEA
Vanguard Ftse Developed Market

ETFs
62
+ 4.15%
$56.02 - $60.3 $3.47K - $3.74K
1.56K $93.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
54
New
$72.57 - $74.72 $3.92K - $4.03K
54 $4.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12
+ 1.82%
$49.43 - $54.52 $593 - $654
670 $36.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26
+ 9.03%
$97.75 - $100.75 $2.54K - $2.62K
314 $31.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 0.02%
$102.4 - $103.88 $102 - $104
4.54K $469M
HPQ
Hp Inc

Technology
4
+ 0.62%
$24.45 - $29.35 $97.8 - $117
647 $17.6M
BNDX
Vanguard Total International B

ETFs
36
+ 30.0%
$49.0 - $49.51 $1.76K - $1.78K
156 $7.71M
SPMD
Spdr Portfolio

ETFs
11
+ 4.23%
$54.43 - $58.29 $599 - $641
271 $15.5M
Activity Summary
Buys All Purchases 56 New Holdings 17 Increased Positions 39 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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