Ridgewood Investments LLC Top Holdings and 13F Report (2025) About Ridgewood Investments LLCInvestment ActivityRidgewood Investments LLC has $207.36 million in total holdings as of December 31, 2024.Ridgewood Investments LLC owns shares of 679 different stocks, but just 108 companies or ETFs make up 80% of its holdings.Approximately 8.85% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Ridgewood Investments LLC has purchased 697 new stocks and bought additional shares in 112 stocks.Ridgewood Investments LLC sold shares of 152 stocks and completely divested from 38 stocks this quarter.Largest Holdings Berkshire Hathaway $22,169,693iShares Short Treasury Bond ETF $7,251,659Alphabet $4,847,004Vanguard S&P 500 ETF $3,962,910Vanguard Total World Stock ETF $3,540,164 Largest New Holdings this Quarter CDW $104,424 HoldingGAN $95,241 HoldingA. O. Smith $59,745 HoldingSkyworks Solutions $59,722 HoldingNovo Nordisk A/S $58,064 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 21,492 shares (about $2.16M)Vanguard Short-Term Bond ETF 20,386 shares (about $1.58M)Microchip Technology 13,446 shares (about $771.11K)Applied Materials 3,829 shares (about $622.71K)QUALCOMM 3,917 shares (about $601.75K) Largest Sales this Quarter Nasdaq 8,266 shares (about $639.06K)Cisco Systems 11,695 shares (about $633.77K)Charles Schwab 6,404 shares (about $473.95K)RTX 3,666 shares (about $418.25K)International Business Machines 1,177 shares (about $258.76K) 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$22,169,693$218,030 ▼-1.0%48,90910.7%FinanceSHViShares Short Treasury Bond ETF$7,251,659$144,685 ▲2.0%65,8583.5%ETFGOOGLAlphabet$4,847,004$141,974 ▲3.0%25,6052.3%Computer and TechnologyVOOVanguard S&P 500 ETF$3,962,910$35,561 ▼-0.9%7,3551.9%ETFVTVanguard Total World Stock ETF$3,540,164$119,948 ▼-3.3%30,1341.7%ETFMKLMarkel Group$3,397,671$77,691 ▼-2.2%1,9681.6%Multi-Sector ConglomeratesVGSHVanguard Short-Term Treasury Index ETF$2,919,589$66,616 ▼-2.2%50,1821.4%ETFBSVVanguard Short-Term Bond ETF$2,916,333$1,575,231 ▲117.5%37,7421.4%ETFVOVanguard Mid-Cap ETF$2,531,761$112,787 ▲4.7%9,5851.2%ETFGOOGAlphabet$2,521,899$49,326 ▼-1.9%13,2421.2%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,458,309$2,156,049 ▲713.3%24,5051.2%ETFMDTMedtronic$2,241,880$223,206 ▲11.1%29,0071.1%MedicalVONVVanguard Russell 1000 Value$2,132,378$48,749 ▼-2.2%26,2451.0%ETFVBVanguard Small-Cap ETF$2,082,799$91,789 ▲4.6%8,6681.0%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,998,920$11,200 ▼-0.6%28,5561.0%ETFQCOMQUALCOMM$1,975,300$601,746 ▲43.8%12,8581.0%Computer and TechnologyQQQInvesco QQQ$1,912,218$35,279 ▼-1.8%3,7400.9%FinanceSNNSmith & Nephew$1,867,563$106,579 ▲6.1%75,9790.9%MedicalBMYBristol-Myers Squibb$1,850,556$18,333 ▼-1.0%35,3300.9%MedicalTSMTaiwan Semiconductor Manufacturing$1,795,594$136,467 ▼-7.1%9,0920.9%Computer and TechnologyTROWT. Rowe Price Group$1,783,400$32,456 ▲1.9%15,7700.9%FinanceMSFTMicrosoft$1,769,910$447,641 ▲33.9%4,1990.9%Computer and TechnologyHSICHenry Schein$1,754,0820.0%25,3480.8%MedicalUPSUnited Parcel Service$1,718,192$95,329 ▲5.9%13,6260.8%TransportationMETAMeta Platforms$1,654,0660.0%2,8250.8%Computer and TechnologyCNHICNH Industrial$1,616,466$33,990 ▲2.1%142,6710.8%IndustrialsPFEPfizer$1,569,747$363,311 ▲30.1%77,4480.8%MedicalAFLAflac$1,554,832$90,098 ▼-5.5%15,0310.7%FinanceORIOld Republic International$1,514,517$32,643 ▲2.2%41,8490.7%FinanceRICKRCI Hospitality$1,468,8180.0%25,5580.7%Consumer DiscretionaryBABAAlibaba Group$1,463,291$131,847 ▲9.9%17,2580.7%Retail/WholesaleADBEAdobe$1,413,271$395,787 ▲38.9%3,1780.7%Computer and TechnologyDISWalt Disney$1,390,568$190,078 ▼-12.0%12,4880.7%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,358,629$72,452 ▼-5.1%4,6880.7%ETFAMZNAmazon.com$1,299,008$4,388 ▲0.3%5,9210.6%Retail/WholesaleGGGGraco$1,291,656$6,406 ▼-0.5%15,3240.6%Industrial ProductsAXAxos Financial$1,283,564$6,985 ▼-0.5%18,3760.6%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,270,826$799 ▲0.1%14,3130.6%ETFNTRNutrien$1,260,043$105,157 ▲9.1%30,1360.6%Basic MaterialsHPEHewlett Packard Enterprise$1,250,057$10,417 ▲0.8%59,9980.6%Computer and TechnologyFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$1,233,628$374,907 ▲43.7%40,1440.6%ETFHCIHCI Group$1,233,003$2,331 ▼-0.2%10,5810.6%FinanceLYBLyondellBasell Industries$1,225,688$205,804 ▲20.2%16,5030.6%Basic MaterialsNDAQNasdaq$1,212,710$639,058 ▼-34.5%15,6860.6%FinanceTXNTexas Instruments$1,205,837$195,191 ▲19.3%6,4310.6%Computer and TechnologyDDominion Energy$1,203,452$10,772 ▼-0.9%22,3440.6%UtilitiesADMArcher-Daniels-Midland$1,196,596$283,148 ▲31.0%25,5760.6%Consumer StaplesRTXRTX$1,195,412$418,246 ▼-25.9%10,4780.6%AerospaceCMECME Group$1,176,176$2,787 ▼-0.2%5,0650.6%FinanceCMCSAComcast$1,162,631$153,108 ▼-11.6%32,8040.6%Consumer DiscretionaryNTESNetEase$1,130,0360.0%13,1750.5%Computer and TechnologyUTHRUnited Therapeutics$1,129,0880.0%3,2000.5%MedicalMSMMSC Industrial Direct$1,123,714$569,513 ▲102.8%15,0450.5%Industrial ProductsNVDANVIDIA$1,117,409$140,465 ▼-11.2%8,3210.5%Computer and TechnologyTSNTyson Foods$1,117,108$219,941 ▼-16.4%19,4480.5%Consumer StaplesCSCOCisco Systems$1,104,744$633,767 ▼-36.5%20,3860.5%Computer and TechnologySCHWCharles Schwab$1,101,847$473,954 ▼-30.1%14,8880.5%FinanceMCHPMicrochip Technology$1,094,562$771,114 ▲238.4%19,0860.5%Computer and TechnologyBABoeing$1,068,728$246,617 ▲30.0%6,4440.5%AerospaceHDHome Depot$1,061,943$69,240 ▼-6.1%2,7300.5%Retail/WholesaleONEQFidelity NASDAQ Composite Index ETF$1,041,842$27,457 ▼-2.6%13,6980.5%ETFAPDAir Products and Chemicals$1,036,137$189,707 ▼-15.5%3,5720.5%Basic MaterialsHUBSHubSpot$1,034,703$4,877 ▼-0.5%1,4850.5%Computer and TechnologyIBMInternational Business Machines$1,027,330$258,756 ▼-20.1%4,6730.5%Computer and TechnologyGILDGilead Sciences$1,016,835$218,368 ▼-17.7%11,0080.5%MedicalVIGVanguard Dividend Appreciation ETF$1,016,636$115,353 ▲12.8%5,1910.5%ETFMCHIiShares MSCI China ETF$1,016,580$23,430 ▲2.4%21,6940.5%ETFAVGOBroadcom$1,011,0760.0%4,3610.5%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$987,482$121,063 ▲14.0%13,2140.5%ETFCTRACoterra Energy$979,419$147,307 ▼-13.1%47,1070.5%Oils/EnergyDVNDevon Energy$967,855$201,324 ▲26.3%32,8590.5%Oils/EnergyAAPLApple$964,531$232,118 ▲31.7%3,8520.5%Computer and TechnologyAXPAmerican Express$917,971$2,078 ▲0.2%3,0930.4%FinancePYPLPayPal$904,369$22,106 ▼-2.4%10,5960.4%Computer and TechnologyAMATApplied Materials$893,972$622,707 ▲229.6%5,4970.4%Computer and TechnologyVZVerizon Communications$883,525$5,883 ▲0.7%35,2950.4%Computer and TechnologyACUAcme United$874,8290.0%23,4350.4%Consumer DiscretionaryVOTVanguard Mid-Cap Growth ETF$830,183$24,357 ▼-2.9%3,2720.4%ETFPRGOPerrigo$808,508$1,877 ▼-0.2%31,4470.4%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$791,791$135,580 ▼-14.6%7,4110.4%FinanceRPRXRoyalty Pharma$784,055$227,372 ▲40.8%30,7350.4%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$754,762$374,614 ▲98.5%31,3700.4%ETFAONAON$733,0460.0%2,0410.4%FinanceMMM3M$732,069$12,393 ▼-1.7%5,6710.4%Multi-Sector ConglomeratesYUMCYum China$729,865$62,800 ▼-7.9%15,9920.4%Retail/WholesaleTSLATesla$709,601$82,390 ▼-10.4%1,7570.3%Auto/Tires/TrucksIMCGiShares Morningstar Mid-Cap Growth ETF$707,716$26,133 ▼-3.6%9,3700.3%ETFMRKMerck & Co., Inc.$696,771$563,863 ▲424.3%7,0040.3%MedicalEOGEOG Resources$696,6160.0%5,6830.3%Oils/EnergyMIDDMiddleby$691,337$135 ▼0.0%5,1040.3%Industrial ProductsAMTAmerican Tower$675,872$2,201 ▼-0.3%3,6850.3%FinanceNEWTNewtekOne$670,2330.0%52,4850.3%FinanceMOSMosaic$667,079$75,921 ▲12.8%30,7440.3%Basic MaterialsVCSHVanguard Short-Term Corporate Bond ETF$652,164$15,056 ▼-2.3%8,3600.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$651,173$44,615 ▼-6.4%14,3620.3%ETFJNJJohnson & Johnson$632,423$82,144 ▲14.9%4,3730.3%MedicalORCLOracle$619,252$234,636 ▼-27.5%3,7160.3%Computer and TechnologySCHBSchwab US Broad Market ETF$578,477$461,347 ▲393.9%25,4840.3%ETFICVTiShares Convertible Bond ETF$577,796$20,223 ▲3.6%6,8000.3%ETFUUnity Software$564,620$65,437 ▼-10.4%28,4740.3%Computer and TechnologyShowing largest 100 holdings. 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