Ridgewood Investments LLC Reduced Holdings in Q2 2025

Ridgewood Investments LLC

  • $229 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORI
Old Republic International Corp

Financial Services
-922
- 2.25%
$35.25 - $39.79 $32.5K - $36.7K
40K $1.54M
T
At&T Inc.

Communication Services
-2.2K
- 99.5%
$26.33 - $28.94 $57.9K - $63.7K
11 $0
MO
Altria Group, Inc.

Consumer Defensive
-1K
- 79.37%
$55.56 - $60.91 $55.6K - $60.9K
260 $15K
EA
Electronic Arts Inc.

Communication Services
-491
- 37.48%
$132.53 - $159.7 $65.1K - $78.4K
819 $130K
JD
Jd.Com, Inc.

Consumer Cyclical
-500
- 10.0%
$31.44 - $41.32 $15.7K - $20.7K
4.5K $146K
SWKS
Skyworks Solutions, Inc.

Technology
-825
- 95.82%
$49.2 - $74.95 $40.6K - $61.8K
36 $2K
MTN
Vail Resorts Inc

Consumer Cyclical
-300
- 19.05%
$131.42 - $164.64 $39.4K - $49.4K
1.28K $200K
SNOW
Snowflake Inc.

Technology
-683
- 52.06%
$130.53 - $223.77 $89.2K - $153K
629 $140K
AAPL
Apple Inc.

Technology
-10
- 0.4%
$172.42 - $223.89 $1.72K - $2.24K
2.49K $510K
HUM
Humana Inc

Healthcare
-86
- 8.38%
$224.93 - $295.04 $19.3K - $25.4K
940 $229K
U
Unity Software Inc.

Technology
-6.22K
- 24.48%
$16.75 - $26.24 $104K - $163K
19.2K $464K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-986
- 4.83%
$25.57 - $26.34 $25.2K - $26K
19.4K $506K
TRU
Trans Union

Industrials
-389
- 67.77%
$69.26 - $91.89 $26.9K - $35.7K
185 $16K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-347
- 4.94%
$105.23 - $109.61 $36.5K - $38K
6.68K $732K
PDD
Pinduoduo Inc.

Consumer Cyclical
-200
- 30.82%
$88.35 - $122.19 $17.7K - $24.4K
449 $46K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-400
- 50.06%
$72.96 - $90.39 $29.2K - $36.2K
399 $35K
SOPH
Sop Hi A Genetics Sa

Healthcare
-6.16K
- 15.17%
$2.66 - $3.29 $16.4K - $20.3K
34.4K $106K
NEM
Newmont Corp

Basic Materials
-600
- 85.71%
$44.18 - $59.46 $26.5K - $35.7K
100 $5K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.06K
- 4.37%
$73.19 - $85.21 $77.7K - $90.4K
23.2K $1.98M
VGSH
Vanguard

ETFs
-455
- 0.92%
$58.32 - $58.95 $26.5K - $26.8K
49.1K $2.89M
INTC
Intel Corp

Technology
-1K
- 25.11%
$18.13 - $22.69 $18.1K - $22.7K
2.98K $66K
CVS
Cvs Health Corp

Healthcare
-330
- 79.33%
$60.04 - $70.18 $19.8K - $23.2K
86 $5K
SBUX
Starbucks Corp

Consumer Cyclical
-100
- 5.66%
$79.69 - $99.41 $7.97K - $9.94K
1.67K $152K
BAX
Baxter International Inc

Healthcare
-596
- 87.39%
$27.8 - $34.02 $16.6K - $20.3K
86 $2K
SNAP
Snap Inc

Communication Services
-2.5K
- 87.72%
$7.23 - $9.21 $18.1K - $23K
350 $3K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-229
- 7.01%
$82.21 - $83.12 $18.8K - $19K
3.04K $251K
EBAY
Ebay Inc

Consumer Cyclical
-725
- 13.97%
$59.52 - $79.36 $43.2K - $57.5K
4.46K $332K
IEF
Ishares Barclays

ETFs
-203
- 4.03%
$93.15 - $96.56 $18.9K - $19.6K
4.83K $462K
PINS
Pinterest, Inc.

Communication Services
-2.27K
- 17.21%
$24.21 - $35.95 $55K - $81.6K
10.9K $391K
VBR
Vanguard Small Cap Value ETF

ETFs
-186
- 8.82%
$162.76 - $195.77 $30.3K - $36.4K
1.92K $374K
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 1.87%
$335.24 - $380.78 $15.4K - $17.5K
2.41K $884K
POR
Portland General Electric CO

Utilities
-361
- 55.97%
$39.96 - $44.75 $14.4K - $16.2K
284 $11K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-161
- 10.75%
$116.93 - $119.39 $18.8K - $19.2K
1.34K $159K
CMBS
Ishares Cmbs ETF

ETFs
-447
- 5.15%
$47.54 - $48.72 $21.3K - $21.8K
8.23K $400K
CNQ
Canadian Natural Resources LTD

Energy
-561
- 18.86%
$25.14 - $34.01 $14.1K - $19.1K
2.41K $75K
JEF
Jefferies Financial Group Inc.

Financial Services
-300
- 13.64%
$41.06 - $56.09 $12.3K - $16.8K
1.9K $103K
V
Visa Inc.

Financial Services
-39
- 17.65%
$308.27 - $373.31 $12K - $14.6K
182 $64K
MUB
Ishares National Muni Bond ETF

ETFs
-98
- 9.16%
$102.31 - $105.8 $10K - $10.4K
972 $101K
NEE
Nextera Energy Inc

Utilities
-135
- 20.55%
$64.11 - $75.0 $8.65K - $10.1K
522 $36K
NOC
Northrop Grumman Corp

Industrials
-13
- 4.25%
$456.3 - $540.39 $5.93K - $7.03K
293 $146K
NTRS
Northern Trust Corp

Financial Services
-146
- 42.57%
$84.45 - $126.79 $12.3K - $18.5K
197 $24K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-10
- 9.09%
$225.56 - $335.19 $2.26K - $3.35K
100 $23K
PG
Procter & Gamble CO

Consumer Defensive
-10
- 2.43%
$157.66 - $172.39 $1.58K - $1.72K
401 $63K
CCL
Carnival Corp

Consumer Cyclical
-1.8K
- 35.91%
$16.43 - $28.12 $29.6K - $50.6K
3.21K $90K
CRAI
Cra International, Inc.

Industrials
-100
- 11.11%
$160.48 - $195.43 $16K - $19.5K
800 $149K
SCHO
Schwab Short Term Us Treasury

ETFs
-280
- 0.95%
$24.19 - $24.45 $6.77K - $6.85K
29K $707K
ABBV
Abb Vie Inc.

Healthcare
-25
- 43.86%
$170.16 - $206.27 $4.25K - $5.16K
32 $5K
SQ
Block, Inc.

Technology
-100
- 9.53%
N/A
949 $54K
ENOV
Enovis Corp

Industrials
-20
- 2.51%
$29.65 - $37.35 $593 - $747
777 $24K
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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