Ridgewood Investments LLC
CIK 1703556 · Holdings on Mar 31, 2024 · First reported Apr 10, 2024
Top ten holdings
Q1 2024- BRK.B11.36%
- SHV4.00%
- VT1.98%
- GOOGL1.98%
- VOO1.93%
- MSFT1.81%
- MKL1.68%
- VGSH1.57%
- VB1.27%
- MDT1.24%
Share classes counted separately28.82%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SHVWeight decreased · -0.56 pp4.56% → 4.00%Shares -1.63K (-2.34%)
- MDTWeight increased · +0.52 pp0.72% → 1.24%Shares +12.15K (+82.14%)
- BRK.BWeight increased · +0.50 pp10.86% → 11.36%Shares -466 (-0.91%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $21.44M | 11.36% | 50.98K shares | 10.86% → 11.36%+0.50 pp -466 (-0.91%) | Reduced | ↗▾ |
| 02 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $7.55M | 4.00% | 68.27K shares | 4.56% → 4.00%-0.56 pp -1.63K (-2.34%) | Reduced | ↗▾ |
| 03 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $3.73M | 1.98% | 33.77K shares | 1.98% → 1.98%+0.00 pp +1.21K (+3.73%) | Added | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.73M | 1.98% | 24.70K shares | 1.58% → 1.98%+0.40 pp +5.64K (+29.62%) | Added | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.64M | 1.93% | 7.58K shares | 1.94% → 1.93%-0.01 pp +88 (+1.17%) | Added | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $3.41M | 1.81% | 8.11K shares | 1.82% → 1.81%-0.01 pp -65 (-0.80%) | Reduced | ↗▾ |
| 07 | MKLMARKEL GROUP INC View history and evidence | $3.16M | 1.68% | 2.08K shares | 1.76% → 1.68%-0.08 pp -11 (-0.53%) | Reduced | ↗▾ |
| 08 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $2.97M | 1.57% | 51.17K shares | 1.69% → 1.57%-0.12 pp +2.19K (+4.46%) | Added | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $2.39M | 1.27% | 10.46K shares | 1.25% → 1.27%+0.02 pp +559 (+5.65%) | Added | ↗▾ |
| 10 | MDTMEDTRONIC PLCSHS View history and evidence | $2.35M | 1.24% | 26.94K shares | 0.72% → 1.24%+0.52 pp +12.15K (+82.14%) | Added | ↗▾ |
Options overlay 21
$260.00K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
TAT&T INC View history and evidence | Call | 14.00K | $23.75K | +10.00K (+250.00%) | ▾ |
VZVERIZON COMMUNICATIONS INC View history and evidence | Call | 12.50K | $22.68K | -5.00K (-28.57%) | ▾ |
RTXRTX CORP View history and evidence | Call | 1.00K | $17.55K | -1.00K (-50.00%) | ▾ |
3 / 21 options · preview only
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PRU PRUDENTIAL FINANCIAL INC | Non-derivative | -9,660 | -$1.00M | SEC filing ↗ | SEC filing ↗ |
| GSK GSK PLC-SPON ADR | Non-derivative | -25,784 | -$955.54K | SEC filing ↗ | SEC filing ↗ |
| IFF INTL FLAVORS & FRAGRANCES | Non-derivative | -8,053 | -$652.01K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1703556 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 188976947
}Research all 209 reported holdings.
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