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Kaushal Majmudar

@Ridgewood Investments Llc

Latest period2024 - Q4ReportedManaged Assets$207.362MTotal holdings679
Assets growth rate3.53%Assets growth rate (2-Q avg)1.87%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgewood Investments Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 679 positions.

Assets under management

The assets under management (AUM) of Ridgewood Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 207.362M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 1.87%. The portfolio is managed by Kaushal Majmudar, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SGOVIshares Tr
Recent Activity
Increased 713.31%
1.19%
$2.458M
24,505 shares@ $100.32 avg price
MDTMedtronic Plc
Recent Activity
Increased 11.06%
1.09%
$2.242M
29,007 shares@ $77.29 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Decreased -2.23%
1.03%
$2.132M
26,245 shares@ $81.25 avg price
VBVanguard Index Fds
Recent Activity
Increased 4.62%
1.01%
$2.083M
8,668 shares@ $240.29 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.55%
0.97%
$1.999M
28,556 shares@ $70.0 avg price
QCOMQualcomm Inc
Recent Activity
Increased 43.81%
0.96%
$1.975M
12,858 shares@ $153.63 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.81%
0.93%
$1.912M
3,740 shares@ $511.29 avg price
SNNSmith & Nephew Plc
Recent Activity
Increased 6.06%
0.91%
$1.868M
75,979 shares@ $24.58 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -0.98%
0.9%
$1.851M
35,330 shares@ $52.38 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -7.06%
0.87%
$1.796M
9,092 shares@ $197.5 avg price