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CIK: 0001860719
Total reported value
$216.1M
$216.1M
107 檔
33.5%
According to the latest 13F quarterly dataset, Ridgecrest Wealth Partners, LLC managed an equity portfolio of $216.1M at the end of Q4 2024, spanning 107 distinct U.S. exchange-listed positions.
In Q4 2024, Ridgecrest Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.24% | +1.03% | -0.56% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.60% | -0.17% | -0.01% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.49% | -0.72% | +0.70% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.51% | +1.29% | +0.51% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.42% | +1.09% | +8.45% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | +0.89% | +1.58% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.71% | -0.16% | -2.09% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | +0.03% | -4.41% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.11% | -0.17% | -0.50% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.85% | -0.07% | -3.71% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.68% | +0.38% | -2.15% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.53% | -0.03% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | -0.03% | +3.48% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 1.39% | +0.75% | NEW | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.20% | -0.01% | +0.00% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | -0.22% | +0.06% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | -0.02% | +0.10% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | +0.02% | -7.33% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.00% | +0.02% | +0.60% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.99% | -0.15% | -17.94% | |
| 21 | BC | Brunswick CORP | Stock-Consumer Disc | 0.96% | -0.26% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.03% | -18.77% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.01% | -1.16% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.63% | EXIT | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | -0.19% | +1.88% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-Other | 0.81% | -0.01% | +1.66% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.03% | +26.02% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | — | — | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.07% | — | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.68% | -0.03% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.01% | -1.88% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | +0.02% | +1.35% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | +0.10% | +5.71% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | -0.09% | -0.33% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | +0.04% | -10.82% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.53% | -0.02% | -25.60% | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.52% | -0.04% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | +0.09% | +0.06% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.50% | -0.63% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.01% | +23.12% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | +0.03% | -2.43% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | -0.01% | -3.72% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -1.52% | -91.18% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.41% | +0.04% | -19.44% | |
| 45 | RUN | Sunrun Inc | Stock-Tech | 0.40% | -0.23% | +11.00% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.07% | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | +0.02% | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | -0.23% | — | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.39% | +0.07% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | -0.01% | +11.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.4% | -0.56% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +0.70% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +0.51% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +8.45% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +3.48% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | -17.94% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.2% | +26.02% | Add |
| 8 | NFLX | Netflix Inc | +0.2% | — | Unchanged |
| 9 | AMZN | Amazon.com Inc | +0.2% | -1.16% | Trim |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | — | Unchanged |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.2% | -2.09% | Trim |
| 12 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 13 | DGRO | Ishares Core Dividend Growth | +0.1% | -0.01% | Trim |
| 14 | WFC | Wells Fargo & Co | +0.1% | -0.33% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +1.88% | Add |
| 16 | MSFT | Microsoft CORP | +0.1% | +1.58% | Add |
| 17 | SH | Proshares Short S&p500 | +0.1% | NEW | New buy |
| 18 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 19 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 20 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | New buy |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +23.12% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.10% | Add |
| 23 | DIS | Walt Disney Co/the | +0.1% | -2.43% | Trim |
| 24 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -0.50% | Trim |
| 25 | MCK | Mckesson CORP | +0.1% | — | Unchanged |
| 26 | T | At&t Inc | +0.1% | +21.20% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | -4.41% | Trim |
| 28 | ✓ | Direxion Shs ETF Tr | +0.1% | NEW | New buy |
| 29 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +37.13% | Add |
| 30 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 31 | SCHD | Schwab US Dvd Equity ETF | 0% | +236.19% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +0.06% | Add |
| 33 | SENS1GBP | Senseonics Holdings Inc | 0% | NEW | New buy |
| 34 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 35 | HON | Honeywell International Inc | 0% | -0.26% | Trim |
| 36 | GILD | Gilead Sciences Inc | 0% | +0.26% | Add |
| 37 | VUG | Vanguard Growth ETF | 0% | +7.04% | Add |
| 38 | META | Meta Platforms Inc-class A | 0% | +0.06% | Add |
| 39 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.35% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.88% | Trim |
| 41 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 42 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 43 | USMV | Ishares Msci USA Min Vol Fac | 0% | -0.13% | Trim |
| 44 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
| 45 | AME | Ametek Inc | 0% | — | Unchanged |
| 46 | IUSV | Ishares Core S&p U.s. Value | 0% | — | Unchanged |
| 47 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 48 | NRDS | Nerdwallet Inc-cl A | 0% | — | Unchanged |
| 49 | BMY | Bristol-myers Squibb Co | 0% | -9.96% | Trim |
| 50 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Ridgecrest Wealth Partners, LLC reported a total U.S. public equity portfolio value of $216.1M across 107 disclosed positions in Q4 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 33.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
GLD
市值: $254.2K
Top Position Liquidated / Trimmed
AAPD
前期市值: $539.7K
During Q4 2024, Ridgecrest Wealth Partners, LLC's top holdings by market value included AAPL (14.2%)、DGRO (7.6%)、GOOGL (7.5%). The largest single position, AAPL, represented 14.2% of total portfolio value.
In Q4 2024, Ridgecrest Wealth Partners, LLC made 85 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 38 holdings, and fully liquidating 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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