Ridgecrest Wealth Partners, LLC Incresed Positions in Q1 2025

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
25K
+ 737.32%
$167.43 - $244.7 $4.19M - $6.12M
28.4K $4.76M
HDV
Ishares Core High Dividend ETF

ETFs
5.69K
+ 42.52%
$110.86 - $121.12 $631K - $689K
19.1K $2.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.13K
+ 14.09%
$507.05 - $563.67 $1.08M - $1.2M
17.2K $8.86M
VIG
Vanguard Dividend Appreciation

ETFs
3.07K
+ 10.48%
N/A
32.3K $5.89M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.76K
+ 40.7%
$126.11 - $135.06 $474K - $508K
13K $1.68M
DGRO
Ishares Core Dividend Growth E

ETFs
5.08K
+ 2.22%
$60.46 - $64.42 $307K - $327K
234K $14.4M
AMGN
Amgen Inc

Healthcare
450
+ 10.16%
$258.59 - $327.36 $116K - $147K
4.88K $1.52M
ABBV
Abb Vie Inc.

Healthcare
350
+ 4.43%
$169.2 - $216.66 $59.2K - $75.8K
8.25K $1.73M
KO
Coca Cola CO

Consumer Defensive
650
+ 2.18%
$60.81 - $72.32 $39.5K - $47K
30.4K $2.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
300
+ 15.78%
$442.66 - $534.52 $133K - $160K
2.2K $1.17M
XOM
Exxon Mobil Corp

Energy
726
+ 4.85%
$105.44 - $118.93 $76.5K - $86.3K
15.7K $1.87M
PM
Philip Morris International Inc.

Consumer Defensive
200
+ 4.3%
$117.15 - $158.79 $23.4K - $31.8K
4.85K $769K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.0%
$91.75 - $115.81 $91.8 - $116
24.2K $2.38M
ABT
Abbott Laboratories

Healthcare
300
+ 4.66%
$111.1 - $140.22 $33.3K - $42.1K
6.74K $894K
JPM
Jpmorgan Chase & CO

Financial Services
497
+ 6.76%
$225.19 - $279.95 $112K - $139K
7.85K $1.93M
T
At&T Inc.

Communication Services
1.42K
+ 7.72%
$21.56 - $28.28 $30.6K - $40.2K
19.8K $560K
SENS
Senseonics Holdings, Inc.

Healthcare
185K
+ 160.87%
$0.43 - $1.31 $79.6K - $242K
300K $198K
VZ
Verizon Communications Inc

Communication Services
515
+ 2.48%
$37.81 - $46.49 $19.5K - $23.9K
21.3K $965K
CSCO
Cisco Systems, Inc.

Technology
275
+ 1.02%
$58.74 - $64.87 $16.2K - $17.8K
27.2K $1.68M
HD
Home Depot, Inc.

Consumer Cyclical
300
+ 21.25%
$347.25 - $424.87 $104K - $127K
1.71K $627K
BX
Blackstone Inc.

Financial Services
820
+ 66.13%
$136.53 - $186.74 $112K - $153K
2.06K $287K
BMY
Bristol Myers Squibb CO

Healthcare
500
+ 5.74%
$53.9 - $63.11 $27K - $31.6K
9.21K $561K
MO
Altria Group, Inc.

Consumer Defensive
400
+ 7.48%
$50.81 - $60.02 $20.3K - $24K
5.75K $345K
ROST
Ross Stores, Inc.

Consumer Cyclical
800
+ 47.76%
$123.3 - $154.95 $98.6K - $124K
2.48K $316K
VOTE
Engine No 1 ETF Tr

ETFs
1.08K
+ 31.82%
$64.6 - $72.12 $69.4K - $77.5K
4.45K $291K
BAC
Bank Of America Corp

Financial Services
2K
+ 16.83%
$39.61 - $47.74 $79.2K - $95.5K
13.9K $579K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.57%
$890.62 - $1076.86 $8.02K - $9.69K
1.58K $1.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
479
+ 2.0%
$27.01 - $28.54 $12.9K - $13.7K
24.4K $682K
XYL
Xylem Inc.

Industrials
172
+ 8.65%
$114.02 - $132.04 $19.6K - $22.7K
2.16K $258K
WMT
Walmart Inc.

Consumer Defensive
500
+ 7.92%
$84.5 - $105.05 $42.3K - $52.5K
6.81K $598K
F
Ford Motor CO

Consumer Cyclical
253
+ 0.98%
$9.12 - $10.43 $2.31K - $2.64K
26.1K $261K
PSA
Public Storage

Real Estate
4
+ 0.37%
$288.99 - $313.98 $1.16K - $1.26K
1.1K $328K
Ea Series Trust
923
+ 34.52%
N/A
3.6K $0
Proshares Tr
1.85K
+ 34.26%
N/A
7.25K $0
CMCSA
Comcast Corp

Communication Services
12
+ 0.14%
$33.19 - $38.23 $398 - $459
8.5K $313K
PFE
Pfizer Inc

Healthcare
1.07K
+ 3.8%
$25.01 - $27.13 $26.9K - $29.1K
29.3K $742K
SNPS
Synopsys Inc

Technology
40
+ 8.13%
$428.58 - $551.54 $17.1K - $22.1K
532 $228K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
100
+ 2.56%
$51.45 - $58.51 $5.15K - $5.85K
4K $207K
ORCL
Oracle Corp

Technology
1K
+ 17.2%
$139.81 - $186.47 $140K - $186K
6.81K $952K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
20
+ 1.39%
$192.82 - $222.1 $3.86K - $4.44K
1.45K $280K
ADBE
Adobe Inc.

Technology
83
+ 9.34%
$377.84 - $464.11 $31.4K - $38.5K
972 $372K
MRK
Merck & Co., Inc.

Healthcare
501
+ 4.82%
$83.01 - $101.02 $41.6K - $50.6K
10.9K $978K
DIS
Walt Disney CO

Communication Services
319
+ 4.19%
$96.87 - $114.0 $30.9K - $36.4K
7.94K $783K
QQQ
Invesco Qqq Trust, Series 1

ETFs
167
+ 4.07%
$468.34 - $539.52 $78.2K - $90.1K
4.27K $2M
AMZN
Amazon Com Inc

Consumer Cyclical
628
+ 8.13%
$190.26 - $242.06 $119K - $152K
8.35K $1.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 0.18%
$551.42 - $612.93 $7.72K - $8.58K
7.98K $4.46M
RUN
Sunrun Inc.

Technology
5K
+ 6.25%
$5.86 - $11.37 $29.3K - $56.8K
85K $498K
TSLA
Tesla, Inc.

Consumer Cyclical
562
+ 12.44%
$222.15 - $428.22 $125K - $241K
5.08K $1.32M
MSFT
Microsoft Corp

Technology
545
+ 3.29%
$375.39 - $447.2 $205K - $244K
17.1K $6.41M
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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