Green Ridge Wealth Planning LLC
CIK
2117069
City
MONTVILLE
State / Country
NJ
Top Portfolio Positions
50 positions ·
$76,817,116 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
36,893 | $21,293,901 | 27.72% | |
| AAPL |
Apple Inc.
Technology
|
33,926 | $8,610,079 | 11.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,591 | $5,921,147 | 7.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,124 | $5,232,575 | 6.81% | |
| NVDA |
Nvidia Corp
Technology
|
23,975 | $4,181,240 | 5.44% | |
| MSFT |
Microsoft Corp
Technology
|
10,626 | $3,933,426 | 5.12% | |
| IAU |
Ishares Gold Trust
|
30,733 | $2,709,421 | 3.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,629 | $2,360,083 | 3.07% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
10,670 | $2,170,598 | 2.83% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,095 | $1,770,742 | 2.31% |
Portfolio Trend
2 quarters · across all stocks
Holdings in NXJ
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,450 | 11,500 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $164,320 | 13,000 | Shares | Sole | 2026-03-11 | |
| No 13F history on record for this holder in this stock. | ||||||