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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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