North-Ridge-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "TROW", "MMM", "ABT", "ABBV", "BABA", "VDE", null, "AXP", null, "MT", "ASML", "T", null, null, "CAT", "AVDE", null, null, "AVEM", null, null, "NTCT", null, null, "HON", "HD", "HPQ", null, null, "UNP", "RIVN", "META", "IONQ", null, null, null, null, "MA", "MSFT", "MDLZ", "DXC", "GE", "IJR", null, "ORCL", "KHC", "VGIT", null, "PEP", "PNC", "IEMG", "IVV", "DOW", "UNH", "AAPL", "SPY", "HPE", "INTC", "GEHC", "PFE", "LMT", "PG", "VZ", "ROK", "IEFA", "SHEL", "RTX", "SBUX", "VNQ", "VO", "MET", null, "PNW", "VWO", null, null, null, null, "VIG", null, null, "WY", "DD", "DOV", "DLTR", "F", "SCHB", null, null, "HOG", "ESGD", "TDC", "VEU", "ESGV", "VUG", "VEA", "VNQI", null, null, "VXUS", "VBK", "VT", "VB", "VLTO", "VTV", "WMT", "WDC", "WFC", "XEL", "XYL", "SOLV", null, "SCHF", "LW", "KIM", "JCI", "OTIS", "SYY", "DIA", "SPOT", "GEV", null, "NUE", "ALLY", "KMB", "AVA", "BRK-B", "BA", "BMY", "CVGW", "CARR", "CE", "CB", "CSCO", "KO", "COHR", "CMCSA", "COLB", "CAG", "ED", "COST", "CTVA", "CVS", "CSX", "DHR", "DELL", null, null, "DFAX", "DFAC", "IWB", "NEE", "STT", "QQQ", "DIS", "JNJ", "TSLA", "PM", "MO", "MLM", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified130 identified33 unidentified
Holdings
163 positions • $149.7M total value
Manager:
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Page 9 of 9
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1 | QoQ 0.00% (-0)YoY NEW(+1) | All Managers (Combined) | $514 | 0.0% ($514/$149.7M) | QoQ -1.53% (-$8)YoY NEW(+$514) | |
5 | QoQ 0.00% (-0)YoY NEW(+5) | All Managers (Combined) | $456 | 0.0% ($456/$149.7M) | YoY NEW(+$456) | |
(cusip00214Q203)✕ | 5 | QoQ NEW(+5) YoY NEW(+5) | All Managers (Combined) | $332 | 0.0% ($332/$149.7M) | QoQ NEW(+$332) YoY NEW(+$332) |