Ridgewood Investments LLC Incresed Positions in Q2 2025

Ridgewood Investments LLC

  • $229 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
11.9K
+ 667.49%
$128.02 - $151.37 $1.52M - $1.8M
13.7K $1.81M
CLX
Clorox CO

Consumer Defensive
10.7K
+ 474.58%
$118.01 - $148.69 $1.26M - $1.59M
12.9K $1.55M
GOOGL
Alphabet Inc.

Communication Services
3.19K
+ 12.09%
$144.7 - $178.6 $462K - $570K
29.6K $5.21M
META
Meta Platforms, Inc.

Communication Services
782
+ 24.98%
$484.66 - $738.09 $379K - $577K
3.91K $2.89M
TGT
Target Corp

Consumer Defensive
9.61K
+ 1479.08%
$88.76 - $105.77 $853K - $1.02M
10.3K $1.01M
MCHP
Microchip Technology Inc

Technology
3.1K
+ 11.05%
$35.34 - $71.6 $110K - $222K
31.2K $2.19M
MSFT
Microsoft Corp

Technology
144
+ 2.31%
$354.56 - $497.45 $51.1K - $71.6K
6.37K $3.17M
XOM
Exxon Mobil Corp

Energy
7.58K
+ 131.21%
$99.93 - $119.04 $757K - $902K
13.4K $1.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
518
+ 5.06%
$141.37 - $228.57 $73.2K - $118K
10.8K $2.44M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25.4K
+ 52.08%
$19.1 - $23.83 $485K - $605K
74.1K $1.77M
AMAT
Applied Materials Inc

Technology
2.04K
+ 24.44%
$126.95 - $183.52 $259K - $375K
10.4K $1.9M
EOG
Eog Resources Inc

Energy
6.18K
+ 110.43%
$104.61 - $129.97 $647K - $804K
11.8K $1.41M
ORCL
Oracle Corp

Technology
606
+ 8.69%
$122.82 - $218.63 $74.4K - $132K
7.58K $1.66M
NVDA
Nvidia Corp

Technology
1.1K
+ 11.85%
$94.31 - $157.99 $103K - $173K
10.4K $1.64M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.83K
+ 378.27%
$102.02 - $103.5 $595K - $604K
7.38K $758K
CVX
Chevron Corp

Energy
4.71K
+ 115.93%
$133.73 - $168.51 $630K - $794K
8.77K $1.26M
MRK
Merck & Co., Inc.

Healthcare
8.55K
+ 66.08%
$73.47 - $87.12 $628K - $745K
21.5K $1.7M
LEN
Lennar Corp

Consumer Cyclical
4.55K
+ 6497.14%
$102.76 - $115.66 $467K - $526K
4.62K $510K
TXN
Texas Instruments Inc

Technology
2.55K
+ 28.67%
N/A
11.4K $2.23M
LOW
Lowes Companies Inc

Consumer Cyclical
2.3K
+ 97.25%
$210.83 - $235.28 $484K - $540K
4.66K $1.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
135
+ 1.91%
$456.74 - $568.03 $61.7K - $76.7K
7.19K $4.09M
VO
Vanguard Mid Cap ETF

ETFs
846
+ 8.18%
$228.54 - $279.83 $193K - $237K
11.2K $3.13M
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.8K
+ 53.93%
$23.55 - $27.67 $347K - $408K
42.1K $1.16M
VB
Vanguard Small Cap ETF

ETFs
1.23K
+ 12.91%
$193.73 - $237.37 $239K - $293K
10.8K $2.56M
OTIS
Otis Worldwide Corp

Industrials
4.53K
+ 79.86%
$90.88 - $104.3 $411K - $472K
10.2K $1.01M
OZK
Bank Ozk

Financial Services
8.73K
+ 258.7%
$37.58 - $47.34 $328K - $413K
12.1K $569K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.25K
+ 53.99%
$54.19 - $67.22 $285K - $353K
15K $1.01M
STT
State Street Corp

Financial Services
3.33K
+ 94.87%
$75.33 - $106.34 $251K - $354K
6.84K $727K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.46K
+ 55.26%
$32.66 - $40.75 $276K - $345K
23.8K $962K
BHP
Bhp Group LTD

Basic Materials
8.25K
+ 93.67%
$40.22 - $50.88 $332K - $420K
17.1K $820K
FLRN
Spdr Bloomberg Investment Grad

ETFs
12.7K
+ 22.87%
$30.29 - $30.83 $385K - $392K
68.2K $2.1M
ADI
Analog Devices Inc

Technology
900
+ 19.73%
$164.6 - $238.02 $148K - $214K
5.46K $1.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.47K
+ 12.62%
$100.35 - $100.71 $348K - $349K
30.9K $3.11M
QCOM
Qualcomm Inc

Technology
1.54K
+ 10.9%
$124.66 - $159.48 $191K - $245K
15.6K $2.49M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.75K
+ 9.18%
$77.74 - $78.78 $291K - $295K
44.6K $3.51M
NVO
Novo Nordisk A S

Healthcare
4.46K
+ 205.39%
$58.08 - $81.05 $259K - $361K
6.63K $457K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.75K
+ 631.06%
$36.25 - $42.28 $245K - $285K
7.82K $330K
AMZN
Amazon Com Inc

Consumer Cyclical
425
+ 6.84%
$167.32 - $223.3 $71.1K - $94.9K
6.64K $1.46M
KLAC
Kla Corp

Technology
143
+ 25.13%
$576.53 - $902.94 $82.4K - $129K
712 $637K
CARR
Carrier Global Corp

Industrials
3.07K
+ 178.3%
$55.55 - $75.83 $170K - $232K
4.78K $350K
VIG
Vanguard Dividend Appreciation

ETFs
1.21K
+ 19.58%
N/A
7.41K $1.35M
COIN
Coinbase Global, Inc.

Technology
75
+ 6.98%
$151.47 - $375.07 $11.4K - $28.1K
1.15K $403K
TROW
Price T Rowe Group Inc

Financial Services
1.36K
+ 7.54%
$80.27 - $98.06 $109K - $134K
19.5K $1.88M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.3K
+ 24.88%
$45.2 - $46.6 $194K - $201K
21.6K $1M
ASML
Asml Holding Nv

Technology
145
+ 24.91%
$595.37 - $815.24 $86.3K - $118K
727 $582K
MSM
Msc Industrial Direct CO Inc

Industrials
710
+ 4.02%
$70.15 - $85.48 $49.8K - $60.7K
18.4K $1.56M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
987
+ 36.38%
$104.23 - $134.39 $103K - $133K
3.7K $497K
XLK
Technology Sector Spdr

ETFs
513
+ 51.2%
$179.73 - $253.23 $92.2K - $130K
1.52K $383K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.64K
+ 197.08%
$52.31 - $63.72 $138K - $168K
3.97K $253K
Activity Summary
Buys All Purchases 165 New Holdings 31 Increased Positions 134 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 46 Puts 0
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