Ridgecrest Wealth Partners, LLC Top Holdings and 13F Report (2024) About Ridgecrest Wealth Partners, LLCInvestment ActivityRidgecrest Wealth Partners, LLC has $191.82 million in total holdings as of June 30, 2024.Ridgecrest Wealth Partners, LLC owns shares of 112 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 9.99% of the portfolio was purchased this quarter.About 1.20% of the portfolio was sold this quarter.This quarter, Ridgecrest Wealth Partners, LLC has purchased 106 new stocks and bought additional shares in 49 stocks.Ridgecrest Wealth Partners, LLC sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $24,564,401iShares Core Dividend Growth ETF $14,324,863Alphabet $12,010,411NVIDIA $9,144,452Vanguard S&P 500 ETF $7,353,081 Largest New Holdings this Quarter Broadcom $6,632,625 HoldingDirexion Daily AAPL Bear 1X Shares $539,725 HoldingFortune Brands Innovations $271,097 HoldingRoss Stores $252,104 HoldingAutomatic Data Processing $251,824 Holding Largest Purchases this Quarter NVIDIA 56,905 shares (about $6.91M)Broadcom 38,450 shares (about $6.63M)Direxion Daily AAPL Bear 1X Shares 32,830 shares (about $539.73K)Netflix 700 shares (about $496.35K)Tesla 1,617 shares (about $423.06K) Largest Sales this Quarter iShares Core Dividend Growth ETF 7,795 shares (about $488.67K)iShares Core S&P 500 ETF 310 shares (about $178.81K)iShares Core S&P Total U.S. Stock Market ETF 939 shares (about $117.96K)Pfizer 3,519 shares (about $101.84K)Intel 4,107 shares (about $96.35K) 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$24,564,401$198,981 ▲0.8%105,42712.8%Computer and TechnologyDGROiShares Core Dividend Growth ETF$14,324,863$488,669 ▼-3.3%228,5037.5%ETFGOOGLAlphabet$12,010,411$16,253 ▲0.1%72,4176.3%Computer and TechnologyNVDANVIDIA$9,144,452$6,910,558 ▲309.4%75,3004.8%Computer and TechnologyVOOVanguard S&P 500 ETF$7,353,081$293,385 ▲4.2%13,9353.8%ETFMSFTMicrosoft$7,006,865$290,877 ▲4.3%16,2843.7%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$6,822,673$117,957 ▼-1.7%54,3123.6%ETFIVViShares Core S&P 500 ETF$6,736,681$178,814 ▼-2.6%11,6793.5%ETFAVGOBroadcom$6,632,625$6,632,625 ▲New Holding38,4503.5%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$5,827,164$270,354 ▲4.9%29,4213.0%ETFPGProcter & Gamble$5,646,666$1,386 ▲0.0%32,6022.9%Consumer StaplesCVXChevron$5,134,274$7,658 ▼-0.1%34,8632.7%Oils/EnergySPYSPDR S&P 500 ETF Trust$4,570,0600.0%7,9652.4%FinanceGOOGAlphabet$3,844,8730.0%22,9972.0%Computer and TechnologySPGIS&P Global$2,655,427$1,033 ▼0.0%5,1401.4%Business ServicesSBUXStarbucks$2,363,388$36,072 ▲1.5%24,2421.2%Retail/WholesaleJNJJohnson & Johnson$2,324,751$2,917 ▲0.1%14,3451.2%MedicalBCBrunswick$2,289,7950.0%27,3181.2%Consumer DiscretionaryKOCoca-Cola$2,125,691$3,809 ▲0.2%29,5811.1%Consumer StaplesIBMInternational Business Machines$2,110,209$26,309 ▲1.3%9,5451.1%Computer and TechnologyQQQInvesco QQQ$1,999,331$100,552 ▲5.3%4,0961.0%FinanceXOMExxon Mobil$1,930,145$41,027 ▲2.2%16,4661.0%Oils/EnergyJPMJPMorgan Chase & Co.$1,909,779$6,326 ▲0.3%9,0571.0%FinanceABBVAbbVie$1,560,637$39,100 ▲2.6%7,9030.8%MedicalHDViShares Core High Dividend ETF$1,547,557$70,573 ▼-4.4%13,1570.8%ETFAMZNAmazon.com$1,456,559$8,012 ▲0.6%7,8170.8%Retail/WholesaleTSLATesla$1,440,824$423,064 ▲41.6%5,5070.8%Auto/Tires/TrucksCSCOCisco Systems$1,404,513$13,252 ▼-0.9%26,3910.7%Computer and TechnologyUNPUnion Pacific$1,358,351$61,620 ▲4.8%5,5110.7%TransportationAMGNAmgen$1,349,415$14,499 ▲1.1%4,1880.7%MedicalORCLOracle$1,331,362$17,040 ▲1.3%7,8130.7%Computer and TechnologyMRKMerck & Co., Inc.$1,323,882$43,834 ▲3.4%11,6580.7%MedicalRUNSunrun$1,301,6020.0%72,0710.7%Oils/EnergyVTIVanguard Total Stock Market ETF$1,207,690$11,327 ▼-0.9%4,2650.6%ETFVYMVanguard High Dividend Yield ETF$1,168,543$87,817 ▲8.1%9,1150.6%ETFAMATApplied Materials$1,134,107$404 ▼0.0%5,6130.6%Computer and TechnologyCOSTCostco Wholesale$1,106,882$88,621 ▼-7.4%1,2490.6%Retail/WholesaleHDHome Depot$1,097,906$30,790 ▲2.9%2,7100.6%Retail/WholesaleNFLXNetflix$1,017,526$496,354 ▲95.2%1,4350.5%Consumer DiscretionaryPFEPfizer$1,014,579$101,840 ▼-9.1%35,0580.5%MedicalNSCNorfolk Southern$1,008,8530.0%4,0600.5%TransportationVZVerizon Communications$968,558$12,620 ▲1.3%21,5670.5%Computer and TechnologyMETAMeta Platforms$917,898$573 ▼-0.1%1,6030.5%Computer and TechnologyWFCWells Fargo & Company$849,779$1,412 ▲0.2%15,0430.4%FinanceCATCaterpillar$775,982$3,520 ▲0.5%1,9840.4%Industrial ProductsMCDMcDonald's$771,933$30,451 ▲4.1%2,5350.4%Retail/WholesaleDISWalt Disney$751,149$2,405 ▲0.3%7,8090.4%Consumer DiscretionaryABTAbbott Laboratories$734,566$45,604 ▼-5.8%6,4430.4%MedicalLLYEli Lilly and Company$722,927$35,438 ▼-4.7%8160.4%MedicalADBEAdobe$721,268$2,071 ▲0.3%1,3930.4%Computer and TechnologyBRK.BBerkshire Hathaway$710,641$230,130 ▲47.9%1,5440.4%FinanceWMTWalmart$679,431$242 ▼0.0%8,4140.4%Retail/WholesalePMPhilip Morris International$625,331$60,700 ▼-8.8%5,1510.3%Consumer StaplesMCKMcKesson$616,0470.0%1,2460.3%MedicalUNHUnitedHealth Group$614,932$101,125 ▲19.7%1,0520.3%MedicalSCHDSchwab US Dividend Equity ETF$601,667$25,781 ▲4.5%7,1180.3%ETFAXPAmerican Express$597,454$2,712 ▼-0.5%2,2030.3%FinancePEPPepsiCo$574,769$25,167 ▲4.6%3,3800.3%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$565,6650.0%6,1950.3%ETFAAPDDirexion Daily AAPL Bear 1X Shares$539,725$539,725 ▲New Holding32,8300.3%ETFMDLZMondelez International$531,013$47,885 ▲9.9%7,2080.3%Consumer StaplesQCOMQUALCOMM$501,207$52,893 ▲11.8%2,9470.3%Computer and TechnologyBMYBristol-Myers Squibb$500,5850.0%9,6750.3%MedicalTRVTravelers Companies$483,4580.0%2,0650.3%FinanceCLXClorox$477,163$44,800 ▼-8.6%2,9290.2%Consumer StaplesHONHoneywell International$475,020$1,034 ▲0.2%2,2980.2%Multi-Sector ConglomeratesBACBank of America$471,478$3,373 ▲0.7%11,8820.2%FinanceKMBKimberly-Clark$465,1130.0%3,2690.2%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$440,0450.0%1,0400.2%FinanceBXBlackstone$421,261$153 ▲0.0%2,7510.2%FinanceNEENextEra Energy$418,085$4,226 ▼-1.0%4,9460.2%UtilitiesPSAPublic Storage$395,1630.0%1,0860.2%FinanceETNEaton$390,436$33,144 ▲9.3%1,1780.2%Industrial ProductsSDYSPDR S&P Dividend ETF$386,9170.0%2,7240.2%ETFGILDGilead Sciences$386,188$12,577 ▲3.4%4,6060.2%MedicalSCHWCharles Schwab$373,824$3,240 ▲0.9%5,7680.2%FinanceINTCIntel$363,020$96,350 ▼-21.0%15,4740.2%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$353,3130.0%3,7000.2%ManufacturingCMCSAComcast$343,2660.0%8,2180.2%Consumer DiscretionaryTAT&T$333,775$3,498 ▼-1.0%15,1720.2%Computer and TechnologyELVElevance Health$332,8000.0%6400.2%MedicalLMTLockheed Martin$327,9380.0%5610.2%AerospaceWMWaste Management$316,5900.0%1,5250.2%Business ServicesAMDAdvanced Micro Devices$308,142$3,282 ▲1.1%1,8780.2%Computer and TechnologyMOAltria Group$298,635$10,208 ▲3.5%5,8510.2%Consumer StaplesXLKTechnology Select Sector SPDR Fund$294,6170.0%1,3050.2%ETFKKellanova$291,5250.0%3,6120.2%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$288,019$12,051 ▲4.4%1,4340.2%ETFIWDiShares Russell 1000 Value ETF$280,9040.0%1,4800.1%ETFXYLXylem$272,761$67,920 ▲33.2%2,0200.1%Business ServicesFBINFortune Brands Innovations$271,097$271,097 ▲New Holding3,0280.1%Retail/WholesaleFFord Motor$268,698$190 ▲0.1%25,4450.1%Auto/Tires/TrucksROSTRoss Stores$252,104$252,104 ▲New Holding1,6750.1%Retail/WholesaleADPAutomatic Data Processing$251,824$251,824 ▲New Holding9100.1%Business ServicesSNPSSynopsys$249,144$2,026 ▼-0.8%4920.1%Computer and TechnologyMMM3M$246,607$246,607 ▲New Holding1,8040.1%Multi-Sector ConglomeratesMSIMotorola Solutions$235,4120.0%5240.1%Computer and TechnologyAMEAMETEK$231,8090.0%1,3500.1%Computer and TechnologyVOTETCW Transform 500 ETF$226,461$6,034 ▲2.7%3,3780.1%ETFDFACDimensional U.S. Core Equity 2 ETF$224,3940.0%6,5440.1%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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