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CIK: 0001860719
Total reported value
$207.3M
$207.3M
109 檔
26.7%
According to the latest 13F quarterly dataset, Ridgecrest Wealth Partners, LLC managed an equity portfolio of $207.3M at the end of Q1 2024, spanning 109 distinct U.S. exchange-listed positions.
During Q1 2024, Ridgecrest Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DGRO, GOOGL) accounted for 26.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.60% | -0.09% | +6.05% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.02% | -0.30% | -5.70% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.52% | +3.93% | +0.06% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.95% | -0.29% | +14.03% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | -0.37% | -1.28% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.79% | -0.02% | -3.40% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.78% | -0.12% | -1.07% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.76% | +0.13% | -0.89% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 3.18% | -0.95% | -2.73% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.12% | -0.21% | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.88% | -0.16% | +5.69% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.48% | -0.09% | -1.25% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.45% | -1.77% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.22% | +0.19% | -3.11% | |
| 15 | BC | Brunswick CORP | Stock-Consumer Disc | 1.57% | -0.02% | -2.67% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.08% | +2.54% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 1.30% | -1.10% | EXIT | |
| 18 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.30% | +0.11% | NEW | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.26% | — | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.08% | -0.08% | -0.17% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.16% | -3.79% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | +0.01% | -2.08% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | — | — | |
| 24 | HDV | Ishares Core High Dividend E | ETF-Other | 0.92% | -0.18% | — | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.02% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.07% | +0.73% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.01% | — | |
| 28 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.82% | — | +139.40% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.40% | -0.56% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | -0.01% | +0.19% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.75% | -0.09% | -8.11% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.06% | -0.83% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | +0.90% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.04% | +41.10% | |
| 35 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.62% | -0.02% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.01% | +0.04% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.09% | +0.08% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.03% | — | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.07% | -2.05% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.06% | -1.60% | |
| 41 | RUN | Sunrun Inc | Stock-Tech | 0.57% | -0.08% | — | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.52% | -0.10% | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.51% | -0.09% | +33.21% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.51% | +0.31% | -2.26% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.02% | -0.37% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.13% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.20% | -11.24% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.12% | EXIT | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.06% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.08% | -6.47% |
According to official SEC Form 13F filings, Ridgecrest Wealth Partners, LLC reported a total U.S. public equity portfolio value of $207.3M across 109 disclosed positions in Q1 2024.
During Q1 2024, Ridgecrest Wealth Partners, LLC's top holdings by market value included AAPL (10.6%)、DGRO (8.0%)、GOOGL (6.5%). The largest single position, AAPL, represented 10.6% of total portfolio value.
In Q1 2024, Ridgecrest Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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