Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | $18,347 | ||
BRK.B | 51,441 | -322 | $18,347 |
ISHARES TR (SHV) | 69,901 | +21,858 | $7,698 |
SHV | 69,901 | +21,858 | $7,698 |
VANGUARD INTL EQUITY INDEX F (VT) | 32,557 | -939 | $3,349 |
VT | 32,557 | -939 | $3,349 |
VANGUARD INDEX FDS (VOO) | 7,493 | -190 | $3,273 |
VOO | 7,493 | -190 | $3,273 |
MICROSOFT CORP | 8,172 | +62 | $3,073 |
MSFT | 8,172 | +62 | $3,073 |
MARKEL GROUP INC | 2,090 | -12 | $2,967 |
MKL | 2,090 | -12 | $2,967 |
VANGUARD SCOTTSDALE FDS (VGSH) | 48,989 | -745 | $2,858 |
VGSH | 48,989 | -745 | $2,858 |
ALPHABET INC | 19,054 | +65 | $2,662 |
GOOGL | 19,054 | +65 | $2,662 |
QUALCOMM INC | 17,015 | -1,256 | $2,461 |
QCOM | 17,015 | -1,256 | $2,461 |
VANGUARD INDEX FDS (VB) | 9,896 | -109 | $2,111 |
VB | 9,896 | -109 | $2,111 |
VANGUARD INDEX FDS (VO) | 8,902 | -119 | $2,071 |
VO | 8,902 | -119 | $2,071 |
ALPHABET INC | 14,623 | -242 | $2,061 |
GOOG | 14,623 | -242 | $2,061 |
VANGUARD SCOTTSDALE FDS (VONV) | 27,538 | -378 | $1,998 |
VONV | 27,538 | -378 | $1,998 |
HENRY SCHEIN INC | 25,650 | -300 | $1,942 |
HSIC | 25,650 | -300 | $1,942 |
3M CO | 17,765 | -727 | $1,942 |
MMM | 17,765 | -727 | $1,942 |
INVESCO EXCH TRADED FD TR II (SPLV) | 29,733 | -1,859 | $1,863 |
SPLV | 29,733 | -1,859 | $1,863 |
RCI HOSPITALITY HLDGS INC | 24,958 | UNCH | $1,654 |
RICK | 24,958 | UNCH | $1,654 |
AMAZON COM INC | 10,795 | +324 | $1,640 |
AMZN | 10,795 | +324 | $1,640 |
PRICE T ROWE GROUP INC | 15,120 | +3,897 | $1,628 |
TROW | 15,120 | +3,897 | $1,628 |
INVESCO QQQ TR | 3,948 | -393 | $1,617 |
QQQ | 3,948 | -393 | $1,617 |
BRISTOL MYERS SQUIBB CO | $1,528 | ||
BMY | 29,698 | +89 | $1,524 |
Call | 2,000 | UNCH | $4 |
VANGUARD INDEX FDS (VTI) | 6,366 | +31 | $1,510 |
VTI | 6,366 | +31 | $1,510 |
NASDAQ INC | 25,860 | +117 | $1,504 |
NDAQ | 25,860 | +117 | $1,504 |
RTX CORPORATION | $1,461 | ||
RTX | 17,133 | -154 | $1,442 |
Call | 2,000 | UNCH | $19 |
OLD REP INTL CORP | 49,398 | -5,141 | $1,452 |
ORI | 49,398 | -5,141 | $1,452 |
LYONDELLBASELL INDUSTRIES N | 15,262 | -381 | $1,451 |
LYB | 15,262 | -381 | $1,451 |
META PLATFORMS INC | 4,091 | -606 | $1,448 |
META | 4,091 | -606 | $1,448 |
TYSON FOODS INC | 25,542 | +166 | $1,373 |
TSN | 25,542 | +166 | $1,373 |
INTERNATIONAL BUSINESS MACHS | 8,341 | -1,581 | $1,364 |
IBM | 8,341 | -1,581 | $1,364 |
GRACO INC | 15,361 | -474 | $1,333 |
GGG | 15,361 | -474 | $1,333 |
SMITH & NEPHEW PLC | 48,800 | -306 | $1,331 |
SNN | 48,800 | -306 | $1,331 |
TAIWAN SEMICONDUCTOR MFG LTD | 12,735 | -206 | $1,324 |
TSM | 12,735 | -206 | $1,324 |
DISNEY WALT CO | 13,824 | -228 | $1,248 |
DIS | 13,824 | -228 | $1,248 |
COTERRA ENERGY INC | $1,243 | ||
CTRA | 48,244 | -288 | $1,231 |
Call | 9,000 | +4,000 | $12 |
CISCO SYS INC | 24,484 | +10,328 | $1,237 |
CSCO | 24,484 | +10,328 | $1,237 |
VANGUARD BD INDEX FDS (BSV) | 15,978 | +408 | $1,231 |
BSV | 15,978 | +408 | $1,231 |
MEDTRONIC PLC | 14,791 | -749 | $1,218 |
MDT | 14,791 | -749 | $1,218 |
ISHARES TR (USMV) | 15,504 | -1,110 | $1,210 |
USMV | 15,504 | -1,110 | $1,210 |
PFIZER INC | $1,185 | ||
PFE | 40,620 | +4,532 | $1,169 |
Call | 8,000 | +4,000 | $16 |
UNITED PARCEL SERVICE INC | 7,473 | +2,944 | $1,175 |
UPS | 7,473 | +2,944 | $1,175 |
DEVON ENERGY CORP NEW | $1,164 | ||
DVN | 25,497 | +9,539 | $1,155 |
Call | 2,000 | +2,000 | $9 |
DOMINION ENERGY INC | 24,326 | -365 | $1,143 |
D | 24,326 | -365 | $1,143 |
NUTRIEN LTD | $1,123 | ||
NTR | 19,711 | +923 | $1,110 |
Call | 2,000 | +2,000 | $13 |
PERRIGO CO PLC | 34,689 | -1,345 | $1,116 |
PRGO | 34,689 | -1,345 | $1,116 |
BAXTER INTL INC | 28,676 | -673 | $1,109 |
BAX | 28,676 | -673 | $1,109 |
HOME DEPOT INC | 3,186 | -32 | $1,104 |
HD | 3,186 | -32 | $1,104 |
AXOS FINANCIAL INC | 19,963 | UNCH | $1,090 |
AX | 19,963 | UNCH | $1,090 |
COMCAST CORP NEW | $1,066 | ||
CMCSA | 24,314 | -559 | $1,066 |
Call | 5,000 | UNCH | $0 |
ALIBABA GROUP HLDG LTD | 13,497 | +13,497 | $1,046 |
BABA | 13,497 | +13,497 | $1,046 |
ACME UTD CORP | 24,192 | UNCH | $1,037 |
ACU | 24,192 | UNCH | $1,037 |
NEWMONT CORP | 24,901 | -3,111 | $1,031 |
NEM | 24,901 | -3,111 | $1,031 |
VERIZON COMMUNICATIONS INC | $1,020 | ||
VZ | 26,738 | -1,658 | $1,008 |
Call | 17,500 | -2,500 | $12 |
PRUDENTIAL FINL INC | 9,660 | -3,845 | $1,002 |
PRU | 9,660 | -3,845 | $1,002 |
GSK PLC | 25,784 | -1,814 | $956 |
GSK | 25,784 | -1,814 | $956 |
HCI GROUP INC | 10,852 | -4 | $948 |
HCI | 10,852 | -4 | $948 |
BOEING CO | 3,587 | -833 | $935 |
BA | 3,587 | -833 | $935 |
TEXAS INSTRS INC | 5,469 | +5,469 | $932 |
TXN | 5,469 | +5,469 | $932 |
JOHNSON & JOHNSON | 5,838 | -23 | $915 |
JNJ | 5,838 | -23 | $915 |
JUNIPER NETWORKS INC | 30,985 | -535 | $913 |
JNPR | 30,985 | -535 | $913 |
VANGUARD INDEX FDS (VOT) | 4,096 | -112 | $899 |
VOT | 4,096 | -112 | $899 |
ISHARES TR (LQD) | 8,069 | +814 | $893 |
LQD | 8,069 | +814 | $893 |
AFLAC INC | 10,814 | -2,484 | $892 |
AFL | 10,814 | -2,484 | $892 |
HUBSPOT INC | 1,522 | -140 | $884 |
HUBS | 1,522 | -140 | $884 |
VANGUARD SCOTTSDALE FDS (VCSH) | 11,266 | -306 | $872 |
VCSH | 11,266 | -306 | $872 |
MOSAIC CO NEW | 24,291 | -521 | $868 |
MOS | 24,291 | -521 | $868 |
UNITY SOFTWARE INC | 21,142 | +21,142 | $864 |
U | 21,142 | +21,142 | $864 |
EBAY INC. | 19,656 | -1,164 | $857 |
EBAY | 19,656 | -1,164 | $857 |
GENERAL DYNAMICS CORP | 3,257 | -152 | $846 |
GD | 3,257 | -152 | $846 |
ISHARES TR (MCHI) | 20,729 | +20,729 | $845 |
MCHI | 20,729 | +20,729 | $845 |
DEERE & CO | 2,108 | +593 | $843 |
DE | 2,108 | +593 | $843 |
AMERICAN TOWER CORP NEW | 3,880 | -71 | $838 |
AMT | 3,880 | -71 | $838 |
RB GLOBAL INC | 12,268 | -77 | $821 |
RBA | 12,268 | -77 | $821 |
FIDELITY COMWLTH TR | 13,811 | -505 | $818 |
ONEQ | 13,811 | -505 | $818 |
SPDR SER TR (FLRN) | 25,507 | +1,401 | $780 |
FLRN | 25,507 | +1,401 | $780 |
TRACTOR SUPPLY CO | 3,560 | +1,522 | $765 |
TSCO | 3,560 | +1,522 | $765 |
CVS HEALTH CORP | 9,535 | -1,538 | $753 |
CVS | 9,535 | -1,538 | $753 |
MIDDLEBY CORP | 5,106 | UNCH | $751 |
MIDD | 5,106 | UNCH | $751 |
PAYPAL HLDGS INC | 12,202 | -292 | $749 |
PYPL | 12,202 | -292 | $749 |
BECTON DICKINSON & CO | 2,913 | +1,640 | $710 |
BDX | 2,913 | +1,640 | $710 |
SCHWAB CHARLES CORP | 10,298 | +1,708 | $709 |
SCHW | 10,298 | +1,708 | $709 |
APPLE INC | 3,671 | -780 | $707 |
AAPL | 3,671 | -780 | $707 |
UNITED THERAPEUTICS CORP DEL | 3,200 | UNCH | $704 |
UTHR | 3,200 | UNCH | $704 |
DOCUSIGN INC | 11,795 | -1,643 | $701 |
DOCU | 11,795 | -1,643 | $701 |
ROYALTY PHARMA PLC | 24,924 | -863 | $700 |
RPRX | 24,924 | -863 | $700 |
AMGEN INC | 2,420 | -371 | $697 |
AMGN | 2,420 | -371 | $697 |
VANGUARD BD INDEX FDS (BIV) | 9,093 | +1,038 | $695 |
BIV | 9,093 | +1,038 | $695 |
VALE S A | $694 | ||
VALE | 43,356 | -9,200 | $688 |
Call | 10,000 | UNCH | $6 |
GOLDMAN SACHS GROUP INC | 1,730 | -56 | $667 |
GS | 1,730 | -56 | $667 |
VANGUARD SPECIALIZED FUNDS (VIG) | 3,915 | -46 | $667 |
VIG | 3,915 | -46 | $667 |
INVESCO EXCH TRADED FD TR II (IDLV) | 23,626 | -833 | $666 |
IDLV | 23,626 | -833 | $666 |
ORACLE CORP | 6,270 | +3,601 | $661 |
ORCL | 6,270 | +3,601 | $661 |
INTERNATIONAL FLAVORS&FRAGRA | 8,053 | -642 | $652 |
IFF | 8,053 | -642 | $652 |
SCHWAB STRATEGIC TR | 13,200 | +2,900 | $640 |
SCHO | 13,200 | +2,900 | $640 |
SCOTTS MIRACLE GRO CO | 9,932 | -1,624 | $633 |
SMG | 9,932 | -1,624 | $633 |
VANGUARD SCOTTSDALE FDS (VMBS) | 13,649 | +895 | $633 |
VMBS | 13,649 | +895 | $633 |
NEWTEKONE INC | 45,485 | +700 | $628 |
NEWT | 45,485 | +700 | $628 |
SPDR SER TR (SPIP) | 23,947 | +1,388 | $612 |
SPIP | 23,947 | +1,388 | $612 |
CONAGRA BRANDS INC | 20,988 | +249 | $602 |
CAG | 20,988 | +249 | $602 |
AON PLC | 2,041 | UNCH | $594 |
AON | 2,041 | UNCH | $594 |
ARCHER DANIELS MIDLAND CO | 8,020 | -165 | $579 |
ADM | 8,020 | -165 | $579 |
AMERICAN EXPRESS CO | 3,091 | -83 | $579 |
AXP | 3,091 | -83 | $579 |
INTEL CORP | 11,287 | -33,537 | $567 |
INTC | 11,287 | -33,537 | $567 |
HUNTINGTON INGALLS INDS INC | 2,173 | -210 | $564 |
HII | 2,173 | -210 | $564 |
ISHARES TR (IEF) | 5,769 | +834 | $556 |
IEF | 5,769 | +834 | $556 |
HERITAGE GLOBAL INC | 190,047 | +27,047 | $528 |
HGBL | 190,047 | +27,047 | $528 |
GRAINGER W W INC | 631 | UNCH | $523 |
GWW | 631 | UNCH | $523 |
ISHARES TR (IMCG) | 7,763 | +16 | $500 |
IMCG | 7,763 | +16 | $500 |
ISHARES TR (CMBS) | 10,566 | +1,354 | $494 |
CMBS | 10,566 | +1,354 | $494 |
TESLA INC | 1,982 | +246 | $493 |
TSLA | 1,982 | +246 | $493 |
ISHARES TR (ICVT) | 6,224 | +686 | $489 |
ICVT | 6,224 | +686 | $489 |
PHILIP MORRIS INTL INC | 5,155 | +28 | $485 |
PM | 5,155 | +28 | $485 |
ISHARES TR (IJH) | 1,728 | -564 | $479 |
IJH | 1,728 | -564 | $479 |
PAYMENTUS HOLDINGS INC | 26,000 | +26,000 | $465 |
PAY | 26,000 | +26,000 | $465 |
HELMERICH & PAYNE INC | 12,544 | +449 | $454 |
HP | 12,544 | +449 | $454 |
ACCENTURE PLC IRELAND | 1,277 | UNCH | $448 |
ACN | 1,277 | UNCH | $448 |
CHEVRON CORP NEW | 2,996 | +2,996 | $447 |
CVX | 2,996 | +2,996 | $447 |
BAIDU INC | 3,627 | +3,627 | $432 |
BIDU | 3,627 | +3,627 | $432 |
EOG RES INC | 3,533 | UNCH | $427 |
EOG | 3,533 | UNCH | $427 |
CITIGROUP INC | 8,194 | -518 | $421 |
C | 8,194 | -518 | $421 |
FAT BRANDS INC | 68,493 | UNCH | $415 |
FAT | 68,493 | UNCH | $415 |
SOCIEDAD QUIMICA Y MINERA DE | 6,867 | -61 | $414 |
SQM | 6,867 | -61 | $414 |
ALBEMARLE CORP | 2,854 | +300 | $412 |
ALB | 2,854 | +300 | $412 |
ISHARES TR (IEFA) | 5,783 | UNCH | $407 |
IEFA | 5,783 | UNCH | $407 |
KINDER MORGAN INC DEL | 22,674 | -863 | $400 |
KMI | 22,674 | -863 | $400 |
CME GROUP INC | 1,840 | -28 | $387 |
CME | 1,840 | -28 | $387 |
WALGREENS BOOTS ALLIANCE INC | 14,416 | -12,454 | $376 |
WBA | 14,416 | -12,454 | $376 |
NVIDIA CORPORATION | 755 | -59 | $374 |
NVDA | 755 | -59 | $374 |
AT&T INC | $374 | ||
T | 21,604 | -7,418 | $363 |
Call | 4,000 | +4,000 | $11 |
BANK NOVA SCOTIA HALIFAX | 7,410 | -82 | $361 |
BNS | 7,410 | -82 | $361 |
WHITESTONE REIT | 29,388 | UNCH | $361 |
COM | 29,388 | UNCH | $361 |
ANALOG DEVICES INC | 1,811 | +10 | $360 |
ADI | 1,811 | +10 | $360 |
STANLEY BLACK & DECKER INC | 3,582 | -3,357 | $351 |
SWK | 3,582 | -3,357 | $351 |
EZCORP INC | 40,000 | UNCH | $350 |
EZPW | 40,000 | UNCH | $350 |
L3HARRIS TECHNOLOGIES INC | 1,614 | -1 | $340 |
LHX | 1,614 | -1 | $340 |
ROBLOX CORP | 7,442 | UNCH | $340 |
RBLX | 7,442 | UNCH | $340 |
BP PLC | 9,253 | UNCH | $328 |
BP | 9,253 | UNCH | $328 |
RESEARCH SOLUTIONS INC | 124,937 | +9,400 | $325 |
RSSS | 124,937 | +9,400 | $325 |
VANGUARD INDEX FDS (VBR) | 1,787 | +35 | $322 |
VBR | 1,787 | +35 | $322 |
ELECTRONIC ARTS INC | 2,285 | UNCH | $313 |
EA | 2,285 | UNCH | $313 |
FARMER BROS CO | 102,296 | -19,267 | $313 |
FARM | 102,296 | -19,267 | $313 |
SCHWAB STRATEGIC TR | 6,281 | UNCH | $312 |
SCHR | 6,281 | UNCH | $312 |
B. RILEY FINANCIAL INC | 14,623 | +4,464 | $307 |
RILY | 14,623 | +4,464 | $307 |
LOEWS CORP | 4,311 | +4 | $300 |
L | 4,311 | +4 | $300 |
EXXON MOBIL CORP | 2,993 | +1,022 | $299 |
XOM | 2,993 | +1,022 | $299 |
THE ONE GROUP HOSPITALITY IN | 48,249 | UNCH | $295 |
STKS | 48,249 | UNCH | $295 |
SALESFORCE INC | 1,109 | -190 | $292 |
CRM | 1,109 | -190 | $292 |
NETFLIX INC | 580 | -19 | $283 |
NFLX | 580 | -19 | $283 |
SCHWAB STRATEGIC TR | 7,578 | -1,231 | $280 |
SCHF | 7,578 | -1,231 | $280 |
SHOPIFY INC | 3,595 | +3,595 | $280 |
SHOP | 3,595 | +3,595 | $280 |
INVESCO ACTIVELY MANAGED ETF (GSY) | 5,361 | UNCH | $267 |
GSY | 5,361 | UNCH | $267 |
CSX CORP | 7,322 | -52 | $254 |
CSX | 7,322 | -52 | $254 |
REALTY INCOME CORP | 4,388 | +4,388 | $252 |
O | 4,388 | +4,388 | $252 |
PIMCO ETF TR (MINT) | 2,492 | UNCH | $249 |
MINT | 2,492 | UNCH | $249 |
SIMON PPTY GROUP INC NEW | 1,739 | +1,739 | $248 |
SPG | 1,739 | +1,739 | $248 |
ELI LILLY & CO | 415 | -8 | $242 |
LLY | 415 | -8 | $242 |
BARRICK GOLD CORP | $241 | ||
GOLD | 12,563 | -1,696 | $227 |
Call | 12,500 | UNCH | $14 |
CORE LABORATORIES INC | 13,463 | -12,208 | $238 |
CLB | 13,463 | -12,208 | $238 |
COSTAR GROUP INC | 2,718 | +2,718 | $238 |
CSGP | 2,718 | +2,718 | $238 |
DIMENSIONAL ETF TRUST (DFAT) | 4,507 | +11 | $236 |
DFAT | 4,507 | +11 | $236 |
SPOTIFY TECHNOLOGY S A | 1,239 | +1,239 | $233 |
SPOT | 1,239 | +1,239 | $233 |
KENVUE INC | 10,624 | UNCH | $229 |
KVUE | 10,624 | UNCH | $229 |
RLI CORP | 1,694 | UNCH | $226 |
RLI | 1,694 | UNCH | $226 |
BLACK HILLS CORP | 4,055 | -196 | $219 |
BKH | 4,055 | -196 | $219 |
WASTE MGMT INC DEL | 1,219 | +1,219 | $218 |
WM | 1,219 | +1,219 | $218 |
VERIS RESIDENTIAL INC | 13,584 | UNCH | $214 |
VRE | 13,584 | UNCH | $214 |
BRITISH AMERN TOB PLC | $209 | ||
BTI | 6,914 | +10 | $203 |
Call | 17,500 | UNCH | $6 |
TJX COS INC NEW | 2,233 | -36 | $209 |
TJX | 2,233 | -36 | $209 |
AGNICO EAGLE MINES LTD | 3,800 | +3,800 | $208 |
AEM | 3,800 | +3,800 | $208 |
VANGUARD WORLD FD (MGK) | 803 | +803 | $208 |
MGK | 803 | +803 | $208 |
ORGANON & CO | 14,100 | -20,978 | $203 |
OGN | 14,100 | -20,978 | $203 |
FRANKLIN RESOURCES INC | 6,765 | +6,765 | $202 |
BEN | 6,765 | +6,765 | $202 |
CHIPOTLE MEXICAN GRILL INC | 88 | +88 | $202 |
CMG | 88 | +88 | $202 |
ROCKY MTN CHOCOLATE FACTORY | 30,777 | UNCH | $142 |
RMCF | 30,777 | UNCH | $142 |
CNH INDL N V | 10,000 | +10,000 | $122 |
CNHI | 10,000 | +10,000 | $122 |
SABRE CORP | 15,676 | UNCH | $69 |
SABR | 15,676 | UNCH | $69 |
CANAAN INC | 19,500 | UNCH | $45 |
CAN | 19,500 | UNCH | $45 |
MATTERPORT INC | 16,494 | UNCH | $44 |
MTTR | 16,494 | UNCH | $44 |
RLX TECHNOLOGY INC | 16,000 | UNCH | $32 |
RLX | 16,000 | UNCH | $32 |
EMERGENT BIOSOLUTIONS INC | 10,004 | UNCH | $24 |
EBS | 10,004 | UNCH | $24 |
ALTRIA GROUP INC | $17 | ||
MO | 263 | UNCH | $11 |
Call | 13,500 | UNCH | $6 |
HANESBRANDS INC | 12,500 | +0 | $0 |
Call | 12,500 | UNCH | $0 |
DLOCAL LTD | $0 (exited) | ||
DLO | 0 | -10,486 | $0 |
EMERSON ELEC CO | $0 (exited) | ||
EMR | 0 | -2,107 | $0 |
PETROLEO BRASILEIRO SA PETRO | $0 (exited) | ||
PBR | 0 | -13,750 | $0 |
ALPS ETF TR | $0 (exited) | ||
SBIO | 0 | -25,800 | $0 |
SCHWAB STRATEGIC TR | $0 (exited) | ||
SCHD | 0 | -5,582 | $0 |
SCHWAB STRATEGIC TR | $0 (exited) | ||
SCHI | 0 | -7,250 | $0 |
SUPERCOM LTD NEW | 0 | -81,632 | $0 (exited) |
SPCB | 0 | -81,632 | $0 |
See Summary: Ridgewood Investments LLC Top Holdings
See Details: Top 10 Stocks Held By Ridgewood Investments LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BABA | +13,497 | +$1,046 |
TXN | +5,469 | +$932 |
U | +21,142 | +$864 |
MCHI | +20,729 | +$845 |
PAY | +26,000 | +$465 |
CVX | +2,996 | +$447 |
BIDU | +3,627 | +$432 |
SHOP | +3,595 | +$280 |
O | +4,388 | +$252 |
SPG | +1,739 | +$248 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SBIO | -25,800 | -$702 |
SCHD | -5,582 | -$395 |
SCHI | -7,250 | -$306 |
PBR | -13,750 | -$206 |
EMR | -2,107 | -$203 |
DLO | -10,486 | -$201 |
SPCB | -81,632 | -$34 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
HGBL | +27,047 | +$19 |
SHV | +21,858 | +$2,391 |
DVN | +11,539 | +$403 |
CSCO | +10,328 | +$476 |
RSSS | +9,400 | +$36 |
PFE | +8,532 | -$21 |
RILY | +4,464 | -$109 |
TROW | +3,897 | +$451 |
CTRA | +3,712 | -$75 |
ORCL | +3,601 | +$378 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
INTC | -33,537 | -$1,026 |
OGN | -20,978 | -$406 |
FARM | -19,267 | -$1 |
WBA | -12,454 | -$222 |
CLB | -12,208 | -$378 |
VALE | -9,200 | -$14 |
ORI | -5,141 | -$17 |
VZ | -4,158 | +$88 |
PRU | -3,845 | -$279 |
Size ($ in 1000's)
At 12/31/2023: $169,442 At 09/30/2023: $153,034 Ridgewood Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ridgewood Investments LLC 13F filings. Link to 13F filings: SEC filings |