Ridgecrest Wealth Partners, LLC Top Holdings and 13F Report (2024) About Ridgecrest Wealth Partners, LLCInvestment ActivityRidgecrest Wealth Partners, LLC has $190.95 million in total holdings as of June 30, 2024.Ridgecrest Wealth Partners, LLC owns shares of 112 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 9.23% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Ridgecrest Wealth Partners, LLC has purchased 107 new stocks and bought additional shares in 52 stocks.Ridgecrest Wealth Partners, LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $23,779,308iShares Core Dividend Growth ETF $14,428,580Alphabet $11,230,342Vanguard S&P 500 ETF $8,861,499NVIDIA $8,677,017 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,193,766 HoldingH5919C104 - ON $1,822,680 Holding92204A504 - Vanguard Health Care ETF $290,164 HoldingV7780T103 - Royal Caribbean Cruises $225,984 Holding75513E101 - RTX $221,871 Holding Largest Purchases this Quarter Broadcom 25,010 shares (about $4.19M)Berkshire Hathaway 4 shares (about $3.19M)ON 41,500 shares (about $1.82M)Vanguard S&P 500 ETF 2,130 shares (about $1.09M)iShares Core High Dividend ETF 5,688 shares (about $688.94K) Largest Sales this Quarter Alphabet 2,276 shares (about $355.58K)iShares Core S&P Total U.S. Stock Market ETF 2,233 shares (about $272.45K)Mondelez International 1,591 shares (about $107.95K)Chevron 636 shares (about $106.40K)Wells Fargo & Company 972 shares (about $69.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRidgecrest Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$23,779,308$491,797 ▲2.1%107,05112.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$14,428,580$313,780 ▲2.2%233,5487.6%ETFGOOGLAlphabet$11,230,342$46,238 ▼-0.4%72,6225.9%Computer and TechnologyVOOVanguard S&P 500 ETF$8,861,499$1,094,647 ▲14.1%17,2434.6%ETFNVDANVIDIA$8,677,017$474,705 ▲5.8%80,0614.5%Computer and TechnologyMSFTMicrosoft$6,414,334$204,589 ▲3.3%17,0873.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$6,274,418$595,356 ▲10.5%32,3443.3%ETFIVViShares Core S&P 500 ETF$6,227,538$45,514 ▼-0.7%11,0833.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,215,635$272,446 ▼-4.2%50,9443.3%ETFCVXChevron$5,600,200$106,396 ▼-1.9%33,4762.9%EnergyPGProcter & Gamble$5,348,291$1,534 ▼0.0%31,3832.8%Consumer StaplesAVGOBroadcom$4,755,347$4,187,424 ▲737.3%28,4022.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,463,433$7,832 ▲0.2%7,9792.3%FinanceGOOGAlphabet$3,362,194$355,576 ▼-9.6%21,5211.8%Computer and TechnologyBRK.ABerkshire Hathaway$3,193,766$3,193,766 ▲New Holding41.7%FinanceSPGIS&P Global$2,611,6340.0%5,1401.4%Business ServicesIBMInternational Business Machines$2,386,141$11,190 ▲0.5%9,5961.2%Computer and TechnologySBUXStarbucks$2,378,104$98 ▲0.0%24,2441.2%Retail/WholesaleHDViShares Core High Dividend ETF$2,309,070$688,942 ▲42.5%19,0641.2%ETFJNJJohnson & Johnson$2,204,5750.0%13,2931.2%MedicalKOCoca-Cola$2,177,821$46,553 ▲2.2%30,4081.1%Consumer StaplesQQQInvesco QQQ$2,000,992$78,314 ▲4.1%4,2671.0%FinanceJPMJPMorgan Chase & Co.$1,926,609$121,916 ▲6.8%7,8541.0%FinanceXOMExxon Mobil$1,866,250$86,343 ▲4.9%15,6921.0%EnergyONONON$1,822,680$1,822,680 ▲New Holding41,5001.0%Retail/WholesaleABBVAbbVie$1,729,170$73,332 ▲4.4%8,2530.9%MedicalVYMVanguard High Dividend Yield ETF$1,676,222$484,890 ▲40.7%12,9980.9%ETFCSCOCisco Systems$1,676,186$16,970 ▲1.0%27,1620.9%Computer and TechnologyAMZNAmazon.com$1,589,341$119,476 ▲8.1%8,3540.8%Retail/WholesaleAMGNAmgen$1,519,429$140,197 ▲10.2%4,8770.8%MedicalCOSTCostco Wholesale$1,496,818$8,510 ▲0.6%1,5830.8%Retail/WholesaleBCBrunswick$1,470,536$539 ▼0.0%27,3080.8%Consumer DiscretionaryNFLXNetflix$1,337,8930.0%1,4350.7%Consumer DiscretionaryTSLATesla$1,316,862$145,656 ▲12.4%5,0810.7%Auto/Tires/TrucksUNPUnion Pacific$1,301,9190.0%5,5110.7%TransportationBRK.BBerkshire Hathaway$1,172,209$159,774 ▲15.8%2,2010.6%FinanceVTIVanguard Total Stock Market ETF$1,087,128$63,221 ▼-5.5%3,9550.6%ETFWFCWells Fargo & Company$1,006,568$69,780 ▼-6.5%14,0210.5%FinanceMRKMerck & Co., Inc.$978,179$44,969 ▲4.8%10,8980.5%MedicalVZVerizon Communications$965,200$23,360 ▲2.5%21,2790.5%Computer and TechnologyNSCNorfolk Southern$961,5570.0%4,0600.5%TransportationORCLOracle$952,578$139,818 ▲17.2%6,8130.5%Computer and TechnologyMETAMeta Platforms$898,988$25,356 ▼-2.7%1,5600.5%Computer and TechnologyABTAbbott Laboratories$894,459$39,795 ▲4.7%6,7430.5%MedicalMCKMcKesson$838,5460.0%1,2460.4%MedicalAMATApplied Materials$814,5590.0%5,6130.4%Computer and TechnologyDISWalt Disney$783,530$31,487 ▲4.2%7,9380.4%Consumer DiscretionaryPMPhilip Morris International$769,999$31,746 ▲4.3%4,8510.4%Consumer StaplesLLYEli Lilly and Company$752,4040.0%9110.4%MedicalPFEPfizer$742,843$27,215 ▲3.8%29,3150.4%MedicalMCDMcDonald's$729,384$62,474 ▼-7.9%2,3350.4%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$682,472$13,393 ▲2.0%24,4090.4%ETFCATCaterpillar$654,3230.0%1,9840.3%IndustrialsHDHome Depot$627,602$109,977 ▲21.2%1,7120.3%Retail/WholesaleWMTWalmart$598,201$43,895 ▲7.9%6,8140.3%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$579,4740.0%6,1870.3%ETFBACBank of America$579,296$83,460 ▲16.8%13,8820.3%FinanceBMYBristol-Myers Squibb$561,779$30,495 ▲5.7%9,2110.3%MedicalTAT&T$560,182$40,158 ▲7.7%19,8080.3%Computer and TechnologyGILDGilead Sciences$515,878$1,569 ▼-0.3%4,6040.3%MedicalUNHUnitedHealth Group$513,740$37,182 ▼-6.7%9810.3%MedicalPEPPepsiCo$506,7970.0%3,3800.3%Consumer StaplesAXPAmerican Express$503,9310.0%1,8730.3%FinanceRUNSunrun$498,100$29,300 ▲6.3%85,0000.3%EnergyHONHoneywell International$485,3310.0%2,2920.3%Multi-Sector ConglomeratesKMBKimberly-Clark$466,6240.0%3,2810.2%Consumer StaplesSCHWCharles Schwab$451,5190.0%5,7680.2%FinanceQCOMQUALCOMM$451,1150.0%2,9370.2%Computer and TechnologyBOXXAlpha Architect 1-3 Month Box ETF$401,030$102,905 ▲34.5%3,5970.2%ETFADBEAdobe$372,791$31,833 ▲9.3%9720.2%Computer and TechnologySDYSPDR S&P Dividend ETF$369,5920.0%2,7240.2%ETFMOAltria Group$345,175$24,008 ▲7.5%5,7510.2%Consumer StaplesNEENextEra Energy$341,477$9,145 ▼-2.6%4,8170.2%UtilitiesPSAPublic Storage$328,620$1,197 ▲0.4%1,0980.2%FinanceCLXClorox$324,5390.0%2,2040.2%Consumer StaplesPROSHARES TR$323,060$82,436 ▲34.3%7,2500.2%SHORT S&P 500 NEROSTRoss Stores$316,280$102,232 ▲47.8%2,4750.2%Retail/WholesaleCMCSAComcast$313,576$443 ▲0.1%8,4980.2%Consumer DiscretionaryDIASPDR Dow Jones Industrial Average ETF Trust$312,4820.0%7440.2%FinanceINTCIntel$312,172$19,939 ▼-6.0%13,7460.2%Computer and TechnologyGLDSPDR Gold Shares$302,5470.0%1,0500.2%FinanceMDLZMondelez International$299,693$107,949 ▼-26.5%4,4170.2%Consumer StaplesKKellanova$297,9540.0%3,6120.2%Consumer DiscretionaryVOTETCW Transform 500 ETF$291,182$70,294 ▲31.8%4,4530.2%ETFIUSViShares Core S&P U.S. Value ETF$290,714$50,760 ▼-14.9%3,1500.2%ManufacturingVHTVanguard Health Care ETF$290,164$290,164 ▲New Holding1,0960.2%ETFBXBlackstone$287,947$114,620 ▲66.1%2,0600.2%FinanceQQQMInvesco NASDAQ 100 ETF$280,651$3,860 ▲1.4%1,4540.1%ETFIWDiShares Russell 1000 Value ETF$278,4770.0%1,4800.1%ETFELVElevance Health$278,3740.0%6400.1%MedicalXLKTechnology Select Sector SPDR Fund$269,4560.0%1,3050.1%ETFMMM3M$266,6980.0%1,8160.1%Multi-Sector ConglomeratesFFord Motor$261,625$2,538 ▲1.0%26,0840.1%Auto/Tires/TrucksXYLXylem$258,163$20,548 ▲8.6%2,1610.1%Business ServicesVVisa$246,7240.0%7040.1%Business ServicesAMEAMETEK$232,3890.0%1,3500.1%Computer and TechnologyMSIMotorola Solutions$229,2480.0%5240.1%Computer and TechnologySNPSSynopsys$228,148$17,154 ▲8.1%5320.1%Computer and TechnologyRCLRoyal Caribbean Cruises$225,984$225,984 ▲New Holding1,1000.1%Consumer DiscretionaryVUGVanguard Growth ETF$225,4590.0%6080.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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