North Ridge Wealth Advisors, Inc. Sells 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
AMZN
Amazon Com Inc

Consumer Cyclical
-106
Closed
$190.26 - $242.06 $20.2K - $25.7K
0 $0
UNH
Unitedhealth Group Inc

Healthcare
-111
- 5.57%
$461.52 - $548.18 $51.2K - $60.8K
1.88K $986M
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
XLK
Technology Sector Spdr

ETFs
-49
Closed
$206.38 - $242.18 $10.1K - $11.9K
0 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-524
- 4.01%
N/A
12.5K $422M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-99
Closed
$91.45 - $91.75 $9.05K - $9.08K
0 $0
FM
Ishares Msci Frontier And Sele

ETFs
-301
Closed
$27.08 - $27.19 $8.15K - $8.18K
0 $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-58
Closed
$107.24 - $116.37 $6.22K - $6.75K
0 $0
XLG
Invesco Exchange Traded Fd Tr

ETFs
-114
Closed
$45.72 - $51.73 $5.21K - $5.9K
0 $0
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12
Closed
$360.07 - $417.26 $4.32K - $5.01K
0 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-21
Closed
$192.6 - $233.2 $4.04K - $4.9K
0 $0
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-87
- 81.31%
$47.48 - $53.82 $4.13K - $4.68K
20 $950K
EWJ
Ishares Msci Japan ETF

ETFs
-66
Closed
$65.24 - $71.7 $4.31K - $4.73K
0 $0
CAG
Conagra Brands Inc.

Consumer Defensive
-138
- 21.63%
$23.9 - $27.67 $3.3K - $3.82K
500 $13.3M
EWI
Ishares Inc Msci Italy ETF

ETFs
-116
Closed
$35.58 - $43.99 $4.13K - $5.1K
0 $0
XLI
Industrial Sector Spdr

ETFs
-31
Closed
$128.78 - $141.67 $3.99K - $4.39K
0 $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-81
Closed
$49.67 - $51.43 $4.02K - $4.17K
0 $0
XLC
Select Sector Spdr Tr Communic

ETFs
-41
Closed
$94.84 - $105.31 $3.89K - $4.32K
0 $0
XLV
Select Sector Spdr Fund Health

ETFs
-28
Closed
$137.61 - $149.68 $3.85K - $4.19K
0 $0
XLF
Financial Sector Spdr

ETFs
-76
Closed
$47.32 - $52.19 $3.6K - $3.97K
0 $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-40
Closed
$74.85 - $84.89 $2.99K - $3.4K
0 $0
MMM
3 M CO

Industrials
-62
- 17.71%
$129.7 - $155.12 $8.04K - $9.62K
288 $42.2M
EWP
Ishares Inc Msci Spain ETF

ETFs
-76
Closed
$30.96 - $38.87 $2.35K - $2.95K
0 $0
Ge Healthcare Technologies I
-31
- 24.8%
N/A
94 $7.57M
MBB
Ishares Tr

ETFs
-20
Closed
$90.37 - $94.08 $1.81K - $1.88K
0 $0
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-17
Closed
$96.88 - $111.25 $1.65K - $1.89K
0 $0
XLP
Consumer Staples Sector Spdr

ETFs
-21
Closed
N/A
0 $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-41
- 22.04%
$42.5 - $46.71 $1.74K - $1.92K
145 $6.56M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-17
Closed
$85.29 - $92.57 $1.45K - $1.57K
0 $0
XLE
Energy Sector Spdr

ETFs
-17
Closed
$85.7 - $93.96 $1.46K - $1.6K
0 $0
HYG
Ishares Tr

ETFs
-18
Closed
$78.51 - $80.11 $1.41K - $1.44K
0 $0
EWD
Ishares Inc Msci Sweden ETF

ETFs
-35
Closed
$37.28 - $45.14 $1.3K - $1.58K
0 $0
VGT
Vanguard Information Technolog

ETFs
-2
Closed
$542.38 - $646.34 $1.08K - $1.29K
0 $0
EWL
Ishares Inc Msci Switzerlnd

ETFs
-23
Closed
$45.85 - $53.59 $1.05K - $1.23K
0 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-33
Closed
$27.01 - $28.54 $891 - $942
0 $0
EFV
Msci Eafe Value ETF

ETFs
-17
Closed
$51.88 - $60.73 $882 - $1.03K
0 $0
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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