Ridgecrest Wealth Partners, LLC Top Holdings and 13F Report (2024) About Ridgecrest Wealth Partners, LLCInvestment ActivityRidgecrest Wealth Partners, LLC has $184.39 million in total holdings as of June 30, 2024.Ridgecrest Wealth Partners, LLC owns shares of 107 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 2.02% of the portfolio was purchased this quarter.About 8.75% of the portfolio was sold this quarter.This quarter, Ridgecrest Wealth Partners, LLC has purchased 112 new stocks and bought additional shares in 28 stocks.Ridgecrest Wealth Partners, LLC sold shares of 38 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $26,253,322iShares Core Dividend Growth ETF $14,014,262Alphabet $13,803,916NVIDIA $10,163,170Vanguard S&P 500 ETF $8,143,036 Largest New Holdings this Quarter SPDR Gold Shares $254,237 HoldingPROSHARES TR $228,852 HoldingVisa $222,492 HoldingSalesforce $216,312 HoldingJPMorgan Equity Premium Income ETF $201,355 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,178 shares (about $634.72K)Schwab US Dividend Equity ETF 16,812 shares (about $459.31K)Costco Wholesale 325 shares (about $297.71K)SPDR Gold Shares 1,050 shares (about $254.24K)PROSHARES TR 5,400 shares (about $228.85K) Largest Sales this Quarter Broadcom 35,058 shares (about $8.13M)Home Depot 1,298 shares (about $505.08K)JPMorgan Chase & Co. 1,700 shares (about $407.51K)Tesla 988 shares (about $399.01K)Oracle 2,000 shares (about $333.30K) 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$26,253,322$147,748 ▼-0.6%104,83714.2%Computer and TechnologyDGROiShares Core Dividend Growth ETF$14,014,262$2,086 ▼0.0%228,4697.6%ETFGOOGLAlphabet$13,803,916$95,407 ▲0.7%72,9217.5%Computer and TechnologyNVDANVIDIA$10,163,170$51,164 ▲0.5%75,6815.5%Computer and TechnologyVOOVanguard S&P 500 ETF$8,143,036$634,718 ▲8.5%15,1134.4%ETFMSFTMicrosoft$6,972,462$108,747 ▲1.6%16,5423.8%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$6,839,665$145,985 ▼-2.1%53,1773.7%ETFIVViShares Core S&P 500 ETF$6,572,024$303,170 ▼-4.4%11,1643.6%ETFVIGVanguard Dividend Appreciation ETF$5,732,939$28,591 ▼-0.5%29,2753.1%ETFPGProcter & Gamble$5,262,869$202,857 ▼-3.7%31,3922.9%Consumer StaplesCVXChevron$4,940,782$108,775 ▼-2.2%34,1122.7%Oils/EnergySPYSPDR S&P 500 ETF Trust$4,668,1900.0%7,9652.5%FinanceGOOGAlphabet$4,531,939$152,353 ▲3.5%23,7972.5%Computer and TechnologySPGIS&P Global$2,559,8740.0%5,1401.4%Business ServicesSBUXStarbucks$2,212,199$91 ▲0.0%24,2431.2%Retail/WholesaleIBMInternational Business Machines$2,099,596$1,319 ▲0.1%9,5511.1%Computer and TechnologyQQQInvesco QQQ$2,095,976$2,045 ▲0.1%4,1001.1%FinanceJNJJohnson & Johnson$1,922,472$152,143 ▼-7.3%13,2931.0%MedicalKOCoca-Cola$1,852,733$11,020 ▲0.6%29,7581.0%Consumer StaplesTSLATesla$1,825,013$399,007 ▼-17.9%4,5191.0%Auto/Tires/TrucksBCBrunswick$1,766,9280.0%27,3181.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,763,569$407,512 ▼-18.8%7,3571.0%FinanceAMZNAmazon.com$1,695,106$19,966 ▼-1.2%7,7260.9%Retail/WholesaleXOMExxon Mobil$1,609,893$161,355 ▼-9.1%14,9660.9%Oils/EnergyCSCOCisco Systems$1,591,711$29,363 ▲1.9%26,8870.9%Computer and TechnologyHDViShares Core High Dividend ETF$1,501,619$24,585 ▲1.7%13,3760.8%ETFCOSTCostco Wholesale$1,441,843$297,712 ▲26.0%1,5740.8%Retail/WholesaleABBVAbbVie$1,404,3430.0%7,9030.8%MedicalNFLXNetflix$1,278,7360.0%1,4350.7%Consumer DiscretionaryUNPUnion Pacific$1,256,7280.0%5,5110.7%TransportationVTIVanguard Total Stock Market ETF$1,212,950$23,187 ▼-1.9%4,1850.7%ETFVYMVanguard High Dividend Yield ETF$1,178,676$15,694 ▲1.3%9,2380.6%ETFAMGNAmgen$1,153,853$62,293 ▲5.7%4,4270.6%MedicalWFCWells Fargo & Company$1,053,108$3,512 ▼-0.3%14,9930.6%FinanceMRKMerck & Co., Inc.$1,034,323$125,448 ▼-10.8%10,3970.6%MedicalORCLOracle$968,723$333,295 ▼-25.6%5,8130.5%Computer and TechnologyNSCNorfolk Southern$952,8280.0%4,0600.5%TransportationMETAMeta Platforms$938,923$585 ▲0.1%1,6040.5%Computer and TechnologyAMATApplied Materials$912,8420.0%5,6130.5%Computer and TechnologyBRK.BBerkshire Hathaway$861,685$161,821 ▲23.1%1,9010.5%FinanceDISWalt Disney$848,430$21,158 ▼-2.4%7,6190.5%Consumer DiscretionaryVZVerizon Communications$830,362$32,112 ▼-3.7%20,7640.5%Computer and TechnologyAVGOBroadcom$786,401$8,127,844 ▼-91.2%3,3920.4%Computer and TechnologyPFEPfizer$749,231$180,854 ▼-19.4%28,2410.4%MedicalRUNSunrun$740,000$73,343 ▲11.0%80,0000.4%Oils/EnergyMCDMcDonald's$734,8710.0%2,5350.4%Retail/WholesaleABTAbbott Laboratories$728,7680.0%6,4430.4%MedicalCATCaterpillar$719,7160.0%1,9840.4%Industrial ProductsMCKMcKesson$710,1080.0%1,2460.4%MedicalLLYEli Lilly and Company$703,292$73,340 ▲11.6%9110.4%MedicalSCHDSchwab US Dividend Equity ETF$653,779$459,312 ▲236.2%23,9300.4%ETFWMTWalmart$570,470$189,735 ▼-25.0%6,3140.3%Retail/WholesalePMPhilip Morris International$559,748$60,175 ▼-9.7%4,6510.3%Consumer StaplesAXPAmerican Express$555,888$97,941 ▼-15.0%1,8730.3%FinanceHDHome Depot$549,435$505,076 ▼-47.9%1,4120.3%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$549,344$710 ▼-0.1%6,1870.3%ETFUNHUnitedHealth Group$532,3280.0%1,0520.3%MedicalBACBank of America$522,2140.0%11,8820.3%FinanceHONHoneywell International$517,740$1,355 ▼-0.3%2,2920.3%Multi-Sector ConglomeratesPEPPepsiCo$513,9630.0%3,3800.3%Consumer StaplesBMYBristol-Myers Squibb$492,694$54,524 ▼-10.0%8,7110.3%MedicalQCOMQUALCOMM$451,118$1,536 ▼-0.3%2,9370.2%Computer and TechnologyKMBKimberly-Clark$429,942$1,572 ▲0.4%3,2810.2%Consumer StaplesSCHWCharles Schwab$426,8900.0%5,7680.2%FinanceGILDGilead Sciences$426,588$1,109 ▲0.3%4,6180.2%MedicalTAT&T$418,704$73,230 ▲21.2%18,3880.2%Computer and TechnologyADBEAdobe$395,321$224,119 ▼-36.2%8890.2%Computer and TechnologySDYSPDR S&P Dividend ETF$359,8400.0%2,7240.2%ETFMDLZMondelez International$358,858$71,676 ▼-16.6%6,0080.2%Consumer StaplesCLXClorox$357,952$117,747 ▼-24.8%2,2040.2%Consumer StaplesNEENextEra Energy$354,5790.0%4,9460.2%UtilitiesIUSViShares Core S&P U.S. Value ETF$342,5830.0%3,7000.2%ManufacturingPSAPublic Storage$327,587$2,396 ▲0.7%1,0940.2%FinanceCMCSAComcast$318,480$10,058 ▲3.3%8,4860.2%Consumer DiscretionaryDIASPDR Dow Jones Industrial Average ETF Trust$316,656$125,981 ▼-28.5%7440.2%FinanceXLKTechnology Select Sector SPDR Fund$303,4390.0%1,3050.2%ETFQQQMInvesco NASDAQ 100 ETF$301,7850.0%1,4340.2%ETFBOXXAlpha Architect 1-3 Month Box ETF$294,889$79,843 ▲37.1%2,6740.2%ETFINTCIntel$293,211$17,042 ▼-5.5%14,6240.2%Computer and TechnologyKKellanova$292,4640.0%3,6120.2%Consumer DiscretionaryMOAltria Group$279,804$26,145 ▼-8.5%5,3510.2%Consumer StaplesETNEaton$274,788$116,154 ▼-29.7%8280.1%Industrial ProductsIWDiShares Russell 1000 Value ETF$273,9920.0%1,4800.1%ETFFFord Motor$255,728$3,821 ▲1.5%25,8310.1%Auto/Tires/TrucksGLDSPDR Gold Shares$254,237$254,237 ▲New Holding1,0500.1%FinanceROSTRoss Stores$253,3770.0%1,6750.1%Retail/WholesaleVUGVanguard Growth ETF$249,548$16,418 ▲7.0%6080.1%ETFAMEAMETEK$243,3510.0%1,3500.1%Computer and TechnologyMSIMotorola Solutions$242,0210.0%5240.1%Computer and TechnologySNPSSynopsys$238,7970.0%4920.1%Computer and TechnologyELVElevance Health$236,0960.0%6400.1%MedicalMMM3M$234,427$1,549 ▲0.7%1,8160.1%Multi-Sector ConglomeratesVOTETCW Transform 500 ETF$232,3560.0%3,3780.1%ETFXYLXylem$230,764$3,597 ▼-1.5%1,9890.1%Business ServicesPROSHARES TR$228,852$228,852 ▲New Holding5,4000.1%SHORT S&P 500 NEDFACDimensional U.S. Core Equity 2 ETF$226,3570.0%6,5440.1%ETFDSIiShares MSCI KLD 400 Social ETF$224,9100.0%2,0400.1%ETFVVisa$222,492$222,492 ▲New Holding7040.1%Business ServicesJEPQJPMorgan Nasdaq Equity Premium Income ETF$219,8820.0%3,9000.1%ETFCRMSalesforce$216,312$216,312 ▲New Holding6470.1%Computer and TechnologyShowing 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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