Ridgecrest Wealth Partners, LLC New Holdings in Q3 2024

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
38.5K
New
$136.27 - $1745.86 $5.24M - $67.1M
38.5K $6.63M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.68K
New
$136.06 - $155.24 $228K - $260K
1.68K $252K
ADP
Automatic Data Processing Inc

Industrials
910
New
$233.44 - $279.45 $212K - $254K
910 $251K
MMM
3 M CO

Industrials
1.8K
New
$99.69 - $139.42 $180K - $252K
1.8K $246K
XLU
Utilities Sector Spdr

ETFs
2.62K
New
$67.67 - $80.78 $177K - $212K
2.62K $211K
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$99.55 - $123.34 $167K - $207K
1.68K $202K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.03K
New
N/A
3.03K $196K
AAPD
Direxion Shs ETF Tr Daily Aapl
32.8K
New
N/A
32.8K $0
BFB
Brown Forman Corp Cl B
4.53K
New
N/A
4.53K $0
Ea Series Trust
1.95K
New
N/A
1.95K $0
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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