Ridgewood Investments LLC Purchases in Q4 2024

Ridgewood Investments LLC

  • $208 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AOS
Smith A O Corp

Industrials
876
New
$68.02 - $88.94 $59.6K - $77.9K
876 $59K
PFE
Pfizer Inc

Healthcare
6.93K
+ 13.44%
$24.8 - $30.19 $172K - $209K
58.4K $1.55M
SWKS
Skyworks Solutions, Inc.

Technology
673
New
$83.18 - $99.15 $56K - $66.7K
673 $59K
VALE
Vale S.A.

Basic Materials
17.5K
+ 50.32%
$8.74 - $11.78 $153K - $206K
52.3K $464K
NVO
Novo Nordisk A S

Healthcare
675
New
$85.0 - $120.04 $57.4K - $81K
675 $58K
IDEV
Ishares Core Msci Intl Develop

ETFs
800
New
$64.18 - $70.42 $51.3K - $56.3K
800 $51K
XLK
Technology Sector Spdr

ETFs
200
+ 56.5%
$220.26 - $241.44 $44.1K - $48.3K
554 $128K
PTLO
Portillo'S Inc.

Consumer Cyclical
5K
New
$8.66 - $13.88 $43.3K - $69.4K
5K $47K
EDUC
Educational Development Corp

Communication Services
37K
+ 158.76%
$1.52 - $2.28 $56.3K - $84.4K
60.3K $100K
SWK
Stanley Black & Decker, Inc.

Industrials
450
New
$79.07 - $109.36 $35.6K - $49.2K
450 $36K
GLD
Spdr Gold Trust

ETFs
139
+ 16.65%
$236.59 - $257.5 $32.9K - $35.8K
974 $235K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
520
+ 53.01%
N/A
1.5K $93K
CNHI
Cnh Industrial N.V.

Industrials
3K
+ 2.15%
N/A
143K $1.49M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
430
+ 26.61%
$114.08 - $125.68 $49.1K - $54K
2.05K $234K
ICVT
Ishares Tr Convertible Bond Et

ETFs
238
+ 3.63%
$83.09 - $89.28 $19.8K - $21.2K
6.8K $577K
NTR
Nutrien Ltd.

Basic Materials
2.52K
+ 9.82%
$44.04 - $50.78 $111K - $128K
28.1K $1.26M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
110
+ 34.81%
$198.04 - $221.51 $21.8K - $24.4K
426 $89K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
778
+ 32.31%
$44.04 - $49.49 $34.3K - $38.5K
3.19K $140K
CVX
Chevron Corp

Energy
230
+ 6.71%
$141.15 - $162.53 $32.5K - $37.4K
3.66K $529K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
203
+ 33.01%
$100.24 - $101.35 $20.3K - $20.6K
818 $82K
HGBL
Heritage Global Inc.

Financial Services
2K
+ 0.89%
$1.58 - $1.78 $3.16K - $3.56K
226K $399K
VNQI
Vanguard Global Ex U.S. Real

ETFs
742
+ 52.25%
$39.22 - $47.52 $29.1K - $35.3K
2.16K $85K
DVN
Devon Energy Corp

Energy
5.24K
+ 21.79%
$30.52 - $42.96 $160K - $225K
29.3K $957K
CVS
Cvs Health Corp

Healthcare
450
+ 255.68%
$43.78 - $67.46 $19.7K - $30.4K
626 $28K
JNJ
Johnson & Johnson

Healthcare
568
+ 14.93%
$143.34 - $165.86 $81.4K - $94.2K
4.37K $632K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 7.41%
$873.59 - $994.69 $8.74K - $9.95K
145 $132K
CL
Colgate Palmolive CO

Consumer Defensive
144
New
$90.22 - $102.31 $13K - $14.7K
144 $13K
EPD
Enterprise Products Partners L.P.

Energy
11
+ 0.23%
$28.66 - $34.43 $315 - $379
4.8K $150K
UAA
Under Armour, Inc.

Consumer Cyclical
1.18K
+ 133.37%
$8.21 - $11.13 $9.65K - $13.1K
2.06K $17K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
20
New
$338.38 - $446.21 $6.77K - $8.92K
20 $8K
ARGT
Global X Msci Argentina ETF

ETFs
100
New
$66.16 - $88.28 $6.62K - $8.83K
100 $8K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.09%
$112.15 - $127.2 $224 - $254
2.24K $270K
SOPH
Sop Hi A Genetics Sa

Healthcare
2K
New
$3.07 - $3.99 $6.14K - $7.98K
2K $6K
BTI
British American Tobacco P.L.C.

Consumer Defensive
200
+ 2.89%
$34.25 - $37.94 $6.85K - $7.59K
7.13K $258K
COLL
Collegium Pharmaceutical, Inc

Healthcare
200
New
$28.61 - $41.86 $5.72K - $8.37K
200 $5K
LOVE
Lovesac CO

Consumer Cyclical
200
New
$22.7 - $38.64 $4.54K - $7.73K
200 $4K
SONY
Sony Group Corp

Technology
1.78K
+ 400.0%
$17.53 - $96.8 $31.3K - $173K
2.23K $47K
CAT
Caterpillar Inc

Industrials
10
New
$360.37 - $416.88 $3.6K - $4.17K
10 $3K
HOOD
Robinhood Markets, Inc.

Technology
100
New
$22.33 - $43.2 $2.23K - $4.32K
100 $3K
OTEX
Open Text Corp

Technology
250
+ 25.0%
$27.37 - $34.05 $6.84K - $8.51K
1.25K $35K
WIT
Wipro LTD

Technology
3.56K
+ 100.0%
$3.54 - $7.24 $12.6K - $25.8K
7.11K $25K
DFAT
Dimensional ETF Tr U S Target

ETFs
12
+ 0.26%
$54.54 - $61.04 $654 - $732
4.55K $253K
Brookfield Corp
100
+ 238.1%
N/A
142 $0
IEMG
Ishares Inc

ETFs
10
+ 43.48%
N/A
33 $1K
Grayscale Bitcoin Mini Tr Bt
20
New
N/A
20 $0
Ftai Aviation LTD
1
+ 0.18%
N/A
571 $0
Irsa Inversiones Y Rep S A
18
+ 3.6%
N/A
518 $0
Ishares Ethereum Tr
1.33K
New
N/A
1.33K $0
Reddit Inc
100
+ 100.0%
N/A
200 $0
Activity Summary
Buys All Purchases 129 New Holdings 18 Increased Positions 111 Sells All Sells 149 Reductions 148 Sold out 1 Options Calls 22 Puts 0
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