Ridgecrest Wealth Partners

Ridgecrest Wealth Partners as of March 31, 2025

Portfolio Holdings for Ridgecrest Wealth Partners

Ridgecrest Wealth Partners holds 112 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.5 $24M 107k 222.13
Ishares Tr Core Div Grwth (DGRO) 7.6 $14M 234k 61.78
Alphabet Cap Stk Cl A (GOOGL) 5.9 $11M 73k 154.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $8.9M 17k 513.92
NVIDIA Corporation (NVDA) 4.5 $8.7M 80k 108.38
Microsoft Corporation (MSFT) 3.4 $6.4M 17k 375.39
Vanguard Specialized Funds Div App Etf (VIG) 3.3 $6.3M 32k 193.99
Ishares Tr Core S&p500 Etf (IVV) 3.3 $6.2M 11k 561.90
Ishares Tr Core S&p Ttl Stk (ITOT) 3.3 $6.2M 51k 122.01
Chevron Corporation (CVX) 2.9 $5.6M 34k 167.29
Procter & Gamble Company (PG) 2.8 $5.3M 31k 170.42
Broadcom (AVGO) 2.5 $4.8M 28k 167.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $4.5M 8.0k 559.40
Alphabet Cap Stk Cl C (GOOG) 1.8 $3.4M 22k 156.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.7 $3.2M 4.00 798441.50
S&p Global (SPGI) 1.4 $2.6M 5.1k 508.10
International Business Machines (IBM) 1.2 $2.4M 9.6k 248.66
Starbucks Corporation (SBUX) 1.2 $2.4M 24k 98.09
Ishares Tr Core High Dv Etf (HDV) 1.2 $2.3M 19k 121.12
Johnson & Johnson (JNJ) 1.2 $2.2M 13k 165.84
Coca-Cola Company (KO) 1.1 $2.2M 30k 71.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.0M 4.3k 468.95
JPMorgan Chase & Co. (JPM) 1.0 $1.9M 7.9k 245.30
Exxon Mobil Corporation (XOM) 1.0 $1.9M 16k 118.93
On Hldg Namen Akt A (ONON) 1.0 $1.8M 42k 43.92
Abbvie (ABBV) 0.9 $1.7M 8.3k 209.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $1.7M 13k 128.96
Cisco Systems (CSCO) 0.9 $1.7M 27k 61.71
Amazon (AMZN) 0.8 $1.6M 8.4k 190.25
Amgen (AMGN) 0.8 $1.5M 4.9k 311.55
Costco Wholesale Corporation (COST) 0.8 $1.5M 1.6k 945.56
Brunswick Corporation (BC) 0.8 $1.5M 27k 53.85
Netflix (NFLX) 0.7 $1.3M 1.4k 932.33
Tesla Motors (TSLA) 0.7 $1.3M 5.1k 259.17
Union Pacific Corporation (UNP) 0.7 $1.3M 5.5k 236.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 2.2k 532.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.1M 4.0k 274.87
Wells Fargo & Company (WFC) 0.5 $1.0M 14k 71.79
Merck & Co (MRK) 0.5 $978k 11k 89.76
Verizon Communications (VZ) 0.5 $965k 21k 45.36
Norfolk Southern (NSC) 0.5 $962k 4.1k 236.84
Oracle Corporation (ORCL) 0.5 $953k 6.8k 139.82
Meta Platforms Cl A (META) 0.5 $899k 1.6k 576.27
Abbott Laboratories (ABT) 0.5 $895k 6.7k 132.65
McKesson Corporation (MCK) 0.4 $839k 1.2k 672.99
Applied Materials (AMAT) 0.4 $815k 5.6k 145.12
Walt Disney Company (DIS) 0.4 $784k 7.9k 98.71
Philip Morris International (PM) 0.4 $770k 4.9k 158.73
Eli Lilly & Co. (LLY) 0.4 $752k 911.00 825.91
Pfizer (PFE) 0.4 $743k 29k 25.34
McDonald's Corporation (MCD) 0.4 $729k 2.3k 312.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $683k 24k 27.96
Caterpillar (CAT) 0.3 $654k 2.0k 329.80
Home Depot (HD) 0.3 $628k 1.7k 366.59
Wal-Mart Stores (WMT) 0.3 $598k 6.8k 87.79
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $580k 6.2k 93.66
Bank of America Corporation (BAC) 0.3 $579k 14k 41.73
Bristol Myers Squibb (BMY) 0.3 $562k 9.2k 60.99
At&t (T) 0.3 $560k 20k 28.28
Gilead Sciences (GILD) 0.3 $516k 4.6k 112.05
UnitedHealth (UNH) 0.3 $514k 981.00 523.69
Pepsi (PEP) 0.3 $507k 3.4k 149.94
American Express Company (AXP) 0.3 $504k 1.9k 269.05
Sunrun (RUN) 0.3 $498k 85k 5.86
Honeywell International (HON) 0.3 $485k 2.3k 211.75
Kimberly-Clark Corporation (KMB) 0.2 $467k 3.3k 142.22
Charles Schwab Corporation (SCHW) 0.2 $452k 5.8k 78.28
Qualcomm (QCOM) 0.2 $451k 2.9k 153.60
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $401k 3.6k 111.49
Adobe Systems Incorporated (ADBE) 0.2 $373k 972.00 383.53
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $370k 2.7k 135.68
Altria (MO) 0.2 $345k 5.8k 60.02
Nextera Energy (NEE) 0.2 $342k 4.8k 70.89
Public Storage (PSA) 0.2 $329k 1.1k 299.29
Clorox Company (CLX) 0.2 $325k 2.2k 147.25
Proshares Tr Short S&p 500 Ne (SH) 0.2 $323k 7.3k 44.56
Ross Stores (ROST) 0.2 $316k 2.5k 127.79
Comcast Corp Cl A (CMCSA) 0.2 $314k 8.5k 36.90
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $313k 744.00 420.00
Intel Corporation (INTC) 0.2 $312k 14k 22.71
Spdr Gold Tr Gold Shs (GLD) 0.2 $303k 1.1k 288.14
Mondelez Intl Cl A (MDLZ) 0.2 $300k 4.4k 67.85
Kellogg Company (K) 0.2 $298k 3.6k 82.49
Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.2 $291k 4.5k 65.39
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $291k 3.2k 92.29
Vanguard World Health Car Etf (VHT) 0.2 $290k 1.1k 264.75
Blackstone Group Inc Com Cl A (BX) 0.2 $288k 2.1k 139.78
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $281k 1.5k 193.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $279k 1.5k 188.16
Anthem (ELV) 0.1 $278k 640.00 434.96
Select Sector Spdr Tr Technology (XLK) 0.1 $270k 1.3k 206.48
3M Company (MMM) 0.1 $267k 1.8k 146.86
Ford Motor Company (F) 0.1 $262k 26k 10.03
Xylem (XYL) 0.1 $258k 2.2k 119.46
Visa Com Cl A (V) 0.1 $247k 704.00 350.46
Ametek (AME) 0.1 $232k 1.4k 172.14
Motorola Solutions Com New (MSI) 0.1 $229k 524.00 437.50
Synopsys (SNPS) 0.1 $228k 532.00 428.85
Royal Caribbean Cruises (RCL) 0.1 $226k 1.1k 205.44
Vanguard Index Fds Growth Etf (VUG) 0.1 $226k 608.00 370.82
Travelers Companies (TRV) 0.1 $225k 849.00 264.46
Raytheon Technologies Corp (RTX) 0.1 $222k 1.7k 132.46
Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $221k 4.4k 50.37
United Parcel Service CL B (UPS) 0.1 $218k 2.0k 109.99
Bank of New York Mellon Corporation (BK) 0.1 $217k 2.6k 83.87
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $216k 6.5k 32.99
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $209k 2.0k 102.41
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $207k 4.0k 51.78
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $207k 2.6k 78.85
Senseonics Hldgs (SENS) 0.1 $197k 300k 0.66
Nerdwallet Com Cl A (NRDS) 0.1 $129k 14k 9.05
Agilon Health (AGL) 0.0 $65k 15k 4.33