Ridgecrest Wealth Partners, LLC Purchases in Q2 2025

Ridgecrest Wealth Partners, LLC

  • $188 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.4K
+ 19.7%
$456.74 - $568.03 $1.55M - $1.93M
20.6K $11.7M
IVV
Ishares Core S&P 500 ETF

ETFs
983
+ 8.87%
$498.8 - $620.9 $490K - $610K
12.1K $7.49M
VIG
Vanguard Dividend Appreciation

ETFs
5.28K
+ 16.32%
N/A
37.6K $6.85M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
17.7K
New
$38.81 - $44.28 $687K - $784K
17.7K $751K
DGRO
Ishares Core Dividend Growth E

ETFs
3.59K
+ 1.54%
$55.22 - $63.94 $198K - $229K
237K $15.2M
IBM
International Business Machines Corp

Technology
200
+ 2.08%
$221.03 - $294.78 $44.2K - $59K
9.8K $2.89M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.16K
+ 24.32%
$114.78 - $133.31 $363K - $421K
16.2K $2.15M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.01%
$146.58 - $180.01 $440 - $540
21.5K $3.82M
QQQ
Invesco Qqq Trust, Series 1

ETFs
66
+ 1.55%
$416.06 - $551.64 $27.5K - $36.4K
4.33K $2.39M
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.09%
$210.28 - $289.91 $1.47K - $2.03K
7.86K $2.28M
ETN
Eaton Corp PLC

Industrials
728
New
$246.52 - $356.99 $179K - $260K
728 $259K
AMZN
Amazon Com Inc

Consumer Cyclical
45
+ 0.54%
$167.32 - $223.3 $7.53K - $10K
8.4K $1.84M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.12K
New
$55.54 - $69.09 $173K - $215K
3.12K $215K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.65K
New
$51.14 - $57.0 $187K - $208K
3.65K $207K
VOTE
Engine No 1 ETF Tr

ETFs
575
+ 12.91%
$58.2 - $72.74 $33.5K - $41.8K
5.03K $365K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
750
+ 17.09%
$45.13 - $56.88 $33.8K - $42.7K
5.14K $292K
VHT
Vanguard Health Care ETF

ETFs
339
+ 30.93%
$236.71 - $261.92 $80.2K - $88.8K
1.44K $356K
VUG
Vanguard Growth ETF

ETFs
31
+ 5.1%
$329.49 - $438.4 $10.2K - $13.6K
639 $280K
HDV
Ishares Core High Dividend ETF

ETFs
975
+ 5.11%
$108.41 - $120.51 $106K - $117K
20K $2.35M
MMM
3 M CO

Industrials
112
+ 6.17%
$126.09 - $154.15 $14.1K - $17.3K
1.93K $293K
RTX
Raytheon Technologies Corp

Industrials
23
+ 1.37%
$113.75 - $148.48 $2.62K - $3.42K
1.7K $247K
XYL
Xylem Inc.

Industrials
1
+ 0.05%
$102.86 - $129.5 $103 - $130
2.16K $279K
UPS
United Parcel Service Inc

Industrials
277
+ 13.99%
$91.92 - $110.2 $25.5K - $30.5K
2.26K $227K
V
Visa Inc.

Financial Services
12
+ 1.7%
$308.27 - $373.31 $3.7K - $4.48K
716 $254K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.58%
$335.24 - $380.78 $3.35K - $3.81K
1.72K $631K
TSLS
Direxion Shs ETF Tr Daily Tsla
15.6K
New
N/A
15.6K $0
AGL
Agilon Health, Inc.

Healthcare
4K
+ 26.67%
$2.1 - $5.68 $8.4K - $22.7K
19K $43K
XOM
Exxon Mobil Corp

Energy
1.38K
+ 8.78%
$99.93 - $119.04 $138K - $164K
17.1K $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.6%
$285.55 - $321.23 $4K - $4.5K
2.35K $686K
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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