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RIDGECREST WEALTH PARTNERS, LLC13F | |
| RIDGECREST WEALTH PARTNERS, LLC | |
| Last update 2025-07-15 | 111 Stocks (5 new) |
| Value $189.00 Mil | Turnover 3 % |
RIDGECREST WEALTH PARTNERS, LL... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 106,220 | 21,793.1 | -0.78% | 11.500 | -0.10% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
DGRO | iShares Core Dividend Growth ETF | 237,137 | 15,162.5 | +1.54% | 8.000 | +0.12% | 0.050 | +11.91% | +7.24% | 32,849.7 | ||
GOOGL | Alphabet Inc | 72,502 | 12,777.0 | -0.17% | 6.740 | -0.01% | 0.000 | +22.60% | +0.73% | 2,315,381.3 | Interactive Media | |
VOO | Vanguard S&P 500 ETF | 20,640 | 11,724.3 | +19.70% | 6.190 | +1.02% | 0.000 | +18.45% | +8.18% | 663,622.4 | ||
MSFT | Microsoft Corp | 17,018 | 8,464.8 | -0.40% | 4.470 | -0.01% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
VIG | Vanguard Dividend Appreciation FTF | 37,622 | 7,700.1 | +16.32% | 4.060 | +0.57% | 0.010 | +12.10% | +6.38% | 90,302.9 | ||
IVV | iShares Core S&P 500 ETF | 12,066 | 7,491.8 | +8.87% | 3.950 | +0.32% | 0.000 | +18.50% | +8.26% | 642,209.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 50,404 | 6,806.6 | -1.06% | 3.590 | -0.03% | 0.010 | +18.83% | +7.92% | 73,027.8 | ||
PG | Procter & Gamble Co | 31,229 | 4,975.4 | -0.49% | 2.630 | -0.01% | 0.000 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods | |
SPY | SPDR S&P 500 ETF Trust | 6,904 | 4,265.7 | -13.47% | 2.250 | -0.32% | 0.000 | +18.80% | +8.86% | 654,366.5 |
RIDGECREST WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns
RIDGECREST WEALTH PARTNERS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -3.32% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | Reduce -73.09% | 21,547 | -58,514 | |
AVGO | Broadcom Inc | 2025-06-30 | Reduce Reduce | -2.16% | 146.29 ($216.36) 275.65 | $283.69 | 31.12% | Reduce -86.65% | 3,793 | -24,609 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.02% | 456.74 ($525.37) 568.03 | $582.86 | 10.94% | Add 19.7% | 20,640 | 3,397 | |
ONON | On Holding AG | 2025-06-30 | Sold Out Sold Out | -0.95% | 37.65 ($50.85) 60.68 | $51.64 | 1.55% | Sold Out | 0 | -41,500 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-06-30 | Add Add | +0.57% | 173.71 ($193.82) 204.67 | $208.32 | 7.48% | Add 16.32% | 37,622 | 5,278 | |
SPYD |
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
| 2025-06-30 | New Buy New Buy | +0.40% | 38.81 ($42.06) 44.28 | $44.26 | 5.23% | New holding | 17,710 | 17,710 | |
CVX | Chevron Corp | 2025-06-30 | Reduce Reduce | -0.36% | 133.73 ($141.39) 168.51 | $153.12 | 8.30% | Reduce -12.29% | 29,361 | -4,115 | |
SBUX | Starbucks Corp | 2025-06-30 | Reduce Reduce | -0.35% | 79.69 ($86.84) 99.41 | $95.92 | 10.46% | Reduce -27.88% | 17,485 | -6,759 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.32% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Add 8.87% | 12,066 | 983 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -0.32% | 496.48 ($571.44) 617.85 | $634.21 | 10.98% | Reduce -13.47% | 6,904 | -1,075 |
RIDGECREST WEALTH PARTNERS, LLC Total Holding History ($B)
RIDGECREST WEALTH PARTNERS, LLC's Asset Allocation
RIDGECREST WEALTH PARTNERS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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RIDGECREST WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-06-30
RIDGECREST WEALTH PARTNERS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RIDGECREST WEALTH PARTNERS, LLC's Holdings Heat Map
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RIDGECREST WEALTH PARTNERS, LLC's Holdings Bubble Chart
RIDGECREST WEALTH PARTNERS, LLC News
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