Ridgecrest Wealth Partners, LLC Sells in Q2 2025

Ridgecrest Wealth Partners, LLC

  • $188 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-58.5K
- 73.09%
$94.31 - $157.99 $5.52M - $9.24M
21.5K $3.4M
AVGO
Broadcom Inc.

Technology
-24.6K
- 86.65%
$146.29 - $275.65 $3.6M - $6.78M
3.79K $1.05M
AAPL
Apple Inc.

Technology
-831
- 0.78%
$172.42 - $223.89 $143K - $186K
106K $21.8M
CVX
Chevron Corp

Energy
-4.12K
- 12.29%
$133.73 - $168.51 $550K - $693K
29.4K $4.2M
SBUX
Starbucks Corp

Consumer Cyclical
-6.76K
- 27.88%
$79.69 - $99.41 $539K - $672K
17.5K $1.6M
PG
Procter & Gamble CO

Consumer Defensive
-154
- 0.49%
$157.66 - $172.39 $24.3K - $26.5K
31.2K $4.98M
UNH
Unitedhealth Group Inc

Healthcare
-274
- 27.93%
$274.35 - $599.47 $75.2K - $164K
707 $220K
JNJ
Johnson & Johnson

Healthcare
-404
- 3.04%
$146.36 - $159.82 $59.1K - $64.6K
12.9K $1.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.08K
- 13.47%
$496.48 - $617.85 $534K - $664K
6.9K $4.27M
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.04%
$170.16 - $206.27 $510 - $619
8.25K $1.53M
MRK
Merck & Co., Inc.

Healthcare
-583
- 5.35%
$73.47 - $87.12 $42.8K - $50.8K
10.3K $816K
BC
Brunswick Corp

Consumer Cyclical
-3.5K
- 12.82%
$41.93 - $58.37 $147K - $204K
23.8K $1.32M
SPGI
S&P Global Inc.

Financial Services
-476
- 9.26%
$438.31 - $527.29 $209K - $251K
4.66K $2.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-91
- 4.13%
$483.48 - $539.8 $44K - $49.1K
2.11K $1.02M
VZ
Verizon Communications Inc

Communication Services
-1.03K
- 4.82%
$41.67 - $45.62 $42.7K - $46.8K
20.3K $876K
COST
Costco Wholesale Corp

Consumer Defensive
-156
- 9.85%
$908.13 - $1056.85 $142K - $165K
1.43K $1.41M
KO
Coca Cola CO

Consumer Defensive
-600
- 1.97%
$68.37 - $73.9 $41K - $44.3K
29.8K $2.11M
INTC
Intel Corp

Technology
-2.77K
- 20.12%
$18.13 - $22.69 $50.1K - $62.8K
11K $245K
PFE
Pfizer Inc

Healthcare
-1.29K
- 4.41%
$21.59 - $24.84 $27.9K - $32.1K
28K $679K
LLY
Eli Lilly & CO

Healthcare
-27
- 2.96%
$713.71 - $898.95 $19.3K - $24.3K
884 $689K
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.06%
$128.02 - $151.37 $256 - $303
3.38K $446K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-771
- 3.16%
$24.32 - $27.87 $18.8K - $21.5K
23.6K $626K
BX
Blackstone Inc.

Financial Services
-500
- 24.27%
$120.07 - $151.11 $60K - $75.6K
1.56K $233K
KMB
Kimberly Clark Corp

Consumer Defensive
-12
- 0.37%
$126.84 - $145.22 $1.52K - $1.74K
3.27K $421K
GILD
Gilead Sciences, Inc.

Healthcare
-300
- 6.52%
$96.91 - $113.0 $29.1K - $33.9K
4.3K $477K
ROST
Ross Stores, Inc.

Consumer Cyclical
-200
- 8.08%
$126.62 - $154.26 $25.3K - $30.9K
2.28K $290K
ADBE
Adobe Inc.

Technology
-75
- 7.72%
$340.0 - $420.68 $25.5K - $31.6K
897 $347K
PSA
Public Storage

Real Estate
-12
- 1.09%
$266.31 - $309.77 $3.2K - $3.72K
1.09K $318K
MCK
Mckesson Corp

Healthcare
-110
- 8.83%
$652.83 - $732.78 $71.8K - $80.6K
1.14K $832K
T
At&T Inc.

Communication Services
-220
- 1.11%
$26.33 - $28.94 $5.79K - $6.37K
19.6K $566K
F
Ford Motor CO

Consumer Cyclical
-579
- 2.22%
$8.69 - $10.85 $5.03K - $6.28K
25.5K $276K
BAC
Bank Of America Corp

Financial Services
-1.27K
- 9.11%
$34.39 - $47.46 $43.5K - $60K
12.6K $597K
SNPS
Synopsys Inc

Technology
-40
- 7.52%
$380.9 - $517.66 $15.2K - $20.7K
492 $252K
HON
Honeywell International Inc

Industrials
-3
- 0.13%
$182.86 - $232.88 $549 - $699
2.29K $533K
XLK
Technology Sector Spdr

ETFs
-20
- 1.53%
$179.73 - $253.23 $3.59K - $5.06K
1.29K $325K
WMT
Walmart Inc.

Consumer Defensive
-8
- 0.12%
$81.79 - $99.98 $654 - $800
6.81K $665K
AXP
American Express CO

Financial Services
-3
- 0.16%
$231.39 - $318.98 $694 - $957
1.87K $596K
VTI
Vanguard Total Stock Market Et

ETFs
-28
- 0.71%
$243.75 - $303.93 $6.83K - $8.51K
3.93K $1.19M
CAT
Caterpillar Inc

Industrials
-3
- 0.15%
$273.94 - $388.21 $822 - $1.16K
1.98K $769K
WFC
Wells Fargo & Company

Financial Services
-23
- 0.16%
$60.98 - $80.12 $1.4K - $1.84K
14K $1.12M
DIS
Walt Disney CO

Communication Services
-200
- 2.52%
$81.72 - $124.01 $16.3K - $24.8K
7.74K $959K
CSCO
Cisco Systems, Inc.

Technology
-181
- 0.67%
$53.19 - $69.38 $9.63K - $12.6K
27K $1.87M
AMAT
Applied Materials Inc

Technology
-4
- 0.07%
$126.95 - $183.52 $508 - $734
5.61K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
-200
- 3.94%
$221.86 - $362.89 $44.4K - $72.6K
4.88K $1.55M
ORCL
Oracle Corp

Technology
-199
- 2.92%
$122.82 - $218.63 $24.4K - $43.5K
6.61K $1.45M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-540
- 1.06%
$108.12 - $135.04 $58.4K - $72.9K
50.4K $6.81M
GOOGL
Alphabet Inc.

Communication Services
-120
- 0.17%
$144.7 - $178.6 $17.4K - $21.4K
72.5K $12.8M
MSFT
Microsoft Corp

Technology
-69
- 0.4%
$354.56 - $497.45 $24.5K - $34.3K
17K $8.46M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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