Ridgecrest Wealth Partners, LLC Reduced Holdings in Q3 2025

Ridgecrest Wealth Partners, LLC

  • $219 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-2.59K
- 14.83%
$81.9 - $96.86 $212K - $251K
14.9K $1.26M
PG
Procter & Gamble CO

Consumer Defensive
-200
- 0.64%
$150.47 - $161.22 $30.1K - $32.2K
31K $4.77M
AMGN
Amgen Inc

Healthcare
-250
- 5.13%
$271.18 - $309.22 $67.8K - $77.3K
4.63K $1.31M
ADBE
Adobe Inc.

Technology
-2
- 0.22%
$333.65 - $392.1 $667 - $784
895 $315K
F
Ford Motor CO

Consumer Cyclical
-4.78K
- 18.75%
$10.82 - $12.09 $51.7K - $57.8K
20.7K $247K
T
At&T Inc.

Communication Services
-299
- 1.53%
$26.94 - $29.62 $8.06K - $8.86K
19.3K $544K
V
Visa Inc.

Financial Services
-4
- 0.56%
$332.09 - $358.86 $1.33K - $1.44K
712 $243K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.18%
$695.21 - $791.73 $2.09K - $2.38K
1.66K $1.22M
VZ
Verizon Communications Inc

Communication Services
-473
- 2.34%
$40.84 - $45.06 $19.3K - $21.3K
19.8K $869K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-52
- 2.46%
$459.11 - $506.91 $23.9K - $26.4K
2.06K $1.03M
PEP
Pepsico Inc

Consumer Defensive
-16
- 0.47%
$133.81 - $152.16 $2.14K - $2.43K
3.36K $472K
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.13%
$291.67 - $316.99 $875 - $951
2.35K $712K
RTX
Raytheon Technologies Corp

Industrials
-30
- 1.77%
$144.19 - $167.33 $4.33K - $5.02K
1.67K $279K
CVX
Chevron Corp

Energy
-1.75K
- 5.96%
$145.57 - $161.83 $255K - $283K
27.6K $4.29M
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 0.48%
$303.93 - $329.86 $5.77K - $6.27K
3.91K $1.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
-270
- 3.91%
$617.65 - $666.84 $167K - $180K
6.63K $4.42M
AVGO
Broadcom Inc.

Technology
-99
- 2.61%
$264.74 - $369.57 $26.2K - $36.6K
3.69K $1.22M
ORCL
Oracle Corp

Technology
-725
- 10.96%
$218.96 - $328.33 $159K - $238K
5.89K $1.66M
TSLA
Tesla, Inc.

Consumer Cyclical
-475
- 9.73%
$293.94 - $444.72 $140K - $211K
4.41K $1.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-707
- 1.4%
$135.0 - $146.02 $95.4K - $103K
49.7K $7.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-593
- 2.87%
$567.77 - $614.76 $337K - $365K
20K $12.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.01%
$620.67 - $670.08 $621 - $670
12.1K $8.08M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.26K
- 0.53%
$64.12 - $68.08 $80.7K - $85.6K
236K $16.1M
GOOG
Alphabet Inc.

Communication Services
-137
- 0.64%
$175.16 - $255.24 $24K - $35K
21.4K $5.21M
GOOGL
Alphabet Inc.

Communication Services
-1.34K
- 1.84%
$174.36 - $254.72 $233K - $340K
71.2K $17.3M
AAPL
Apple Inc.

Technology
-162
- 0.15%
$202.38 - $256.87 $32.8K - $41.6K
106K $27M
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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