Ridgewood Investments LLC Diversified Active

Location: Springfield, NJ

CIK: 0001703556 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 20, 2023

Total Value: $152M (100.0% shares, 0.0% debt)

Holdings (180)

BRK/B BERKSHIRE HATHAWAY INC DEL 11.9%
Value $18.13M Shares 51,763 Est. Cost $154.37 Unrealized +129.8%
SHV ISHARES TR 3.5%
Value $5.307M Shares 48,043 Est. Cost $110.47 Unrealized
VT VANGUARD INTL EQUITY INDEX F 2.0%
Value $3.121M Shares 33,496 Est. Cost $78.51 Unrealized
MKL MARKEL GROUP INC 2.0%
Value $3.095M Shares 2,102 Est. Cost $910.41 Unrealized +60.8%
VOO VANGUARD INDEX FDS 2.0%
Value $3.017M Shares 7,683 Est. Cost $330.25 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.9%
Value $2.865M Shares 49,734 Est. Cost $58.49 Unrealized
MSFT MICROSOFT CORP 1.7%
Value $2.561M Shares 8,110 Est. Cost $261.51 Unrealized +24.1%
GOOGL ALPHABET INC 1.6%
Value $2.485M Shares 18,989 Est. Cost $106.12 Unrealized +21.0%
QCOM QUALCOMM INC 1.3%
Value $2.029M Shares 18,271 Est. Cost $100.81 Unrealized +9.2%
GOOG ALPHABET INC 1.3%
Value $1.96M Shares 14,865 Est. Cost $107.62 Unrealized +19.9%
HSIC HENRY SCHEIN INC 1.3%
Value $1.927M Shares 25,950 Est. Cost $69.07 Unrealized +11.5%
VB VANGUARD INDEX FDS 1.2%
Value $1.892M Shares 10,005 Est. Cost $180.94 Unrealized
VO VANGUARD INDEX FDS 1.2%
Value $1.878M Shares 9,021 Est. Cost $186.36 Unrealized
VONV VANGUARD SCOTTSDALE FDS 1.2%
Value $1.861M Shares 27,916 Est. Cost $88.27 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 1.2%
Value $1.857M Shares 31,592 Est. Cost $47.41 Unrealized
MMM 3M CO 1.1%
Value $1.731M Shares 18,492 Est. Cost $104.55 Unrealized -23.9%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value $1.719M Shares 29,609 Est. Cost $51.01 Unrealized +6.5%
INTC INTEL CORP 1.0%
Value $1.593M Shares 44,824 Est. Cost $42.20 Unrealized -18.9%
QQQ INVESCO QQQ TR 1.0%
Value $1.555M Shares 4,341 Est. Cost $298.65 Unrealized
RICK RCI HOSPITALITY HLDGS INC 1.0%
Value $1.514M Shares 24,958 Est. Cost $16.78 Unrealized +299.2%
LYB LYONDELLBASELL INDUSTRIES N 1.0%
Value $1.481M Shares 15,643 Est. Cost $63.47 Unrealized +27.7%
ORI OLD REP INTL CORP 1.0%
Value $1.469M Shares 54,539 Est. Cost $12.64 Unrealized +76.7%
META META PLATFORMS INC 0.9%
Value $1.41M Shares 4,697 Est. Cost $191.96 Unrealized +55.9%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value $1.392M Shares 9,922 Est. Cost $107.32 Unrealized +22.8%
VTI VANGUARD INDEX FDS 0.9%
Value $1.346M Shares 6,335 Est. Cost $142.47 Unrealized
AMZN AMAZON COM INC 0.9%
Value $1.331M Shares 10,471 Est. Cost $117.12 Unrealized +14.4%
CTRA COTERRA ENERGY INC 0.9%
Value $1.313M Shares 48,532 Est. Cost $18.05 Unrealized +39.7%
PRU PRUDENTIAL FINL INC 0.8%
Value $1.281M Shares 13,505 Est. Cost $69.90 Unrealized +20.6%
TSN TYSON FOODS INC 0.8%
Value $1.281M Shares 25,376 Est. Cost $52.35 Unrealized -6.5%
NDAQ NASDAQ INC 0.8%
Value $1.251M Shares 25,743 Est. Cost $52.00 Unrealized -5.8%
RTX RTX CORPORATION 0.8%
Value $1.244M Shares 17,287 Est. Cost $81.65 Unrealized -0.5%
MDT MEDTRONIC PLC 0.8%
Value $1.218M Shares 15,540 Est. Cost $79.36 Unrealized -2.0%
SNN SMITH & NEPHEW PLC 0.8%
Value $1.216M Shares 49,106 Est. Cost $31.41 Unrealized
USMV ISHARES TR 0.8%
Value $1.203M Shares 16,614 Est. Cost $45.21 Unrealized
PFE PFIZER INC 0.8%
Value $1.197M Shares 36,088 Est. Cost $33.59 Unrealized -9.0%
TROW PRICE T ROWE GROUP INC 0.8%
Value $1.177M Shares 11,223 Est. Cost $102.62 Unrealized -2.3%
BSV VANGUARD BD INDEX FDS 0.8%
Value $1.17M Shares 15,570 Est. Cost $79.65 Unrealized
NTR NUTRIEN LTD 0.8%
Value $1.16M Shares 18,788 Est. Cost $60.45 Unrealized -3.6%
GGG GRACO INC 0.8%
Value $1.154M Shares 15,835 Est. Cost $33.46 Unrealized +128.7%
PRGO PERRIGO CO PLC 0.8%
Value $1.151M Shares 36,034 Est. Cost $36.99 Unrealized -4.8%
DIS DISNEY WALT CO 0.7%
Value $1.139M Shares 14,052 Est. Cost $91.24 Unrealized -8.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value $1.125M Shares 12,941 Est. Cost $76.15 Unrealized
BAX BAXTER INTL INC 0.7%
Value $1.108M Shares 29,349 Est. Cost $43.89 Unrealized -8.5%
D DOMINION ENERGY INC 0.7%
Value $1.103M Shares 24,691 Est. Cost $50.47 Unrealized -12.8%
CMCSA COMCAST CORP NEW 0.7%
Value $1.103M Shares 24,873 Est. Cost $34.07 Unrealized +21.8%
NEM NEWMONT CORP 0.7%
Value $1.035M Shares 28,012 Est. Cost $41.94 Unrealized -8.6%
AFL AFLAC INC 0.7%
Value $1.021M Shares 13,298 Est. Cost $34.93 Unrealized +101.9%
GSK GSK PLC 0.7%
Value $1M Shares 27,598 Est. Cost $35.14 Unrealized
HD HOME DEPOT INC 0.6%
Value $972K Shares 3,218 Est. Cost $119.55 Unrealized +153.4%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $920K Shares 28,396 Est. Cost $39.76 Unrealized -27.1%
EBAY EBAY INC. 0.6%
Value $918K Shares 20,820 Est. Cost $45.76 Unrealized -6.7%
JNJ JOHNSON & JOHNSON 0.6%
Value $913K Shares 5,861 Est. Cost $113.52 Unrealized +35.0%
MOS MOSAIC CO NEW 0.6%
Value $883K Shares 24,812 Est. Cost $38.57 Unrealized -7.2%
JUNIPER NETWORKS INC 0.6%
Value $876K Shares 31,520 Est. Cost $27.79 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.6%
Value $870K Shares 11,572 Est. Cost $80.44 Unrealized
BA BOEING CO 0.6%
Value $847K Shares 4,420 Est. Cost $194.57 Unrealized +12.4%
VOT VANGUARD INDEX FDS 0.5%
Value $820K Shares 4,208 Est. Cost $179.60 Unrealized
HUBS HUBSPOT INC 0.5%
Value $819K Shares 1,662 Est. Cost $161.00 Unrealized +224.5%
CVS CVS HEALTH CORP 0.5%
Value $773K Shares 11,073 Est. Cost $67.36 Unrealized -4.2%
RBA RB GLOBAL INC 0.5%
Value $772K Shares 12,345 Est. Cost $56.38 Unrealized +9.3%
AAPL APPLE INC 0.5%
Value $762K Shares 4,451 Est. Cost $118.19 Unrealized +53.4%
DVN DEVON ENERGY CORP NEW 0.5%
Value $761K Shares 15,958 Est. Cost $47.00 Unrealized -1.8%
CSCO CISCO SYS INC 0.5%
Value $761K Shares 14,156 Est. Cost $38.40 Unrealized +31.0%
AX AXOS FINANCIAL INC 0.5%
Value $756K Shares 19,963 Est. Cost $37.93 Unrealized +11.5%
GD GENERAL DYNAMICS CORP 0.5%
Value $753K Shares 3,409 Est. Cost $204.95 Unrealized +3.0%
AMGN AMGEN INC 0.5%
Value $750K Shares 2,791 Est. Cost $205.03 Unrealized +13.1%
ONEQ FIDELITY COMWLTH TR 0.5%
Value $744K Shares 14,316 Est. Cost $88.21 Unrealized
FLRN SPDR SER TR 0.5%
Value $741K Shares 24,106 Est. Cost $30.58 Unrealized
LQD ISHARES TR 0.5%
Value $740K Shares 7,255 Est. Cost $125.09 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value $730K Shares 12,494 Est. Cost $65.44 Unrealized -0.7%
ACU ACME UTD CORP 0.5%
Value $723K Shares 24,192 Est. Cost $32.84 Unrealized -15.5%
UTHR UNITED THERAPEUTICS CORP DEL 0.5%
Value $723K Shares 3,200 Est. Cost $127.68 Unrealized +80.4%
UPS UNITED PARCEL SERVICE INC 0.5%
Value $706K Shares 4,529 Est. Cost $152.22 Unrealized -0.4%
VALE VALE S A 0.5%
Value $704K Shares 52,556 Est. Cost $13.53 Unrealized
RPRX ROYALTY PHARMA PLC 0.5%
Value $700K Shares 25,787 Est. Cost $35.38 Unrealized -16.1%
AON AON PLC 0.4%
Value $662K Shares 2,041 Est. Cost $282.81 Unrealized +15.0%
NEWT NEWTEKONE INC 0.4%
Value $661K Shares 44,785 Est. Cost $15.25 Unrealized +12.4%
MIDD MIDDLEBY CORP 0.4%
Value $654K Shares 5,106 Est. Cost $125.87 Unrealized +12.9%
AMT AMERICAN TOWER CORP NEW 0.4%
Value $650K Shares 3,951 Est. Cost $96.37 Unrealized +74.0%
IDLV INVESCO EXCH TRADED FD TR II 0.4%
Value $638K Shares 24,459 Est. Cost $32.22 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value $617K Shares 8,185 Est. Cost $59.21 Unrealized +26.0%
CLB CORE LABORATORIES INC 0.4%
Value $616K Shares 25,671 Est. Cost $22.46 Unrealized +8.6%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value $615K Shares 3,961 Est. Cost $86.30 Unrealized
OGN ORGANON & CO 0.4%
Value $609K Shares 35,078 Est. Cost $27.78 Unrealized -33.2%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value $598K Shares 26,870 Est. Cost $47.62 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.4%
Value $597K Shares 11,556 Est. Cost $77.42 Unrealized -33.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.4%
Value $593K Shares 8,695 Est. Cost $85.28 Unrealized -19.4%
HCI HCI GROUP INC 0.4%
Value $589K Shares 10,856 Est. Cost $32.17 Unrealized +76.7%
BIV VANGUARD BD INDEX FDS 0.4%
Value $582K Shares 8,055 Est. Cost $86.08 Unrealized
SWK STANLEY BLACK & DECKER INC 0.4%
Value $580K Shares 6,939 Est. Cost $79.60 Unrealized +5.7%
GS GOLDMAN SACHS GROUP INC 0.4%
Value $578K Shares 1,786 Est. Cost $188.53 Unrealized +67.3%
DE DEERE & CO 0.4%
Value $572K Shares 1,515 Est. Cost $83.18 Unrealized +378.4%
IJH ISHARES TR 0.4%
Value $572K Shares 2,292 Est. Cost $214.87 Unrealized
CAG CONAGRA BRANDS INC 0.4%
Value $569K Shares 20,739 Est. Cost $28.42 Unrealized -4.7%
DOCU DOCUSIGN INC 0.4%
Value $564K Shares 13,438 Est. Cost $69.48 Unrealized -29.4%
SPIP SPDR SER TR 0.4%
Value $560K Shares 22,559 Est. Cost $29.35 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.4%
Value $558K Shares 12,754 Est. Cost $51.38 Unrealized
HP HELMERICH & PAYNE INC 0.3%
Value $510K Shares 12,095 Est. Cost $34.21 Unrealized +22.1%
HGBL HERITAGE GLOBAL INC 0.3%
Value $509K Shares 163,000 Est. Cost $2.44 Unrealized +39.3%
SCHO SCHWAB STRATEGIC TR 0.3%
Value $493K Shares 10,300 Est. Cost $50.13 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.3%
Value $487K Shares 2,383 Est. Cost $200.83 Unrealized +4.2%
PM PHILIP MORRIS INTL INC 0.3%
Value $475K Shares 5,127 Est. Cost $75.74 Unrealized +13.8%
AXP AMERICAN EXPRESS CO 0.3%
Value $474K Shares 3,174 Est. Cost $67.89 Unrealized +134.0%
SCHW SCHWAB CHARLES CORP 0.3%
Value $472K Shares 8,590 Est. Cost $59.92 Unrealized -2.4%
FATAQ FAT BRANDS INC 0.3%
Value $455K Shares 68,493 Est. Cost $2.94 Unrealized +18.3%
IEF ISHARES TR 0.3%
Value $452K Shares 4,935 Est. Cost $107.36 Unrealized
EOG EOG RES INC 0.3%
Value $448K Shares 3,533 Est. Cost $109.05 Unrealized +7.4%
IMCG ISHARES TR 0.3%
Value $443K Shares 7,747 Est. Cost $53.05 Unrealized
GWW GRAINGER W W INC 0.3%
Value $437K Shares 631 Est. Cost $186.08 Unrealized +280.8%
T AT&T INC 0.3%
Value $436K Shares 29,022 Est. Cost $16.00 Unrealized -19.1%
TSLA TESLA INC 0.3%
Value $434K Shares 1,736 Est. Cost $174.45 Unrealized +47.3%
ALB ALBEMARLE CORP 0.3%
Value $434K Shares 2,554 Est. Cost $198.84 Unrealized -3.8%
RILY B. RILEY FINANCIAL INC 0.3%
Value $416K Shares 10,159 Est. Cost $19.54 Unrealized +152.0%
CMBS ISHARES TR 0.3%
Value $415K Shares 9,212 Est. Cost $51.41 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value $414K Shares 2,038 Est. Cost $11.60 Unrealized +258.2%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.3%
Value $413K Shares 6,928 Est. Cost $73.33 Unrealized
ICVT ISHARES TR 0.3%
Value $411K Shares 5,538 Est. Cost $90.11 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value $395K Shares 5,582 Est. Cost $72.85 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value $392K Shares 1,277 Est. Cost $142.26 Unrealized +113.9%
KMI KINDER MORGAN INC DEL 0.3%
Value $390K Shares 23,537 Est. Cost $13.10 Unrealized +16.4%
CME CME GROUP INC 0.2%
Value $374K Shares 1,868 Est. Cost $150.96 Unrealized +19.4%
IEFA ISHARES TR 0.2%
Value $372K Shares 5,783 Est. Cost $72.02 Unrealized
C CITIGROUP INC 0.2%
Value $358K Shares 8,712 Est. Cost $47.97 Unrealized -15.7%
BP BP PLC 0.2%
Value $358K Shares 9,253 Est. Cost $28.54 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $354K Shares 814 Est. Cost $15.03 Unrealized +197.8%
BNS BANK NOVA SCOTIA HALIFAX 0.2%
Value $342K Shares 7,492 Est. Cost $41.52 Unrealized +1.9%
EZPW EZCORP INC 0.2%
Value $330K Shares 40,000 Est. Cost $8.08 Unrealized +6.3%
BDX BECTON DICKINSON & CO 0.2%
Value $329K Shares 1,273 Est. Cost $200.30 Unrealized +28.9%
ADI ANALOG DEVICES INC 0.2%
Value $315K Shares 1,801 Est. Cost $155.41 Unrealized +13.9%
FARM FARMER BROS CO 0.2%
Value $314K Shares 121,563 Est. Cost $7.65 Unrealized -65.8%
SCHI SCHWAB STRATEGIC TR 0.2%
Value $306K Shares 7,250 Est. Cost $51.61 Unrealized
SCHR SCHWAB STRATEGIC TR 0.2%
Value $301K Shares 6,281 Est. Cost $56.41 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value $299K Shares 8,809 Est. Cost $35.82 Unrealized
RSSS RESEARCH SOLUTIONS INC 0.2%
Value $289K Shares 115,537 Est. Cost $2.48 Unrealized -10.5%
WSR WHITESTONE REIT 0.2%
Value $283K Shares 29,388 Est. Cost $14.28 Unrealized
ORCL ORACLE CORP 0.2%
Value $283K Shares 2,669 Est. Cost $56.60 Unrealized +99.3%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $281K Shares 1,615 Est. Cost $175.33 Unrealized -0.2%
VBR VANGUARD INDEX FDS 0.2%
Value $279K Shares 1,752 Est. Cost $160.42 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value $275K Shares 2,285 Est. Cost $115.63 Unrealized +7.5%
L LOEWS CORP 0.2%
Value $273K Shares 4,307 Est. Cost $47.84 Unrealized +29.3%
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value $266K Shares 5,361 Est. Cost $50.53 Unrealized
STKS THE ONE GROUP HOSPITALITY IN 0.2%
Value $265K Shares 48,249 Est. Cost $3.05 Unrealized
CRM SALESFORCE INC 0.2%
Value $263K Shares 1,299 Est. Cost $166.88 Unrealized +27.9%
MINT PIMCO ETF TR 0.2%
Value $250K Shares 2,492 Est. Cost $101.89 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $232K Shares 1,971 Est. Cost $96.44 Unrealized +4.7%
RLI RLI CORP 0.2%
Value $230K Shares 1,694 Est. Cost $54.69 Unrealized +12.9%
LLY ELI LILLY & CO 0.1%
Value $227K Shares 423 Est. Cost $329.89 Unrealized +53.6%
CSX CSX CORP 0.1%
Value $227K Shares 7,374 Est. Cost $28.73 Unrealized +6.4%
NFLX NETFLIX INC 0.1%
Value $226K Shares 599 Est. Cost $33.47 Unrealized +26.7%
VRE VERIS RESIDENTIAL INC 0.1%
Value $224K Shares 13,584 Est. Cost $27.14 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value $217K Shares 6,904 Est. Cost $34.94 Unrealized
RBLX ROBLOX CORP 0.1%
Value $216K Shares 7,442 Est. Cost $35.27 Unrealized -5.8%
BKH BLACK HILLS CORP 0.1%
Value $215K Shares 4,251 Est. Cost $57.47 Unrealized -12.1%
KVUE KENVUE INC 0.1%
Value $213K Shares 10,624 Est. Cost $21.04 Unrealized 0.0%
BARRICK GOLD CORP 0.1%
Value $207K Shares 14,259 Est. Cost $15.51 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value $206K Shares 13,750 Est. Cost $10.65 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value $205K Shares 4,496 Est. Cost $44.50 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $203K Shares 2,107 Est. Cost $47.21 Unrealized +93.1%
TJX TJX COS INC NEW 0.1%
Value $202K Shares 2,269 Est. Cost $75.64 Unrealized +12.8%
DLO DLOCAL LTD 0.1%
Value $201K Shares 10,486 Est. Cost $14.19 Unrealized +14.4%
RMCF ROCKY MTN CHOCOLATE FACTORY 0.1%
Value $146K Shares 30,777 Est. Cost $7.63 Unrealized -30.3%
SABR SABRE CORP 0.0%
Value $70,387 Shares 15,676 Est. Cost $3.61 Unrealized +25.6%
MATTERPORT INC 0.0%
Value $35,792 Shares 16,494 Est. Cost $2.94 Unrealized
CAN CANAAN INC 0.0%
Value $35,490 Shares 19,500 Est. Cost $7.47 Unrealized
SUPERCOM LTD NEW 0.0%
Value $34,204 Shares 81,632 Est. Cost $1.00 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value $34,014 Shares 10,004 Est. Cost $107.80 Unrealized -94.9%
RLX RLX TECHNOLOGY INC 0.0%
Value $24,160 Shares 16,000 Est. Cost $7.91 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $12,220 Shares 13,500 Est. Cost $36.29 Unrealized +0.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $11,641 Shares 20,000 Est. Cost $39.76 Unrealized -27.1%
MO ALTRIA GROUP INC 0.0%
Value $11,059 Shares 263 Est. Cost $36.29 Unrealized +0.4%
RTX RTX CORPORATION 0.0%
Value $10,400 Shares 2,000 Est. Cost $81.65 Unrealized -0.5%
SBIO ALPS ETF TR 0.0%
Value $9,692 Shares 25,800 Est. Cost $0.74 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value $9,649 Shares 17,500 Est. Cost $34.94 Unrealized
PFE PFIZER INC 0.0%
Value $9,240 Shares 4,000 Est. Cost $33.59 Unrealized -9.0%
BARRICK GOLD CORP 0.0%
Value $8,388 Shares 12,500 Est. Cost $15.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $7,600 Shares 2,000 Est. Cost $51.01 Unrealized +6.5%
CTRA COTERRA ENERGY INC 0.0%
Value $5,030 Shares 5,000 Est. Cost $18.05 Unrealized +39.7%
VALE VALE S A 0.0%
Value $4,256 Shares 10,000 Est. Cost $13.53 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $400 Shares 5,000 Est. Cost $34.07 Unrealized +21.8%
HANESBRANDS INC 0.0%
Value $2 Shares 12,500 Est. Cost Unrealized