Ridgewood Investments LLC Portfolio Holdings
Ridgewood Investments LLC
- $203 Million
- Q2 2024
Ridgewood Investments LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $203 Million distributed in 815 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 $20.2M, Ishares Tr with a value of $7.09M, Alphabet Inc. with a value of $4.4M, Vanguard Index Fds S&P 500 ETF with a value of $3.73M, and Vanguard Total World Stk Index with a value of $3.57M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $191M to 203M.
Below you can find more details about Ridgewood Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
ETFs: $53.1 Million
Financial Services: $42.1 Million
Technology: $21.4 Million
Healthcare: $17.7 Million
Communication Services: $17.2 Million
Industrials: $14 Million
Consumer Cyclical: $11.9 Million
Basic Materials: $7.59 Million
Other: $17.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 815
- Current Value $203 Million
- Prior Value $191 Million
- Filing
- Period Q2 2024
- Filing Date July 29, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 588 stocks
- Additional Purchases 52 stocks
- Sold out of 0 stocks
- Reduced holdings in 92 stocks