The Analysis of North Ridge Wealth Advisors, Inc.'s Holdings
Currently, North Ridge Wealth Advisors, Inc. holds 188 types of securities in its portfolio with a total value $174.8M. In the most recent quarter, they have increased their positions in EDV (+13.3K shares, valued at $911.1K), VGIT (+12.6K shares, valued at $754.2K), IGOV (+10.7K shares, valued at $455.8K); decreased their positions in DFAC (-18.6K shares, valued at $718.3K), DFAX (-14.1K shares, valued at $441.7K), AVUS (-1.1K shares, valued at $119.5K); initiated new positions in EEM (+7.6K shares, valued at $407.7K), VOO (+458 shares, valued at $280.5K), SCZ (+2.2K shares, valued at $165.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.1M shares-1.68%2025-09-302025-11-14
DFAX DIMENSIONAL ETF TRUST477.2K shares-2.87%2025-09-302025-11-14 VGIT VANGUARD SCOTTSDALE FDS232.7K shares5.71%2025-09-302025-11-14 EDV VANGUARD WORLD FD154.7K shares9.42%2025-09-302025-11-14 DFIC DIMENSIONAL ETF TRUST280.6K shares-0.32%2025-09-302025-11-14 VWOB VANGUARD WHITEHALL FDS126.0K shares2.16%2025-09-302025-11-14 VTIP VANGUARD MALVERN FDS158.6K shares4.64%2025-09-302025-11-14 DFGR DIMENSIONAL ETF TRUST271.5K shares5.30%2025-09-302025-11-14 IGOV ISHARES TR173.0K shares6.59%2025-09-302025-11-14 MSFT MICROSOFT CORP12.8K shares4.41%2025-09-302025-11-14 DFEM DIMENSIONAL ETF TRUST177.9K shares1.52%2025-09-302025-11-14 AVUS AMERICAN CENTY ETF TR42.3K shares-2.53%2025-09-302025-11-14 AVRE AMERICAN CENTY ETF TR103.2K shares0.09%2025-09-302025-11-14 DFNM DIMENSIONAL ETF TRUST43.8K shares16.28%2025-09-302025-11-14 AVDE AMERICAN CENTY ETF TR26.2K shares2.08%2025-09-302025-11-14 VUG VANGUARD INDEX FDS3.9K shares0.00%2025-09-302025-11-14 VTV VANGUARD INDEX FDS9.9K shares0.00%2025-09-302025-11-14 SCHR SCHWAB STRATEGIC TR65.1K shares-3.13%2025-09-302025-11-14 VTI VANGUARD INDEX FDS4.8K shares0.08%2025-09-302025-11-14 DFSU DIMENSIONAL ETF TRUST30.5K shares3.13%2025-09-302025-11-14 REET ISHARES TR43.6K shares1.25%2025-09-302025-11-14 DFUS DIMENSIONAL ETF TRUST14.8K shares1.99%2025-09-302025-11-14 AVEM AMERICAN CENTY ETF TR10.0K shares3.61%2025-09-302025-11-14 AVNM AMERICAN CENTY ETF TR9.7K shares0.00%2025-09-302025-11-14 BA BOEING CO3.0K shares0.00%2025-09-302025-11-14 AVSU AMERICAN CENTY ETF TR8.2K shares-0.26%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS6.3K shares0.17%2025-09-302025-11-14 DFSI DIMENSIONAL ETF TRUST14.1K shares0.55%2025-09-302025-11-14 ITOT ISHARES TR3.9K shares-16.92%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC1.5K shares0.00%2025-09-302025-11-14 ROK ROCKWELL AUTOMATION INC1.4K shares0.00%2025-09-302025-11-14 DFSE DIMENSIONAL ETF TRUST11.5K shares2.34%2025-09-302025-11-14 STIP ISHARES TR4.5K shares0.02%2025-09-302025-11-14 MA MASTERCARD INCORPORATED800 shares0.00%2025-09-302025-11-14 ZROZ PIMCO ETF TR6.4K shares54.83%2025-09-302025-11-14 EMB ISHARES TR4.3K shares0.09%2025-09-302025-11-14 EEM ISHARES TR7.6K sharesnew addition2025-09-302025-11-14 AAPL APPLE INC1.4K shares0.00%2025-09-302025-11-14 AVSD AMERICAN CENTY ETF TR4.9K shares-1.88%2025-09-302025-11-14 VNQI VANGUARD INTL EQUITY INDEX F7.2K shares0.20%2025-09-302025-11-14 TSLA TESLA INC738 shares0.00%2025-09-302025-11-14 IVV ISHARES TR431 shares139.44%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR433 shares140.56%2025-09-302025-11-14 VOO VANGUARD INDEX FDS458 sharesnew addition2025-09-302025-11-14 SBUX STARBUCKS CORP2.9K shares34.88%2025-09-302025-11-14 VB VANGUARD INDEX FDS915 shares0.00%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL460 shares0.00%2025-09-302025-11-14 SHEL SHELL PLC3.0K shares0.00%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2025-09-302025-11-14 CAT CATERPILLAR INC400 shares0.00%2025-09-302025-11-14 HON HONEYWELL INTL INC800 shares0.00%2025-09-302025-11-14 IEFA ISHARES TR1.9K shares0.00%2025-09-302025-11-14 SCZ ISHARES TR2.2K sharesnew addition2025-09-302025-11-14 FBTC FIDELITY WISE ORIGIN BITCOIN1.4K shares58.75%2025-09-302025-11-14 VO VANGUARD INDEX FDS440 shares0.00%2025-09-302025-11-14 VBK VANGUARD INDEX FDS400 shares0.00%2025-09-302025-11-14 MLM MARTIN MARIETTA MATLS INC188 shares0.00%2025-09-302025-11-14 DFAS DIMENSIONAL ETF TRUST1.7K shares0.00%2025-09-302025-11-14 QQQ INVESCO QQQ TR189 shares13.17%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP227 shares0.00%2025-09-302025-11-14 GE GE AEROSPACE375 shares0.00%2025-09-302025-11-14 PNW PINNACLE WEST CAP CORP1.2K shares0.00%2025-09-302025-11-14 XEL XCEL ENERGY INC1.4K shares0.00%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS1.6K shares4.15%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON495 shares102.04%2025-09-302025-11-14 WY WEYERHAEUSER CO MTN BE3.6K shares0.00%2025-09-302025-11-14 AVSE AMERICAN CENTY ETF TR1.4K shares0.00%2025-09-302025-11-14 IJR ISHARES TR700 shares0.00%2025-09-302025-11-14 NTCT NETSCOUT SYS INC3.2K shares0.00%2025-09-302025-11-14 DFAW DIMENSIONAL ETF TRUST1.1K sharesnew addition2025-09-302025-11-14 PFE PFIZER INC3.1K shares0.00%2025-09-302025-11-14 ALLY ALLY FINL INC2.0K shares0.00%2025-09-302025-11-14 SPYM SPDR SERIES TRUST920 shares5.75%2025-09-302025-11-14 ABT ABBOTT LABS500 sharesnew addition2025-09-302025-11-14 DIA SPDR DOW JONES INDL AVERAGE144 shares0.00%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO200 shares0.00%2025-09-302025-11-14 VEU VANGUARD INTL EQUITY INDEX F900 shares0.00%2025-09-302025-11-14 GLD SPDR GOLD TR175 sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP205 shares0.00%2025-09-302025-11-14 ABBV ABBVIE INC247 shares0.00%2025-09-302025-11-14 GEV GE VERNOVA INC93 shares0.00%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR202 sharesnew addition2025-09-302025-11-14 MTUM ISHARES TR222 sharesnew addition2025-09-302025-11-14 T AT&T INC2.0K shares0.00%2025-09-302025-11-14 XLY SELECT SECTOR SPDR TR234 sharesnew addition2025-09-302025-11-14 XLI SELECT SECTOR SPDR TR359 sharesnew addition2025-09-302025-11-14 IWB ISHARES TR150 shares0.00%2025-09-302025-11-14 RIVN RIVIAN AUTOMOTIVE INC3.6K shares0.00%2025-09-302025-11-14 F FORD MTR CO4.3K shares0.00%2025-09-302025-11-14 ED CONSOLIDATED EDISON INC500 shares0.00%2025-09-302025-11-14 STT STATE STR CORP400 shares0.00%2025-09-302025-11-14 MMM 3M CO288 shares0.00%2025-09-302025-11-14 INTC INTEL CORP1.2K shares0.00%2025-09-302025-11-14 VXUS VANGUARD STAR FDS533 shares243.87%2025-09-302025-11-14 ESGV VANGUARD WORLD FD322 shares-39.47%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F670 shares1.82%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD200 shares0.00%2025-09-302025-11-14 ASML ASML HOLDING N V36 shares0.00%2025-09-302025-11-14 DD DUPONT DE NEMOURS INC427 shares0.00%2025-09-302025-11-14 AGG ISHARES TR314 shares9.03%2025-09-302025-11-14 COLB COLUMBIA BKG SYS INC1.2K shares-0.58%2025-09-302025-11-14 AVA AVISTA CORP800 shares0.00%2025-09-302025-11-14 ESGD ISHARES TR325 shares0.00%2025-09-302025-11-14 CTVA CORTEVA INC427 shares0.00%2025-09-302025-11-14 LPX LOUISIANA PAC CORP300 shares0.00%2025-09-302025-11-14 CVS CVS HEALTH CORP334 shares0.00%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO530 shares0.00%2025-09-302025-11-14 IEMG ISHARES INC355 shares0.00%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW25 shares0.00%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC500 shares0.00%2025-09-302025-11-14 TDC TERADATA CORP DEL1.0K shares0.00%2025-09-302025-11-14 HOG HARLEY DAVIDSON INC689 shares0.00%2025-09-302025-11-14 HPE HEWLETT PACKARD ENTERPRISE C779 shares0.00%2025-09-302025-11-14 M MACYS INC1.0K shares0.00%2025-09-302025-11-14 HPQ HP INC647 shares0.62%2025-09-302025-11-14 ET ENERGY TRANSFER L P1.0K shares0.00%2025-09-302025-11-14 XOM EXXON MOBIL CORP150 sharesnew addition2025-09-302025-11-14 SYY SYSCO CORP200 shares0.00%2025-09-302025-11-14 TROW PRICE T ROWE GROUP INC160 shares0.00%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC100 shares0.00%2025-09-302025-11-14 SPMD SPDR SERIES TRUST271 shares4.23%2025-09-302025-11-14 SCHF SCHWAB STRATEGIC TR616 shares0.00%2025-09-302025-11-14 NUE NUCOR CORP101 shares0.00%2025-09-302025-11-14 IEF ISHARES TR139 sharesnew addition2025-09-302025-11-14 DIS DISNEY WALT CO116 shares0.00%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS57 shares-69.19%2025-09-302025-11-14 SPSM SPDR SERIES TRUST248 shares0.40%2025-09-302025-11-14 ARKF ARK ETF TR198 shares0.00%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A16 shares0.00%2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP84 shares0.00%2025-09-302025-11-14 LW LAMB WESTON HLDGS INC179 shares0.00%2025-09-302025-11-14 DHR DANAHER CORPORATION51 shares0.00%2025-09-302025-11-14 CAG CONAGRA BRANDS INC500 shares0.00%2025-09-302025-11-14 KIM KIMCO RLTY CORP400 shares0.00%2025-09-302025-11-14 BNDX VANGUARD CHARLOTTE FDS156 shares30.00%2025-09-302025-11-14 ARKK ARK ETF TR86 shares0.00%2025-09-302025-11-14 DOW DOW INC320 shares0.00%2025-09-302025-11-14 CMCSA COMCAST CORP NEW222 shares0.00%2025-09-302025-11-14 MO ALTRIA GROUP INC100 shares0.00%2025-09-302025-11-14 VDE VANGUARD WORLD FD51 shares0.00%2025-09-302025-11-14 IONQ IONQ INC100 shares0.00%2025-09-302025-11-14 HD HOME DEPOT INC15 shares0.00%2025-09-302025-11-14 AVGE AMERICAN CENTY ETF TR70 shares0.00%2025-09-302025-11-14 UNP UNION PAC CORP20 shares0.00%2025-09-302025-11-14 GEHC GE HEALTHCARE TECHNOLOGIES I63 shares0.00%2025-09-302025-11-14 WMT WALMART INC45 shares0.00%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC69 shares0.00%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR160 shares0.00%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS54 sharesnew addition2025-09-302025-11-14 VOE VANGUARD INDEX FDS22 shares0.00%2025-09-302025-11-14 DOV DOVER CORP20 shares0.00%2025-09-302025-11-14 CSX CSX CORP90 shares0.00%2025-09-302025-11-14 VBR VANGUARD INDEX FDS14 shares0.00%2025-09-302025-11-14 DLTR DOLLAR TREE INC30 shares0.00%2025-09-302025-11-14 JETS ETF SER SOLUTIONS110 shares0.00%2025-09-302025-11-14 WFC WELLS FARGO CO NEW30 shares0.00%2025-09-302025-11-14 TFI SPDR SERIES TRUST55 shares0.00%2025-09-302025-11-14 MUB ISHARES TR23 shares15.00%2025-09-302025-11-14 SOLV SOLVENTUM CORP31 shares0.00%2025-09-302025-11-14 PEP PEPSICO INC15 shares0.00%2025-09-302025-11-14 KO COCA COLA CO30 shares0.00%2025-09-302025-11-14 VLTO VERALTO CORP17 shares0.00%2025-09-302025-11-14 CB CHUBB LIMITED6 shares0.00%2025-09-302025-11-14 RTX RTX CORPORATION10 shares0.00%2025-09-302025-11-14 SCHB SCHWAB STRATEGIC TR60 shares0.00%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO10 shares0.00%2025-09-302025-11-14 NEE NEXTERA ENERGY INC20 shares0.00%2025-09-302025-11-14 XYL XYLEM INC10 shares0.00%2025-09-302025-11-14 JCI JOHNSON CTLS INTL PLC12 shares0.00%2025-09-302025-11-14 EWT ISHARES INC20 shares0.00%2025-09-302025-11-14 MT ARCELORMITTAL SA LUXEMBOURG28 shares0.00%2025-09-302025-11-14 MET METLIFE INC10 shares0.00%2025-09-302025-11-14 DELL DELL TECHNOLOGIES INC5 shares0.00%2025-09-302025-11-14 META META PLATFORMS INC1 shares0.00%2025-09-302025-11-14 CE CELANESE CORP DEL15 shares0.00%2025-09-302025-11-14 KHC KRAFT HEINZ CO23 shares0.00%2025-09-302025-11-14 CARR CARRIER GLOBAL CORPORATION10 shares0.00%2025-09-302025-11-14 VGLT VANGUARD SCOTTSDALE FDS10 sharesnew addition2025-09-302025-11-14 OTIS OTIS WORLDWIDE CORP5 shares0.00%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS7 shares-22.22%2025-09-302025-11-14 DXC DXC TECHNOLOGY CO17 shares0.00%2025-09-302025-11-14 LUMN LUMEN TECHNOLOGIES INC29 shares0.00%2025-09-302025-11-14 IAGG ISHARES TR3 shares0.00%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR1 shares0.00%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TRN/A sharesnew addition2025-09-302025-11-14 USBC USBC INC.47 sharesnew addition2025-09-302025-11-14 SCHH SCHWAB STRATEGIC TRN/A sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available