Ridgeline Wealth, LLC Portfolio Holdings by Sector
Ridgeline Wealth, LLC
- $123 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG DFIC DFUS AVUS JAAA OEF ESGU QUAL 33 stocks |
$68.1 Million
95.28% of portfolio
|
  4  
|
  28  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.39 Million
1.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$464,710
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$414,555
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$330,880
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PSEC 1 stocks |
$299,982
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$245,224
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$237,270
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|