North Ridge Wealth Advisors, Inc. Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$162.8B

Holdings

176

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (176 positions)

StockValue
TDCTERADATA CORP DEL
$22.3M
BACVERIZON COMMUNICATIONS INC
$21.6M
IEMGISHARES INC
$21.3M
4I1PHILIP MORRIS INTL INC
$18.2M
ETENERGY TRANSFER L P
$18.1M
HOGHARLEY DAVIDSON INC
$16.3M
HPEHEWLETT PACKARD ENTERPRISE C
$15.9M
7HPHP INC
$15.7M
TROWPRICE T ROWE GROUP INC
$15.4M
SYYSYSCO CORP
$15.1M
DISDISNEY WALT CO
$14.4M
SPMDSPDR SERIES TRUST
$14.1M
SCHFSCHWAB STRATEGIC TR
$13.6M
NUENUCOR CORP
$13.1M
SPOTSPOTIFY TECHNOLOGY S A
$12.3M
FDO.FMACYS INC
$11.7M
KMBKIMBERLY-CLARK CORP
$10.8M
VXUSVANGUARD STAR FDS
$10.7M
SPSMSPDR SERIES TRUST
$10.5M
CAGCONAGRA BRANDS INC
$10.2M
DHRDANAHER CORPORATION
$10.1M
ARKFARK ETF TR
$10.0M
LWLAMB WESTON HLDGS INC
$9.3M
DOWDOW INC
$8.5M
KIMKIMCO RLTY CORP
$8.4M
CMCSACOMCAST CORP NEW
$7.9M
VSGXVANGUARD WORLD FDS
$7.8M
VDEVANGUARD WORLD FD
$6.1M
ARKKARK ETF TR
$6.0M
BNDXVANGUARD CHARLOTTE FDS
$6.0M
MOALTRIA GROUP INC
$5.9M
HDHOME DEPOT INC
$5.5M
AVGEAMERICAN CENTY ETF TR
$5.4M
CSCOCISCO SYS INC
$5.2M
CVGWCALAVO GROWERS INC
$4.8M
MDLZMONDELEZ INTL INC
$4.7M
GEHCGE HEALTHCARE TECHNOLOGIES I
$4.6M
UNPUNION PAC CORP
$4.6M
WMTWALMART INC
$4.4M
IONQIONQ INC
$4.3M
SCHXSCHWAB STRATEGIC TR
$3.9M
DOVDOVER CORP
$3.7M
VOEVANGUARD INDEX FDS
$3.6M
DLTRDOLLAR TREE INC
$3.0M
CSXCSX CORP
$2.9M
VBRVANGUARD INDEX FDS
$2.8M
JETSETF SER SOLUTIONS
$2.5M
TFISPDR SERIES TRUST
$2.5M
WFCWELLS FARGO CO NEW
$2.4M
SOLVSOLVENTUM CORP
$2.4M
KOCOCA COLA CO
$2.1M
MUBISHARES TR
$2.1M
PEPPEPSICO INC
$2.0M
CBCHUBB LIMITED
$1.7M
VLTOVERALTO CORP
$1.7M
PGPROCTER AND GAMBLE CO
$1.6M
RTXRTX CORPORATION
$1.5M
SCHBSCHWAB STRATEGIC TR
$1.4M
NEENEXTERA ENERGY INC
$1.4M
XYLXYLEM INC
$1.3M
JCIJOHNSON CTLS INTL PLC
$1.3M
EWTISHARES INC
$1.1M
MTARCELORMITTAL SA LUXEMBOURG
$885K
CECELANESE CORP DEL
$830K
METMETLIFE INC
$805K
CARRCARRIER GLOBAL CORPORATION
$732K
METAMETA PLATFORMS INC
$658K
DELLDELL TECHNOLOGIES INC
$613K
KHCKRAFT HEINZ CO
$594K
OTISOTIS WORLDWIDE CORP
$496K
SPEMSPDR INDEX SHS FDS
$398K
DXCDXC TECHNOLOGY CO
$260K
IAGGISHARES TR
$134K
LUMNLUMEN TECHNOLOGIES INC
$128K
SCHASCHWAB STRATEGIC TR
$27K
SCHHSCHWAB STRATEGIC TR
$0
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