North Ridge Wealth Advisors, Inc.
Top Portfolio Positions
109 positions ·
$10,989,174 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
11,105 | $4,110,737 | 37.41% |
| BA |
Boeing Co
Industrials
|
2,797 | $556,686 | 5.07% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,710 | $503,013 | 4.58% |
| ROK |
Rockwell Automation, Inc
Industrials
|
1,358 | $487,359 | 4.43% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,523 | $412,108 | 3.75% |
| MA |
Mastercard Inc
Financial Services
|
800 | $399,728 | 3.64% |
| AAPL |
Apple Inc.
Technology
|
1,280 | $324,851 | 2.96% |
| CAT |
Caterpillar Inc
Industrials
|
400 | $283,384 | 2.58% |
| SHEL |
Shell plc
Energy
|
2,952 | $274,536 | 2.50% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
650 | $241,637 | 2.20% |
Holdings in USBC
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18 | 47 | Shares | Sole | 2026-05-14 | |
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