Ridgewood Investments LLC Incresed Positions in Q3 2025

Ridgewood Investments LLC

  • $236 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
454
+ 1.53%
$174.36 - $254.72 $79.2K - $116K
30K $7.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.4K
+ 66.01%
$100.37 - $100.74 $2.05M - $2.06M
51.4K $5.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
288
+ 0.59%
$459.11 - $506.91 $132K - $146K
49.1K $24.7M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$175.16 - $255.24 $175 - $255
13.2K $3.22M
FLRN
Spdr Bloomberg Investment Grad

ETFs
26.4K
+ 38.7%
$30.71 - $30.86 $811K - $815K
94.6K $2.92M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.1K
+ 22.73%
$78.11 - $79.07 $791K - $801K
54.7K $4.32M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.7K
+ 122.69%
$52.39 - $53.11 $716K - $726K
24.8K $1.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
618
+ 8.59%
$567.77 - $614.76 $351K - $380K
7.81K $4.78M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.75K
+ 31.34%
$103.83 - $179.9 $182K - $315K
7.35K $1.31M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.8K
+ 28.11%
$23.82 - $25.84 $496K - $538K
94.9K $2.44M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.2K
+ 60.94%
$45.72 - $47.27 $602K - $622K
34.8K $1.63M
CB
Chubb LTD

Financial Services
1.98K
+ 2543.59%
$265.99 - $289.59 $528K - $575K
2.06K $581K
BIDU
Baidu, Inc.

Communication Services
790
+ 8.19%
$85.86 - $137.83 $67.8K - $109K
10.4K $1.37M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.12K
+ 69.4%
$102.4 - $103.88 $524K - $532K
12.5K $1.29M
JD
Jd.Com, Inc.

Consumer Cyclical
14.3K
+ 316.87%
$30.39 - $35.64 $433K - $508K
18.8K $656K
CLX
Clorox CO

Consumer Defensive
3.68K
+ 28.43%
$117.67 - $131.43 $432K - $483K
16.6K $2.05M
AMAT
Applied Materials Inc

Technology
1.22K
+ 11.76%
$156.25 - $204.95 $191K - $251K
11.6K $2.38M
CNI
Canadian National Railway CO

Industrials
5.35K
+ 122.67%
$92.01 - $106.6 $492K - $571K
9.72K $916K
QQQ
Invesco Qqq Trust, Series 1

ETFs
487
+ 14.07%
$546.99 - $602.2 $266K - $293K
3.95K $2.37M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 32.56%
$27.61 - $29.15 $378K - $400K
55.8K $1.62M
VO
Vanguard Mid Cap ETF

ETFs
995
+ 8.89%
$279.83 - $293.74 $278K - $292K
12.2K $3.58M
PRU
Prudential Financial Inc

Financial Services
4.3K
+ 3026.76%
$100.68 - $109.89 $433K - $472K
4.44K $460K
VB
Vanguard Small Cap ETF

ETFs
982
+ 9.1%
$237.58 - $259.17 $233K - $255K
11.8K $2.99M
TSLA
Tesla, Inc.

Consumer Cyclical
440
+ 23.97%
$293.94 - $444.72 $129K - $196K
2.28K $1.01M
BMY
Bristol Myers Squibb CO

Healthcare
10.5K
+ 27.41%
$43.31 - $48.98 $453K - $512K
48.6K $2.19M
PFE
Pfizer Inc

Healthcare
13.6K
+ 21.83%
$23.29 - $25.88 $318K - $353K
76.2K $1.94M
HCI
Hci Group, Inc.

Financial Services
5
+ 0.05%
$137.88 - $191.93 $689 - $960
10.5K $2.02M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.09K
+ 1083.42%
$196.15 - $217.83 $410K - $455K
2.28K $460K
UNH
Unitedhealth Group Inc

Healthcare
1.16K
+ 227.01%
$237.77 - $353.61 $276K - $410K
1.67K $576K
VALE
Vale S.A.

Basic Materials
31.6K
+ 51.88%
$9.53 - $10.95 $301K - $346K
92.6K $1.01M
CARR
Carrier Global Corp

Industrials
7.85K
+ 164.07%
$58.75 - $80.73 $461K - $634K
12.6K $754K
OTEX
Open Text Corp

Technology
7.92K
+ 73.86%
$27.93 - $38.16 $221K - $302K
18.6K $697K
ASML
Asml Holding Nv

Technology
251
+ 34.53%
$689.63 - $968.09 $173K - $243K
978 $946K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
27.8K
+ 59.09%
$11.84 - $13.45 $329K - $374K
74.9K $948K
TXN
Texas Instruments Inc

Technology
1.84K
+ 16.11%
N/A
13.3K $2.58M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.05K
+ 27.07%
$66.38 - $71.68 $269K - $291K
19K $1.36M
FISV
Fiserv Inc

Technology
2.78K
+ 12069.57%
N/A
2.8K $350K
CSCO
Cisco Systems, Inc.

Technology
5.1K
+ 76.14%
$66.2 - $71.79 $337K - $366K
11.8K $806K
OTIS
Otis Worldwide Corp

Industrials
4.39K
+ 43.08%
$84.93 - $101.07 $373K - $444K
14.6K $1.33M
STM
St Microelectronics N.V.

Technology
11.9K
+ 101.06%
$24.77 - $33.41 $294K - $397K
23.6K $667K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.46K
+ 22.98%
$39.8 - $42.86 $217K - $234K
29.2K $1.25M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.98K
+ 24.89%
$89.29 - $100.17 $176K - $198K
9.92K $991K
DEO
Diageo PLC

Consumer Defensive
2.79K
+ 407.6%
$93.64 - $115.33 $261K - $322K
3.47K $331K
MRK
Merck & Co., Inc.

Healthcare
1.86K
+ 8.65%
$77.6 - $87.37 $144K - $162K
23.3K $1.96M
XLK
Technology Sector Spdr

ETFs
701
+ 46.27%
$250.97 - $282.66 $176K - $198K
2.22K $624K
ADM
Archer Daniels Midland CO

Consumer Defensive
631
+ 2.21%
$53.54 - $64.21 $33.8K - $40.5K
29.2K $1.75M
QCOM
Qualcomm Inc

Technology
754
+ 4.83%
$145.84 - $173.55 $110K - $131K
16.4K $2.72M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.69K
+ 70.84%
N/A
8.89K $554K
TROW
Price T Rowe Group Inc

Financial Services
957
+ 4.92%
$98.67 - $111.52 $94.4K - $107K
20.4K $2.1M
Activity Summary
Buys All Purchases 104 New Holdings 3 Increased Positions 101 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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