North Ridge Wealth Advisors, Inc. Reduced Holdings in Q1 2025

North Ridge Wealth Advisors, Inc.

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-38
- 0.28%
$375.39 - $447.2 $14.3K - $17K
13.6K $5.09B
TSLA
Tesla, Inc.

Consumer Cyclical
-287
- 22.25%
$222.15 - $428.22 $63.8K - $123K
1K $260M
UNP
Union Pacific Corp

Industrials
-611
- 96.83%
$225.21 - $254.42 $138K - $155K
20 $4.73M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-2.04K
- 41.34%
$65.49 - $74.67 $134K - $152K
2.89K $207M
TDC
Teradata Corp

Technology
-3.58K
- 78.18%
$21.95 - $32.78 $78.7K - $117K
1K $22.5M
VTI
Vanguard Total Stock Market Et

ETFs
-182
- 3.89%
$271.18 - $303.12 $49.4K - $55.2K
4.5K $1.24B
AAPL
Apple Inc.

Technology
-123
- 7.37%
$209.68 - $247.1 $25.8K - $30.4K
1.55K $344M
DFSU
Dimensional ETF Tr Dimen Us Su
-106
- 0.37%
N/A
28.3K $1.01B
VIG
Vanguard Dividend Appreciation

ETFs
-240
- 55.68%
N/A
191 $37.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-78
- 0.53%
$59.61 - $66.71 $4.65K - $5.2K
14.5K $880M
Fidelity Wise Origin Bitcoin
-159
- 14.08%
N/A
970 $69.8M
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 50.0%
$890.62 - $1076.86 $22.3K - $26.9K
25 $23.6M
DFSE
Dimensional ETF Tr Dimen Emrgn
-524
- 4.01%
N/A
12.5K $422M
JNJ
Johnson & Johnson

Healthcare
-75
- 23.44%
$142.06 - $167.7 $10.7K - $12.6K
245 $40.6M
INTC
Intel Corp

Technology
-429
- 26.02%
$19.1 - $27.39 $8.19K - $11.8K
1.22K $27.7M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-87
- 81.31%
$47.48 - $53.82 $4.13K - $4.68K
20 $950K
CAG
Conagra Brands Inc.

Consumer Defensive
-138
- 21.63%
$23.9 - $27.67 $3.3K - $3.82K
500 $13.3M
MMM
3 M CO

Industrials
-62
- 17.71%
$129.7 - $155.12 $8.04K - $9.62K
288 $42.2M
Ge Healthcare Technologies I
-31
- 24.8%
N/A
94 $7.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-41
- 22.04%
$42.5 - $46.71 $1.74K - $1.92K
145 $6.56M
IEMG
Ishares Inc

ETFs
-26
- 6.03%
N/A
405 $21.9M
Solventum Corp
-15
- 24.19%
N/A
47 $3.54M
EMB
Ishares Tr

ETFs
-5
- 0.14%
$88.64 - $92.03 $443 - $460
3.5K $317M
IEFA
Ishares Tr

ETFs
-46
- 2.24%
$69.57 - $78.65 $3.2K - $3.62K
2.01K $152M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 7.63%
$442.66 - $534.52 $16.8K - $20.3K
460 $245M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-262
- 0.39%
$24.05 - $24.86 $6.3K - $6.51K
67.2K $1.67B
DFSI
Dimensional ETF Tr Dimen Intl
-30
- 0.18%
N/A
16.8K $586M
AVRE
American Centy ETF Tr Avantis
-420
- 0.41%
$40.62 - $44.31 $17.1K - $18.6K
103K $4.42B
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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