Ridgewood Investments LLC Diversified Active

Location: Springfield, NJ

CIK: 0001703556 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 13, 2022

Total Value: $120M (100.0% shares, 0.0% debt)

Holdings (176)

BRK/B BERKSHIRE HATHAWAY INC DEL 11.8%
Value $14.16M Shares 53,027 Est. Cost $154.37 Unrealized +84.3%
VOO VANGUARD INDEX FDS 2.3%
Value $2.752M Shares 8,383 Est. Cost $327.68 Unrealized
VT VANGUARD INTL EQUITY INDEX F 2.1%
Value $2.573M Shares 32,624 Est. Cost $77.80 Unrealized
MKL MARKEL CORP 1.9%
Value $2.324M Shares 2,143 Est. Cost $910.41 Unrealized +34.0%
SPLV INVESCO EXCH TRADED FD TR II 1.5%
Value $1.855M Shares 32,078 Est. Cost $47.41 Unrealized
HSIC HENRY SCHEIN INC 1.5%
Value $1.743M Shares 26,500 Est. Cost $69.07 Unrealized +7.5%
MMM 3M CO 1.4%
Value $1.692M Shares 15,308 Est. Cost $110.04 Unrealized -12.4%
VB VANGUARD INDEX FDS 1.4%
Value $1.636M Shares 9,569 Est. Cost $179.92 Unrealized
RICK RCI HOSPITALITY HLDGS INC 1.4%
Value $1.631M Shares 24,958 Est. Cost $16.78 Unrealized +271.6%
VONV VANGUARD SCOTTSDALE FDS 1.3%
Value $1.603M Shares 26,856 Est. Cost $89.40 Unrealized
GOOGL ALPHABET INC 1.3%
Value $1.58M Shares 16,515 Est. Cost $107.08 Unrealized +2.8%
VO VANGUARD INDEX FDS 1.3%
Value $1.565M Shares 8,326 Est. Cost $183.71 Unrealized
CAH CARDINAL HEALTH INC 1.2%
Value $1.463M Shares 21,943 Est. Cost $46.03 Unrealized +28.7%
QCOM QUALCOMM INC 1.2%
Value $1.455M Shares 12,878 Est. Cost $97.27 Unrealized +30.6%
GOOG ALPHABET INC 1.2%
Value $1.432M Shares 14,896 Est. Cost $107.62 Unrealized +3.0%
GILD GILEAD SCIENCES INC 1.2%
Value $1.425M Shares 23,093 Est. Cost $54.12 Unrealized +3.1%
PRU PRUDENTIAL FINL INC 1.1%
Value $1.339M Shares 15,604 Est. Cost $69.76 Unrealized +16.8%
ORI OLD REP INTL CORP 1.0%
Value $1.216M Shares 58,121 Est. Cost $12.64 Unrealized +37.7%
USMV ISHARES TR 0.9%
Value $1.121M Shares 16,959 Est. Cost $45.21 Unrealized
MSM MSC INDL DIRECT INC 0.9%
Value $1.12M Shares 15,381 Est. Cost $77.82 Unrealized +1.3%
C CITIGROUP INC 0.9%
Value $1.099M Shares 26,362 Est. Cost $49.34 Unrealized -11.5%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value $1.093M Shares 9,203 Est. Cost $105.25 Unrealized +9.9%
GS GOLDMAN SACHS GROUP INC 0.9%
Value $1.085M Shares 3,702 Est. Cost $188.53 Unrealized +57.6%
QQQ INVESCO QQQ TR 0.9%
Value $1.075M Shares 4,021 Est. Cost $293.60 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $1.062M Shares 27,957 Est. Cost $41.06 Unrealized -12.9%
VTI VANGUARD INDEX FDS 0.9%
Value $1.036M Shares 5,770 Est. Cost $134.67 Unrealized
GGG GRACO INC 0.9%
Value $1.032M Shares 17,209 Est. Cost $33.46 Unrealized +83.4%
LYB LYONDELLBASELL INDUSTRIES N 0.8%
Value $1.02M Shares 13,548 Est. Cost $61.96 Unrealized +8.9%
AFL AFLAC INC 0.8%
Value $1.011M Shares 17,990 Est. Cost $34.93 Unrealized +56.2%
INTC INTEL CORP 0.8%
Value $1.01M Shares 39,209 Est. Cost $45.86 Unrealized -29.6%
DE DEERE & CO 0.8%
Value $1.007M Shares 3,015 Est. Cost $83.18 Unrealized +292.6%
KMB KIMBERLY-CLARK CORP 0.8%
Value $1.002M Shares 8,903 Est. Cost $111.46 Unrealized +2.6%
MSFT MICROSOFT CORP 0.8%
Value $947K Shares 4,068 Est. Cost $201.93 Unrealized +27.2%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value $947K Shares 30,174 Est. Cost $48.52 Unrealized
SNN SMITH & NEPHEW PLC 0.7%
Value $895K Shares 38,535 Est. Cost $33.74 Unrealized
BSV VANGUARD BD INDEX FDS 0.7%
Value $880K Shares 11,765 Est. Cost $80.73 Unrealized
AMZN AMAZON COM INC 0.7%
Value $873K Shares 7,722 Est. Cost $124.37 Unrealized +1.6%
CTRA COTERRA ENERGY INC 0.7%
Value $857K Shares 32,797 Est. Cost $14.23 Unrealized +73.8%
HD HOME DEPOT INC 0.7%
Value $850K Shares 3,080 Est. Cost $109.23 Unrealized +147.8%
HANESBRANDS INC 0.7%
Value $833K Shares 119,721 Est. Cost $15.71 Unrealized
AMT AMERICAN TOWER CORP NEW 0.7%
Value $823K Shares 3,833 Est. Cost $94.32 Unrealized +142.6%
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value $820K Shares 11,042 Est. Cost $80.63 Unrealized
VOT VANGUARD INDEX FDS 0.7%
Value $811K Shares 4,758 Est. Cost $179.60 Unrealized
PYPL PAYPAL HLDGS INC 0.7%
Value $808K Shares 9,391 Est. Cost $64.65 Unrealized +36.8%
HBAN HUNTINGTON BANCSHARES INC 0.7%
Value $788K Shares 59,756 Est. Cost $12.17 Unrealized -6.2%
MRK MERCK & CO INC 0.6%
Value $749K Shares 8,694 Est. Cost $59.47 Unrealized +35.2%
TSCO TRACTOR SUPPLY CO 0.6%
Value $744K Shares 4,000 Est. Cost $10.99 Unrealized +233.7%
OGN ORGANON & CO 0.6%
Value $731K Shares 31,241 Est. Cost $29.07 Unrealized -11.8%
OZK BANK OZK 0.6%
Value $703K Shares 17,774 Est. Cost $28.61 Unrealized +23.3%
IDLV INVESCO EXCH TRADED FD TR II 0.6%
Value $697K Shares 28,262 Est. Cost $32.22 Unrealized
MIDD MIDDLEBY CORP 0.6%
Value $688K Shares 5,371 Est. Cost $125.87 Unrealized +11.5%
AX AXOS FINANCIAL INC 0.6%
Value $683K Shares 19,963 Est. Cost $37.93 Unrealized +6.7%
UTHR UNITED THERAPEUTICS CORP DEL 0.6%
Value $670K Shares 3,200 Est. Cost $127.68 Unrealized +75.1%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value $662K Shares 9,316 Est. Cost $39.09 Unrealized +59.4%
JNJ JOHNSON & JOHNSON 0.5%
Value $650K Shares 3,976 Est. Cost $93.30 Unrealized +63.9%
EBAY EBAY INC. 0.5%
Value $645K Shares 17,517 Est. Cost $46.51 Unrealized -10.3%
CMCSA COMCAST CORP NEW 0.5%
Value $633K Shares 21,571 Est. Cost $35.07 Unrealized -4.0%
AAPL APPLE INC 0.5%
Value $625K Shares 4,519 Est. Cost $116.56 Unrealized +32.4%
PHG KONINKLIJKE PHILIPS N V 0.5%
Value $617K Shares 40,091 Est. Cost $26.08 Unrealized
META META PLATFORMS INC 0.5%
Value $616K Shares 4,541 Est. Cost $218.77 Unrealized -26.4%
GWW GRAINGER W W INC 0.5%
Value $615K Shares 1,256 Est. Cost $186.08 Unrealized +174.1%
CSCO CISCO SYS INC 0.5%
Value $606K Shares 15,153 Est. Cost $38.40 Unrealized +4.3%
LQD ISHARES TR 0.5%
Value $604K Shares 5,897 Est. Cost $129.15 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value $596K Shares 8,692 Est. Cost $75.18 Unrealized
MDT MEDTRONIC PLC 0.5%
Value $590K Shares 7,310 Est. Cost $83.79 Unrealized -3.6%
VALE VALE S A 0.5%
Value $589K Shares 44,216 Est. Cost $13.66 Unrealized
ONEQ FIDELITY COMWLTH TR 0.5%
Value $574K Shares 13,855 Est. Cost $90.16 Unrealized
FARM FARMER BROS CO 0.5%
Value $570K Shares 121,563 Est. Cost $7.65 Unrealized -32.6%
NEM NEWMONT CORP 0.5%
Value $569K Shares 13,549 Est. Cost $44.62 Unrealized -5.5%
CAG CONAGRA BRANDS INC 0.5%
Value $563K Shares 17,257 Est. Cost $28.77 Unrealized +1.0%
UNILEVER PLC 0.5%
Value $562K Shares 12,822 Est. Cost $45.58 Unrealized
FLRN SPDR SER TR 0.5%
Value $557K Shares 18,395 Est. Cost $30.59 Unrealized
ACU ACME UTD CORP 0.5%
Value $557K Shares 24,192 Est. Cost $32.84 Unrealized -18.8%
T AT&T INC 0.5%
Value $549K Shares 35,776 Est. Cost $16.01 Unrealized -5.8%
AON AON PLC 0.5%
Value $547K Shares 2,041 Est. Cost $282.81 Unrealized -2.5%
SMG SCOTTS MIRACLE-GRO CO 0.5%
Value $547K Shares 12,803 Est. Cost $82.21 Unrealized -25.2%
TDS TELEPHONE & DATA SYS INC 0.5%
Value $542K Shares 39,011 Est. Cost $20.29 Unrealized -21.6%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value $534K Shares 3,953 Est. Cost $86.30 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.4%
Value $512K Shares 39,464 Est. Cost $13.62 Unrealized
BDX BECTON DICKINSON & CO 0.4%
Value $509K Shares 2,286 Est. Cost $196.34 Unrealized +19.4%
FATAQ FAT BRANDS INC 0.4%
Value $508K Shares 68,493 Est. Cost $2.94 Unrealized +32.0%
CLX CLOROX CO DEL 0.4%
Value $506K Shares 3,944 Est. Cost $140.28 Unrealized -8.1%
IJH ISHARES TR 0.4%
Value $503K Shares 2,292 Est. Cost $214.87 Unrealized
SBUX STARBUCKS CORP 0.4%
Value $494K Shares 5,858 Est. Cost $75.57 Unrealized +3.7%
BIV VANGUARD BD INDEX FDS 0.4%
Value $491K Shares 6,683 Est. Cost $88.48 Unrealized
ACTIVISION BLIZZARD INC 0.4%
Value $483K Shares 6,501 Est. Cost $71.87 Unrealized
ORCL ORACLE CORP 0.4%
Value $469K Shares 7,684 Est. Cost $56.60 Unrealized +24.0%
VMBS VANGUARD SCOTTSDALE FDS 0.4%
Value $467K Shares 10,364 Est. Cost $52.68 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value $459K Shares 7,528 Est. Cost $69.75 Unrealized -13.1%
AXP AMERICAN EXPRESS CO 0.4%
Value $459K Shares 3,405 Est. Cost $67.89 Unrealized +113.5%
BBY BEST BUY INC 0.4%
Value $459K Shares 7,248 Est. Cost $77.03 Unrealized -18.5%
SPIP SPDR SER TR 0.4%
Value $457K Shares 18,017 Est. Cost $30.25 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value $452K Shares 7,827 Est. Cost $60.97 Unrealized
HUBS HUBSPOT INC 0.4%
Value $449K Shares 1,662 Est. Cost $161.00 Unrealized +97.3%
SCHD SCHWAB STRATEGIC TR 0.4%
Value $447K Shares 6,732 Est. Cost $72.85 Unrealized
BA BOEING CO 0.4%
Value $440K Shares 3,631 Est. Cost $184.21 Unrealized -16.7%
RILY B. RILEY FINANCIAL INC 0.4%
Value $437K Shares 9,826 Est. Cost $19.17 Unrealized +160.8%
PARAMOUNT GLOBAL 0.4%
Value $434K Shares 22,787 Est. Cost $39.78 Unrealized
AMGN AMGEN INC 0.4%
Value $429K Shares 1,905 Est. Cost $172.05 Unrealized +26.6%
HCI HCI GROUP INC 0.4%
Value $426K Shares 10,874 Est. Cost $32.17 Unrealized +78.2%
TSLA TESLA INC 0.3%
Value $418K Shares 1,576 Est. Cost $285.70 Unrealized -2.3%
SWK STANLEY BLACK & DECKER INC 0.3%
Value $416K Shares 5,529 Est. Cost $84.03 Unrealized 0.0%
RBLX ROBLOX CORP 0.3%
Value $408K Shares 11,389 Est. Cost $68.44 Unrealized -39.6%
SPARK NETWORKS SE 0.3%
Value $406K Shares 212,456 Est. Cost $3.20 Unrealized
SCHR SCHWAB STRATEGIC TR 0.3%
Value $395K Shares 8,031 Est. Cost $56.41 Unrealized
CORE LABORATORIES N V 0.3%
Value $394K Shares 29,252 Est. Cost $18.68 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value $393K Shares 23,611 Est. Cost $13.10 Unrealized +12.7%
BARRICK GOLD CORP 0.3%
Value $390K Shares 25,147 Est. Cost $15.51 Unrealized
SCHP SCHWAB STRATEGIC TR 0.3%
Value $386K Shares 7,450 Est. Cost $62.35 Unrealized
EZPW EZCORP INC 0.3%
Value $386K Shares 50,000 Est. Cost $8.08 Unrealized +2.5%
SCHI SCHWAB STRATEGIC TR 0.3%
Value $378K Shares 9,000 Est. Cost $51.61 Unrealized
FDX FEDEX CORP 0.3%
Value $377K Shares 2,538 Est. Cost $210.65 Unrealized -7.1%
TROW PRICE T ROWE GROUP INC 0.3%
Value $377K Shares 3,594 Est. Cost $115.37 Unrealized -11.8%
IEF ISHARES TR 0.3%
Value $371K Shares 3,864 Est. Cost $110.81 Unrealized
CFG CITIZENS FINL GROUP INC 0.3%
Value $368K Shares 10,721 Est. Cost $31.80 Unrealized 0.0%
ENR ENERGIZER HLDGS INC NEW 0.3%
Value $365K Shares 14,507 Est. Cost $29.10 Unrealized -13.8%
CITRIX SYS INC 0.3%
Value $364K Shares 3,506 Est. Cost $123.70 Unrealized
GRFS GRIFOLS S A 0.3%
Value $363K Shares 58,997 Est. Cost $15.04 Unrealized
BHP BHP GROUP LTD 0.3%
Value $339K Shares 6,768 Est. Cost $54.97 Unrealized
CMBS ISHARES TR 0.3%
Value $336K Shares 7,318 Est. Cost $53.00 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value $333K Shares 6,900 Est. Cost $51.18 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value $324K Shares 1,259 Est. Cost $140.30 Unrealized +95.8%
M D C HLDGS INC 0.3%
Value $323K Shares 11,781 Est. Cost $36.68 Unrealized
KBH KB HOME 0.3%
Value $322K Shares 12,434 Est. Cost $35.97 Unrealized -21.0%
PRGO PERRIGO CO PLC 0.3%
Value $320K Shares 8,967 Est. Cost $42.82 Unrealized -6.2%
STKS THE ONE GROUP HOSPITALITY IN 0.3%
Value $320K Shares 48,249 Est. Cost $3.05 Unrealized
AEM AGNICO EAGLE MINES LTD 0.3%
Value $310K Shares 7,349 Est. Cost $39.44 Unrealized 0.0%
PFF ISHARES TR 0.3%
Value $307K Shares 9,684 Est. Cost $38.28 Unrealized
IEFA ISHARES TR 0.3%
Value $305K Shares 5,783 Est. Cost $72.02 Unrealized
EMR EMERSON ELEC CO 0.3%
Value $303K Shares 4,142 Est. Cost $47.21 Unrealized +64.4%
MATV SCHWEITZER-MAUDUIT INTL INC 0.3%
Value $301K Shares 13,613 Est. Cost $26.02 Unrealized -24.8%
TCBK TRICO BANCSHARES 0.2%
Value $279K Shares 6,249 Est. Cost $43.37 Unrealized +8.2%
ICVT ISHARES TR 0.2%
Value $278K Shares 4,039 Est. Cost $96.32 Unrealized
BP BP PLC 0.2%
Value $268K Shares 9,389 Est. Cost $28.54 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value $265K Shares 5,360 Est. Cost $50.53 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $256K Shares 3,080 Est. Cost $69.76 Unrealized +16.0%
IMCG ISHARES TR 0.2%
Value $255K Shares 5,059 Est. Cost $50.41 Unrealized
GEN NORTONLIFELOCK INC 0.2%
Value $254K Shares 12,608 Est. Cost $18.94 Unrealized +13.6%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value $253K Shares 3,151 Est. Cost $33.28 Unrealized +123.1%
ADI ANALOG DEVICES INC 0.2%
Value $252K Shares 1,808 Est. Cost $154.78 Unrealized -3.7%
MINT PIMCO ETF TR 0.2%
Value $251K Shares 2,542 Est. Cost $101.89 Unrealized
WSR WHITESTONE REIT 0.2%
Value $249K Shares 29,388 Est. Cost $14.28 Unrealized
CRI CARTERS INC 0.2%
Value $248K Shares 3,789 Est. Cost $68.34 Unrealized -4.0%
DGX QUEST DIAGNOSTICS INC 0.2%
Value $246K Shares 2,007 Est. Cost $102.28 Unrealized +20.6%
HGBL HERITAGE GLOBAL INC 0.2%
Value $246K Shares 153,000 Est. Cost $2.43 Unrealized -31.4%
PEP PEPSICO INC 0.2%
Value $242K Shares 1,481 Est. Cost $93.90 Unrealized +64.5%
BIOMERICA INC 0.2%
Value $236K Shares 60,000 Est. Cost $4.47 Unrealized
RSSS RESEARCH SOLUTIONS INC 0.2%
Value $236K Shares 115,537 Est. Cost $2.48 Unrealized -24.7%
PII POLARIS INC 0.2%
Value $232K Shares 2,430 Est. Cost $113.39 Unrealized -1.1%
JPM JPMORGAN CHASE & CO 0.2%
Value $232K Shares 2,220 Est. Cost $112.19 Unrealized -5.9%
RPRX ROYALTY PHARMA PLC 0.2%
Value $228K Shares 5,672 Est. Cost $43.27 Unrealized -1.3%
TRXADE HEALTH INC 0.2%
Value $227K Shares 200,600 Est. Cost $2.23 Unrealized
HP HELMERICH & PAYNE INC 0.2%
Value $227K Shares 6,133 Est. Cost $34.45 Unrealized +22.1%
DOCU DOCUSIGN INC 0.2%
Value $223K Shares 4,170 Est. Cost $113.29 Unrealized -44.7%
BAX BAXTER INTL INC 0.2%
Value $222K Shares 4,120 Est. Cost $55.31 Unrealized 0.0%
SURG SURGEPAYS INC 0.2%
Value $221K Shares 48,510 Est. Cost $5.10 Unrealized 0.0%
USB US BANCORP DEL 0.2%
Value $220K Shares 5,464 Est. Cost $39.22 Unrealized 0.0%
RMCF ROCKY MTN CHOCOLATE FACTORY 0.2%
Value $218K Shares 36,280 Est. Cost $7.63 Unrealized -12.7%
L LOEWS CORP 0.2%
Value $214K Shares 4,289 Est. Cost $47.84 Unrealized +15.9%
PGR PROGRESSIVE CORP 0.2%
Value $213K Shares 1,831 Est. Cost $85.37 Unrealized +28.7%
FHI FEDERATED HERMES INC 0.2%
Value $211K Shares 6,368 Est. Cost $27.24 Unrealized +8.6%
EBS EMERGENT BIOSOLUTIONS INC 0.2%
Value $210K Shares 10,004 Est. Cost $107.80 Unrealized -74.2%
LEG LEGGETT & PLATT INC 0.2%
Value $205K Shares 6,170 Est. Cost $38.29 Unrealized -0.8%
SCHF SCHWAB STRATEGIC TR 0.2%
Value $203K Shares 7,227 Est. Cost $37.19 Unrealized
TWITTER INC 0.2%
Value $203K Shares 4,622 Est. Cost $43.92 Unrealized
COVETRUS INC 0.2%
Value $200K Shares 9,600 Est. Cost $20.83 Unrealized
VRE VERIS RESIDENTIAL INC 0.2%
Value $183K Shares 16,084 Est. Cost $27.14 Unrealized
MANU MANCHESTER UTD PLC NEW 0.1%
Value $179K Shares 13,518 Est. Cost $13.55 Unrealized -7.6%
GLATFELTER CORPORATION 0.1%
Value $113K Shares 36,491 Est. Cost $14.01 Unrealized
SRAX SRAX INC 0.1%
Value $94,000 Shares 54,820 Est. Cost $1.71 Unrealized
AATC AUTOSCOPE TECHNOLOGIES CORP 0.1%
Value $69,000 Shares 15,185 Est. Cost $3.26 Unrealized -14.0%
CAN CANAAN INC 0.1%
Value $64,000 Shares 19,500 Est. Cost $7.47 Unrealized
22ND CENTY GROUP INC 0.0%
Value $27,000 Shares 29,000 Est. Cost $1.07 Unrealized
RLX RLX TECHNOLOGY INC 0.0%
Value $17,000 Shares 16,000 Est. Cost $7.91 Unrealized
SABR SABRE CORP 0.0%
Value $0 Shares 15,000 Est. Cost $10.66 Unrealized -37.4%
T AT&T INC 0.0%
Value $0 Shares 10,000 Est. Cost $16.01 Unrealized -5.8%