Ridgecrest Wealth Partners, LLC Portfolio Holdings

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q1 2025

Ridgecrest Wealth Partners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.8M, Ishares Core Dividend Growth E with a value of $14.4M, Alphabet Inc. with a value of $11.2M, Vanguard Index Fds S&P 500 ETF with a value of $8.86M, and Nvidia Corp with a value of $8.68M.

Examining the 13F form we can see an increase of $6.48M in the current position value, from $183M to 190M.

Below you can find more details about Ridgecrest Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Million
ETFs: $58.4 Million
Technology: $51.5 Million
Communication Services: $19.5 Million
Consumer Defensive: $12.6 Million
Financial Services: $12.5 Million
Healthcare: $11.8 Million
Consumer Cyclical: $10.7 Million
Energy: $7.47 Million
Other: $5.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$23.8 Million 12.53% of portfolio
107,051
Q1 2025 Added 2.11%
$0
$14.4 Million 7.6% of portfolio
233,548
Q1 2025 Added 2.22%
$905B
$11.2 Million 5.92% of portfolio
72,622
Q1 2025 Reduced 0.41%
$0
$8.86 Million 4.67% of portfolio
17,243
Q1 2025 Added 14.09%
$265B
$8.68 Million 4.57% of portfolio
80,061
Q1 2025 Added 5.79%
$2.89T
$6.41 Million 3.38% of portfolio
17,087
Q1 2025 Added 3.29%
$0
$6.23 Million 3.28% of portfolio
11,083
Q1 2025 Reduced 0.73%
$0
$6.22 Million 3.27% of portfolio
50,944
Q1 2025 Reduced 4.2%
$0
$5.89 Million 3.1% of portfolio
32,344
Q1 2025 Added 10.48%
$272B
$5.6 Million 2.95% of portfolio
33,476
Q1 2025 Reduced 1.86%
$378B
$5.35 Million 2.82% of portfolio
31,383
Q1 2025 Reduced 0.03%
$76.2B
$4.76 Million 2.51% of portfolio
28,402
Q1 2025 Added 737.32%
$0
$4.46 Million 2.35% of portfolio
7,979
Q1 2025 Added 0.18%
$983B
$3.36 Million 1.77% of portfolio
21,521
Q1 2025 Reduced 9.56%
$478B
$3.19 Million 1.68% of portfolio
4
Q1 2025 New
$157B
$2.61 Million 1.38% of portfolio
5,140
Q3 2024 Reduced 0.04%
$93.8B
$2.38 Million 1.25% of portfolio
24,244
Q1 2025 Added 0.0%
$0
$2.31 Million 1.22% of portfolio
19,064
Q1 2025 Added 42.52%
$405B
$2.2 Million 1.16% of portfolio
13,293
Q4 2024 Reduced 7.33%
$314B
$2.18 Million 1.15% of portfolio
30,408
Q1 2025 Added 2.18%
$0
$2 Million 1.05% of portfolio
4,267
Q1 2025 Added 4.07%
$718B
$1.93 Million 1.01% of portfolio
7,854
Q1 2025 Added 6.76%
$453B
$1.87 Million 0.98% of portfolio
15,692
Q1 2025 Added 4.85%
$12.6B
$1.82 Million 0.96% of portfolio
41,500
Q1 2025 New
$319B
$1.73 Million 0.91% of portfolio
8,253
Q1 2025 Added 4.43%
$0
$1.68 Million 0.88% of portfolio
12,998
Q1 2025 Added 40.7%
$231B
$1.68 Million 0.88% of portfolio
27,162
Q1 2025 Added 1.02%
$1.9T
$1.59 Million 0.84% of portfolio
8,354
Q1 2025 Added 8.13%
$150B
$1.52 Million 0.8% of portfolio
4,877
Q1 2025 Added 10.16%
$432B
$1.5 Million 0.79% of portfolio
1,583
Q1 2025 Added 0.57%
$3.56B
$1.47 Million 0.77% of portfolio
27,308
Q1 2025 Reduced 0.04%
$488B
$1.34 Million 0.7% of portfolio
1,435
Q3 2024 Added 95.24%
$819B
$1.32 Million 0.69% of portfolio
5,081
Q1 2025 Added 12.44%
$132B
$1.3 Million 0.69% of portfolio
5,511
Q3 2024 Added 4.75%
$685B
$1.17 Million 0.62% of portfolio
2,201
Q1 2025 Added 15.78%
$0
$1.09 Million 0.57% of portfolio
3,955
Q1 2025 Reduced 5.5%
$264B
$1.01 Million 0.53% of portfolio
14,021
Q1 2025 Reduced 6.48%
$202B
$978,000 0.52% of portfolio
10,898
Q1 2025 Added 4.82%
$180B
$965,000 0.51% of portfolio
21,279
Q1 2025 Added 2.48%
$52.5B
$961,000 0.51% of portfolio
4,060
Q2 2021 Added 2.94%
$371B
$952,000 0.5% of portfolio
6,813
Q1 2025 Added 17.2%
$227B
$894,000 0.47% of portfolio
6,743
Q1 2025 Added 4.66%
$1.12T
$899,000 0.47% of portfolio
1,560
Q1 2025 Reduced 2.74%
$98.9B
$838,000 0.44% of portfolio
1,246
Q4 2023 Added 9.2%
$129B
$814,000 0.43% of portfolio
5,613
Q3 2024 Reduced 0.04%
$164B
$783,000 0.41% of portfolio
7,938
Q1 2025 Added 4.19%
$264B
$769,000 0.41% of portfolio
4,851
Q1 2025 Added 4.3%
$817B
$752,000 0.4% of portfolio
911
Q4 2024 Added 11.64%
$128B
$742,000 0.39% of portfolio
29,315
Q1 2025 Added 3.8%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $190 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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