North-Ridge-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
163
Total Value
149687885
Accession Number
0002054664-25-000003
Form Type
13F-HR
Manager Name
North-Ridge-Wealth-Advisors
Data Enrichment
80% identified
130 identified33 unidentified

Holdings

163 positions • $149.7M total value
Manager:
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Page 9 of 9
Meta Platforms, Inc.
Shares:1
Value:$514
% of Portfolio:0.0% ($514/$149.7M)
Dell Technologies Inc.
Shares:5
Value:$456
% of Portfolio:0.0% ($456/$149.7M)
00214Q203
Shares:5
Value:$332
% of Portfolio:0.0% ($332/$149.7M)