Ridgeline Wealth, LLC Portfolio Holdings by Sector
Ridgeline Wealth, LLC
- $123 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AVUS SPLG DFIC DFUS SGOV QUAL OEF JAAA 43 stocks |
$105 Million
96.96% of portfolio
|
  43  
|
- |
  43  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$753,286
0.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$739,240
0.68% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
PSEC 1 stocks |
$406,580
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$367,586
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$306,939
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$263,411
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$237,270
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$214,886
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|