Ridgeline Wealth Planning, LLC Portfolio Holdings by Sector

Ridgeline Wealth Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG JPST CGGO CGDV QUAL QQQ DYNF CGGR 25 stocks	$97.1 Million 96.0% of portfolio	12	8	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.07 Million 1.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$613,001 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$451,297 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$406,276 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$383,595 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$310,278 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$296,962 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$270,281 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$239,491 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Ridgeline Wealth Planning, LLC, based on Form 13F filings with the SEC.

Stay updated on Ridgeline Wealth Planning, LLC with notifications on news.