Ridgecrest Wealth Partners

Latest statistics and disclosures from Ridgecrest Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Ridgecrest Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ridgecrest Wealth Partners

Companies in the Ridgecrest Wealth Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.2 $8.6M 71k 122.15
Spdr Ser Tr Spdr Bloomberg (BIL) 6.5 $6.8M 75k 91.50
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 5.9 $6.1M 121k 50.76
Brunswick Corporation (BC) 4.4 $4.6M 48k 95.37
S&p Global (SPGI) 4.4 $4.6M 13k 352.85
Procter & Gamble Company (PG) 3.1 $3.3M 24k 135.43
Ishares Tr Core S&p500 Etf (IVV) 3.1 $3.2M 8.1k 397.85
Goldman Sachs Etf Tr Acces Treasury (GBIL) 2.7 $2.8M 28k 100.11
Ishares Tr Core S&p Ttl Stk (ITOT) 2.6 $2.7M 29k 91.61
Chevron Corporation (CVX) 2.4 $2.5M 24k 104.79
Alphabet Cap Stk Cl C (GOOG) 2.2 $2.3M 1.1k 2068.43
Franklin Etf Tr Liberty Shrt Etf (FTSD) 2.1 $2.2M 24k 95.21
Pfizer (PFE) 2.1 $2.2M 62k 36.23
Alphabet Cap Stk Cl A (GOOGL) 2.0 $2.1M 1.0k 2062.50

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Microsoft Corporation (MSFT) 2.0 $2.1M 8.8k 235.72
Tesla Motors (TSLA) 1.8 $1.9M 2.8k 667.84
Ishares Tr Tips Bd Etf (TIP) 1.8 $1.9M 15k 125.51
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.7 $1.8M 33k 54.69
Johnson & Johnson (JNJ) 1.6 $1.6M 10k 164.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $1.6M 4.0k 396.27
International Business Machines (IBM) 1.5 $1.5M 12k 133.23
Merck & Co (MRK) 1.4 $1.5M 19k 77.07
Verizon Communications (VZ) 1.4 $1.5M 25k 58.17
JPMorgan Chase & Co. (JPM) 1.3 $1.4M 8.9k 152.23
Coca-Cola Company (KO) 1.2 $1.3M 25k 52.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.3M 3.6k 364.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.2M 15k 82.21
Union Pacific Corporation (UNP) 1.1 $1.2M 5.4k 220.48
Starbucks Corporation (SBUX) 1.1 $1.1M 10k 109.22
Ishares Tr Core High Dv Etf (HDV) 1.0 $1.1M 12k 94.92
Norfolk Southern (NSC) 1.0 $1.1M 3.9k 268.51
Walt Disney Company (DIS) 1.0 $1.1M 5.7k 184.49
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.0M 9.0k 113.84
At&t (T) 1.0 $1.0M 34k 30.26
Cisco Systems (CSCO) 0.9 $942k 18k 51.72
Colgate-Palmolive Company (CL) 0.9 $929k 12k 78.79
Abbvie (ABBV) 0.9 $897k 8.3k 108.20
Home Depot (HD) 0.8 $883k 2.9k 305.32
Abbott Laboratories (ABT) 0.8 $874k 7.3k 119.81
Intel Corporation (INTC) 0.8 $867k 14k 64.03
Pgim Etf Tr Ultra Short (PULS) 0.7 $784k 16k 49.83
Exxon Mobil Corporation (XOM) 0.6 $678k 12k 55.82
Bristol Myers Squibb (BMY) 0.6 $618k 9.8k 63.18
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $601k 10k 59.01
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.6 $598k 20k 30.67
Sunrun (RUN) 0.6 $590k 9.8k 60.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $482k 2.3k 206.87
Adobe Systems Incorporated (ADBE) 0.5 $475k 1.0k 475.00
Clorox Company (CLX) 0.4 $463k 2.4k 192.92
3M Company (MMM) 0.4 $460k 2.4k 192.87
Amazon (AMZN) 0.4 $439k 142.00 3091.55
Oracle Corporation (ORCL) 0.4 $431k 6.1k 70.22
Amgen (AMGN) 0.4 $415k 1.7k 248.80
Facebook Cl A (FB) 0.4 $406k 1.4k 294.84
Gilead Sciences (GILD) 0.4 $404k 6.3k 64.59
Honeywell International (HON) 0.4 $402k 1.9k 217.30
Pepsi (PEP) 0.4 $400k 2.8k 141.59
Baxter International (BAX) 0.4 $395k 4.7k 84.44
Wal-Mart Stores (WMT) 0.4 $387k 2.9k 135.79
Charles Schwab Corporation (SCHW) 0.3 $359k 5.5k 65.18
Netflix (NFLX) 0.3 $355k 681.00 521.29
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $344k 2.9k 118.05
McDonald's Corporation (MCD) 0.3 $334k 1.5k 224.01
Comcast Corp Cl A (CMCSA) 0.3 $332k 6.1k 54.12
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.3 $308k 5.9k 51.79
UnitedHealth (UNH) 0.3 $300k 806.00 372.21
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $298k 4.7k 64.09
Bank of America Corporation (BAC) 0.3 $294k 7.6k 38.68
United Parcel Service CL B (UPS) 0.3 $285k 1.7k 170.15
Nextera Energy (NEE) 0.3 $272k 3.6k 75.56
Travelers Companies (TRV) 0.3 $268k 1.8k 150.65
Ark Etf Tr Genomic Rev Etf (ARKG) 0.3 $266k 3.0k 88.67
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $255k 1.0k 255.00
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $255k 3.7k 68.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $243k 2.4k 101.25
Texas Instruments Incorporated (TXN) 0.2 $240k 1.3k 188.98
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.2 $234k 21k 11.12
Anthem (ANTM) 0.2 $230k 640.00 359.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $230k 4.5k 51.53
Kimberly-Clark Corporation (KMB) 0.2 $229k 1.7k 138.79
Blackstone Group Inc Com Cl A (BX) 0.2 $224k 3.0k 74.67
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $223k 3.6k 61.43
Fortune Brands (FBHS) 0.2 $220k 2.3k 95.65
Caterpillar (CAT) 0.2 $220k 950.00 231.58
McKesson Corporation (MCK) 0.2 $203k 1.0k 195.00
Lockheed Martin Corporation (LMT) 0.2 $203k 550.00 369.09
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $201k 3.9k 51.21
Ford Motor Company (F) 0.2 $174k 14k 12.25
Empire St Rlty Tr Cl A (ESRT) 0.1 $124k 11k 11.09
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $61k 10k 6.10
T2 Biosystems (TTOO) 0.0 $16k 10k 1.60
Aileron Therapeutics (ALRN) 0.0 $14k 10k 1.40

Past Filings by Ridgecrest Wealth Partners

SEC 13F filings are viewable for Ridgecrest Wealth Partners going back to 2021