Shira Ridge Wealth Management Portfolio Holdings
Q3 2025•85 long positions•$235.7M portfolio value
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Holding89 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $38.6M 16.39% | -$363.5K Sold | — 284.8K shares | 287.4K → 284.8K −$363.5K | -0.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.8M 10.11% | +$348.7K Bought | — 520.8K shares | 513.1K → 520.8K +$348.7K | +1.49% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.2M 5.19% | +$46.7K Bought | — 97.1K shares | 96.8K → 97.1K +$46.7K | +0.38% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.1M 5.14% | +$168.9K Bought | — 130.3K shares | 128.5K → 130.3K +$168.9K | +1.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.9M 4.19% | +$206.5K Bought | — 271.7K shares | 266.0K → 271.7K +$206.5K | +2.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.9M 4.18% | +$94.8K Bought | — 180.5K shares | 178.7K → 180.5K +$94.8K | +0.97% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $9.2M 3.92% | -$200.9K Sold | — 89.6K shares | 91.5K → 89.6K −$200.9K | -2.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.8M 3.75% | +$134.8K Bought | — 57.3K shares | 56.5K → 57.3K +$134.8K | +1.55% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.6M 3.63% | +$481.4K Bought | — 177.8K shares | 167.8K → 177.8K +$481.4K | +5.95% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $7.8M 3.29% | +$185.9K Bought | 0.0% 30.5K shares | 29.8K → 30.5K +$185.9K | +2.45% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.9M 2.91% | +$736.2K Bought | — 115.8K shares | 103.4K → 115.8K +$736.2K | +12.03% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.0M 2.55% | -$190.2K Sold | — 137.2K shares | 141.5K → 137.2K −$190.2K | -3.06% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $5.8M 2.44% | +$117.2K Bought | — 26.7K shares | 26.1K → 26.7K +$117.2K | +2.08% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $4.6M 1.94% | -$71.1K Sold | — 15.6K shares | 15.8K → 15.6K −$71.1K | -1.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.1M 1.73% | +$581.3K Bought | — 79.9K shares | 68.5K → 79.9K +$581.3K | +16.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.1M 1.73% | -$63.5K Sold | — 5.5K shares | 5.5K → 5.5K −$63.5K | -1.54% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.0M 1.69% | -$237.8K Sold | — 85.3K shares | 90.4K → 85.3K −$237.8K | -5.63% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $3.8M 1.62% | +$974.2 Bought | 0.0% 15.6K shares | 15.6K → 15.6K +$974.2 | +0.03% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 1.48% | -$165.3K Sold | — 41.9K shares | 43.9K → 41.9K −$165.3K | -4.54% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $3.3M 1.41% | +$234.9K Bought | — 43.6K shares | 40.5K → 43.6K +$234.9K | +7.58% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $3.3M 1.41% | +$1.0K Bought | 0.0% 6.4K shares | 6.4K → 6.4K +$1.0K | +0.03% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 1.4% | -$4.0K Sold | — 56.7K shares | 56.8K → 56.7K −$4.0K | -0.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 1.35% | -$937.1K Sold | — 66.2K shares | 85.7K → 66.2K −$937.1K | -22.78% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.4M 1.01% | — | — 22.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.909% | -$389.0K Sold | — 92.6K shares | 109.4K → 92.6K −$389.0K | -15.37% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.8M 0.744% | — | — 17.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.7M 0.72% | +$48.6K Bought | 0.0% 7.0K shares | 6.8K → 7.0K +$48.6K | +2.95% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.703% | +$142.1K Bought | — 5.0K shares | 4.6K → 5.0K +$142.1K | +9.39% | — — | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $1.5M 0.651% | +$11.1K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$11.1K | +0.73% | $410.27B Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.4M 0.591% | +$5.1K Bought | 0.0% 1.9K shares | 1.9K → 1.9K +$5.1K | +0.37% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $1.3M 0.551% | +$33.8K Bought | 0.0% 7.0K shares | 6.8K → 7.0K +$33.8K | +2.67% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.518% | -$97.1K Sold | — 28.7K shares | 31.0K → 28.7K −$97.1K | -7.37% | — — | Q4 2022 Held for 2y 11m | |
Financial - Capital Markets Financial Services | $1.0M 0.445% | — | 0.001% 11.0K shares | — | — | $173.30B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $992.5K 0.421% | -$4.7K Sold | — 11.7K shares | 11.8K → 11.7K −$4.7K | -0.47% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $937.8K 0.398% | +$30.5K Bought | 0.0% 4.3K shares | 4.1K → 4.3K +$30.5K | +3.36% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $899.8K 0.382% | — | — 12.4K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $857.9K 0.364% | +$2.4K Bought | — 1.4K shares | 1.4K → 1.4K +$2.4K | +0.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $802.2K 0.34% | +$25.2K Bought | — 19.6K shares | 19.0K → 19.6K +$25.2K | +3.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $797.1K 0.338% | -$5.3K Sold | — 1.7K shares | 1.7K → 1.7K −$5.3K | -0.66% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $755.3K 0.32% | +$755.3K New | — 16.5K shares | 0 → 16.5K +$755.3K | New | — — | Q3 2025 Held for 2 months | |
Insurance - Brokers Financial Services | $739.4K 0.314% | +$604.6 Bought | 0.001% 3.7K shares | 3.7K → 3.7K +$604.6 | +0.08% | $99.1B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $704.4K 0.299% | -$24.4K Sold | — 12.4K shares | 12.8K → 12.4K −$24.4K | -3.34% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $684.7K 0.291% | +$26.5K Bought | 0.0% 2.2K shares | 2.1K → 2.2K +$26.5K | +4.02% | $867.35B Mega Cap | Q3 2023 Held for 2y 2m | |
Telecommunications Services Communication Services | $647.6K 0.275% | -$8.5K Sold | 0.002% 2.4K shares | 2.4K → 2.4K −$8.5K | -1.3% | $37.6B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $646.2K 0.274% | -$5.8K Sold | — 3.5K shares | 3.5K → 3.5K −$5.8K | -0.89% | — — | Q4 2022 Held for 2y 11m | |
REIT - Specialty Real Estate | $596.8K 0.253% | — | 0.001% 762.0 shares | — | — | $76.7B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $542.8K 0.23% | — | — 21.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Aerospace & Defense Industrials | $535.1K 0.227% | — | 0.001% 406.0 shares | — | — | $74.3B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $520.5K 0.221% | — | — 1.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $477.1K 0.202% | -$51.8K Sold | 0.0% 1.4K shares | 1.6K → 1.4K −$51.8K | -9.79% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m |
