Ridgewood Investments LLC Purchases in Q3 2024

Ridgewood Investments LLC

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
5.89K
+ 192.67%
$156.12 - $209.64 $919K - $1.23M
8.94K $1.52M
AVGO
Broadcom Inc.

Technology
4.35K
+ 43510.0%
$136.27 - $1745.86 $593K - $7.6M
4.36K $752K
NTES
Net Ease, Inc.

Communication Services
7.04K
+ 127.19%
$76.41 - $96.46 $538K - $679K
12.6K $1.18M
SCHW
Schwab Charles Corp

Financial Services
11.2K
+ 110.71%
$61.74 - $76.08 $691K - $851K
21.3K $1.38M
MSM
Msc Industrial Direct CO Inc

Industrials
7.1K
+ 2183.08%
$75.8 - $89.13 $538K - $632K
7.42K $638K
MCHP
Microchip Technology Inc

Technology
5.64K
New
$72.0 - $95.98 $406K - $541K
5.64K $452K
HPE
Hewlett Packard Enterprise CO

Technology
20.4K
+ 54.98%
$16.1 - $21.44 $328K - $437K
57.5K $1.18M
ADM
Archer Daniels Midland CO

Consumer Defensive
6.07K
+ 47.63%
$57.96 - $65.72 $352K - $399K
18.8K $1.12M
OTIS
Otis Worldwide Corp

Industrials
3.31K
+ 1309.49%
$91.43 - $104.43 $303K - $346K
3.57K $370K
VO
Vanguard Mid Cap ETF

ETFs
378
+ 4.31%
$237.84 - $263.83 $89.9K - $99.7K
9.16K $2.42M
LRCX
Lam Research Corp

Technology
370
+ 276.12%
$731.56 - $1127.3 $271K - $417K
504 $411K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.63K
+ 236.38%
$59.93 - $66.52 $217K - $241K
5.16K $343K
KLAC
Kla Corp

Technology
293
New
$696.17 - $892.35 $204K - $261K
293 $226K
NVDA
Nvidia Corp

Technology
1.79K
+ 23.58%
$98.91 - $134.91 $177K - $241K
9.37K $1.14M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.33K
+ 324.16%
$33.74 - $37.96 $146K - $165K
5.67K $213K
UPS
United Parcel Service Inc

Industrials
1.23K
+ 10.54%
$123.32 - $147.38 $151K - $181K
12.9K $1.75M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.32K
+ 145.36%
$56.47 - $63.69 $131K - $148K
3.91K $246K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.44K
+ 90.94%
$100.3 - $100.74 $144K - $145K
3.01K $303K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.68K
+ 320.23%
$73.43 - $80.37 $123K - $135K
2.2K $176K
GGG
Graco Inc

Industrials
12
+ 0.08%
$77.82 - $87.64 $934 - $1.05K
15.4K $1.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.01K
+ 6.18%
$76.38 - $78.87 $77.1K - $79.7K
17.4K $1.37M
BNDX
Vanguard Total International B

ETFs
2.05K
+ 142.62%
$48.42 - $50.35 $99.2K - $103K
3.48K $175K
CMCSA
Comcast Corp

Communication Services
251
+ 0.72%
$37.33 - $41.78 $9.37K - $10.5K
35.1K $1.47M
VIG
Vanguard Dividend Appreciation

ETFs
508
+ 12.41%
$182.15 - $182.15 $92.5K - $92.5K
4.6K $838K
O
Realty Income Corp

Real Estate
791
+ 33.12%
$52.36 - $63.42 $41.4K - $50.2K
3.18K $201K
UA
Under Armour Inc Cl C

Consumer Cyclical
5K
+ 29.28%
$6.18 - $8.41 $30.9K - $42.1K
22.1K $184K
SBUX
Starbucks Corp

Consumer Cyclical
470
+ 36.21%
$72.51 - $98.6 $34.1K - $46.3K
1.77K $172K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
385
+ 3.43%
$74.26 - $78.84 $28.6K - $30.4K
11.6K $908K
VGSH
Vanguard

ETFs
188
+ 0.37%
$57.74 - $59.13 $10.9K - $11.1K
51.3K $3.03M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.12K
+ 40.32%
$51.02 - $52.74 $56.9K - $58.9K
3.88K $204K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
402
+ 33.11%
$112.99 - $126.45 $45.4K - $50.8K
1.62K $203K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.09K
+ 83.26%
$41.9 - $48.26 $45.8K - $52.8K
2.41K $115K
XLK
Technology Sector Spdr

ETFs
244
+ 221.82%
$197.34 - $237.68 $48.2K - $58K
354 $79K
SHV
Ishares Tr

ETFs
412
+ 0.64%
$110.05 - $110.63 $45.3K - $45.6K
64.5K $7.14M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
45
+ 0.47%
$65.15 - $72.97 $2.93K - $3.28K
9.72K $708K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
249
+ 371.64%
$178.94 - $207.0 $44.6K - $51.5K
316 $63K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
484
+ 24.1%
$81.31 - $83.29 $39.4K - $40.3K
2.49K $207K
USRT
Ishares Core U.S. Reit ETF

ETFs
620
+ 101.97%
$53.07 - $62.66 $32.9K - $38.8K
1.23K $75K
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.24%
$434.77 - $502.96 $3.91K - $4.53K
3.81K $1.86M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
275
+ 22.5%
$114.73 - $120.23 $31.6K - $33.1K
1.5K $179K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
598
+ 156.14%
$62.4 - $62.4 $37.3K - $37.3K
981 $61K
CVX
Chevron Corp

Energy
443
+ 14.84%
$137.88 - $161.97 $61.1K - $71.8K
3.43K $504K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
169
+ 1.11%
$44.9 - $47.55 $7.59K - $8.04K
15.3K $724K
MSTR
Microstrategy Inc

Technology
900
+ 900.0%
$114.3 - $1800.09 $103K - $1.62M
1K $168K
BXSL
Blackstone Secured Lending Fund

Financial Services
1K
New
$28.75 - $31.59 $28.8K - $31.6K
1K $29K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2K
New
$13.31 - $15.65 $26.6K - $31.3K
2K $28K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
269
+ 77.75%
$98.99 - $101.51 $26.6K - $27.3K
615 $62K
HTGC
Hercules Capital, Inc.

Financial Services
1.4K
New
$17.71 - $21.67 $24.8K - $30.3K
1.4K $27K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.6K
+ 533.33%
$12.62 - $13.7 $20.2K - $21.9K
1.9K $26K
Activity Summary
Buys All Purchases 107 New Holdings 29 Increased Positions 78 Sells All Sells 306 Reductions 306 Sold out 0 Options Calls 15 Puts 0
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