Asset Manager
← All Institutions
Ridgewood Investments LLC
623 MORRIS AVENUE, SPRINGFIELD, NJ 07081 • 9735446970
Market Value
$0
-100.0%
Holdings
200
-468
New Purchases
0
Added To
0
Closed
200
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 51.8% |
| Technology | 12.6% |
| Communication Services | 7.5% |
| Healthcare | 6.9% |
| Industrials | 6.8% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 40 | $0 | 0% |
| Large Cap | 125 | $0 | 0% |
| Mid Cap | 23 | $0 | 0% |
| Small Cap | 7 | $0 | 0% |
| Micro Cap | 5 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$267.8B
Median Market Cap
$51.0B
Avg P/E
32.7
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
147
# ETFs / Funds
53
Top Holdings (200 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | D | —% | — | — | — | -$272K | -4,454 | -100.0% | SOLD |
| 2 | ACN | —% | — | — | — | -$293K | -1,188 | -100.0% | SOLD |
| 3 | CB | —% | — | — | — | -$582K | -2,062 | -100.0% | SOLD |
| 4 | DIS | —% | — | — | — | -$658K | -5,743 | -100.0% | SOLD |
| 5 | CVX | —% | — | — | — | -$1M | -7,231 | -100.0% | SOLD |
| 6 | FDX | —% | — | — | — | -$337K | -1,431 | -100.0% | SOLD |
| 7 | HPE | —% | — | — | — | -$1M | -51,732 | -100.0% | SOLD |
| 8 | BMY | —% | — | — | — | -$2M | -48,602 | -100.0% | SOLD |
| 9 | XOM | —% | — | — | — | -$2M | -14,486 | -100.0% | SOLD |
| 10 | AMT | —% | — | — | — | -$694K | -3,606 | -100.0% | SOLD |
| 11 | SHV | —% | — | — | — | -$5M | -43,779 | -100.0% | SOLD |
| 12 | SGOV | —% | — | — | — | -$5M | -51,353 | -100.0% | SOLD |
| 13 | FDS | —% | — | — | — | -$447K | -1,561 | -100.0% | SOLD |
| 14 | MSM | —% | — | — | — | -$2M | -18,330 | -100.0% | SOLD |
| 15 | HP | —% | — | — | — | -$287K | -12,984 | -100.0% | SOLD |
| 16 | APD | —% | — | — | — | -$867K | -3,178 | -100.0% | SOLD |
| 17 | AON | —% | — | — | — | -$497K | -1,395 | -100.0% | SOLD |
| 18 | HUBS | —% | — | — | — | -$690K | -1,476 | -100.0% | SOLD |
| 19 | CARR | —% | — | — | — | -$754K | -12,633 | -100.0% | SOLD |
| 20 | LYB | —% | — | — | — | -$670K | -13,668 | -100.0% | SOLD |
| 21 | HCI | —% | — | — | — | -$2M | -10,540 | -100.0% | SOLD |
| 22 | AFL | —% | — | — | — | -$2M | -13,849 | -100.0% | SOLD |
| 23 | HII | —% | — | — | — | -$410K | -1,423 | -100.0% | SOLD |
| 24 | SPOT | —% | — | — | — | -$564K | -808 | -100.0% | SOLD |
| 25 | AES | —% | — | — | — | -$1M | -78,343 | -100.0% | SOLD |
| 26 | UPS | —% | — | — | — | -$1M | -15,535 | -100.0% | SOLD |
| 27 | OTIS | —% | — | — | — | -$1M | -14,581 | -100.0% | SOLD |
| 28 | HD | —% | — | — | — | -$936K | -2,309 | -100.0% | SOLD |
| 29 | AXP | —% | — | — | — | -$936K | -2,817 | -100.0% | SOLD |
| 30 | DVN | —% | — | — | — | -$989K | -33,700 | -100.0% | SOLD |
| 31 | AX | —% | — | — | — | -$2M | -18,051 | -100.0% | SOLD |
| 32 | CRM | —% | — | — | — | -$542K | -2,287 | -100.0% | SOLD |
| 33 | WSR | —% | — | — | — | -$221K | -18,000 | -100.0% | SOLD |
| 34 | SPG | —% | — | — | — | -$240K | -1,280 | -100.0% | SOLD |
| 35 | CAVA | —% | — | — | — | -$299K | -5,398 | -100.0% | SOLD |
| 36 | EOG | —% | — | — | — | -$1M | -13,901 | -100.0% | SOLD |
| 37 | LOW | —% | — | — | — | -$1M | -4,903 | -100.0% | SOLD |
| 38 | BDX | —% | — | — | — | -$345K | -1,844 | -100.0% | SOLD |
| 39 | NTR | —% | — | — | — | -$371K | -8,298 | -100.0% | SOLD |
| 40 | STT | —% | — | — | — | -$790K | -6,809 | -100.0% | SOLD |
| 41 | PFE | —% | — | — | — | -$1M | -76,186 | -100.0% | SOLD |
| 42 | IBM | —% | — | — | — | -$371K | -1,316 | -100.0% | SOLD |
| 43 | WM | —% | — | — | — | -$222K | -1,006 | -100.0% | SOLD |
| 44 | ADM | —% | — | — | — | -$2M | -29,217 | -100.0% | SOLD |
| 45 | GGG | —% | — | — | — | -$1M | -13,650 | -100.0% | SOLD |
| 46 | MLI | —% | — | — | — | -$247K | -2,438 | -100.0% | SOLD |
| 47 | PM | —% | — | — | — | -$366K | -2,259 | -100.0% | SOLD |
| 48 | TJX | —% | — | — | — | -$325K | -2,247 | -100.0% | SOLD |
| 49 | BHP | —% | — | — | — | -$991K | -17,771 | -100.0% | SOLD |
| 50 | TSN | —% | — | — | — | -$309K | -5,684 | -100.0% | SOLD |
| 51 | YUMC | —% | — | — | — | -$444K | -11,318 | -100.0% | SOLD |
| 52 | KMI | —% | — | — | — | -$515K | -18,176 | -100.0% | SOLD |
| 53 | CLX | —% | — | — | — | -$2M | -16,603 | -100.0% | SOLD |
| 54 | CNI | —% | — | — | — | -$916K | -9,715 | -100.0% | SOLD |
| 55 | BAC | —% | — | — | — | -$209K | -4,051 | -100.0% | SOLD |
| 56 | FERG | —% | — | — | — | -$353K | -1,572 | -100.0% | SOLD |
| 57 | SCHW | —% | — | — | — | -$800K | -8,377 | -100.0% | SOLD |
| 58 | MKL | —% | — | — | — | -$4M | -1,979 | -100.0% | SOLD |
| 59 | PII | —% | — | — | — | -$503K | -9,220 | -100.0% | SOLD |
| 60 | SLB | —% | — | — | — | -$829K | -24,106 | -100.0% | SOLD |
| 61 | VALE | —% | — | — | — | -$684K | -92,611 | -100.0% | SOLD |
| 62 | KBH | —% | — | — | — | -$224K | -3,527 | -100.0% | SOLD |
| 63 | HUM | —% | — | — | — | -$297K | -1,140 | -100.0% | SOLD |
| 64 | ASML | —% | — | — | — | -$947K | -978 | -100.0% | SOLD |
| 65 | MMM | —% | — | — | — | -$862K | -5,552 | -100.0% | SOLD |
| 66 | LEN | —% | — | — | — | -$611K | -5,457 | -100.0% | SOLD |
| 67 | LLY | —% | — | — | — | -$352K | -461 | -100.0% | SOLD |
| 68 | NVO | —% | — | — | — | -$519K | -9,346 | -100.0% | SOLD |
| 69 | AOS | —% | — | — | — | -$460K | -6,272 | -100.0% | SOLD |
| 70 | BA | —% | — | — | — | -$346K | -1,762 | -100.0% | SOLD |
| 71 | MOS | —% | — | — | — | -$304K | -11,303 | -100.0% | SOLD |
| 72 | MRK | —% | — | — | — | -$2M | -23,338 | -100.0% | SOLD |
| 73 | ORI | —% | — | — | — | -$2M | -39,839 | -100.0% | SOLD |
| 74 | PRU | —% | — | — | — | -$461K | -4,440 | -100.0% | SOLD |
| 75 | JNJ | —% | — | — | — | -$810K | -4,367 | -100.0% | SOLD |
| 76 | PGR | —% | — | — | — | -$463K | -1,873 | -100.0% | SOLD |
| 77 | SWK | —% | — | — | — | -$297K | -4,000 | -100.0% | SOLD |
| 78 | UMC | —% | — | — | — | -$414K | -54,667 | -100.0% | SOLD |
| 79 | DEO | —% | — | — | — | -$331K | -3,472 | -100.0% | SOLD |
| 80 | MDT | —% | — | — | — | -$3M | -28,348 | -100.0% | SOLD |
| 81 | UNH | —% | — | — | — | -$577K | -1,671 | -100.0% | SOLD |
| 82 | U | —% | — | — | — | -$764K | -19,071 | -100.0% | SOLD |
| 83 | RTX | —% | — | — | — | -$686K | -4,098 | -100.0% | SOLD |
| 84 | TGT | —% | — | — | — | -$1M | -13,271 | -100.0% | SOLD |
| 85 | PBR | —% | — | — | — | -$656K | -74,910 | -100.0% | SOLD |
| 86 | CDW | —% | — | — | — | -$477K | -2,992 | -100.0% | SOLD |
| 87 | L | —% | — | — | — | -$416K | -4,144 | -100.0% | SOLD |
| 88 | PINS | —% | — | — | — | -$319K | -10,860 | -100.0% | SOLD |
| 89 | STM | —% | — | — | — | -$597K | -23,625 | -100.0% | SOLD |
| 90 | TSM | —% | — | — | — | -$3M | -9,409 | -100.0% | SOLD |
| 91 | SNN | —% | — | — | — | -$349K | -9,624 | -100.0% | SOLD |
| 92 | JD | —% | — | — | — | -$656K | -18,759 | -100.0% | SOLD |
| 93 | CSCO | —% | — | — | — | -$806K | -11,787 | -100.0% | SOLD |
| 94 | CSX | —% | — | — | — | -$262K | -7,381 | -100.0% | SOLD |
| 95 | EZPW | —% | — | — | — | -$744K | -39,100 | -100.0% | SOLD |
| 96 | LRCX | —% | — | — | — | -$992K | -7,409 | -100.0% | SOLD |
| 97 | CME | —% | — | — | — | -$796K | -2,947 | -100.0% | SOLD |
| 98 | GILD | —% | — | — | — | -$510K | -4,596 | -100.0% | SOLD |
| 99 | AMZN | —% | — | — | — | -$1M | -6,684 | -100.0% | SOLD |
| 100 | HTO | —% | — | — | — | -$337K | -6,911 | -100.0% | SOLD |