Managing Partner

0001606587-22-001365.txt : 20220719 0001606587-22-001365.hdr.sgml : 20220719 20220719151049 ACCESSION NUMBER: 0001606587-22-001365 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220719 EFFECTIVENESS DATE: 20220719 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: 221091389 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 06-30-2022 06-30-2022 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 07-19-2022 0 186 127107 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 22ND CENTY GROUP INC COM 90137F103 62 29000 SH SOLE NONE 0 0 29000 3M CO COM 88579Y101 1834 14175 SH SOLE NONE 0 0 14175 ABBVIE INC COM 00287Y109 228 1486 SH SOLE NONE 0 0 1486 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 350 1259 SH SOLE NONE 0 0 1259 ACME UTD CORP COM 004816104 766 24192 SH SOLE NONE 0 0 24192 ACTIVISION BLIZZARD INC COM 00507V109 506 6501 SH SOLE NONE 0 0 6501 AFLAC INC COM 001055102 996 17996 SH SOLE NONE 0 0 17996 ALPHABET INC CAP STK CL A 02079K305 1752 804 SH SOLE NONE 0 0 804 ALPHABET INC CAP STK CL C 02079K107 1618 740 SH SOLE NONE 0 0 740 AMAZON COM INC COM 023135106 768 7231 SH SOLE NONE 0 0 7231 AMERICAN EXPRESS CO COM 025816109 472 3405 SH SOLE NONE 0 0 3405 AMERICAN TOWER CORP NEW COM 03027X100 985 3854 SH SOLE NONE 0 0 3854 AMGEN INC COM 031162100 500 2055 SH SOLE NONE 0 0 2055 ANALOG DEVICES INC COM 032654105 264 1808 SH SOLE NONE 0 0 1808 AON PLC SHS CL A G0403H108 550 2041 SH SOLE NONE 0 0 2041 APPLE INC COM 037833100 598 4371 SH SOLE NONE 0 0 4371 ARCHER DANIELS MIDLAND CO COM 039483102 245 3151 SH SOLE NONE 0 0 3151 AT&T INC COM 00206R102 751 35811 SH SOLE NONE 0 0 35811 AT&T INC COM 00206R102 3 11000 SH Call SOLE NONE 0 0 11000 AUTOSCOPE TECHNOLOGIES CORP COM 053306106 83 15185 SH SOLE NONE 0 0 15185 AXOS FINANCIAL INC COM 05465C100 726 20263 SH SOLE NONE 0 0 20263 B. RILEY FINANCIAL INC COM 05580M108 414 9803 SH SOLE NONE 0 0 9803 BANK OZK COM 06417N103 644 17168 SH SOLE NONE 0 0 17168 BECTON DICKINSON & CO COM 075887109 565 2292 SH SOLE NONE 0 0 2292 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14463 52975 SH SOLE NONE 0 0 52975 BEST BUY INC COM 086516101 356 5463 SH SOLE NONE 0 0 5463 BHP GROUP LTD SPONSORED ADS 088606108 332 5910 SH SOLE NONE 0 0 5910 BIOMERICA INC COM NEW 09061H307 173 60000 SH SOLE NONE 0 0 60000 BOEING CO COM 097023105 486 3557 SH SOLE NONE 0 0 3557 BRISTOL-MYERS SQUIBB CO COM 110122108 717 9316 SH SOLE NONE 0 0 9316 CANAAN INC SPONSORED ADS 134748102 63 19500 SH SOLE NONE 0 0 19500 CARDINAL HEALTH INC COM 14149Y108 1147 21948 SH SOLE NONE 0 0 21948 CARTERS INC COM 146229109 267 3794 SH SOLE NONE 0 0 3794 CBOE GLOBAL MKTS INC COM 12503M108 253 2239 SH SOLE NONE 0 0 2239 CISCO SYS INC COM 17275R102 537 12589 SH SOLE NONE 0 0 12589 CITIGROUP INC COM NEW 172967424 1120 24360 SH SOLE NONE 0 0 24360 CITRIX SYS INC COM 177376100 703 7235 SH SOLE NONE 0 0 7235 CLOROX CO DEL COM 189054109 613 4347 SH SOLE NONE 0 0 4347 COINBASE GLOBAL INC COM CL A 19260Q107 257 5459 SH SOLE NONE 0 0 5459 COMCAST CORP NEW CL A 20030N101 377 9620 SH SOLE NONE 0 0 9620 CONAGRA BRANDS INC COM 205887102 231 6745 SH SOLE NONE 0 0 6745 CORE LABORATORIES N V COM N22717107 475 23956 SH SOLE NONE 0 0 23956 COTERRA ENERGY INC COM 127097103 827 32085 SH SOLE NONE 0 0 32085 CSX CORP COM 126408103 213 7337 SH SOLE NONE 0 0 7337 DEERE & CO COM 244199105 903 3015 SH SOLE NONE 0 0 3015 DOCUSIGN INC COM 256163106 473 8252 SH SOLE NONE 0 0 8252 DRAFTKINGS INC NEW COM CL A 26142V105 207 17716 SH SOLE NONE 0 0 17716 EBAY INC. COM 278642103 682 16358 SH SOLE NONE 0 0 16358 EMERGENT BIOSOLUTIONS INC COM 29089Q105 311 10004 SH SOLE NONE 0 0 10004 EMERSON ELEC CO COM 291011104 329 4142 SH SOLE NONE 0 0 4142 ENERGIZER HLDGS INC NEW COM 29272W109 387 13638 SH SOLE NONE 0 0 13638 EZCORP INC CL A NON VTG 302301106 75 10000 SH SOLE NONE 0 0 10000 FARMER BROS CO COM 307675108 570 121563 SH SOLE NONE 0 0 121563 FAT BRANDS INC CLASS A COM 30258N105 510 68493 SH SOLE NONE 0 0 68493 FEDERATED HERMES INC CL B 314211103 203 6374 SH SOLE NONE 0 0 6374 FEDEX CORP COM 31428X106 386 1704 SH SOLE NONE 0 0 1704 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 568 13164 SH SOLE NONE 0 0 13164 FRANKLIN RESOURCES INC COM 354613101 204 8740 SH SOLE NONE 0 0 8740 GILEAD SCIENCES INC COM 375558103 1428 23101 SH SOLE NONE 0 0 23101 GLATFELTER CORPORATION COM 377320106 251 36497 SH SOLE NONE 0 0 36497 GOLDMAN SACHS GROUP INC COM 38141G104 1100 3702 SH SOLE NONE 0 0 3702 GRACO INC COM 384109104 1021 17191 SH SOLE NONE 0 0 17191 GRAINGER W W INC COM 384802104 571 1256 SH SOLE NONE 0 0 1256 GRIFOLS S A SP ADR REP B NVT 398438408 701 59004 SH SOLE NONE 0 0 59004 GSK PLC SPONSORED ADR 37733W105 457 10506 SH SOLE NONE 0 0 10506 HANESBRANDS INC COM 410345102 1141 110910 SH SOLE NONE 0 0 110910 HCI GROUP INC COM 40416E103 736 10855 SH SOLE NONE 0 0 10855 HELMERICH & PAYNE INC COM 423452101 264 6133 SH SOLE NONE 0 0 6133 HENRY SCHEIN INC COM 806407102 2034 26500 SH SOLE NONE 0 0 26500 HERITAGE GLOBAL INC COM 42727E103 220 146418 SH SOLE NONE 0 0 146418 HOME DEPOT INC COM 437076102 845 3080 SH SOLE NONE 0 0 3080 HUBSPOT INC COM 443573100 500 1662 SH SOLE NONE 0 0 1662 HUNTINGTON BANCSHARES INC COM 446150104 688 57151 SH SOLE NONE 0 0 57151 INTEL CORP COM 458140100 1279 34202 SH SOLE NONE 0 0 34202 INTERNATIONAL BUSINESS MACHS COM 459200101 969 6862 SH SOLE NONE 0 0 6862 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 266 5360 SH SOLE NONE 0 0 5360 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2043 32952 SH SOLE NONE 0 0 32952 INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 978 35435 SH SOLE NONE 0 0 35435 INVESCO QQQ TR UNIT SER 1 46090E103 1047 3736 SH SOLE NONE 0 0 3736 ISHARES INC MSCI EMERG MRKT 464286533 223 4015 SH SOLE NONE 0 0 4015 ISHARES TR CORE S&P MCP ETF 464287507 518 2292 SH SOLE NONE 0 0 2292 ISHARES TR 7-10 YR TRSY BD 464287440 345 3370 SH SOLE NONE 0 0 3370 ISHARES TR IBOXX INV CP ETF 464287242 598 5437 SH SOLE NONE 0 0 5437 ISHARES TR PFD AND INCM SEC 464288687 318 9684 SH SOLE NONE 0 0 9684 ISHARES TR ISHS 5-10YR INVT 464288638 218 4274 SH SOLE NONE 0 0 4274 ISHARES TR MSCI USA MIN VOL 46429B697 1197 17046 SH SOLE NONE 0 0 17046 ISHARES TR CMBS ETF 46429B366 328 6809 SH SOLE NONE 0 0 6809 ISHARES TR CORE MSCI EAFE 46432F842 482 8193 SH SOLE NONE 0 0 8193 ISHARES TR CONV BD ETF 46435G102 271 3913 SH SOLE NONE 0 0 3913 JOHNSON & JOHNSON COM 478160104 744 4190 SH SOLE NONE 0 0 4190 JPMORGAN CHASE & CO COM 46625H100 222 1971 SH SOLE NONE 0 0 1971 KB HOME COM 48666K109 358 12572 SH SOLE NONE 0 0 12572 KIMBERLY-CLARK CORP COM 494368103 1204 8910 SH SOLE NONE 0 0 8910 KINDER MORGAN INC DEL COM 49456B101 406 24245 SH SOLE NONE 0 0 24245 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 795 36926 SH SOLE NONE 0 0 36926 LEGGETT & PLATT INC COM 524660107 213 6165 SH SOLE NONE 0 0 6165 LOEWS CORP COM 540424108 254 4284 SH SOLE NONE 0 0 4284 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 916 10477 SH SOLE NONE 0 0 10477 M D C HLDGS INC COM 552676108 381 11785 SH SOLE NONE 0 0 11785 MANCHESTER UTD PLC NEW ORD CL A G5784H106 153 13744 SH SOLE NONE 0 0 13744 MARKEL CORP COM 570535104 2735 2115 SH SOLE NONE 0 0 2115 MEDTRONIC PLC SHS G5960L103 589 6559 SH SOLE NONE 0 0 6559 MERCK & CO INC COM 58933Y105 793 8694 SH SOLE NONE 0 0 8694 META PLATFORMS INC CL A 30303M102 613 3800 SH SOLE NONE 0 0 3800 MICROCHIP TECHNOLOGY INC. COM 595017104 438 7535 SH SOLE NONE 0 0 7535 MICROSOFT CORP COM 594918104 1011 3935 SH SOLE NONE 0 0 3935 MIDDLEBY CORP COM 596278101 674 5379 SH SOLE NONE 0 0 5379 MSC INDL DIRECT INC CL A 553530106 1140 15182 SH SOLE NONE 0 0 15182 NEWMONT CORP COM 651639106 228 3828 SH SOLE NONE 0 0 3828 NORTONLIFELOCK INC COM 668771108 277 12612 SH SOLE NONE 0 0 12612 NUVEEN CALIFORNIA AMT QLT MU COM 670651108 240 18659 SH SOLE NONE 0 0 18659 OLD REP INTL CORP COM 680223104 1057 47270 SH SOLE NONE 0 0 47270 ORACLE CORP COM 68389X105 448 6417 SH SOLE NONE 0 0 6417 ORGANON & CO COMMON STOCK 68622V106 933 27648 SH SOLE NONE 0 0 27648 PARAMOUNT GLOBAL CLASS B COM 92556H206 563 22795 SH SOLE NONE 0 0 22795 PAYPAL HLDGS INC COM 70450Y103 755 10815 SH SOLE NONE 0 0 10815 PEPSICO INC COM 713448108 421 2527 SH SOLE NONE 0 0 2527 PERRIGO CO PLC SHS G97822103 386 9509 SH SOLE NONE 0 0 9509 PFIZER INC COM 717081103 248 4737 SH SOLE NONE 0 0 4737 PHILIP MORRIS INTL INC COM 718172109 303 3069 SH SOLE NONE 0 0 3069 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 252 2542 SH SOLE NONE 0 0 2542 PINTEREST INC CL A 72352L106 390 21491 SH SOLE NONE 0 0 21491 POLARIS INC COM 731068102 324 3264 SH SOLE NONE 0 0 3264 PRICE T ROWE GROUP INC COM 74144T108 388 3419 SH SOLE NONE 0 0 3419 PROGRESSIVE CORP COM 743315103 254 2181 SH SOLE NONE 0 0 2181 PRUDENTIAL FINL INC COM 744320102 1469 15353 SH SOLE NONE 0 0 15353 QUALCOMM INC COM 747525103 1324 10362 SH SOLE NONE 0 0 10362 QUEST DIAGNOSTICS INC COM 74834L100 247 1858 SH SOLE NONE 0 0 1858 QUEST RESOURCE HLDG CORP COM NEW 74836W203 41 10000 SH SOLE NONE 0 0 10000 RAYTHEON TECHNOLOGIES CORP COM 75513E101 203 2117 SH SOLE NONE 0 0 2117 RCI HOSPITALITY HLDGS INC COM 74934Q108 1207 24958 SH SOLE NONE 0 0 24958 REALTY INCOME CORP COM 756109104 208 3048 SH SOLE NONE 0 0 3048 RESEARCH SOLUTIONS INC COM 761025105 206 115537 SH SOLE NONE 0 0 115537 RLX TECHNOLOGY INC SPONSORED ADS 74969N103 34 16000 SH SOLE NONE 0 0 16000 ROBLOX CORP CL A 771049103 381 11596 SH SOLE NONE 0 0 11596 ROCKY MTN CHOCOLATE FACTORY COM 77467X101 196 28480 SH SOLE NONE 0 0 28480 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 250 5948 SH SOLE NONE 0 0 5948 SABRE CORP COM 78573M104 160 27424 SH SOLE NONE 0 0 27424 SABRE CORP COM 78573M104 1 15000 SH Call SOLE NONE 0 0 15000 SAP SE SPON ADR 803054204 352 3878 SH SOLE NONE 0 0 3878 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 221 7021 SH SOLE NONE 0 0 7021 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 330 6700 SH SOLE NONE 0 0 6700 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 414 8031 SH SOLE NONE 0 0 8031 SCHWAB STRATEGIC TR US TIPS ETF 808524870 416 7450 SH SOLE NONE 0 0 7450 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 482 6732 SH SOLE NONE 0 0 6732 SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698 388 8700 SH SOLE NONE 0 0 8700 SCHWEITZER-MAUDUIT INTL INC COM 808541106 342 13618 SH SOLE NONE 0 0 13618 SCOTTS MIRACLE-GRO CO CL A 810186106 679 8591 SH SOLE NONE 0 0 8591 SMITH & NEPHEW PLC SPDN ADR NEW 83175M205 827 29622 SH SOLE NONE 0 0 29622 SPARK NETWORKS SE SPONSORED ADS 846517100 678 212456 SH SOLE NONE 0 0 212456 SPDR SER TR PORTFLI TIPS ETF 78464A656 445 16157 SH SOLE NONE 0 0 16157 SPDR SER TR BLOOMBERG INVT 78468R200 548 18196 SH SOLE NONE 0 0 18196 SPOTIFY TECHNOLOGY S A SHS L8681T102 438 4668 SH SOLE NONE 0 0 4668 STARBUCKS CORP COM 855244109 492 6438 SH SOLE NONE 0 0 6438 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 359 4397 SH SOLE NONE 0 0 4397 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 470 33450 SH SOLE NONE 0 0 33450 TELEPHONE & DATA SYS INC COM NEW 879433829 616 39015 SH SOLE NONE 0 0 39015 TESLA INC COM 88160R101 348 517 SH SOLE NONE 0 0 517 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1 15000 SH Call SOLE NONE 0 0 15000 THE ONE GROUP HOSPITALITY IN COM 88338K103 356 48249 SH SOLE NONE 0 0 48249 TRACTOR SUPPLY CO COM 892356106 775 4000 SH SOLE NONE 0 0 4000 TRICO BANCSHARES COM 896095106 286 6256 SH SOLE NONE 0 0 6256 TRXADE HEALTH INC COM NEW 89846A207 325 200600 SH SOLE NONE 0 0 200600 UNILEVER PLC SPON ADR NEW 904767704 588 12826 SH SOLE NONE 0 0 12826 UNITED THERAPEUTICS CORP DEL COM 91307C102 754 3200 SH SOLE NONE 0 0 3200 VALE S A SPONSORED ADS 91912E105 313 21391 SH SOLE NONE 0 0 21391 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 964 12551 SH SOLE NONE 0 0 12551 VANGUARD BD INDEX FDS INTERMED TERM 921937819 471 6064 SH SOLE NONE 0 0 6064 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1088 5769 SH SOLE NONE 0 0 5769 VANGUARD INDEX FDS MID CAP ETF 922908629 1608 8164 SH SOLE NONE 0 0 8164 VANGUARD INDEX FDS SMALL CP ETF 922908751 1663 9442 SH SOLE NONE 0 0 9442 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 856 4881 SH SOLE NONE 0 0 4881 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2861 8248 SH SOLE NONE 0 0 8248 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 203 1971 SH SOLE NONE 0 0 1971 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2738 32078 SH SOLE NONE 0 0 32078 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 881 11555 SH SOLE NONE 0 0 11555 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 434 7367 SH SOLE NONE 0 0 7367 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 501 10487 SH SOLE NONE 0 0 10487 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1699 26739 SH SOLE NONE 0 0 26739 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 567 3950 SH SOLE NONE 0 0 3950 VERIS RESIDENTIAL INC COM 554489104 213 16084 SH SOLE NONE 0 0 16084 VERIZON COMMUNICATIONS INC COM 92343V104 1260 24822 SH SOLE NONE 0 0 24822 WALGREENS BOOTS ALLIANCE INC COM 931427108 1087 28677 SH SOLE NONE 0 0 28677 WATERS CORP COM 941848103 201 606 SH SOLE NONE 0 0 606 WEBER INC CL A 94770D102 85 11810 SH SOLE NONE 0 0 11810 WHITESTONE REIT COM 966084204 316 29388 SH SOLE NONE 0 0 29388