RIDGECREST WEALTH PARTNERS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW RIDGECREST WEALTH PARTNERS, LLC | Institutional Filer | ▼ 1.74% | $181.2M | 96 |
Current Portfolio Holdings
Showing all 96 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 77K | $19.6M | 10.84% |
| 2 | GOOGL | Alphabet Inc. | Technology | 44K | $12.7M | 6.99% |
| 3 | DGRO | ISHARES TR | — | 179K | $12.6M | 6.94% |
| 4 | NVDA | NVIDIA Corporation | Technology | 71K | $12.3M | 6.80% |
| 5 | VOO | VANGUARD INDEX FDS | — | 16K | $9.5M | 5.25% |
| 6 | AVGO | Broadcom Inc. | Technology | 22K | $6.9M | 3.82% |
| 7 | IVV | ISHARES TR | — | 10K | $6.8M | 3.73% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | — | 30K | $6.4M | 3.51% |
| 9 | ITOT | ISHARES TR | — | 40K | $5.7M | 3.15% |
| 10 | CVX | Chevron Corporation | Energy | 27K | $5.7M | 3.13% |
| 11 | MSFT | Microsoft Corporation | Technology | 15K | $5.6M | 3.09% |
| 12 | GOOG | Alphabet Inc. | Technology | 18K | $5.2M | 2.87% |
| 13 | PG | The Procter & Gamble Company | Consumer Defensive | 23K | $3.3M | 1.80% |
| 14 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 4 | $2.9M | 1.59% |
| 15 | HDV | ISHARES TR | — | 19K | $2.6M | 1.44% |
Showing 1 to 15 of 96 holdings