North Ridge Wealth Advisors, Inc. Portfolio Holdings

North Ridge Wealth Advisors, Inc.

  • $147 Billion
  • Q3 2024

North Ridge Wealth Advisors, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $36.8B, Dimensional ETF Tr with a value of $12.5B, Vanguard Intermediate Term Tre with a value of $11.8B, Vanguard Extended Duration Tre with a value of $9.23B, and Dimensional ETF Tr Dimensional with a value of $8.45B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $132B to 147B.

North Ridge Wealth Advisors, Inc. is based out at Beaverton, OR

Below you can find more details about North Ridge Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $112 Billion
Technology: $6.43 Billion
Healthcare: $1.2 Billion
Financial Services: $1.08 Billion
Industrials: $803 Million
Consumer Cyclical: $698 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.11T
$5.98 Billion 4.07% of portfolio
13,907
Q3 2024 Added 27.53%
$553B
$1.2 Billion 0.81% of portfolio
2,044
Q2 2024 Reduced 5.76%
$1.11T
$481 Million 0.33% of portfolio
1,839
Q2 2024 Added 2.17%
$3.69T
$443 Million 0.3% of portfolio
1,901
Q2 2024 New
$497B
$395 Million 0.27% of portfolio
800
Q2 2024 New
$729B
$366 Million 0.25% of portfolio
1,736
Q1 2023 New
$614B
$317 Million 0.22% of portfolio
688
Q3 2024 Reduced 20.0%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $147 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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