North Ridge Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About North Ridge Wealth Advisors, Inc.Investment ActivityNorth Ridge Wealth Advisors, Inc. has $149.69 million in total holdings as of December 31, 2024.North Ridge Wealth Advisors, Inc. owns shares of 163 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, North Ridge Wealth Advisors, Inc. has purchased 195 new stocks and bought additional shares in 22 stocks.North Ridge Wealth Advisors, Inc. sold shares of 29 stocks and completely divested from 44 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $36,039,733Dimensional World ex U.S. Core Equity 2 ETF $13,073,438Vanguard Intermediate-Term Treasury Index ETF $12,374,910Vanguard Extended Duration Treasury ETF $9,503,554Dimensional International Core Equity 2 ETF $8,387,549 Largest New Holdings this Quarter 922908595 - Vanguard Small-Cap Growth ETF $100,708 Holding01609W102 - Alibaba Group $26,446 Holding718172109 - Philip Morris International $15,873 Holding02209S103 - Altria Group $6,002 Holding46140H304 - Invesco DB Energy Fund $5,880 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 41,137 shares (about $1.36M)Vanguard Extended Duration Treasury ETF 10,853 shares (about $771.76K)Dimensional World ex U.S. Core Equity 2 ETF 27,017 shares (about $707.85K)Vanguard Intermediate-Term Treasury Index ETF 11,842 shares (about $703.41K)Dimensional Global Real Estate ETF 20,947 shares (about $550.07K) Largest Sales this Quarter PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 2,039 shares (about $146.05K)Union Pacific 611 shares (about $144.35K)Teradata 3,584 shares (about $80.57K)Tesla 287 shares (about $74.40K)UnitedHealth Group 111 shares (about $58.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorth Ridge Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$36,039,733$1,357,110 ▲3.9%1,092,44424.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$13,073,438$707,846 ▲5.7%498,9868.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$12,374,910$703,414 ▲6.0%208,3328.3%ETFEDVVanguard Extended Duration Treasury ETF$9,503,554$771,756 ▲8.8%133,6466.3%ETFDFICDimensional International Core Equity 2 ETF$8,387,549$165,398 ▲2.0%302,0365.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$7,726,902$304,372 ▲4.1%120,3575.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,309,810$306,686 ▲4.4%146,4894.9%ManufacturingDFGRDimensional Global Real Estate ETF$6,381,034$550,069 ▲9.4%242,9944.3%ETFIGOViShares International Treasury Bond ETF$6,101,095$358,603 ▲6.2%154,7724.1%ETFMSFTMicrosoft$5,087,247$14,265 ▼-0.3%13,5523.4%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$4,756,752$159,422 ▲3.5%179,7713.2%ETFAVREAvantis Real Estate ETF$4,422,821$18,064 ▼-0.4%102,8323.0%ETFAVUSAvantis U.S. Equity ETF$3,229,1570.0%34,9552.2%ETFDFNMDimensional National Municipal Bond ETF$2,507,082$297,265 ▲13.5%52,7031.7%ETFVTVVanguard Value ETF$1,722,3910.0%9,9711.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,671,487$6,513 ▼-0.4%67,2361.1%ETFVUGVanguard Growth ETF$1,483,2800.0%4,0001.0%ETFAVDEAvantis International Equity ETF$1,426,529$20,743 ▲1.5%21,5261.0%ETFVTIVanguard Total Stock Market ETF$1,235,956$50,021 ▼-3.9%4,4970.8%ETFREETiShares Global REIT ETF$1,043,874$14,847 ▲1.4%43,0290.7%ETFDFSUDimensional US Sustainability Core 1 ETF$1,014,003$3,796 ▼-0.4%28,3160.7%ETFUNHUnitedHealth Group$986,222$58,136 ▼-5.6%1,8830.7%MedicalDFUSDimensional U.S. Equity ETF$879,622$4,717 ▼-0.5%14,5440.6%ETFDFSIDimensional International Sustainability Core 1 ETF$585,974$1,047 ▼-0.2%16,7950.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$573,2030.0%4,6980.4%ETFVNQVanguard Real Estate ETF$557,5460.0%6,1580.4%ETFAVEMAvantis Emerging Markets Equity ETF$501,999$14,621 ▲3.0%8,3430.3%ETFBABoeing$476,6130.0%2,7950.3%AerospaceSTIPiShares 0-5 Year TIPS Bond ETF$469,7840.0%4,5400.3%ETFMAMastercard$438,4960.0%8000.3%Business ServicesJPMJPMorgan Chase & Co.$425,8410.0%1,7360.3%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$421,971$17,648 ▼-4.0%12,5290.3%ETFROKRockwell Automation$364,3160.0%1,4100.2%Computer and TechnologyAAPLApple$343,692$27,327 ▼-7.4%1,5470.2%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$317,337$453 ▼-0.1%3,5030.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$267,4580.0%6,6100.2%ETFTSLATesla$260,001$74,397 ▼-22.2%1,0030.2%Auto/Tires/TrucksBRK.BBerkshire Hathaway$244,882$20,229 ▼-7.6%4600.2%FinanceSPYSPDR S&P 500 ETF Trust$217,603$138,729 ▲175.9%3890.1%FinanceSHELShell$216,3230.0%2,9520.1%EnergySBUXStarbucks$210,8940.0%2,1500.1%Retail/WholesaleZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$207,226$146,054 ▼-41.3%2,8930.1%ETFAVSUAvantis Responsible U.S. Equity ETF$205,4770.0%3,2950.1%ETFVBVanguard Small-Cap ETF$202,9020.0%9150.1%ETFPNCThe PNC Financial Services Group$175,7700.0%1,0000.1%FinanceHONHoneywell International$169,4000.0%8000.1%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$152,208$3,480 ▼-2.2%2,0120.1%ETFAVSDAvantis Responsible International Equity ETF$146,3520.0%2,4400.1%ETFCATCaterpillar$131,9200.0%4000.1%IndustrialsPNWPinnacle West Capital$117,1580.0%1,2300.1%UtilitiesVOVanguard Mid-Cap ETF$113,793$112,759 ▲10,900.0%4400.1%ETFLMTLockheed Martin$101,4040.0%2270.1%AerospaceIVViShares Core S&P 500 ETF$101,2830.0%1800.1%ETFDFASDimensional U.S. Small Cap ETF$100,8580.0%1,6880.1%ETFVBKVanguard Small-Cap Growth ETF$100,708$100,708 ▲New Holding4000.1%ETFWYWeyerhaeuser$100,1090.0%3,4190.1%ConstructionXELXcel Energy$95,9950.0%1,3560.1%UtilitiesMLMMartin Marietta Materials$89,8890.0%1880.1%ConstructionQQQInvesco QQQ$78,310$20,633 ▲35.8%1670.1%FinanceGEGE Aerospace$75,0570.0%3750.1%IndustrialsIJRiShares Core S&P Small-Cap ETF$73,1990.0%7000.0%ETFALLYAlly Financial$72,9400.0%2,0000.0%FinancePFEPfizer$71,5350.0%2,8230.0%MedicalFIDELITY WISE ORIGIN BITCOIN$69,811$11,443 ▼-14.1%9700.0%SHSNTCTNetScout Systems$66,9590.0%3,1870.0%Computer and TechnologyABTAbbott Laboratories$66,3250.0%5000.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$60,463$58,364 ▲2,780.0%1440.0%FinanceTAT&T$56,5600.0%2,0000.0%Computer and TechnologyEDConsolidated Edison$55,2950.0%5000.0%UtilitiesVEUVanguard FTSE All-World ex-US ETF$54,5940.0%9000.0%ETFAXPAmerican Express$53,8100.0%2000.0%FinanceABBVAbbVie$51,7520.0%2470.0%MedicalIWBiShares Russell 1000 ETF$46,0110.0%1500.0%ETFRIVNRivian Automotive$45,3680.0%3,6440.0%Auto/Tires/TrucksCVSCVS Health$45,2570.0%6680.0%MedicalFFord Motor$42,6280.0%4,2500.0%Auto/Tires/TrucksMMM3M$42,223$9,090 ▼-17.7%2880.0%Multi-Sector ConglomeratesJNJJohnson & Johnson$40,631$12,438 ▼-23.4%2450.0%MedicalVIGVanguard Dividend Appreciation ETF$37,053$46,559 ▼-55.7%1910.0%ETFSTTState Street$35,8120.0%4000.0%FinanceAVUVAvantis U.S. Small Cap Value ETF$34,8680.0%4000.0%ETFAVAAvista$33,4960.0%8000.0%UtilitiesBMYBristol-Myers Squibb$32,3250.0%5300.0%MedicalDDDuPont de Nemours$31,8890.0%4270.0%Basic MaterialsESGVVanguard ESG US Stock ETF$31,5400.0%3220.0%ETFCOLBColumbia Banking System$29,7040.0%1,1910.0%FinanceVTVanguard Total World Stock ETF$28,7560.0%2480.0%ETFORCLOracle$28,6620.0%2050.0%Computer and TechnologyGE VERNOVA INC$28,3920.0%930.0%COMAVNMAvantis All International Markets Equity ETF$28,1770.0%4830.0%ETFINTCIntel$27,707$9,743 ▼-26.0%1,2200.0%Computer and TechnologyCTVACorteva$26,8720.0%4270.0%Consumer StaplesESGDiShares ESG Aware MSCI EAFE ETF$26,5500.0%3250.0%ManufacturingBABAAlibaba Group$26,446$26,446 ▲New Holding2000.0%Retail/WholesaleASMLASML$23,8550.0%360.0%Computer and TechnologyCOSTCostco Wholesale$23,645$23,645 ▼-50.0%250.0%Retail/WholesaleVZVerizon Communications$22,6800.0%5000.0%Computer and TechnologyTDCTeradata$22,480$80,568 ▼-78.2%1,0000.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$21,858$1,403 ▼-6.0%4050.0%ETFHPQHP$17,735$10,059 ▲131.0%6400.0%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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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