Ridgecrest Wealth Partners

Ridgecrest Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for Ridgecrest Wealth Partners

Ridgecrest Wealth Partners holds 94 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.9 $13M 100k 129.93
Ishares Tr Core Div Grwth (DGRO) 8.2 $11M 216k 50.00
Chevron Corporation (CVX) 5.1 $6.7M 38k 179.49
Alphabet Cap Stk Cl A (GOOGL) 5.0 $6.6M 75k 88.23
Ishares Tr Core S&p500 Etf (IVV) 3.9 $5.1M 13k 384.21
Ishares Tr Core S&p Ttl Stk (ITOT) 3.8 $5.0M 59k 84.80
Procter & Gamble Company (PG) 3.8 $5.0M 33k 151.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $4.7M 13k 351.34
Broadcom (AVGO) 3.1 $4.1M 7.3k 559.13
Microsoft Corporation (MSFT) 2.8 $3.7M 15k 239.82
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $3.7M 24k 151.85
S&p Global (SPGI) 2.7 $3.5M 11k 334.94
Brunswick Corporation (BC) 2.5 $3.3M 46k 72.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $3.1M 8.0k 382.44
Pfizer (PFE) 2.0 $2.7M 53k 51.24
Johnson & Johnson (JNJ) 1.9 $2.5M 14k 176.65
Starbucks Corporation (SBUX) 1.8 $2.4M 24k 99.20
Alphabet Cap Stk Cl C (GOOG) 1.8 $2.3M 26k 88.73
Coca-Cola Company (KO) 1.5 $1.9M 30k 63.61
Ishares Tr Core High Dv Etf (HDV) 1.3 $1.7M 17k 104.24
Exxon Mobil Corporation (XOM) 1.3 $1.7M 16k 110.30
Sunrun (RUN) 1.3 $1.7M 72k 24.02
International Business Machines (IBM) 1.1 $1.4M 9.8k 140.89
Abbvie (ABBV) 1.0 $1.3M 8.2k 161.61
Cisco Systems (CSCO) 1.0 $1.3M 27k 47.64
JPMorgan Chase & Co. (JPM) 1.0 $1.3M 9.5k 134.10
Merck & Co (MRK) 0.9 $1.2M 11k 110.95
Amgen (AMGN) 0.9 $1.2M 4.6k 262.64
Verizon Communications (VZ) 0.9 $1.2M 30k 39.40
Union Pacific Corporation (UNP) 0.8 $1.1M 5.3k 207.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.1M 4.1k 266.28
Norfolk Southern (NSC) 0.8 $1.0M 4.1k 246.41
Abbott Laboratories (ABT) 0.7 $982k 8.9k 109.79
Bristol Myers Squibb (BMY) 0.7 $869k 12k 71.95
Home Depot (HD) 0.6 $832k 2.6k 315.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $748k 6.9k 108.21
Nextera Energy (NEE) 0.5 $709k 8.5k 83.60
Walt Disney Company (DIS) 0.5 $693k 8.0k 86.88
Pepsi (PEP) 0.5 $674k 3.7k 180.66
McDonald's Corporation (MCD) 0.5 $641k 2.4k 263.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $607k 3.2k 191.19
Oracle Corporation (ORCL) 0.5 $605k 7.4k 81.74
Costco Wholesale Corporation (COST) 0.5 $604k 1.3k 456.50
Intel Corporation (INTC) 0.4 $575k 22k 26.43
At&t (T) 0.4 $553k 30k 18.41
Caterpillar (CAT) 0.4 $534k 2.2k 239.56
Applied Materials (AMAT) 0.4 $528k 5.4k 97.38
Honeywell International (HON) 0.4 $507k 2.4k 214.30
Amazon (AMZN) 0.4 $499k 5.9k 84.00
Kimberly-Clark Corporation (KMB) 0.4 $485k 3.6k 135.75
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $480k 6.7k 72.10
Tesla Motors (TSLA) 0.4 $476k 3.9k 123.18
Adobe Systems Incorporated (ADBE) 0.4 $463k 1.4k 336.53
Charles Schwab Corporation (SCHW) 0.3 $459k 5.5k 83.26
Wal-Mart Stores (WMT) 0.3 $437k 3.1k 141.79
McKesson Corporation (MCK) 0.3 $428k 1.1k 375.12
Gilead Sciences (GILD) 0.3 $411k 4.8k 85.85
Bank of America Corporation (BAC) 0.3 $409k 12k 33.12
Clorox Company (CLX) 0.3 $404k 2.9k 140.33
Anthem (ELV) 0.3 $392k 765.00 512.97
Wells Fargo & Company (WFC) 0.3 $387k 9.4k 41.29
Travelers Companies (TRV) 0.3 $387k 2.1k 187.49
UnitedHealth (UNH) 0.3 $380k 716.00 530.18
United Parcel Service CL B (UPS) 0.3 $362k 2.1k 173.84
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $345k 1.0k 331.33
Ishares Tr Tips Bd Etf (TIP) 0.3 $340k 3.2k 106.44
Eli Lilly & Co. (LLY) 0.2 $311k 850.00 365.84
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $307k 2.5k 125.11
Public Storage (PSA) 0.2 $304k 1.1k 280.19
Brown Forman Corp CL B (BF.B) 0.2 $298k 4.5k 65.68
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $298k 4.2k 70.50
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $293k 3.9k 75.28
Lockheed Martin Corporation (LMT) 0.2 $287k 590.00 486.49
American Express Company (AXP) 0.2 $273k 1.8k 147.75
Ford Motor Company (F) 0.2 $270k 23k 11.63
Mondelez Intl Cl A (MDLZ) 0.2 $267k 4.0k 66.65
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $261k 3.7k 70.63
Netflix (NFLX) 0.2 $252k 854.00 294.75
Waste Management (WM) 0.2 $239k 1.5k 156.88
Laboratory Corp Amer Hldgs Com New 0.2 $236k 1.0k 235.48
Blackstone Group Inc Com Cl A (BX) 0.2 $234k 3.2k 74.19
Comcast Corp Cl A (CMCSA) 0.2 $233k 6.7k 34.97
Texas Instruments Incorporated (TXN) 0.2 $223k 1.3k 165.22
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $222k 11k 19.85
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $221k 1.5k 151.65
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $214k 4.6k 46.71
ConAgra Foods (CAG) 0.2 $211k 5.5k 38.70
General Mills (GIS) 0.2 $210k 2.5k 83.85
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.1 $139k 21k 6.60
Nerdwallet Com Cl A (NRDS) 0.1 $137k 14k 9.60
Empire St Rlty Tr Cl A (ESRT) 0.1 $75k 11k 6.74
Sirius Xm Holdings (SIRI) 0.1 $70k 12k 5.84
Nuveen Quality Pref. Inc. Fund II 0.1 $68k 10k 6.80
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.0 $50k 10k 5.02