Ridgewood Investments LLC

13F filer, CIK 1703556, SPRINGFIELD, NJ

Ridgewood Investments LLC reported $207,361,995 across 717 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-10. Its ten largest share positions make up 27.09% of the portfolio.

Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001703556-25-000002

Period: 2024-12-31
Reported value: $207M
Holdings: 717
Top 10 weight: 27.09%
New: 23
Sold out: 37

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SGOVadded	+21,492	$2.16M
BSVadded	+20,386	$1.58M
MCHPadded	+13,446	$771K
AMATadded	+3,829	$623K
QCOMadded	+3,917	$602K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NDAQreduced	-8,266	-$639K
SCHWreduced	-6,404	-$474K
CSCOreduced	-7,695	-$456K
RTXreduced	-3,366	-$390K
IBMreduced	-1,177	-$259K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001703556-25-000002, largest first. % of portfolio is the value over $206,956,806, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
IRSIRSA INVERSIONES Y REP S A	518	$7.73K	<0.01%	+18		Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	100	$7.69K	<0.01%	0		Timeline
SYYSYSCO CORP	100	$7.65K	<0.01%	0		Timeline
IWDISHARES TR	41	$7.59K	<0.01%	0		Timeline
VLTOVERALTO CORP	73	$7.43K	<0.01%	0		Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	100	$7.4K	<0.01%	0		Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	85	$7.34K	<0.01%	0		Timeline
FRELFIDELITY COVINGTON TRUST	267	$7.21K	<0.01%	-157		Timeline
SPBSPECTRUM BRANDS HOLDINGS INC	85	$7.18K	<0.01%	0		Timeline
PNNTPENNANTPARK INVTS CORP	1,000	$7.08K	<0.01%	0		Timeline
DGRWWISDOMTREE TR	87	$7.04K	<0.01%	0		Timeline
TYLTYLER TECHNOLOGIES INC	12	$6.92K	<0.01%	0		Timeline
VHTVANGUARD WORLD FD	27	$6.85K	<0.01%	0		Timeline
ACWIISHARES TR	58	$6.82K	<0.01%	0		Timeline
MPCMARATHON PETE CORP	49	$6.78K	<0.01%	0		Timeline
XMVMINVESCO EXCHANGE TRADED FD T	120	$6.65K	<0.01%	0		Timeline
MRVLMARVELL TECHNOLOGY INC	60	$6.63K	<0.01%	0		Timeline
EMREMERSON ELEC CO	52	$6.44K	<0.01%	0		Timeline
VTSVITESSE ENERGY INC	256	$6.4K	<0.01%	0		Timeline
BH-ABIGLARI HLDGS INC	5	$6.38K	<0.01%	0		Timeline
CRESYCRESUD S A C I F Y A	500	$6.32K	<0.01%	0		Timeline
MCKMCKESSON CORP	11	$6.27K	<0.01%	0		Timeline
SPSBSPDR SERIES TRUST	209	$6.24K	<0.01%	0		Timeline
EMLCVANECK ETF TRUST	270	$6.24K	<0.01%	0		Timeline
FNFFIDELITY NATL FINL INC	110	$6.18K	<0.01%	0		Timeline
SOPHSOPHIA GENETICS SA	2,000	$6.14K	<0.01%	new		Timeline
KBWYINVESCO EXCH TRADED FD TR II	340	$6.09K	<0.01%	0		Timeline
IWNISHARES TR	37	$6.07K	<0.01%	0		Timeline
MSIMOTOROLA SOLUTIONS INC	13	$6.01K	<0.01%	0		Timeline
VOEVANGUARD INDEX FDS	37	$5.99K	<0.01%	0		Timeline
PPLIPEOPLE INC	137	$5.91K	<0.01%	0		Timeline
VNTVONTIER CORPORATION	162	$5.91K	<0.01%	0		Timeline
HONHONEYWELL INTL INC	26	$5.87K	<0.01%	0		Timeline
COLLCOLLEGIUM PHARMACEUTICAL INC	200	$5.73K	<0.01%	new		Timeline
GSGOLDMAN SACHS GROUP INC	10	$5.73K	<0.01%	0		Timeline
STWDSTARWOOD PPTY TR INC	300	$5.68K	<0.01%	0		Timeline
ARKKARK ETF TR	100	$5.68K	<0.01%	0		Timeline
GRBKGREEN BRICK PARTNERS INC	100	$5.65K	<0.01%	0		Timeline
SLGSL GREEN RLTY CORP	82	$5.57K	<0.01%	0		Timeline
SHYGISHARES TR	129	$5.5K	<0.01%	0		Timeline
ILMNILLUMINA INC	41	$5.48K	<0.01%	0		Timeline
SCHCSCHWAB STRATEGIC TR	159	$5.47K	<0.01%	+2		Timeline
MRVIMARAVAI LIFESCIENCES HLDGS I	1,000	$5.45K	<0.01%	0		Timeline
FSKFS KKR CAP CORP	250	$5.43K	<0.01%	0		Timeline
SESEA LTD	50	$5.3K	<0.01%	0		Timeline
SCHPSCHWAB STRATEGIC TR	200	$5.17K	<0.01%	+100		Timeline
OCOWENS CORNING NEW	30	$5.11K	<0.01%	0		Timeline
WDSWOODSIDE ENERGY GROUP LTD	326	$5.09K	<0.01%	-41		Timeline
ARGXARGENX SE	8	$4.92K	<0.01%	0		Timeline
SPNTSIRIUSPOINT LTD	300	$4.92K	<0.01%	0		Timeline
BBCAJ P MORGAN EXCHANGE TRADED F	68	$4.8K	<0.01%	0		Timeline
CASYCASEYS GEN STORES INC	12	$4.75K	<0.01%	0		Timeline
LOVELOVESAC CO	200	$4.73K	<0.01%	new		Timeline
VNQVANGUARD INDEX FDS	53	$4.72K	<0.01%	0		Timeline
DFHDREAM FINDERS HOMES INC	200	$4.65K	<0.01%	0		Timeline
FISVFISERV INC	23	$4.62K	<0.01%	0		Timeline
QSRRESTAURANT BRANDS INTL INC	70	$4.56K	<0.01%	0		Timeline
BKRBAKER HUGHES COMPANY	111	$4.55K	<0.01%	0		Timeline
EMEEMCOR GROUP INC	10	$4.54K	<0.01%	0		Timeline
IAUISHARES GOLD TR	91	$4.5K	<0.01%	0		Timeline
WFCWELLS FARGO & CO	62	$4.36K	<0.01%	0		Timeline
DONWISDOMTREE TR	85	$4.33K	<0.01%	0		Timeline
MXCTMAXCYTE INC	1,000	$4.16K	<0.01%	0		Timeline
CRWDCROWDSTRIKE HLDGS INC	12	$4.11K	<0.01%	0		Timeline
SYKSTRYKER CORPORATION	11	$4.05K	<0.01%	0		Timeline
AAONAAON INC	34	$4K	<0.01%	0		Timeline
RABROOKFIELD REAL ASSETS INCOM	300	$4K	<0.01%	-1,600		Timeline
DESWISDOMTREE TR	114	$3.92K	<0.01%	0		Timeline
MINTPIMCO ETF TR	39	$3.91K	<0.01%	-2,451		Timeline
SNAPSNAP INC	350	$3.77K	<0.01%	0		Timeline
SCISERVICE CORP INTL	47	$3.75K	<0.01%	0		Timeline
HOODROBINHOOD MKTS INC	100	$3.73K	<0.01%	new		Timeline
ROSTROSS STORES INC	24	$3.63K	<0.01%	0		Timeline
CATCATERPILLAR INC	10	$3.63K	<0.01%	new		Timeline
WABWABTEC	19	$3.6K	<0.01%	0		Timeline
CFCF INDUSTRIES HOLD	42	$3.58K	<0.01%	0		Timeline
ROKROCKWELL AUTOMATION INC	13	$3.57K	<0.01%	0		Timeline
HYGISHARES TR	44	$3.46K	<0.01%	0		Timeline
HESS CORPHESS CORP	26	$3.46K	<0.01%	0
IWCISHARES TR	26	$3.39K	<0.01%	0		Timeline
ADSKAUTODESK INC	11	$3.25K	<0.01%	0		Timeline
SCHESCHWAB STRATEGIC TR	122	$3.25K	<0.01%	0		Timeline
DDOGDATADOG INC	22	$3.14K	<0.01%	0		Timeline
SHWSHERWIN WILLIAMS CO	9	$3.06K	<0.01%	0		Timeline
ASANASANA INC	150	$3.04K	<0.01%	0		Timeline
EVRGEVERGY INC	49	$3.02K	<0.01%	0		Timeline
SCCOSOUTHERN COPPER CORP	33	$3.01K	<0.01%	0		Timeline
CWTCALIFORNIA WTR SVC GROUP	66	$2.99K	<0.01%	0		Timeline
MTCHMATCH GROUP INC NEW	91	$2.98K	<0.01%	-10		Timeline
ATRAPTARGROUP INC	19	$2.95K	<0.01%	0		Timeline
VICIVICI PPTYS INC	100	$2.92K	<0.01%	0		Timeline
SOSOUTHERN CO	35	$2.88K	<0.01%	0		Timeline
DUKDUKE ENERGY CORP NEW	25	$2.69K	<0.01%	0		Timeline
WDCWESTERN DIGITAL CORP	42	$2.5K	<0.01%	0		Timeline
NGDNEW GOLD INC	1,000	$2.48K	<0.01%	0		Timeline
GLINVANECK ETF TRUST	50	$2.46K	<0.01%	0		Timeline
BAMBROOKFIELD ASSET MANAGMT LTD	45	$2.44K	<0.01%	0		Timeline
WK KELLOGG COWK KELLOGG CO	135	$2.43K	<0.01%	0
VALNVALNEVA SE	550	$2.4K	<0.01%	0		Timeline
ZHZHIHU INC	666	$2.36K	<0.01%	0		Timeline
MDBMONGODB INC	10	$2.33K	<0.01%	0		Timeline
TAT&T INC	101	$2.3K	<0.01%	0		Timeline
WTRGESSENTIAL UTILS INC	63	$2.29K	<0.01%	0		Timeline
CORCENCORA INC	10	$2.25K	<0.01%	0		Timeline
EIXEDISON INTL	28	$2.24K	<0.01%	0		Timeline
IOVAIOVANCE BIOTHERAPEUTICS INC	300	$2.22K	<0.01%	0		Timeline
NKENIKE INC	29	$2.21K	<0.01%	0		Timeline
FIPFTAI INFRASTRUCTURE INC	300	$2.18K	<0.01%	-268		Timeline
IEPICAHN ENTERPRISES LP	250	$2.17K	<0.01%	-100		Timeline
MCDMCDONALDS CORP	7	$2.03K	<0.01%	0		Timeline
ESEVERSOURCE ENERGY	34	$1.95K	<0.01%	0		Timeline
DLTRDOLLAR TREE INC	26	$1.95K	<0.01%	0		Timeline
JNUGDIREXION SHARES ETF TRUST	52	$1.9K	<0.01%	0		Timeline
PPLPPL CORP	58	$1.88K	<0.01%	0		Timeline
RRCRANGE RES CORP	50	$1.8K	<0.01%	0		Timeline
TUYATUYA INC	1,000	$1.79K	<0.01%	0		Timeline
IDRVISHARES TR	60	$1.75K	<0.01%	0		Timeline
IEMGISHARES INC	33	$1.72K	<0.01%	+10		Timeline
METMETLIFE INC	21	$1.72K	<0.01%	0		Timeline
PNWPINNACLE WEST CAP CORP	20	$1.7K	<0.01%	0		Timeline
SCLSTEPAN CO	26	$1.68K	<0.01%	0		Timeline
BATTAMPLIFY ETF TR	191	$1.68K	<0.01%	0		Timeline
PSXPHILLIPS 66	14	$1.59K	<0.01%	0		Timeline
VLOVALERO ENERGY CORP	13	$1.59K	<0.01%	0		Timeline
KARSKRANESHARES TRUST	72	$1.51K	<0.01%	0		Timeline
DDDUPONT DE NEMOURS INC	18	$1.37K	<0.01%	0		Timeline
OXBROXBRIDGE RE HLDGS LTD	333	$1.37K	<0.01%	0		Timeline
XPEVXPENG INC	116	$1.37K	<0.01%	0		Timeline
MURMURPHY OIL CORP	45	$1.36K	<0.01%	0		Timeline
AERAERCAP HOLDINGS NV	14	$1.34K	<0.01%	0		Timeline
BPBP PLC	44	$1.3K	<0.01%	0		Timeline
EMNEASTMAN CHEM CO	14	$1.28K	<0.01%	0		Timeline
NLOPNET LEASE OFFICE PROPERTIES	40	$1.25K	<0.01%	0		Timeline
MTBM & T BK CORP	6	$1.13K	<0.01%	-18		Timeline
IEFAISHARES TR	16	$1.12K	<0.01%	0		Timeline
HRLHORMEL FOODS CORP	34	$1.07K	<0.01%	0		Timeline
GMGENERAL MTRS CO	20	$1.06K	<0.01%	0		Timeline
TAKTAKEDA PHARMACEUTICAL CO LTD	72	$953	<0.01%	0		Timeline
OPTUOPTIMUM COMMUNICATIONS INC	388	$935	<0.01%	0		Timeline
FRTFEDERAL RLTY INVT TR NEW	8	$896	<0.01%	0		Timeline
CRGYCRESCENT ENERGY COMPANY	60	$877	<0.01%	-44		Timeline
MMACYS INC	51	$863	<0.01%	0		Timeline
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	20	$837	<0.01%	new
ONLORION PROPERTIES INC	224	$831	<0.01%	-21		Timeline
BM TECHNOLOGIES INCBM TECHNOLOGIES INC	153	$748	<0.01%	0
NCTYTHE9 LTD	50	$727	<0.01%	0		Timeline
CTGOCONTANGO SILVER & GOLD INC	70	$701	<0.01%	0		Timeline
KDKYNDRYL HLDGS INC	20	$692	<0.01%	0		Timeline
NORDSTROM INCNORDSTROM INC	24	$580	<0.01%	0
HASHASBRO INC	10	$559	<0.01%	0		Timeline
NLYANNALY CAPITAL MANAGEMENT IN	25	$458	<0.01%	-782		Timeline
WBDWARNER BROS DISCOVERY INC	41	$433	<0.01%	0		Timeline
OXY/WSOCCIDENTAL PETE CORP	14	$386	<0.01%	0		Timeline
DINOHF SINCLAIR CORP	11	$372	<0.01%	+1		Timeline
DXCDXC TECHNOLOGY CO	18	$360	<0.01%	0		Timeline
MYGNMYRIAD GENETICS INC	24	$324	<0.01%	0		Timeline
DOWDOW HLDGS INC	8	$321	<0.01%	0		Timeline
VIMEO INCVIMEO INC	47	$301	<0.01%	0
STRASTRATEGIC ED INC	3	$280	<0.01%	0		Timeline
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORP	36	$270	<0.01%	0
AESAES CORP	14	$180	<0.01%	0		Timeline
ECHOECHOSTAR CORP	6	$137	<0.01%	0		Timeline
XRXXEROX HOLDINGS CORP	15	$126	<0.01%	0		Timeline
GRALGRAIL INC	6	$107	<0.01%	0		Timeline
NOBLPROSHARES TR	1	$100	<0.01%	0		Timeline
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC	87	$93	<0.01%	0
NUSNU SKIN ENTERPRISES INC	13	$91	<0.01%	0		Timeline
HLFHERBALIFE LTD	14	$91	<0.01%	0		Timeline
ALCALCON AG	1	$85	<0.01%	0		Timeline
FGF&G ANNUITIES & LIFE INC	2	$67	<0.01%	0		Timeline
TOONKARTOON STUDIOS INC.	100	$59	<0.01%	0		Timeline
BHFBRIGHTHOUSE FINL INC	1	$48	<0.01%	0		Timeline
CNDTCONDUENT INC	12	$48	<0.01%	0		Timeline
SANBANCO SANTANDER SA	3	$15	<0.01%	0		Timeline
VEVMQVICINITY MTR CORP (CANADA)	5,333	$10	<0.01%	0		Timeline
22nd Century Group Inc OLD22nd Century Group Inc OLD	1	$5	<0.01%	-79
TILRAY INCTILRAY INC	2	$3	<0.01%	0
VODVODAFONE GROUP PLC	0	$0	0%	-8	Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
CCLCARNIVAL CORP Stock	call	2,500	$26.7K	-2,500
TAT&T INC COM	call	4,500	$24.2K	-2,500
BTIBRITISH AMERN TOB PLC ADR	call	14,400	$19.9K	+4,400
UUNITY SOFTWARE INC Stock	call	4,200	$19.2K	-3,300
PFEPFIZER INC COM	call	19,000	$19.1K	+11,000
BABOEING CO COM	call	500	$16.6K	new
PBRPETROLEO BRASILEIRO S A SPONSORED ADR	call	16,000	$16.5K	0
CSCOCISCO SYS INC COM	call	2,000	$16.3K	-4,000
RBLXROBLOX CORP Stock	call	500	$15.9K	0
VALEVALE S A SPONSORED ADS	call	41,000	$14.7K	+27,000
SNAPSNAP INC CL A	call	2,500	$12K	0
VZVERIZON COMMUNICATIONS INC COM	call	13,500	$11.9K	+2,500
HPEHEWLETT PACKARD ENTERPRISE C Stock	call	2,000	$11.8K	0
BIDUBAIDU INC ADR	call	500	$11.4K	new
FFORD MTR CO Stock	call	10,000	$11K	0
BMYBRISTOL-MYERS SQUIBB CO COM	call	2,800	$10.7K	-700
ADMARCHER DANIELS MIDLAND CO Stock	call	2,100	$10.6K	+1,400
DVNDEVON ENERGY CORP NEW Stock	call	3,600	$10.2K	+1,600
MOALTRIA GROUP INC COM	call	2,000	$9.7K	-2,500
MOSMOSAIC CO Stock	call	4,000	$9.7K	+2,000
PMPHILIP MORRIS INTL INC COM	call	400	$9.68K	0
EWYISHARES INC MSCI STH KOR ETF	call	1,500	$8.87K	new
GSKGSK PLC ADR	call	3,500	$8.61K	new
NTESNETEASE COM INC ADR	call	600	$8.22K	0
SNOWSNOWFLAKE INC Stock	call	100	$8.04K	-100
YUMCYUM CHINA HLDGS INC COM	call	1,000	$7.7K	-1,000
STMSTMICROELECTRONICS N V ADR	call	1,800	$7.49K	new
CMCSACOMCAST CORP NEW COM	call	2,000	$6.57K	0
CTRACOTERRA ENERGY INC Stock	call	9,000	$6.16K	0
JDJD.COM INC ADR	call	500	$6.05K	-500
RTXRTX CORPORATION COM	call	200	$6.01K	-300
MDTMEDTRONIC PLC COM	call	1,000	$4.7K	0
PDDPDD HOLDINGS INC ADR	call	200	$4.33K	0
PINSPINTEREST INC Stock	call	1,000	$3.7K	0
INTCINTEL CORP COM	call	1,000	$3.36K	0
NEMNEWMONT CORP COM	call	500	$2.77K	0
BARRICK GOLD CORPBARRICK GOLD CORP COM	call	2,500	$2.52K	0
IRBTQIROBOT CORP COM	call	2,000	$1.34K	0
NTRNUTRIEN LTD Stock	call	2,000	$960	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
KVUEKENVUE INC	5,000	$116K	shares
AAGILENT TECHNOLOGIES INC	220	$32.7K	shares
BXSLBLACKSTONE SECD LENDING FD	1,000	$29.3K	shares
HTGCHERCULES CAPITAL INC	1,400	$27.5K	shares
JEPIJ P MORGAN EXCHANGE TRADED F	400	$23.8K	shares
OBDCBLUE OWL CAPITAL CORPORATION	1,500	$21.9K	shares
EVCENTRAVISION COMMUNICATIONS C	10,000	$20.7K	shares
BKLNINVESCO EXCH TRADED FD TR II	900	$18.9K	shares
GBDCGOLUB CAP BDC INC	1,200	$18.1K	shares
GHYPGIM GLOBAL HIGH YIELD FD FO	1,400	$17.9K	shares
ARCCARES CAPITAL CORP	800	$16.8K	shares
BANXARROWMARK FINANCIAL CORP	800	$16.6K	shares
AMEDISYS INCAMEDISYS INC	168	$16.2K	shares
SPYINEOS ETF TRUST	300	$15.4K	shares
PFXFVANECK ETF TRUST	811	$14.8K	shares
PSKSPDR SERIES TRUST	408	$14.5K	shares
JGHNUVEEN GLOBAL HIGH INCOME FD	1,000	$13.4K	shares
MDYVSPDR SERIES TRUST	160	$12.7K	shares
XCHYXCALAMOS CONV & HIGH INCOME F	1,000	$11.9K	shares
SLYVSPDR SERIES TRUST	130	$11.3K	shares
JEPQJ P MORGAN EXCHANGE TRADED F	200	$11K	shares
LXP INDUSTRIAL TRUSTLXP INDUSTRIAL TRUST	200	$10.6K	shares
INDEXIQ ETF TRINDEXIQ ETF TR	454	$10.1K	shares
DOCNDIGITALOCEAN HLDGS INC	200	$8.08K	shares
GEMGOLDMAN SACHS ETF TR	221	$7.76K	shares
OXYOCCIDENTAL PETE CORP	113	$5.82K	shares
SBIOALPS ETF TR	15,500	$5.73K	shares
ETSYETSY INC	100	$5.55K	shares
YOLOADVISORSHARES TR	500	$1.63K	shares
IJRISHARES TR	7	$819	shares
CRSPCRISPR THERAPEUTICS AG	15	$705	shares
ASIXADVANSIX INC	4	$133	shares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC	1	$39	shares
BBUBROOKFIELD BUSINESS PARTNERS L	1	$13	shares
CITHE CIGNA GROUP	0	$0	shares
REZIRESIDEO TECHNOLOGIES INC	0	$0	shares
TDCTERADATA CORP DEL	0	$0	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001703556-25-000002	base		2025-01-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC