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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
JEPQJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$10,986
200 shares@ $54.93 avg price
5290⤦Lxp Industrial Trust
Recent Activity
Exited
0%
$10,600
200 shares@ $53.0 avg price
4540⤦Indexiq Etf Tr
Recent Activity
Exited
0%
$10,061
454 shares@ $22.17 avg price
DOCNDigitalocean Hldgs Inc
Recent Activity
Exited
0%
$8,078
200 shares@ $40.39 avg price
GEMGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$7,762
221 shares@ $35.13 avg price
OXYOccidental Pete Corp
Recent Activity
Exited
0%
$5,816
113 shares@ $51.47 avg price
SBIOAlps Etf Tr
Recent Activity
Exited
0%
$5,730
15,500 shares@ $0.37 avg price
ETSYEtsy Inc
Recent Activity
Exited
0%
$5,553
100 shares@ $55.53 avg price
YOLOAdvisorshares Tr
Recent Activity
Exited
0%
$1,631
500 shares@ $3.27 avg price
IJRIshares Tr
Recent Activity
Exited
0%
$819
7 shares@ $117.0 avg price