0001606587-22-001850.txt : 20221013 0001606587-22-001850.hdr.sgml : 20221013 20221013091655 ACCESSION NUMBER: 0001606587-22-001850 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221013 DATE AS OF CHANGE: 20221013 EFFECTIVENESS DATE: 20221013 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ridgewood Investments LLC CENTRAL INDEX KEY: 0001703556 IRS NUMBER: 203507122 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18012 FILM NUMBER: 221308212 BUSINESS ADDRESS: STREET 1: 623 MORRIS AVENUE CITY: SPRINGFIELD STATE: NJ ZIP: 07081 BUSINESS PHONE: 9735446970 MAIL ADDRESS: STREET 1: 623 MORRIS AVENUE CITY: SPRINGFIELD STATE: NJ ZIP: 07081 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001703556 XXXXXXXX 09-30-2022 09-30-2022 false Ridgewood Investments LLC
623 MORRIS AVENUE SPRINGFIELD NJ 07081
13F HOLDINGS REPORT 028-18012 N
Kaushal Majmudar Managing Partner 9735446970 Kaushal Majmudar Springfield NJ 10-12-2022 0 176 120089 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 22ND CENTY GROUP INC COM 90137F103 27 29000 SH SOLE NONE 0 0 29000 3M CO COM 88579Y101 1692 15308 SH SOLE NONE 0 0 15308 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 324 1259 SH SOLE NONE 0 0 1259 ACME UTD CORP COM 004816104 557 24192 SH SOLE NONE 0 0 24192 ACTIVISION BLIZZARD INC COM 00507V109 483 6501 SH SOLE NONE 0 0 6501 AFLAC INC COM 001055102 1011 17990 SH SOLE NONE 0 0 17990 AGNICO EAGLE MINES LTD COM 008474108 310 7349 SH SOLE NONE 0 0 7349 ALPHABET INC CAP STK CL A 02079K305 1580 16515 SH SOLE NONE 0 0 16515 ALPHABET INC CAP STK CL C 02079K107 1432 14896 SH SOLE NONE 0 0 14896 AMAZON COM INC COM 023135106 873 7722 SH SOLE NONE 0 0 7722 AMERICAN EXPRESS CO COM 025816109 459 3405 SH SOLE NONE 0 0 3405 AMERICAN TOWER CORP NEW COM 03027X100 823 3833 SH SOLE NONE 0 0 3833 AMGEN INC COM 031162100 429 1905 SH SOLE NONE 0 0 1905 ANALOG DEVICES INC COM 032654105 252 1808 SH SOLE NONE 0 0 1808 AON PLC SHS CL A G0403H108 547 2041 SH SOLE NONE 0 0 2041 APPLE INC COM 037833100 625 4519 SH SOLE NONE 0 0 4519 ARCHER DANIELS MIDLAND CO COM 039483102 253 3151 SH SOLE NONE 0 0 3151 AT&T INC COM 00206R102 549 35776 SH SOLE NONE 0 0 35776 AT&T INC COM 00206R102 0 10000 SH Call SOLE NONE 0 0 10000 AUTOSCOPE TECHNOLOGIES CORP COM 053306106 69 15185 SH SOLE NONE 0 0 15185 AXOS FINANCIAL INC COM 05465C100 683 19963 SH SOLE NONE 0 0 19963 B. RILEY FINANCIAL INC COM 05580M108 437 9826 SH SOLE NONE 0 0 9826 BANK OZK COM 06417N103 703 17774 SH SOLE NONE 0 0 17774 BARRICK GOLD CORP COM 067901108 390 25147 SH SOLE NONE 0 0 25147 BAXTER INTL INC COM 071813109 222 4120 SH SOLE NONE 0 0 4120 BECTON DICKINSON & CO COM 075887109 509 2286 SH SOLE NONE 0 0 2286 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14159 53027 SH SOLE NONE 0 0 53027 BEST BUY INC COM 086516101 459 7248 SH SOLE NONE 0 0 7248 BHP GROUP LTD SPONSORED ADS 088606108 339 6768 SH SOLE NONE 0 0 6768 BIOMERICA INC COM NEW 09061H307 236 60000 SH SOLE NONE 0 0 60000 BOEING CO COM 097023105 440 3631 SH SOLE NONE 0 0 3631 BP PLC SPONSORED ADR 055622104 268 9389 SH SOLE NONE 0 0 9389 BRISTOL-MYERS SQUIBB CO COM 110122108 662 9316 SH SOLE NONE 0 0 9316 CANAAN INC SPONSORED ADS 134748102 64 19500 SH SOLE NONE 0 0 19500 CARDINAL HEALTH INC COM 14149Y108 1463 21943 SH SOLE NONE 0 0 21943 CARTERS INC COM 146229109 248 3789 SH SOLE NONE 0 0 3789 CISCO SYS INC COM 17275R102 606 15153 SH SOLE NONE 0 0 15153 CITIGROUP INC COM NEW 172967424 1099 26362 SH SOLE NONE 0 0 26362 CITIZENS FINL GROUP INC COM 174610105 368 10721 SH SOLE NONE 0 0 10721 CITRIX SYS INC COM 177376100 364 3506 SH SOLE NONE 0 0 3506 CLOROX CO DEL COM 189054109 506 3944 SH SOLE NONE 0 0 3944 COMCAST CORP NEW CL A 20030N101 633 21571 SH SOLE NONE 0 0 21571 CONAGRA BRANDS INC COM 205887102 563 17257 SH SOLE NONE 0 0 17257 CORE LABORATORIES N V COM N22717107 394 29252 SH SOLE NONE 0 0 29252 COTERRA ENERGY INC COM 127097103 857 32797 SH SOLE NONE 0 0 32797 COVETRUS INC COM 22304C100 200 9600 SH SOLE NONE 0 0 9600 DEERE & CO COM 244199105 1007 3015 SH SOLE NONE 0 0 3015 DOCUSIGN INC COM 256163106 223 4170 SH SOLE NONE 0 0 4170 EBAY INC. COM 278642103 645 17517 SH SOLE NONE 0 0 17517 EMERGENT BIOSOLUTIONS INC COM 29089Q105 210 10004 SH SOLE NONE 0 0 10004 EMERSON ELEC CO COM 291011104 303 4142 SH SOLE NONE 0 0 4142 ENERGIZER HLDGS INC NEW COM 29272W109 365 14507 SH SOLE NONE 0 0 14507 EZCORP INC CL A NON VTG 302301106 386 50000 SH SOLE NONE 0 0 50000 FARMER BROS CO COM 307675108 570 121563 SH SOLE NONE 0 0 121563 FAT BRANDS INC CLASS A COM 30258N105 508 68493 SH SOLE NONE 0 0 68493 FEDERATED HERMES INC CL B 314211103 211 6368 SH SOLE NONE 0 0 6368 FEDEX CORP COM 31428X106 377 2538 SH SOLE NONE 0 0 2538 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 574 13855 SH SOLE NONE 0 0 13855 GILEAD SCIENCES INC COM 375558103 1425 23093 SH SOLE NONE 0 0 23093 GLATFELTER CORPORATION COM 377320106 113 36491 SH SOLE NONE 0 0 36491 GOLDMAN SACHS GROUP INC COM 38141G104 1085 3702 SH SOLE NONE 0 0 3702 GRACO INC COM 384109104 1032 17209 SH SOLE NONE 0 0 17209 GRAINGER W W INC COM 384802104 615 1256 SH SOLE NONE 0 0 1256 GRIFOLS S A SP ADR REP B NVT 398438408 363 58997 SH SOLE NONE 0 0 58997 HANESBRANDS INC COM 410345102 833 119721 SH SOLE NONE 0 0 119721 HCI GROUP INC COM 40416E103 426 10874 SH SOLE NONE 0 0 10874 HELMERICH & PAYNE INC COM 423452101 227 6133 SH SOLE NONE 0 0 6133 HENRY SCHEIN INC COM 806407102 1743 26500 SH SOLE NONE 0 0 26500 HERITAGE GLOBAL INC COM 42727E103 246 153000 SH SOLE NONE 0 0 153000 HOME DEPOT INC COM 437076102 850 3080 SH SOLE NONE 0 0 3080 HUBSPOT INC COM 443573100 449 1662 SH SOLE NONE 0 0 1662 HUNTINGTON BANCSHARES INC COM 446150104 788 59756 SH SOLE NONE 0 0 59756 INTEL CORP COM 458140100 1010 39209 SH SOLE NONE 0 0 39209 INTERNATIONAL BUSINESS MACHS COM 459200101 1093 9203 SH SOLE NONE 0 0 9203 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 265 5360 SH SOLE NONE 0 0 5360 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1855 32078 SH SOLE NONE 0 0 32078 INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 697 28262 SH SOLE NONE 0 0 28262 INVESCO QQQ TR UNIT SER 1 46090E103 1075 4021 SH SOLE NONE 0 0 4021 ISHARES TR CORE S&P MCP ETF 464287507 503 2292 SH SOLE NONE 0 0 2292 ISHARES TR 7-10 YR TRSY BD 464287440 371 3864 SH SOLE NONE 0 0 3864 ISHARES TR IBOXX INV CP ETF 464287242 604 5897 SH SOLE NONE 0 0 5897 ISHARES TR MRGSTR MD CP GRW 464288307 255 5059 SH SOLE NONE 0 0 5059 ISHARES TR PFD AND INCM SEC 464288687 307 9684 SH SOLE NONE 0 0 9684 ISHARES TR MSCI USA MIN VOL 46429B697 1121 16959 SH SOLE NONE 0 0 16959 ISHARES TR CMBS ETF 46429B366 336 7318 SH SOLE NONE 0 0 7318 ISHARES TR CORE MSCI EAFE 46432F842 305 5783 SH SOLE NONE 0 0 5783 ISHARES TR CONV BD ETF 46435G102 278 4039 SH SOLE NONE 0 0 4039 JOHNSON & JOHNSON COM 478160104 650 3976 SH SOLE NONE 0 0 3976 JPMORGAN CHASE & CO COM 46625H100 232 2220 SH SOLE NONE 0 0 2220 KB HOME COM 48666K109 322 12434 SH SOLE NONE 0 0 12434 KIMBERLY-CLARK CORP COM 494368103 1002 8903 SH SOLE NONE 0 0 8903 KINDER MORGAN INC DEL COM 49456B101 393 23611 SH SOLE NONE 0 0 23611 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 617 40091 SH SOLE NONE 0 0 40091 LEGGETT & PLATT INC COM 524660107 205 6170 SH SOLE NONE 0 0 6170 LOEWS CORP COM 540424108 214 4289 SH SOLE NONE 0 0 4289 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1020 13548 SH SOLE NONE 0 0 13548 M D C HLDGS INC COM 552676108 323 11781 SH SOLE NONE 0 0 11781 MANCHESTER UTD PLC NEW ORD CL A G5784H106 179 13518 SH SOLE NONE 0 0 13518 MARKEL CORP COM 570535104 2324 2143 SH SOLE NONE 0 0 2143 MEDTRONIC PLC SHS G5960L103 590 7310 SH SOLE NONE 0 0 7310 MERCK & CO INC COM 58933Y105 749 8694 SH SOLE NONE 0 0 8694 META PLATFORMS INC CL A 30303M102 616 4541 SH SOLE NONE 0 0 4541 MICROCHIP TECHNOLOGY INC. COM 595017104 459 7528 SH SOLE NONE 0 0 7528 MICROSOFT CORP COM 594918104 947 4068 SH SOLE NONE 0 0 4068 MIDDLEBY CORP COM 596278101 688 5371 SH SOLE NONE 0 0 5371 MSC INDL DIRECT INC CL A 553530106 1120 15381 SH SOLE NONE 0 0 15381 NEWMONT CORP COM 651639106 569 13549 SH SOLE NONE 0 0 13549 NORTONLIFELOCK INC COM 668771108 254 12608 SH SOLE NONE 0 0 12608 OLD REP INTL CORP COM 680223104 1216 58121 SH SOLE NONE 0 0 58121 ORACLE CORP COM 68389X105 469 7684 SH SOLE NONE 0 0 7684 ORGANON & CO COMMON STOCK 68622V106 731 31241 SH SOLE NONE 0 0 31241 PARAMOUNT GLOBAL CLASS B COM 92556H206 434 22787 SH SOLE NONE 0 0 22787 PAYPAL HLDGS INC COM 70450Y103 808 9391 SH SOLE NONE 0 0 9391 PEPSICO INC COM 713448108 242 1481 SH SOLE NONE 0 0 1481 PERRIGO CO PLC SHS G97822103 320 8967 SH SOLE NONE 0 0 8967 PHILIP MORRIS INTL INC COM 718172109 256 3080 SH SOLE NONE 0 0 3080 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 251 2542 SH SOLE NONE 0 0 2542 POLARIS INC COM 731068102 232 2430 SH SOLE NONE 0 0 2430 PRICE T ROWE GROUP INC COM 74144T108 377 3594 SH SOLE NONE 0 0 3594 PROGRESSIVE CORP COM 743315103 213 1831 SH SOLE NONE 0 0 1831 PRUDENTIAL FINL INC COM 744320102 1339 15604 SH SOLE NONE 0 0 15604 QUALCOMM INC COM 747525103 1455 12878 SH SOLE NONE 0 0 12878 QUEST DIAGNOSTICS INC COM 74834L100 246 2007 SH SOLE NONE 0 0 2007 RCI HOSPITALITY HLDGS INC COM 74934Q108 1631 24958 SH SOLE NONE 0 0 24958 RESEARCH SOLUTIONS INC COM 761025105 236 115537 SH SOLE NONE 0 0 115537 RLX TECHNOLOGY INC SPONSORED ADS 74969N103 17 16000 SH SOLE NONE 0 0 16000 ROBLOX CORP CL A 771049103 408 11389 SH SOLE NONE 0 0 11389 ROCKY MTN CHOCOLATE FACTORY COM 77467X101 218 36280 SH SOLE NONE 0 0 36280 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 228 5672 SH SOLE NONE 0 0 5672 SABRE CORP COM 78573M104 0 15000 SH Call SOLE NONE 0 0 15000 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 203 7227 SH SOLE NONE 0 0 7227 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 333 6900 SH SOLE NONE 0 0 6900 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 395 8031 SH SOLE NONE 0 0 8031 SCHWAB STRATEGIC TR US TIPS ETF 808524870 386 7450 SH SOLE NONE 0 0 7450 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 447 6732 SH SOLE NONE 0 0 6732 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 378 9000 SH SOLE NONE 0 0 9000 SCHWEITZER-MAUDUIT INTL INC COM 808541106 301 13613 SH SOLE NONE 0 0 13613 SCOTTS MIRACLE-GRO CO CL A 810186106 547 12803 SH SOLE NONE 0 0 12803 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 895 38535 SH SOLE NONE 0 0 38535 SPARK NETWORKS SE SPONSORED ADS 846517100 406 212456 SH SOLE NONE 0 0 212456 SPDR SER TR PORTFLI TIPS ETF 78464A656 457 18017 SH SOLE NONE 0 0 18017 SPDR SER TR BLOOMBERG INVT 78468R200 557 18395 SH SOLE NONE 0 0 18395 SRAX INC CL A 78472M106 94 54820 SH SOLE NONE 0 0 54820 STANLEY BLACK & DECKER INC COM 854502101 416 5529 SH SOLE NONE 0 0 5529 STARBUCKS CORP COM 855244109 494 5858 SH SOLE NONE 0 0 5858 SURGEPAYS INC COM NEW 86882L204 221 48510 SH SOLE NONE 0 0 48510 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 596 8692 SH SOLE NONE 0 0 8692 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 512 39464 SH SOLE NONE 0 0 39464 TELEPHONE & DATA SYS INC COM NEW 879433829 542 39011 SH SOLE NONE 0 0 39011 TESLA INC COM 88160R101 418 1576 SH SOLE NONE 0 0 1576 THE ONE GROUP HOSPITALITY IN COM 88338K103 320 48249 SH SOLE NONE 0 0 48249 TRACTOR SUPPLY CO COM 892356106 744 4000 SH SOLE NONE 0 0 4000 TRICO BANCSHARES COM 896095106 279 6249 SH SOLE NONE 0 0 6249 TRXADE HEALTH INC COM NEW 89846A207 227 200600 SH SOLE NONE 0 0 200600 TWITTER INC COM 90184L102 203 4622 SH SOLE NONE 0 0 4622 UNILEVER PLC SPON ADR NEW 904767704 562 12822 SH SOLE NONE 0 0 12822 UNITED THERAPEUTICS CORP DEL COM 91307C102 670 3200 SH SOLE NONE 0 0 3200 US BANCORP DEL COM NEW 902973304 220 5464 SH SOLE NONE 0 0 5464 VALE S A SPONSORED ADS 91912E105 589 44216 SH SOLE NONE 0 0 44216 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 880 11765 SH SOLE NONE 0 0 11765 VANGUARD BD INDEX FDS INTERMED TERM 921937819 491 6683 SH SOLE NONE 0 0 6683 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1036 5770 SH SOLE NONE 0 0 5770 VANGUARD INDEX FDS MID CAP ETF 922908629 1565 8326 SH SOLE NONE 0 0 8326 VANGUARD INDEX FDS SMALL CP ETF 922908751 1636 9569 SH SOLE NONE 0 0 9569 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 811 4758 SH SOLE NONE 0 0 4758 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2752 8383 SH SOLE NONE 0 0 8383 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2573 32624 SH SOLE NONE 0 0 32624 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 820 11042 SH SOLE NONE 0 0 11042 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 452 7827 SH SOLE NONE 0 0 7827 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 467 10364 SH SOLE NONE 0 0 10364 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1603 26856 SH SOLE NONE 0 0 26856 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 534 3953 SH SOLE NONE 0 0 3953 VERIS RESIDENTIAL INC COM 554489104 183 16084 SH SOLE NONE 0 0 16084 VERIZON COMMUNICATIONS INC COM 92343V104 1062 27957 SH SOLE NONE 0 0 27957 WALGREENS BOOTS ALLIANCE INC COM 931427108 947 30174 SH SOLE NONE 0 0 30174 WHITESTONE REIT COM 966084204 249 29388 SH SOLE NONE 0 0 29388