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Ridgeline Wealth Planning, LLC13F | |
| Ridgeline Wealth Planning, LLC | |
| Last update 2025-04-30 | 35 Stocks (3 new) |
| Value $102.00 Mil | Turnover 5 % |
Ridgeline Wealth Planning, LLC... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 419,586 | 27,592.0 | +2.62% | 27.120 | +0.69% | 0.040 | +19.60% | +7.78% | 76,985.6 | ||
JPST | JPMorgan Ultra-Short Income ETF | 309,681 | 15,679.2 | +1.68% | 15.410 | +0.25% | 0.050 | +1.35% | +2.74% | 32,077.9 | ||
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 423,957 | 12,010.7 | +2.05% | 11.800 | +0.24% | 0.230 | +19.72% | +11.28% | 6,263.0 | ||
CGDV | Capital Group Dividend Value ETF | 240,249 | 8,562.5 | +3.18% | 8.410 | +0.26% | 0.060 | +21.68% | +15.96% | 18,969.4 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 39,888 | 6,816.4 | +1.16% | 6.700 | +0.08% | 0.010 | +14.25% | +3.80% | 53,112.1 | ||
QQQ | INVESCO QQQ Trust | 9,684 | 4,541.1 | +1.65% | 4.460 | +0.07% | 0.000 | +26.38% | +9.79% | 357,775.2 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 84,512 | 4,120.8 | +5.63% | 4.050 | +0.22% | 0.030 | +20.83% | +8.66% | 19,386.4 | ||
CGGR | Capital Group Growth ETF | 104,755 | 3,587.9 | +1.48% | 3.530 | +0.05% | 0.030 | +27.19% | +11.11% | 13,544.8 | ||
FLQH |
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
| 103,581 | 3,375.7 | +11.37% | 3.320 | +0.34% | - | +11.06% | +19.86% | 0 | ||
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 37,016 | 2,039.2 | -3.99% | 2.000 | -0.08% | 0.010 | +18.54% | +16.23% | 13,728.0 |
Ridgeline Wealth Planning, LLC's Historical Top Holdings Breakdowns
Ridgeline Wealth Planning, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BXSL | Blackstone Secured Lending Fund | 2025-03-31 | Reduce Reduce | -1.95% | 31.3 ($32.97) 34.5 | $32.38 | -1.79% | Reduce -84.17% | 11,854 | -63,035 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Sold Out Sold Out | -1.61% | 84.96 ($93.96) 100.71 | $93.77 | -0.20% | Sold Out | 0 | -17,388 | |
FLQM |
Franklin U.S. Mid Cap Multifactor Index ETF
Franklin U.S. Mid Cap Multifactor Index ETF
| 2025-03-31 | New Buy New Buy | +1.42% | 51.3 ($54.63) 56.76 | $54.74 | 0.20% | New holding | 27,304 | 27,304 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.69% | 64.88 ($69.16) 72.1 | $73.84 | 6.77% | Add 2.62% | 419,586 | 10,715 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.36% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 49.46% | 1,952 | 646 | |
FLQH |
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
| 2025-03-31 | Add Add | +0.34% | 29.86 ($32.06) 34.01 | $26.79 | -16.44% | Add 11.37% | 103,581 | 10,577 | |
NVDA | NVIDIA Corp | 2025-03-31 | New Buy New Buy | +0.29% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | New holding | 2,740 | 2,740 | |
MSFT | Microsoft Corp | 2025-03-31 | New Buy New Buy | +0.27% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | New holding | 720 | 720 | |
PXF |
Invesco RAFI Developed Markets ex-U.S. ETF
Invesco RAFI Developed Markets ex-U.S. ETF
| 2025-03-31 | Sold Out Sold Out | -0.27% | 47.39 ($51.01) 54.25 | $57.19 | 12.12% | Sold Out | 0 | -5,940 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add Add | +0.26% | 34.95 ($36.32) 37.36 | $40.63 | 11.87% | Add 3.18% | 240,249 | 7,412 |
Ridgeline Wealth Planning, LLC Total Holding History ($B)
Ridgeline Wealth Planning, LLC's Asset Allocation
Ridgeline Wealth Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ridgeline Wealth Planning, LLC's Hypothetical Growth since 2025-03-31
Ridgeline Wealth Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ridgeline Wealth Planning, LLC's Holdings Heat Map
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Ridgeline Wealth Planning, LLC's Holdings Bubble Chart
Ridgeline Wealth Planning, LLC News
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