Ridgecrest Wealth Partners, LLC Purchases in Q4 2024

Ridgecrest Wealth Partners, LLC

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
504
+ 0.7%
$161.86 - $196.66 $81.6K - $99.1K
72.9K $13.8M
NVDA
Nvidia Corp

Technology
381
+ 0.51%
$117.0 - $148.88 $44.6K - $56.7K
75.7K $10.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
+ 8.45%
$521.84 - $558.82 $615K - $658K
15.1K $8.14M
GOOG
Alphabet Inc.

Communication Services
800
+ 3.48%
$163.08 - $198.16 $130K - $159K
23.8K $4.53M
COST
Costco Wholesale Corp

Consumer Defensive
325
+ 26.02%
$873.59 - $994.69 $284K - $323K
1.57K $1.44M
GLD
Spdr Gold Trust

ETFs
1.05K
New
$236.59 - $257.5 $248K - $270K
1.05K $254K
V
Visa Inc.

Financial Services
704
New
$273.87 - $320.91 $193K - $226K
704 $222K
CRM
Salesforce, Inc.

Technology
647
New
$270.87 - $367.87 $175K - $238K
647 $216K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.5K
New
$57.53 - $60.83 $201K - $213K
3.5K $201K
CSCO
Cisco Systems, Inc.

Technology
496
+ 1.88%
$52.45 - $60.02 $26K - $29.8K
26.9K $1.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.1%
$481.22 - $538.17 $1.92K - $2.15K
4.1K $2.1M
T
At&T Inc.

Communication Services
3.22K
+ 21.2%
$21.22 - $23.88 $68.2K - $76.8K
18.4K $418K
SENS
Senseonics Holdings, Inc.

Healthcare
115K
New
$0.25 - $0.59 $28.8K - $67.9K
115K $59K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.8K
+ 236.19%
$26.93 - $84.95 $453K - $1.43M
23.9K $653K
GILD
Gilead Sciences, Inc.

Healthcare
12
+ 0.26%
$83.95 - $97.9 $1.01K - $1.17K
4.62K $426K
VUG
Vanguard Growth ETF

ETFs
40
+ 7.04%
$378.79 - $428.11 $15.2K - $17.1K
608 $249K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.06%
$554.08 - $632.68 $554 - $633
1.6K $946K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
123
+ 1.35%
$126.68 - $134.74 $15.6K - $16.6K
9.24K $1.18M
TSLS
Direxion Shs ETF Tr Daily Tsla
11.9K
New
N/A
11.9K $0
Proshares Tr
5.4K
New
N/A
5.4K $0
Ea Series Trust
724
+ 37.13%
N/A
2.67K $0
IBM
International Business Machines Corp

Technology
6
+ 0.06%
$204.9 - $238.04 $1.23K - $1.43K
9.55K $2.1M
MMM
3 M CO

Industrials
12
+ 0.67%
$124.74 - $137.12 $1.5K - $1.65K
1.82K $234K
F
Ford Motor CO

Consumer Cyclical
386
+ 1.52%
$9.69 - $11.4 $3.74K - $4.4K
25.8K $255K
LLY
Eli Lilly & CO

Healthcare
95
+ 11.64%
$727.2 - $932.06 $69.1K - $88.5K
911 $703K
CMCSA
Comcast Corp

Communication Services
268
+ 3.26%
$37.39 - $45.14 $10K - $12.1K
8.49K $318K
MSFT
Microsoft Corp

Technology
258
+ 1.58%
$406.35 - $454.46 $105K - $117K
16.5K $6.97M
KMB
Kimberly Clark Corp

Consumer Defensive
12
+ 0.37%
$130.37 - $146.09 $1.56K - $1.75K
3.28K $429K
HDV
Ishares Core High Dividend ETF

ETFs
219
+ 1.66%
$110.82 - $121.28 $24.3K - $26.6K
13.4K $1.5M
PSA
Public Storage

Real Estate
8
+ 0.74%
$289.33 - $360.21 $2.31K - $2.88K
1.09K $327K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.0%
$87.44 - $102.5 $87.4 - $103
24.2K $2.21M
AMGN
Amgen Inc

Healthcare
239
+ 5.71%
$258.78 - $328.31 $61.8K - $78.5K
4.43K $1.15M
KO
Coca Cola CO

Consumer Defensive
177
+ 0.6%
$61.74 - $71.71 $10.9K - $12.7K
29.8K $1.85M
RUN
Sunrun Inc.

Technology
7.93K
+ 11.0%
$9.13 - $17.5 $72.4K - $139K
80K $740K
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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