Ridgecrest Wealth Partners, LLC Top Holdings and 13F Report (2024) About Ridgecrest Wealth Partners, LLCInvestment ActivityRidgecrest Wealth Partners, LLC has $189.45 million in total holdings as of June 30, 2024.Ridgecrest Wealth Partners, LLC owns shares of 111 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 3.44% of the portfolio was purchased this quarter.About 12.20% of the portfolio was sold this quarter.This quarter, Ridgecrest Wealth Partners, LLC has purchased 112 new stocks and bought additional shares in 25 stocks.Ridgecrest Wealth Partners, LLC sold shares of 49 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $21,793,136iShares Core Dividend Growth ETF $15,162,515Alphabet $12,776,968Vanguard S&P 500 ETF $11,724,304Microsoft $8,464,841 Largest New Holdings this Quarter 78468R788 - SPDR Portfolio S&P 500 High Dividend ETF $751,612 HoldingG29183103 - Eaton $259,889 Holding921909768 - Vanguard Total International Stock ETF $215,354 Holding46641Q332 - JPMorgan Equity Premium Income ETF $207,503 Holding25460G260 - Direxion Daily TSLA Bear 1X Shares $122,578 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,397 shares (about $1.93M)Vanguard Dividend Appreciation ETF 5,278 shares (about $1.08M)SPDR Portfolio S&P 500 High Dividend ETF 17,710 shares (about $751.61K)iShares Core S&P 500 ETF 983 shares (about $610.34K)Vanguard High Dividend Yield ETF 3,161 shares (about $421.39K) Largest Sales this Quarter NVIDIA 58,514 shares (about $9.24M)Broadcom 24,609 shares (about $6.78M)SPDR S&P 500 ETF Trust 1,075 shares (about $664.20K)Starbucks 6,759 shares (about $619.34K)Chevron 4,115 shares (about $589.23K) 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$21,793,136$170,496 ▼-0.8%106,22011.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$15,162,515$229,480 ▲1.5%237,1378.0%ETFGOOGLAlphabet$12,776,968$21,148 ▼-0.2%72,5026.7%Computer and TechnologyVOOVanguard S&P 500 ETF$11,724,304$1,929,625 ▲19.7%20,6406.2%ETFMSFTMicrosoft$8,464,841$34,321 ▼-0.4%17,0184.5%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$7,700,101$1,080,249 ▲16.3%37,6224.1%ETFIVViShares Core S&P 500 ETF$7,491,779$610,345 ▲8.9%12,0664.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,806,555$72,922 ▼-1.1%50,4043.6%ETFPGProcter & Gamble$4,975,404$24,535 ▼-0.5%31,2292.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$4,265,703$664,199 ▼-13.5%6,9042.3%FinanceCVXChevron$4,204,202$589,227 ▼-12.3%29,3612.2%EnergyGOOGAlphabet$3,818,212$532 ▲0.0%21,5242.0%Computer and TechnologyNVDANVIDIA$3,404,203$9,244,606 ▼-73.1%21,5471.8%Computer and TechnologyBRK.ABerkshire Hathaway$2,915,2000.0%41.5%FinanceIBMInternational Business Machines$2,887,665$58,956 ▲2.1%9,7961.5%Computer and TechnologySPGIS&P Global$2,459,281$250,990 ▼-9.3%4,6641.3%FinanceQQQInvesco QQQ$2,390,004$36,404 ▲1.5%4,3331.3%FinanceHDViShares Core High Dividend ETF$2,347,944$114,240 ▲5.1%20,0391.2%ETFJPMJPMorgan Chase & Co.$2,279,009$2,029 ▲0.1%7,8611.2%FinanceVYMVanguard High Dividend Yield ETF$2,154,156$421,393 ▲24.3%16,1591.1%ETFKOCocaCola$2,108,916$42,450 ▼-2.0%29,8081.1%Consumer StaplesJNJJohnson & Johnson$1,968,721$61,709 ▼-3.0%12,8891.0%MedicalNFLXNetflix$1,921,2610.0%1,4351.0%Consumer DiscretionaryCSCOCisco Systems$1,871,916$12,558 ▼-0.7%26,9811.0%Computer and TechnologyAMZNAmazon.com$1,842,565$9,872 ▲0.5%8,3991.0%Retail/WholesaleXOMExxon Mobil$1,840,056$148,442 ▲8.8%17,0691.0%EnergySBUXStarbucks$1,602,173$619,336 ▼-27.9%17,4850.8%Retail/WholesaleTSLATesla$1,550,584$63,536 ▼-3.9%4,8810.8%Auto/Tires/TrucksABBVAbbVie$1,531,390$557 ▼0.0%8,2500.8%MedicalORCLOracle$1,445,923$43,504 ▼-2.9%6,6140.8%Computer and TechnologyCOSTCostco Wholesale$1,412,307$154,394 ▼-9.9%1,4270.7%Retail/WholesaleAMGNAmgen$1,361,7070.0%4,8770.7%MedicalBCBrunswick$1,315,154$193,340 ▼-12.8%23,8080.7%Consumer DiscretionaryUNPUnion Pacific$1,267,9710.0%5,5110.7%TransportationMETAMeta Platforms$1,226,642$75,281 ▲6.5%1,6620.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,193,683$8,511 ▼-0.7%3,9270.6%ETFWFCWells Fargo & Company$1,121,520$1,843 ▼-0.2%13,9980.6%FinanceAVGOBroadcom$1,045,531$6,783,410 ▼-86.6%3,7930.6%Computer and TechnologyNSCNorfolk Southern$1,039,1790.0%4,0600.5%TransportationAMATApplied Materials$1,026,840$732 ▼-0.1%5,6090.5%Computer and TechnologyBRK.BBerkshire Hathaway$1,024,975$44,205 ▼-4.1%2,1100.5%FinanceDISWalt Disney$959,651$24,804 ▼-2.5%7,7380.5%Consumer DiscretionaryABTAbbott Laboratories$917,1150.0%6,7430.5%MedicalPMPhilip Morris International$883,5130.0%4,8510.5%Consumer StaplesVZVerizon Communications$876,399$44,352 ▼-4.8%20,2540.5%Computer and TechnologyMCKMcKesson$832,438$80,606 ▼-8.8%1,1360.4%MedicalMRKMerck & Co., Inc.$816,554$46,151 ▼-5.3%10,3150.4%MedicalCATCaterpillar$769,044$1,165 ▼-0.2%1,9810.4%IndustrialsSPYDSPDR Portfolio S&P 500 High Dividend ETF$751,612$751,612 ▲New Holding17,7100.4%ETFRUNSunrun$695,3000.0%85,0000.4%EnergyLLYEli Lilly and Company$689,105$21,047 ▼-3.0%8840.4%MedicalMCDMcDonald's$686,307$4,090 ▲0.6%2,3490.4%Retail/WholesalePFEPfizer$679,257$31,342 ▼-4.4%28,0220.4%MedicalWMTWalmart$665,491$782 ▼-0.1%6,8060.4%Retail/WholesaleHDHome Depot$631,525$3,667 ▲0.6%1,7220.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$626,400$20,431 ▼-3.2%23,6380.3%ETFBACBank of America$597,036$59,860 ▼-9.1%12,6170.3%FinanceAXPAmerican Express$596,493$957 ▼-0.2%1,8700.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$580,7740.0%6,1870.3%ETFTAT&T$566,889$6,367 ▼-1.1%19,5880.3%Computer and TechnologyHONHoneywell International$533,062$699 ▼-0.1%2,2890.3%Multi-Sector ConglomeratesSCHWCharles Schwab$526,2720.0%5,7680.3%FinanceGILDGilead Sciences$477,184$33,261 ▼-6.5%4,3040.3%MedicalQCOMQUALCOMM$467,7360.0%2,9370.2%Computer and TechnologyPEPPepsiCo$446,031$264 ▼-0.1%3,3780.2%Consumer StaplesKMBKimberly-Clark$421,439$1,547 ▼-0.4%3,2690.2%Consumer StaplesBMYBristol Myers Squibb$375,643$50,734 ▼-11.9%8,1150.2%MedicalSDYSPDR S&P Dividend ETF$369,7290.0%2,7240.2%ETFVOTETCW Transform 500 ETF$365,737$41,826 ▲12.9%5,0280.2%ETFVHTVanguard Health Care ETF$356,257$84,161 ▲30.9%1,4350.2%ETFADBEAdobe$347,031$29,016 ▼-7.7%8970.2%Computer and TechnologyMOAltria Group$337,1810.0%5,7510.2%Consumer StaplesNEENextEra Energy$334,3960.0%4,8170.2%UtilitiesQQQMInvesco NASDAQ 100 ETF$330,2030.0%1,4540.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$327,9450.0%7440.2%FinanceXLKTechnology Select Sector SPDR Fund$325,401$5,065 ▼-1.5%1,2850.2%ETFGLDSPDR Gold Shares$320,0720.0%1,0500.2%FinancePSAPublic Storage$318,654$3,521 ▼-1.1%1,0860.2%FinanceIUSViShares Core S&P U.S. Value ETF$298,0850.0%3,1500.2%ManufacturingMDLZMondelez International$297,8820.0%4,4170.2%Consumer StaplesMMM3M$293,519$17,051 ▲6.2%1,9280.2%Multi-Sector ConglomeratesUSSGXtrackers MSCI USA Selection Equity ETF$292,306$42,660 ▲17.1%5,1390.2%ETFROSTRoss Stores$290,245$25,516 ▼-8.1%2,2750.2%Retail/WholesaleIWDiShares Russell 1000 Value ETF$287,4600.0%1,4800.2%ETFKKellanova$287,2620.0%3,6120.2%Consumer DiscretionaryVUGVanguard Growth ETF$280,138$13,590 ▲5.1%6390.1%ETFXYLXylem$279,627$129 ▲0.0%2,1620.1%Business ServicesFFord Motor$276,730$6,282 ▼-2.2%25,5050.1%Auto/Tires/TrucksCLXClorox$264,6340.0%2,2040.1%Consumer StaplesETNEaton$259,889$259,889 ▲New Holding7280.1%IndustrialsVVisa$254,216$4,261 ▲1.7%7160.1%Business ServicesSNPSSynopsys$252,239$20,507 ▼-7.5%4920.1%Computer and TechnologyELVElevance Health$248,9340.0%6400.1%MedicalRTXRTX$247,942$3,358 ▲1.4%1,6980.1%AerospaceINTCIntel$245,952$61,958 ▼-20.1%10,9800.1%Computer and TechnologyAMEAMETEK$244,2960.0%1,3500.1%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$236,7340.0%2,0380.1%ETFBKBank of New York Mellon$235,4280.0%2,5840.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$234,5370.0%6,5440.1%ETFBXBlackstone$233,345$74,790 ▼-24.3%1,5600.1%FinanceShowing 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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