Ridgewood Investments LLC Incresed Positions in Q2 2025

Ridgewood Investments LLC

  • $229 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
3.75K
+ 118.5%
$34.67 - $43.21 $130K - $162K
6.91K $295K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.89K
+ 63.46%
$44.8 - $53.97 $130K - $156K
7.45K $401K
CDW
Cdw Corp

Technology
756
+ 48.93%
$144.49 - $190.68 $109K - $144K
2.3K $410K
BNDX
Vanguard Total International B

ETFs
3.14K
+ 30.26%
$48.77 - $49.55 $153K - $155K
13.5K $668K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.92K
+ 35.49%
$51.68 - $52.76 $151K - $154K
11.1K $587K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
16.2K
+ 52.62%
$11.11 - $14.46 $180K - $235K
47.1K $589K
ADM
Archer Daniels Midland CO

Consumer Defensive
208
+ 0.73%
$41.79 - $54.16 $8.69K - $11.3K
28.6K $1.51M
SWK
Stanley Black & Decker, Inc.

Industrials
2.35K
+ 142.42%
$55.86 - $76.98 $131K - $181K
4K $271K
HOOD
Robinhood Markets, Inc.

Technology
1.5K
+ 1500.0%
$34.17 - $93.63 $51.3K - $140K
1.6K $149K
CNI
Canadian National Railway CO

Industrials
1.15K
+ 35.96%
$92.66 - $108.13 $107K - $125K
4.36K $453K
MLI
Mueller Industries Inc

Industrials
1.41K
+ 137.85%
$68.45 - $79.6 $96.7K - $112K
2.44K $193K
USRT
Ishares Core U.S. Reit ETF

ETFs
2.12K
+ 52.12%
$50.37 - $57.97 $107K - $123K
6.18K $349K
JNPR
Juniper Networks Inc

Technology
2.67K
+ 173.05%
$33.93 - $39.93 $90.4K - $106K
4.21K $167K
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.93%
$221.86 - $362.89 $3.77K - $6.17K
1.84K $583K
ICVT
Ishares Tr Convertible Bond Et

ETFs
697
+ 9.62%
$78.98 - $90.1 $55K - $62.8K
7.94K $715K
ADBE
Adobe Inc.

Technology
251
+ 7.24%
$340.0 - $420.68 $85.3K - $106K
3.72K $1.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.84K
+ 53.06%
$39.89 - $49.46 $73.4K - $91K
5.31K $262K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
304
+ 35.81%
$171.4 - $227.1 $52.1K - $69K
1.15K $261K
UNH
Unitedhealth Group Inc

Healthcare
390
+ 322.31%
$274.35 - $599.47 $107K - $234K
511 $159K
OTEX
Open Text Corp

Technology
2.06K
+ 23.8%
$23.04 - $29.2 $47.5K - $60.2K
10.7K $313K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.36K
+ 35.42%
N/A
5.2K $324K
GLD
Spdr Gold Trust

ETFs
209
+ 17.88%
$273.71 - $316.29 $57.2K - $66.1K
1.38K $420K
BMY
Bristol Myers Squibb CO

Healthcare
10.6K
+ 38.35%
$44.12 - $59.6 $467K - $630K
38.1K $1.77M
CRM
Salesforce, Inc.

Technology
259
+ 20.64%
$236.26 - $291.15 $61.2K - $75.4K
1.51K $412K
AOS
Smith A O Corp

Industrials
1.01K
+ 19.1%
$59.63 - $70.52 $60.2K - $71.2K
6.29K $412K
DKNG
Draft Kings Inc.

Consumer Cyclical
675
+ 17.31%
$31.67 - $42.89 $21.4K - $29K
4.58K $196K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
715
+ 4.99%
$75.05 - $77.34 $53.7K - $55.3K
15.1K $1.16M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.01K
+ 39.04%
$37.77 - $46.15 $38.2K - $46.7K
3.6K $166K
DEO
Diageo PLC

Consumer Defensive
500
+ 271.74%
$99.86 - $115.75 $49.9K - $57.9K
684 $68K
GGG
Graco Inc

Industrials
15
+ 0.1%
$74.02 - $87.26 $1.11K - $1.31K
15.4K $1.32M
HCI
Hci Group, Inc.

Financial Services
7
+ 0.07%
$137.07 - $171.28 $959 - $1.2K
10.5K $1.6M
PSMT
Pricesmart Inc

Consumer Defensive
200
+ 42.11%
$82.12 - $108.35 $16.4K - $21.7K
675 $70K
CNHI
Cnh Industrial N.V.

Industrials
2.49K
+ 1.68%
N/A
151K $1.57M
CSX
Csx Corp

Industrials
9
+ 0.12%
$26.69 - $32.91 $240 - $296
7.37K $240K
UBER
Uber Technologies, Inc

Technology
76
+ 9.31%
$64.62 - $93.3 $4.91K - $7.09K
892 $83K
GS
Goldman Sachs Group Inc

Financial Services
17
+ 45.95%
$462.22 - $707.75 $7.86K - $12K
54 $38K
ABNB
Airbnb, Inc.

Consumer Cyclical
50
+ 5.51%
$105.69 - $140.64 $5.28K - $7.03K
958 $126K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 7.43%
$908.13 - $1056.85 $9.99K - $11.6K
159 $157K
HEI
Heico Corp

Industrials
35
+ 36.46%
$236.44 - $328.0 $8.28K - $11.5K
131 $42K
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.01%
$25.21 - $29.4 $25.2 - $29.4
18.8K $551K
CB
Chubb LTD

Financial Services
52
+ 200.0%
$274.32 - $302.46 $14.3K - $15.7K
78 $22K
UPS
United Parcel Service Inc

Industrials
1.45K
+ 9.88%
$91.92 - $110.2 $133K - $160K
16.1K $1.63M
INTU
Intuit Inc

Technology
10
+ 34.48%
$544.07 - $787.63 $5.44K - $7.88K
39 $30K
SYK
Stryker Corp

Healthcare
30
+ 48.39%
$337.37 - $395.63 $10.1K - $11.9K
92 $36K
WMT
Walmart Inc.

Consumer Defensive
115
+ 55.29%
$81.79 - $99.98 $9.41K - $11.5K
323 $31K
GWW
W.W. Grainger, Inc.

Industrials
10
+ 50.0%
$919.93 - $1101.66 $9.2K - $11K
30 $31K
KO
Coca Cola CO

Consumer Defensive
180
+ 37.74%
$68.37 - $73.9 $12.3K - $13.3K
657 $46K
ECL
Ecolab Inc.

Basic Materials
34
+ 23.45%
$225.65 - $270.95 $7.67K - $9.21K
179 $48K
TDG
Trans Digm Group Inc

Industrials
7
+ 87.5%
$1231.75 - $1520.64 $8.62K - $10.6K
15 $22K
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
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.

News

Stay updated on Ridgewood Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email