Ridgecrest Wealth Partners, LLC Portfolio Holdings

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q1 2025

Ridgecrest Wealth Partners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.8M, Ishares Core Dividend Growth E with a value of $14.4M, Alphabet Inc. with a value of $11.2M, Vanguard Index Fds S&P 500 ETF with a value of $8.86M, and Nvidia Corp with a value of $8.68M.

Examining the 13F form we can see an increase of $6.48M in the current position value, from $183M to 190M.

Below you can find more details about Ridgecrest Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Million
ETFs: $58.4 Million
Technology: $51.5 Million
Communication Services: $19.5 Million
Consumer Defensive: $12.6 Million
Financial Services: $12.5 Million
Healthcare: $11.8 Million
Consumer Cyclical: $10.7 Million
Energy: $7.47 Million
Other: $5.26 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$23.8 Million 12.53% of portfolio
107,051
Q1 2025 Added 2.11%
$967B
$11.2 Million 5.92% of portfolio
72,622
Q1 2025 Reduced 0.41%
$277B
$8.68 Million 4.57% of portfolio
80,061
Q1 2025 Added 5.79%
$2.92T
$6.41 Million 3.38% of portfolio
17,087
Q1 2025 Added 3.29%
$272B
$5.6 Million 2.95% of portfolio
33,476
Q1 2025 Reduced 1.86%
$382B
$5.35 Million 2.82% of portfolio
31,383
Q1 2025 Reduced 0.03%
$997B
$3.36 Million 1.77% of portfolio
21,521
Q1 2025 Reduced 9.56%
$477B
$3.19 Million 1.68% of portfolio
4
Q1 2025 New
$208B
$2.39 Million 1.26% of portfolio
9,596
Q1 2025 Added 0.47%
$404B
$2.2 Million 1.16% of portfolio
13,293
Q4 2024 Reduced 7.33%
$311B
$2.18 Million 1.15% of portfolio
30,408
Q1 2025 Added 2.18%
$714B
$1.93 Million 1.01% of portfolio
7,854
Q1 2025 Added 6.76%
$452B
$1.87 Million 0.98% of portfolio
15,692
Q1 2025 Added 4.85%
$329B
$1.73 Million 0.91% of portfolio
8,253
Q1 2025 Added 4.43%
$233B
$1.68 Million 0.88% of portfolio
27,162
Q1 2025 Added 1.02%
$1.93T
$1.59 Million 0.84% of portfolio
8,354
Q1 2025 Added 8.13%
$490B
$1.34 Million 0.7% of portfolio
1,435
Q3 2024 Added 95.24%
$900B
$1.32 Million 0.69% of portfolio
5,081
Q1 2025 Added 12.44%
$691B
$1.17 Million 0.62% of portfolio
2,201
Q1 2025 Added 15.78%
$265B
$1.01 Million 0.53% of portfolio
14,021
Q1 2025 Reduced 6.48%
$210B
$978,000 0.52% of portfolio
10,898
Q1 2025 Added 4.82%
$373B
$952,000 0.5% of portfolio
6,813
Q1 2025 Added 17.2%
$226B
$894,000 0.47% of portfolio
6,743
Q1 2025 Added 4.66%
$1.23T
$899,000 0.47% of portfolio
1,560
Q1 2025 Reduced 2.74%
$264B
$769,000 0.41% of portfolio
4,851
Q1 2025 Added 4.3%
$840B
$752,000 0.4% of portfolio
911
Q4 2024 Added 11.64%
$233B
$729,000 0.38% of portfolio
2,335
Q1 2025 Reduced 7.89%
$366B
$627,000 0.33% of portfolio
1,712
Q1 2025 Added 21.25%
$258B
$598,000 0.32% of portfolio
6,814
Q1 2025 Added 7.92%
$318B
$579,000 0.31% of portfolio
13,882
Q1 2025 Added 16.83%
$392B
$513,000 0.27% of portfolio
981
Q1 2025 Reduced 6.75%
$548B
$246,000 0.13% of portfolio
704
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $190 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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