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CIK: 0001860719
Total reported value
$216.1M
$216.1M
112 檔
31.2%
As reported in its official Q3 2024 Form 13F filing, Ridgecrest Wealth Partners, LLC's tracked investment portfolio stood at $216.1M with 112 total positions.
In Q3 2024, Ridgecrest Wealth Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.81% | +1.03% | +0.82% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.47% | -0.17% | -3.30% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.26% | -0.72% | +0.14% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.77% | +1.29% | +309.35% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +1.09% | +4.16% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | +0.89% | +4.33% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.56% | -0.16% | -1.70% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.51% | +0.03% | -2.59% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.46% | -1.52% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.04% | -0.17% | +4.87% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.94% | -0.07% | +0.02% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.68% | +0.38% | -0.15% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.38% | -0.03% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.00% | -0.03% | — | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 1.38% | +0.75% | NEW | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.23% | -0.01% | +1.55% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | +0.02% | +0.13% | |
| 18 | BC | Brunswick CORP | Stock-Consumer Disc | 1.19% | -0.26% | — | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | +0.02% | +0.18% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.10% | -0.22% | +1.26% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | -0.02% | +5.30% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.63% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.03% | +0.33% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | — | +2.57% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-Other | 0.81% | -0.01% | -4.36% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.01% | +0.55% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.15% | +41.57% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | -0.19% | -0.93% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | -0.03% | +4.75% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | +0.10% | +1.09% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.02% | +1.30% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | +0.04% | +3.42% | |
| 33 | RUN | Sunrun Inc | Stock-Tech | 0.68% | -0.23% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.01% | -0.93% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | +0.02% | +8.13% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | -0.63% | -0.04% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.03% | -7.41% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.06% | +2.89% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.07% | +95.24% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.53% | +0.04% | -9.12% | |
| 41 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.53% | -0.04% | — | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.50% | -0.01% | +1.32% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | +0.09% | -0.06% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | -0.09% | +0.17% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | -0.23% | +0.46% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.07% | +4.11% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | +0.03% | +0.32% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | +0.02% | -5.85% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | -0.01% | -4.67% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.38% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3.5% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +3.4% | +309.35% | Add |
| 3 | TSLA | Tesla Inc | +0.3% | +41.57% | Add |
| 4 | AAPD | Direxion Daily Aapl Bear 1x | +0.3% | NEW | New buy |
| 5 | NFLX | Netflix Inc | +0.2% | +95.24% | Add |
| 6 | RUN | Sunrun Inc | +0.2% | — | Unchanged |
| 7 | FBIN | Fortune Brands Innovations I | +0.1% | NEW | New buy |
| 8 | ROST | Ross Stores Inc | +0.1% | NEW | New buy |
| 9 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 10 | MMM | 3m Co | +0.1% | NEW | New buy |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +1.26% | Add |
| 12 | BF-B | Brown-forman Corp-class B | +0.1% | NEW | New buy |
| 13 | SBUX | Starbucks CORP | +0.1% | +1.55% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +47.89% | Add |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | NEW | New buy |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | NEW | New buy |
| 17 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +19.68% | Add |
| 19 | ORCL | Oracle CORP | 0% | +1.30% | Add |
| 20 | MCD | Mcdonald's CORP | 0% | +4.11% | Add |
| 21 | HD | Home Depot Inc | 0% | +2.89% | Add |
| 22 | ABBV | Abbvie Inc | 0% | +2.57% | Add |
| 23 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.13% | Add |
| 24 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 25 | WMT | Walmart Inc | 0% | -0.04% | Trim |
| 26 | SPGI | S&p Global Inc | — | -0.04% | Trim |
| 27 | CAT | Caterpillar Inc | — | +0.46% | Add |
| 28 | BC | Brunswick CORP | 0% | — | Unchanged |
| 29 | UNP | Union Pacific CORP | 0% | +4.75% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | -0.06% | Trim |
| 31 | KO | Coca-cola Co/the | 0% | +0.18% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | -0.93% | Trim |
| 33 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.87% | Add |
| 34 | JNJ | Johnson & Johnson | -0.1% | +0.13% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +5.30% | Add |
| 36 | UPS | United Parcel Service-cl B | -0.1% | EXIT | Sold out |
| 37 | MCK | Mckesson CORP | -0.1% | — | Unchanged |
| 38 | INTC | Intel CORP | -0.2% | -20.97% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | -0.2% | +4.16% | Add |
| 40 | AMAT | Applied Materials Inc | -0.2% | -0.04% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | — | Unchanged |
| 42 | PG | Procter & Gamble Co/the | -0.3% | +0.02% | Add |
| 43 | ITOT | Ishares Core S&p Total U.s. | -0.4% | -1.70% | Trim |
| 44 | GLD | Spdr Gold Shares | -0.4% | EXIT | Sold out |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.4% | -2.59% | Trim |
| 46 | AAPL | Apple Inc | -0.5% | +0.82% | Add |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | — | Unchanged |
| 48 | CVX | Chevron CORP | -0.6% | -0.15% | Trim |
| 49 | DGRO | Ishares Core Dividend Growth | -0.7% | -3.30% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -1.7% | +0.14% | Add |
According to official SEC Form 13F filings, Ridgecrest Wealth Partners, LLC reported a total U.S. public equity portfolio value of $216.1M across 112 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DGRO, GOOGL) accounted for 31.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVGO
市值: $6.6M
Top Position Liquidated / Trimmed
GLD
前期市值: $686.7K
During Q3 2024, Ridgecrest Wealth Partners, LLC's top holdings by market value included AAPL (12.8%)、DGRO (7.5%)、GOOGL (6.3%). The largest single position, AAPL, represented 12.8% of total portfolio value.
In Q3 2024, Ridgecrest Wealth Partners, LLC made 44 total portfolio adjustments, initiating 10 new buys, adding to 22 positions, trimming 10 holdings, and fully liquidating 2 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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