North Ridge Wealth Advisors, Inc. Portfolio Holdings
North Ridge Wealth Advisors, Inc.
- $132 Billion
- Q2 2024
North Ridge Wealth Advisors, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 41 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 $33.8B, Dimensional ETF Tr with a value of $11.6B, Vanguard Intermediate Term Tre with a value of $10.5B, Vanguard Extended Duration Tre with a value of $8.07B, and Dimensional ETF Tr Dimensional with a value of $7.47B.
Examining the 13F form we can see an increase of $2.71B in the current position value, from $129B to 132B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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