Ridgecrest Wealth Partners, LLC Portfolio Holdings
Ridgecrest Wealth Partners, LLC
- $190 Million
- Q3 2024
Ridgecrest Wealth Partners, LLC has filed its 13F form on November 04, 2024 for Q3 2024 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 $24.6M, Ishares Core Dividend Growth E with a value of $14.3M, Alphabet Inc. with a value of $12M, Nvidia Corp with a value of $9.14M, and Vanguard Index Fds S&P 500 ETF with a value of $7.35M.
Examining the 13F form we can see an increase of $24.1M in the current position value, from $166M 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
Technology: $57 Million
ETFs: $56 Million
Communication Services: $20.2 Million
Consumer Defensive: $12.8 Million
Healthcare: $11.5 Million
Consumer Cyclical: $9.94 Million
Financial Services: $8.71 Million
Energy: $7.06 Million
Other: $6.86 Million