Ridgewood Investments LLC Top Holdings and 13F Report (2024) → We’ve Made 1,000% … THREE Different Times in the Last Year (Here’s How) (From Paradigm Press) (Ad) About Ridgewood Investments LLCInvestment ActivityRidgewood Investments LLC has $188.98 million in total holdings as of March 31, 2024.Ridgewood Investments LLC owns shares of 188 different stocks, but just 88 companies or ETFs make up 80% of its holdings.Approximately 9.90% of the portfolio was purchased this quarter.About 5.45% of the portfolio was sold this quarter.This quarter, Ridgewood Investments LLC has purchased 181 new stocks and bought additional shares in 83 stocks.Ridgewood Investments LLC sold shares of 54 stocks and completely divested from 11 stocks this quarter.Largest Holdings Berkshire Hathaway $21,436,044iShares Short Treasury Bond ETF $7,546,379Vanguard Total World Stock ETF $3,731,693Alphabet $3,727,744Vanguard S&P 500 ETF $3,644,053 Largest New Holdings this Quarter Adobe $1,275,647 HoldingAir Products and Chemicals $1,171,220 HoldingHewlett Packard Enterprise $672,603 HoldingPinterest $592,981 HoldingYum China $547,327 Holding Largest Purchases this Quarter Adobe 2,528 shares (about $1.28M)Air Products and Chemicals 4,834 shares (about $1.17M)Medtronic 12,149 shares (about $1.06M)Alphabet 5,644 shares (about $851.87K)Smith & Nephew 29,378 shares (about $745.03K) Largest Sales this Quarter QUALCOMM 5,600 shares (about $948.07K)Meta Platforms 936 shares (about $454.56K)Juniper Networks 11,657 shares (about $432.00K)RB Global 4,986 shares (about $379.78K)General Dynamics 1,184 shares (about $334.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRidgewood Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$21,436,044$195,963 ▼-0.9%50,97511.3%FinanceSHViShares Short Treasury Bond ETF$7,546,379$180,513 ▼-2.3%68,2684.0%ETFVTVanguard Total World Stock ETF$3,731,693$134,147 ▲3.7%33,7712.0%ETFGOOGLAlphabet$3,727,744$851,866 ▲29.6%24,6982.0%Computer and TechnologyVOOVanguard S&P 500 ETF$3,644,053$42,300 ▲1.2%7,5811.9%ETFMSFTMicrosoft$3,410,695$27,346 ▼-0.8%8,1071.8%Computer and TechnologyMKLMarkel Group$3,163,108$16,736 ▼-0.5%2,0791.7%Multi-Sector ConglomeratesVGSHVanguard Short-Term Treasury Index ETF$2,971,743$126,941 ▲4.5%51,1751.6%ETFVBVanguard Small-Cap ETF$2,390,017$127,788 ▲5.6%10,4551.3%ETFMDTMedtronic$2,347,792$1,058,772 ▲82.1%26,9401.2%MedicalVOVanguard Mid-Cap ETF$2,304,525$80,207 ▲3.6%9,2231.2%ETFVONVVanguard Russell 1000 Value$2,253,878$88,312 ▲4.1%28,6611.2%ETFGOOGAlphabet$2,190,017$36,543 ▼-1.6%14,3831.2%Computer and TechnologySNNSmith & Nephew$1,982,607$745,031 ▲60.2%78,1781.0%MedicalSPLVInvesco S&P 500 Low Volatility ETF$1,959,167$659 ▲0.0%29,7431.0%ETFHSICHenry Schein$1,935,502$1,586 ▼-0.1%25,6291.0%MedicalQCOMQUALCOMM$1,932,544$948,072 ▼-32.9%11,4151.0%Computer and TechnologyAMZNAmazon.com$1,907,522$39,684 ▼-2.0%10,5751.0%Retail/WholesaleMMM3M$1,907,468$23,123 ▲1.2%17,9831.0%Multi-Sector ConglomeratesTROWT. Rowe Price Group$1,886,911$43,524 ▲2.4%15,4771.0%FinanceQQQInvesco QQQ$1,741,033$11,989 ▼-0.7%3,9210.9%FinanceDISWalt Disney$1,717,383$25,819 ▲1.5%14,0350.9%Consumer DiscretionaryRTXRTX$1,698,998$83,180 ▼-4.7%18,2400.9%AerospaceBMYBristol-Myers Squibb$1,695,337$75,772 ▲4.7%33,1810.9%MedicalNDAQNasdaq$1,649,056$17,289 ▲1.1%26,1340.9%FinanceAFLAflac$1,622,856$694,357 ▲74.8%18,9010.9%FinanceVTIVanguard Total Stock Market ETF$1,621,877$32,749 ▼-2.0%6,2400.9%ETFPFEPfizer$1,601,327$407,209 ▲34.1%65,2000.8%MedicalLYBLyondellBasell Industries$1,592,144$31,194 ▲2.0%15,5670.8%Basic MaterialsORIOld Republic International$1,541,785$24,269 ▲1.6%50,1880.8%FinanceNTRNutrien$1,536,308$429,793 ▲38.8%30,1440.8%Basic MaterialsMETAMeta Platforms$1,532,207$454,563 ▼-22.9%3,1550.8%Computer and TechnologyCMCSAComcast$1,518,247$247,485 ▲19.5%35,0230.8%Consumer DiscretionaryTSNTyson Foods$1,511,770$11,687 ▲0.8%25,7410.8%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$1,484,338$248,297 ▼-14.3%10,9100.8%Computer and TechnologyRICKRCI Hospitality$1,447,5640.0%24,9580.8%Consumer DiscretionaryGGGGraco$1,436,877$1,215 ▲0.1%15,3740.8%Industrial ProductsCTRACoterra Energy$1,395,251$30,353 ▲2.2%58,5170.7%Oils/EnergyIBMInternational Business Machines$1,366,515$226,288 ▼-14.2%7,1560.7%Computer and TechnologyUPSUnited Parcel Service$1,361,670$250,900 ▲22.6%9,1610.7%TransportationBSVVanguard Short-Term Bond ETF$1,330,720$105,654 ▲8.6%17,3560.7%ETFDVNDevon Energy$1,319,343$26,702 ▲2.1%28,0650.7%Oils/EnergyCSCOCisco Systems$1,285,452$63,437 ▲5.2%25,7550.7%Computer and TechnologyADBEAdobe$1,275,647$1,275,647 ▲New Holding2,5280.7%Computer and TechnologyHCIHCI Group$1,254,832$4,875 ▼-0.4%10,8100.7%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,247,717$48,143 ▼-3.7%14,9280.7%ETFBAXBaxter International$1,233,588$7,992 ▲0.7%28,8630.7%MedicalBABAAlibaba Group$1,213,288$236,623 ▲24.2%16,7670.6%Retail/WholesaleDDominion Energy$1,206,914$10,330 ▲0.9%24,5360.6%UtilitiesAPDAir Products and Chemicals$1,171,220$1,171,220 ▲New Holding4,8340.6%Basic MaterialsVZVerizon Communications$1,144,756$145,742 ▼-11.3%39,2420.6%Computer and TechnologyPRGOPerrigo$1,131,168$14,518 ▲1.3%35,1400.6%MedicalHDHome Depot$1,127,400$94,749 ▼-7.8%2,9390.6%Retail/WholesaleACUAcme United$1,068,318$68,464 ▼-6.0%22,7350.6%Consumer DiscretionaryEBAYeBay$1,053,387$15,940 ▲1.5%19,9580.6%Retail/WholesaleAXAxos Financial$1,028,814$49,987 ▼-4.6%19,0380.5%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,014,664$135,819 ▲15.5%9,3160.5%FinanceBABoeing$976,391$284,097 ▲41.0%5,0590.5%AerospaceVOTVanguard Mid-Cap Growth ETF$975,777$9,904 ▲1.0%4,1380.5%ETFONEQFidelity NASDAQ Composite Index ETF$962,290$72,838 ▲8.2%14,9420.5%ETFDEDeere & Company$958,231$92,414 ▲10.7%2,3330.5%Industrial ProductsHUBSHubSpot$953,6240.0%1,5220.5%Computer and TechnologyTXNTexas Instruments$952,7290.0%5,4690.5%Computer and TechnologyMCHIiShares MSCI China ETF$941,373$117,801 ▲14.3%23,6940.5%ETFNEMNewmont$930,938$78,653 ▲9.2%27,1990.5%Basic MaterialsTSCOTractor Supply$929,065$2,617 ▼-0.3%3,5500.5%Retail/WholesaleJNJJohnson & Johnson$923,5740.0%5,8380.5%MedicalVCSHVanguard Short-Term Corporate Bond ETF$871,587$618 ▲0.1%11,2740.5%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$856,050$69,675 ▲8.9%27,7670.5%ETFMOSMosaic$846,124$104,720 ▲14.1%27,7220.4%Basic MaterialsSCHOSchwab Short-Term U.S. Treasury ETF$821,981$185,609 ▲29.2%17,0500.4%ETFMIDDMiddleby$821,0220.0%5,1060.4%Industrial ProductsADMArcher-Daniels-Midland$818,070$357,687 ▲77.7%14,2510.4%Consumer StaplesPYPLPayPal$811,281$6,163 ▼-0.8%12,1100.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$807,890$122,296 ▲17.8%10,7150.4%ETFORCLOracle$806,135$18,590 ▲2.4%6,4180.4%Computer and TechnologyAMTAmerican Tower$761,844$4,742 ▼-0.6%3,8560.4%FinanceRPRXRoyalty Pharma$760,597$3,644 ▲0.5%25,0440.4%FinanceSCHWCharles Schwab$760,121$15,191 ▲2.0%10,5080.4%FinanceUUnity Software$737,066$186,972 ▲34.0%28,3280.4%Computer and TechnologyUTHRUnited Therapeutics$735,1040.0%3,2000.4%MedicalBDXBecton, Dickinson and Company$731,401$10,639 ▲1.5%2,9560.4%MedicalJNPRJuniper Networks$716,281$432,000 ▼-37.6%19,3280.4%Computer and TechnologyEOGEOG Resources$715,343$263,716 ▲58.4%5,5960.4%Oils/EnergyVIGVanguard Dividend Appreciation ETF$715,301$365 ▲0.1%3,9170.4%ETFGSThe Goldman Sachs Group$710,864$11,695 ▼-1.6%1,7020.4%FinanceAXPAmerican Express$703,7600.0%3,0910.4%FinanceBIDUBaidu$689,739$307,861 ▲80.6%6,5510.4%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$687,803$65,268 ▲10.5%15,0800.4%ETFAMGNAmgen$686,669$1,422 ▼-0.2%2,4150.4%MedicalAONAON$681,1230.0%2,0410.4%FinanceHPEHewlett Packard Enterprise$672,603$672,603 ▲New Holding41,1010.4%Computer and TechnologySPIPSPDR Portfolio TIPS ETF$669,342$55,825 ▲9.1%26,1260.4%ETFIDLVInvesco S&P International Developed Low Volatility ETF$663,296$112 ▲0.0%23,6300.4%ETFGWWW.W. Grainger$642,3840.0%6310.3%Industrial ProductsNVDANVIDIA$639,720$42,467 ▼-6.2%7080.3%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$635,456$89,360 ▲16.4%6,7130.3%ETFCAGConagra Brands$622,0820.0%20,9880.3%Consumer StaplesCNHICNH Industrial$613,070$483,471 ▲373.1%47,3050.3%IndustrialsAAPLApple$608,969$20,579 ▼-3.3%3,5510.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. 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