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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 200.75%
0.09%
$166,379
6,090 shares@ $27.33 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 0.23%
0.08%
$150,521
4,800 shares@ $31.36 avg price
USRTIshares Tr
Recent Activity
Increased 102.29%
0.07%
$142,358
2,484 shares@ $57.31 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 32.31%
0.07%
$140,311
3,186 shares@ $44.04 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 7.41%
0.07%
$132,859
145 shares@ $916.27 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 56.5%
0.07%
$128,816
554 shares@ $232.52 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100%
0.06%
$123,136
6,656 shares@ $18.5 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 0.74%
0.06%
$111,881
3,153 shares@ $35.49 avg price
PBRPetroleo Brasileiro Sa Petro
Recent Activity
Increased 28.34%
0.06%
$107,842
23,101 shares@ $4.67 avg price
EDUCEducational Dev Corp
Recent Activity
Increased 158.76%
0.05%
$99,564
60,342 shares@ $1.65 avg price