Ridgecrest Wealth Partners, LLC Incresed Positions in Q3 2024

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
56.9K
+ 309.35%
$98.91 - $134.91 $5.63M - $7.68M
75.3K $9.14M
AAPL
Apple Inc.

Technology
854
+ 0.82%
$207.23 - $234.82 $177K - $201K
105K $24.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.62K
+ 41.57%
$191.76 - $263.26 $310K - $426K
5.51K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
556
+ 4.16%
$475.2 - $527.7 $264K - $293K
13.9K $7.35M
NFLX
Netflix Inc

Communication Services
700
+ 95.24%
$598.55 - $722.26 $419K - $506K
1.44K $1.02M
SBUX
Starbucks Corp

Consumer Cyclical
370
+ 1.55%
$72.51 - $98.6 $26.8K - $36.5K
24.2K $2.36M
IBM
International Business Machines Corp

Technology
119
+ 1.26%
$175.1 - $223.38 $20.8K - $26.6K
9.55K $2.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 47.89%
$405.19 - $478.57 $203K - $239K
1.54K $710K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.02%
$160.76 - $177.82 $1.29K - $1.42K
32.6K $5.64M
KO
Coca Cola CO

Consumer Defensive
53
+ 0.18%
$62.69 - $73.01 $3.32K - $3.87K
29.6K $2.13M
ABBV
Abb Vie Inc.

Healthcare
198
+ 2.57%
$163.84 - $199.33 $32.4K - $39.5K
7.9K $1.56M
VIG
Vanguard Dividend Appreciation

ETFs
1.37K
+ 4.87%
$182.15 - $182.15 $249K - $249K
29.4K $5.36M
JNJ
Johnson & Johnson

Healthcare
18
+ 0.13%
$145.48 - $167.38 $2.62K - $3.01K
14.3K $2.32M
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 2.89%
$333.64 - $405.2 $25.4K - $30.8K
2.71K $1.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
685
+ 8.13%
$117.9 - $128.2 $80.8K - $87.8K
9.12K $1.17M
UNH
Unitedhealth Group Inc

Healthcare
173
+ 19.68%
$488.01 - $604.18 $84.4K - $105K
1.05K $615K
UNP
Union Pacific Corp

Industrials
250
+ 4.75%
$221.78 - $256.09 $55.4K - $64K
5.51K $1.36M
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 4.11%
$245.82 - $304.51 $24.6K - $30.5K
2.54K $771K
QQQ
Invesco Qqq Trust, Series 1

ETFs
206
+ 5.3%
$434.77 - $502.96 $89.6K - $104K
4.1K $2M
CAT
Caterpillar Inc

Industrials
9
+ 0.46%
$316.8 - $391.12 $2.85K - $3.52K
1.98K $775K
MDLZ
Mondelez International, Inc.

Consumer Defensive
650
+ 9.91%
$64.35 - $75.71 $41.8K - $49.2K
7.21K $531K
VZ
Verizon Communications Inc

Communication Services
281
+ 1.32%
$38.89 - $45.0 $10.9K - $12.6K
21.6K $968K
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 0.33%
$194.9 - $224.8 $5.85K - $6.74K
9.06K $1.91M
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$120.77 - $159.66 $121 - $160
2.75K $421K
GILD
Gilead Sciences, Inc.

Healthcare
150
+ 3.37%
$66.59 - $83.99 $9.99K - $12.6K
4.61K $386K
XOM
Exxon Mobil Corp

Energy
350
+ 2.17%
$109.72 - $119.0 $38.4K - $41.7K
16.5K $1.93M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
305
+ 4.48%
$77.02 - $85.06 $23.5K - $25.9K
7.12K $601K
XYL
Xylem Inc.

Industrials
503
+ 33.16%
$126.14 - $141.53 $63.4K - $71.2K
2.02K $272K
AMGN
Amgen Inc

Healthcare
45
+ 1.09%
$309.38 - $337.38 $13.9K - $15.2K
4.19K $1.35M
ETN
Eaton Corp PLC

Industrials
100
+ 9.28%
$272.52 - $333.02 $27.3K - $33.3K
1.18K $390K
MO
Altria Group, Inc.

Consumer Defensive
200
+ 3.54%
$45.95 - $54.71 $9.19K - $10.9K
5.85K $298K
PEP
Pepsico Inc

Consumer Defensive
148
+ 4.58%
$161.9 - $179.3 $24K - $26.5K
3.38K $574K
MSFT
Microsoft Corp

Technology
676
+ 4.33%
$395.15 - $467.56 $267K - $316K
16.3K $7.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
60
+ 4.37%
$178.94 - $207.0 $10.7K - $12.4K
1.43K $288K
VOTE
Engine No 1 ETF Tr

ETFs
90
+ 2.74%
$60.37 - $67.04 $5.43K - $6.03K
3.38K $226K
VUG
Vanguard Growth ETF

ETFs
25
+ 4.6%
$341.08 - $391.94 $8.53K - $9.8K
568 $218K
AMD
Advanced Micro Devices Inc

Technology
20
+ 1.08%
$128.67 - $183.96 $2.57K - $3.68K
1.88K $308K
BAC
Bank Of America Corp

Financial Services
85
+ 0.72%
$36.65 - $44.13 $3.12K - $3.75K
11.9K $471K
HON
Honeywell International Inc

Industrials
5
+ 0.22%
$196.73 - $220.21 $984 - $1.1K
2.3K $475K
DIS
Walt Disney CO

Communication Services
25
+ 0.32%
$85.6 - $98.61 $2.14K - $2.47K
7.81K $751K
QCOM
Qualcomm Inc

Technology
311
+ 11.8%
$156.12 - $209.64 $48.6K - $65.2K
2.95K $501K
WFC
Wells Fargo & Company

Financial Services
25
+ 0.17%
$51.58 - $60.97 $1.29K - $1.52K
15K $849K
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 0.55%
$161.02 - $200.0 $6.92K - $8.6K
7.82K $1.46M
SCHW
Schwab Charles Corp

Financial Services
50
+ 0.87%
$61.74 - $76.08 $3.09K - $3.8K
5.77K $373K
ADBE
Adobe Inc.

Technology
4
+ 0.29%
$508.13 - $586.55 $2.03K - $2.35K
1.39K $721K
F
Ford Motor CO

Consumer Cyclical
18
+ 0.07%
$9.71 - $14.55 $175 - $262
25.4K $268K
MRK
Merck & Co., Inc.

Healthcare
386
+ 3.42%
$111.15 - $128.97 $42.9K - $49.8K
11.7K $1.32M
GOOGL
Alphabet Inc.

Communication Services
98
+ 0.14%
$148.65 - $191.18 $14.6K - $18.7K
72.4K $12M
Activity Summary
Buys All Purchases 59 New Holdings 10 Increased Positions 49 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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