Ridgewood Investments LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $191 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $21.4M, Ishares Tr with a value of $7.55M, Alphabet Inc. with a value of $3.73M, Vanguard Total World Stk Index with a value of $3.73M, and Vanguard Index Fds S&P 500 ETF with a value of $3.64M.

Examining the 13F form we can see an increase of $20.5M in the current position value, from $170M to 191M.

Below you can find more details about Ridgewood Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $191 Million
ETFs: $48.2 Million
Financial Services: $41.3 Million
Technology: $20.8 Million
Healthcare: $17.6 Million
Communication Services: $16.1 Million
Industrials: $12.8 Million
Consumer Cyclical: $10.1 Million
Basic Materials: $8.23 Million
Other: $15.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 209
  • Current Value $191 Million
  • Prior Value $170 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 18 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
Track This Portfolio

Track Ridgewood Investments LLC Portfolio

Follow Ridgewood Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgewood Investments LLC, based on Form 13F filings with the SEC.


Stay updated on Ridgewood Investments LLC with notifications on news.