Ridgecrest Wealth Partners, LLC Incresed Positions in Q3 2025

Ridgecrest Wealth Partners, LLC

  • $219 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
48K
+ 222.7%
$153.3 - $186.58 $7.36M - $8.95M
69.5K $13M
JNJ
Johnson & Johnson

Healthcare
86
+ 0.67%
$155.17 - $185.42 $13.3K - $15.9K
13K $2.41M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.02%
$184.85 - $231.54 $370 - $463
8.25K $1.91M
MSFT
Microsoft Corp

Technology
14
+ 0.08%
$491.09 - $535.64 $6.88K - $7.5K
17K $8.82M
COST
Costco Wholesale Corp

Consumer Defensive
398
+ 27.89%
$915.95 - $994.57 $365K - $396K
1.83K $1.69M
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 0.53%
$282.78 - $316.06 $11.9K - $13.3K
7.9K $2.49M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.62K
+ 20.41%
$42.43 - $45.05 $153K - $163K
21.3K $938K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
290
+ 1.79%
$132.9 - $142.03 $38.5K - $41.2K
16.4K $2.32M
HDV
Ishares Core High Dividend ETF

ETFs
239
+ 1.19%
$118.16 - $123.66 $28.2K - $29.6K
20.3K $2.48M
INTC
Intel Corp

Technology
24
+ 0.22%
$19.31 - $35.5 $463 - $852
11K $369K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 2.9%
$357.4 - $423.42 $17.9K - $21.2K
1.77K $717K
VIG
Vanguard Dividend Appreciation

ETFs
446
+ 1.19%
N/A
38.1K $6.93M
VUG
Vanguard Growth ETF

ETFs
78
+ 12.21%
$433.97 - $484.08 $33.8K - $37.8K
717 $343K
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.01%
$77.6 - $87.37 $77.6 - $87.4
10.3K $865K
PFE
Pfizer Inc

Healthcare
480
+ 1.71%
$23.29 - $25.88 $11.2K - $12.4K
28.5K $726K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
753
+ 3.19%
$26.38 - $27.95 $19.9K - $21K
24.4K $665K
SCHW
Schwab Charles Corp

Financial Services
15
+ 0.26%
$91.03 - $98.69 $1.37K - $1.48K
5.78K $552K
AMZN
Amazon Com Inc

Consumer Cyclical
86
+ 1.02%
$211.65 - $238.24 $18.2K - $20.5K
8.49K $1.86M
MMM
3 M CO

Industrials
56
+ 2.9%
$144.41 - $160.2 $8.09K - $8.97K
1.98K $307K
K
Kellogg CO

Consumer Defensive
45
+ 1.25%
$76.96 - $82.02 $3.46K - $3.69K
3.66K $299K
UPS
United Parcel Service Inc

Industrials
500
+ 22.15%
$82.58 - $105.54 $41.3K - $52.8K
2.76K $230K
TSLS
Direxion Shs ETF Tr Daily Tsla
8.35K
+ 53.41%
N/A
24K $0
SNPS
Synopsys Inc

Technology
3
+ 0.61%
$387.78 - $645.35 $1.16K - $1.94K
495 $244K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.34%
$625.65 - $812.69 $1.88K - $2.44K
887 $676K
CSCO
Cisco Systems, Inc.

Technology
60
+ 0.22%
$66.2 - $71.79 $3.97K - $4.31K
27K $1.85M
HON
Honeywell International Inc

Industrials
100
+ 4.37%
$207.7 - $240.4 $20.8K - $24K
2.39K $502K
DIS
Walt Disney CO

Communication Services
1
+ 0.01%
$112.25 - $124.0 $112 - $124
7.74K $886K
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 2.06%
$157.77 - $183.27 $15.8K - $18.3K
4.95K $803K
IBM
International Business Machines Corp

Technology
55
+ 0.56%
$234.77 - $292.47 $12.9K - $16.1K
9.85K $2.78M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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