Ridgecrest Wealth Partners, LLC Sells in Q3 2024

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-52
- 0.15%
$137.88 - $161.97 $7.17K - $8.42K
34.9K $5.13M
INTC
Intel Corp

Technology
-4.11K
- 20.97%
$18.9 - $34.87 $77.6K - $143K
15.5K $363K
AMAT
Applied Materials Inc

Technology
-2
- 0.04%
$174.88 - $254.97 $350 - $510
5.61K $1.13M
PFE
Pfizer Inc

Healthcare
-3.52K
- 9.12%
$27.7 - $31.39 $97.5K - $110K
35.1K $1.01M
LLY
Eli Lilly & CO

Healthcare
-40
- 4.67%
$772.14 - $960.02 $30.9K - $38.4K
816 $722K
SNPS
Synopsys Inc

Technology
-4
- 0.81%
$463.97 - $621.3 $1.86K - $2.49K
492 $249K
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 7.41%
$801.83 - $917.05 $80.2K - $91.7K
1.25K $1.11M
ABT
Abbott Laboratories

Healthcare
-400
- 5.85%
$100.07 - $118.13 $40K - $47.3K
6.44K $734K
CLX
Clorox CO

Consumer Defensive
-275
- 8.58%
$131.73 - $166.97 $36.2K - $45.9K
2.93K $477K
T
At&T Inc.

Communication Services
-159
- 1.04%
$18.21 - $22.28 $2.9K - $3.54K
15.2K $333K
PM
Philip Morris International Inc.

Consumer Defensive
-500
- 8.85%
$101.25 - $127.45 $50.6K - $63.7K
5.15K $625K
VTI
Vanguard Total Stock Market Et

ETFs
-40
- 0.93%
$255.18 - $283.2 $10.2K - $11.3K
4.27K $1.21M
NEE
Nextera Energy Inc

Utilities
-50
- 1.0%
$69.9 - $84.97 $3.5K - $4.25K
4.95K $418K
AXP
American Express CO

Financial Services
-10
- 0.45%
$225.92 - $271.17 $2.26K - $2.71K
2.2K $597K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.06%
$453.41 - $572.44 $453 - $572
1.6K $917K
WMT
Walmart Inc.

Consumer Defensive
-3
- 0.04%
$66.91 - $81.4 $201 - $244
8.41K $679K
CSCO
Cisco Systems, Inc.

Technology
-249
- 0.93%
$44.74 - $53.22 $11.1K - $13.3K
26.4K $1.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-310
- 2.59%
$520.18 - $576.82 $161K - $179K
11.7K $6.74M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-939
- 1.7%
$113.41 - $125.62 $106K - $118K
54.3K $6.82M
SPGI
S&P Global Inc.

Financial Services
-2
- 0.04%
$446.32 - $527.38 $893 - $1.05K
5.14K $2.66M
DGRO
Ishares Core Dividend Growth E

ETFs
-7.8K
- 3.3%
$57.47 - $62.76 $448K - $489K
229K $14.3M
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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