North Ridge Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$147M
Signature - Title
Brian Lawrence - Principal
Location
Beaverton, OR
Summary
This page shows a list of all the recent 13F filings made by North Ridge Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. North Ridge Wealth Advisors, Inc. reported 42 stock holdings with total value $147M as of Q3 2024. Top holdings included DFAC, DFAX, VGIT, EDV, and DFIC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 42 $147M +$8.48M -$1.4M +$7.08M DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 10/23/2024, 05:13 PM
Q2 2024 41 $132M +$4.99M -$2.39M +$2.59M DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 7/30/2024, 05:22 PM
Q1 2024 40 $129M +$5.14M -$176K +$4.96M DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 4/24/2024, 10:44 AM
Q4 2023 39 $120M +$8.88M -$1.68M +$7.21M DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 1/18/2024, 09:46 AM
Q3 2023 36 $103M +$4.16M -$873K +$3.29M DFAC, DFAX, VGIT, EDV, DFIC 13F-HR 10/19/2023, 11:35 AM
Q2 2023 38 $105M +$5.33M -$3.37M +$1.96M DFAC, DFAX, VGIT, EDV, VWOB 13F-HR 7/26/2023, 08:47 PM
Q1 2023 40 $99.9M $0 $0 DFAC, DFAX, VGIT, EDV, VWOB 13F-HR 4/28/2023, 04:38 PM