Ridgewood Investments LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $208 Million distributed in 736 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $22.2M, Ishares Tr with a value of $7.25M, Alphabet Inc. with a value of $4.85M, Vanguard Index Fds S&P 500 ETF with a value of $3.96M, and Vanguard Total World Stk Index with a value of $3.54M.
Examining the 13F form we can see an increase of $6.98M in the current position value, from $201M to 208M.
Also it can be appreciated an additional of 18 stocks purchases and 1 closed positions.
Below you can find more details about Ridgewood Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
ETFs: $57.6 Million
Financial Services: $43.8 Million
Technology: $24.8 Million
Healthcare: $18 Million
Communication Services: $17 Million
Industrials: $13.8 Million
Consumer Cyclical: $11.3 Million
Basic Materials: $6.13 Million
Other: $15.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions