Ridgecrest Wealth Partners

Ridgecrest Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Ridgecrest Wealth Partners

Ridgecrest Wealth Partners holds 107 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.2 $26M 105k 250.42
Ishares Tr Core Div Grwth (DGRO) 7.6 $14M 229k 61.34
Alphabet Cap Stk Cl A (GOOGL) 7.5 $14M 73k 189.30
NVIDIA Corporation (NVDA) 5.5 $10M 76k 134.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.4 $8.1M 15k 538.81
Microsoft Corporation (MSFT) 3.8 $7.0M 17k 421.50
Ishares Tr Core S&p Ttl Stk (ITOT) 3.7 $6.8M 53k 128.62
Ishares Tr Core S&p500 Etf (IVV) 3.6 $6.6M 11k 588.68
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $5.7M 29k 195.83
Procter & Gamble Company (PG) 2.9 $5.3M 31k 167.65
Chevron Corporation (CVX) 2.7 $4.9M 34k 144.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $4.7M 8.0k 586.09
Alphabet Cap Stk Cl C (GOOG) 2.5 $4.5M 24k 190.44
S&p Global (SPGI) 1.4 $2.6M 5.1k 498.03
Starbucks Corporation (SBUX) 1.2 $2.2M 24k 91.25
International Business Machines (IBM) 1.1 $2.1M 9.6k 219.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.1M 4.1k 511.21
Johnson & Johnson (JNJ) 1.0 $1.9M 13k 144.62
Coca-Cola Company (KO) 1.0 $1.9M 30k 62.26
Tesla Motors (TSLA) 1.0 $1.8M 4.5k 403.85
Brunswick Corporation (BC) 1.0 $1.8M 27k 64.68
JPMorgan Chase & Co. (JPM) 1.0 $1.8M 7.4k 239.71
Amazon (AMZN) 0.9 $1.7M 7.7k 219.40
Exxon Mobil Corporation (XOM) 0.9 $1.6M 15k 107.57
Cisco Systems (CSCO) 0.9 $1.6M 27k 59.20
Ishares Tr Core High Dv Etf (HDV) 0.8 $1.5M 13k 112.26
Costco Wholesale Corporation (COST) 0.8 $1.4M 1.6k 916.04
Abbvie (ABBV) 0.8 $1.4M 7.9k 177.70
Netflix (NFLX) 0.7 $1.3M 1.4k 891.11
Union Pacific Corporation (UNP) 0.7 $1.3M 5.5k 228.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.2M 4.2k 289.83
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.2M 9.2k 127.59
Amgen (AMGN) 0.6 $1.2M 4.4k 260.64
Wells Fargo & Company (WFC) 0.6 $1.1M 15k 70.24
Merck & Co (MRK) 0.6 $1.0M 10k 99.48
Oracle Corporation (ORCL) 0.5 $969k 5.8k 166.65
Norfolk Southern (NSC) 0.5 $953k 4.1k 234.69
Meta Platforms Cl A (META) 0.5 $939k 1.6k 585.36
Applied Materials (AMAT) 0.5 $913k 5.6k 162.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $862k 1.9k 453.28
Walt Disney Company (DIS) 0.5 $848k 7.6k 111.36
Verizon Communications (VZ) 0.5 $830k 21k 39.99
Broadcom (AVGO) 0.4 $786k 3.4k 231.84
Pfizer (PFE) 0.4 $749k 28k 26.53
Sunrun (RUN) 0.4 $740k 80k 9.25
McDonald's Corporation (MCD) 0.4 $735k 2.5k 289.89
Abbott Laboratories (ABT) 0.4 $729k 6.4k 113.11
Caterpillar (CAT) 0.4 $720k 2.0k 362.76
McKesson Corporation (MCK) 0.4 $710k 1.2k 569.91
Eli Lilly & Co. (LLY) 0.4 $703k 911.00 772.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $654k 24k 27.32
Wal-Mart Stores (WMT) 0.3 $571k 6.3k 90.35
Philip Morris International (PM) 0.3 $560k 4.7k 120.35
American Express Company (AXP) 0.3 $556k 1.9k 296.79
Home Depot (HD) 0.3 $549k 1.4k 389.12
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $549k 6.2k 88.79
UnitedHealth (UNH) 0.3 $532k 1.1k 506.02
Bank of America Corporation (BAC) 0.3 $522k 12k 43.95
Honeywell International (HON) 0.3 $518k 2.3k 225.89
Pepsi (PEP) 0.3 $514k 3.4k 152.06
Bristol Myers Squibb (BMY) 0.3 $493k 8.7k 56.56
Qualcomm (QCOM) 0.2 $451k 2.9k 153.60
Kimberly-Clark Corporation (KMB) 0.2 $430k 3.3k 131.04
Charles Schwab Corporation (SCHW) 0.2 $427k 5.8k 74.01
Gilead Sciences (GILD) 0.2 $427k 4.6k 92.38
At&t (T) 0.2 $419k 18k 22.77
Adobe Systems Incorporated (ADBE) 0.2 $395k 889.00 444.68
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $360k 2.7k 132.10
Mondelez Intl Cl A (MDLZ) 0.2 $359k 6.0k 59.73
Clorox Company (CLX) 0.2 $358k 2.2k 162.41
Nextera Energy (NEE) 0.2 $355k 4.9k 71.69
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $343k 3.7k 92.59
Public Storage (PSA) 0.2 $328k 1.1k 299.44
Comcast Corp Cl A (CMCSA) 0.2 $319k 8.5k 37.53
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $317k 744.00 425.61
Select Sector Spdr Tr Technology (XLK) 0.2 $303k 1.3k 232.52
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $302k 1.4k 210.45
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $295k 2.7k 110.28
Intel Corporation (INTC) 0.2 $293k 15k 20.05
Kellogg Company (K) 0.2 $293k 3.6k 80.97
Altria (MO) 0.2 $280k 5.4k 52.29
Eaton Corp SHS (ETN) 0.1 $275k 828.00 331.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $274k 1.5k 185.13
Ford Motor Company (F) 0.1 $256k 26k 9.90
Spdr Gold Tr Gold Shs (GLD) 0.1 $254k 1.1k 242.13
Ross Stores (ROST) 0.1 $253k 1.7k 151.27
Vanguard Index Fds Growth Etf (VUG) 0.1 $250k 608.00 410.44
Ametek (AME) 0.1 $243k 1.4k 180.26
Motorola Solutions Com New (MSI) 0.1 $242k 524.00 461.87
Synopsys (SNPS) 0.1 $239k 492.00 485.36
Anthem (ELV) 0.1 $236k 640.00 368.90
3M Company (MMM) 0.1 $234k 1.8k 129.09
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.1 $232k 3.4k 68.79
Xylem (XYL) 0.1 $231k 2.0k 116.02
Proshares Tr Short S&p 500 Ne (SH) 0.1 $229k 5.4k 42.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $226k 6.5k 34.59
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $225k 2.0k 110.25
Visa Com Cl A (V) 0.1 $223k 704.00 316.04
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $220k 3.9k 56.38
salesforce (CRM) 0.1 $216k 647.00 334.33
Blackstone Group Inc Com Cl A (BX) 0.1 $214k 1.2k 172.42
Fortune Brands (FBIN) 0.1 $207k 3.0k 68.33
Travelers Companies (TRV) 0.1 $205k 849.00 240.89
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $201k 3.5k 57.53
Nerdwallet Com Cl A (NRDS) 0.1 $189k 14k 13.30
Direxion Shs Etf Tr Dly Tsla Bear 1x (TSLS) 0.1 $96k 12k 8.05
Senseonics Hldgs (SENS) 0.0 $60k 115k 0.52