Ridgecrest Wealth Partners, LLC Top Holdings and 13F Report (2024) About Ridgecrest Wealth Partners, LLCInvestment ActivityRidgecrest Wealth Partners, LLC has $207.28 million in total holdings as of June 30, 2024.Ridgecrest Wealth Partners, LLC owns shares of 111 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 7.92% of the portfolio was purchased this quarter.About 4.83% of the portfolio was sold this quarter.This quarter, Ridgecrest Wealth Partners, LLC has purchased 96 new stocks and bought additional shares in 35 stocks.Ridgecrest Wealth Partners, LLC sold shares of 31 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $22,634,455Apple $22,277,586iShares Core Dividend Growth ETF $13,771,209NVIDIA $13,494,092Vanguard S&P 500 ETF $11,150,213 Largest New Holdings this Quarter 78409V112 - S&P GLOBAL INC $1,723,524 Holding595112103 - Micron Technology $320,663 Holding032095101 - Amphenol $269,946 Holding316092808 - Fidelity MSCI Information Technology Index ETF $258,735 Holding369604301 - GE Aerospace $252,658 Holding Largest Purchases this Quarter Alphabet 19,318 shares (about $6.90M)iShares Core High Dividend ETF 76,080 shares (about $2.09M)S&P GLOBAL INC 4,232 shares (about $1.72M)Vanguard Growth ETF 3,745 shares (about $322.59K)Micron Technology 278 shares (about $320.66K) Largest Sales this Quarter Broadcom 11,106 shares (about $4.20M)NVIDIA 3,158 shares (about $631.89K)JPMorgan Chase & Co. 851 shares (about $278.55K)iShares Core S&P 500 ETF 340 shares (about $254.62K)Intel 1,495 shares (about $208.75K) 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 PortfolioSectorGOOGLAlphabet$22,634,455$6,903,695 â–²43.9%63,33610.9%Communication ServicesAAPLApple$22,277,586$121,242 â–¼-0.5%76,98910.7%TechnologyDGROiShares Core Dividend Growth ETF$13,771,209$189,627 â–²1.4%181,7026.6%ETFNVDANVIDIA$13,494,092$631,885 â–¼-4.5%67,4406.5%TechnologyVOOVanguard S&P 500 ETF$11,150,213$209,474 â–²1.9%16,2355.4%ETFIVViShares Core S&P 500 ETF$7,488,151$254,623 â–¼-3.3%9,9993.6%ETFVIGVanguard Dividend Appreciation ETF$6,939,875$52,530 â–¼-0.8%29,3293.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,494,625$86,407 â–¼-1.3%39,5363.1%ETFGOOGAlphabet$6,343,988$51,939 â–¼-0.8%17,9553.1%Communication ServicesMSFTMicrosoft$5,642,832$3,730 â–²0.1%15,1272.7%TechnologyCVXChevron$4,518,783$19,394 â–¼-0.4%27,2612.2%EnergyAVGOBroadcom$4,245,399$4,195,160 â–¼-49.7%11,2392.0%TechnologyAMATApplied Materials$4,064,048$5,784 â–²0.1%5,6212.0%TechnologyPGProcter & Gamble$3,298,374$15,397 â–¼-0.5%22,4931.6%Consumer StaplesCSCOCisco Systems$3,203,797$37,352 â–²1.2%27,2761.5%TechnologyBRK.ABerkshire Hathaway$2,995,4000.0%41.4%FinanceVYMVanguard High Dividend Yield ETF$2,708,9500.0%17,1421.3%ETFSPYSPDR S&P 500 ETF Trust$2,624,746$198,629 â–¼-7.0%3,5151.3%ETFHDViShares Core High Dividend ETF$2,613,737$2,085,354 â–²394.7%95,3571.3%ETFKOCocaCola$2,301,2410.0%28,3161.1%Consumer StaplesABBVAbbVie$2,098,303$252 â–²0.0%8,3391.0%HealthcareJPMJPMorgan Chase & Co.$1,969,153$278,549 â–¼-12.4%6,0161.0%FinanceBCBrunswick$1,946,618$58,968 â–¼-2.9%23,1080.9%Consumer DiscretionaryAMZNAmazon.com$1,904,079$139,189 â–²7.9%7,9890.9%Consumer DiscretionaryIBMInternational Business Machines$1,873,421$281 â–¼0.0%6,6620.9%TechnologyCATCaterpillar$1,760,280$7,454 â–¼-0.4%1,6530.8%IndustrialsS&P GLOBAL INC$1,723,524$1,723,524 â–²New Holding4,2320.8%COM SHSAMGNAmgen$1,566,169$37,660 â–²2.5%4,3250.8%HealthcareTSLATesla$1,524,895$155,181 â–¼-9.2%3,6260.7%Consumer DiscretionaryJNJJohnson & Johnson$1,497,589$7,111 â–¼-0.5%5,8970.7%HealthcareNFLXNetflix$1,372,943$78,397 â–²6.1%19,2290.7%Communication ServicesXOMExxonMobil$1,302,360$137 â–²0.0%9,5260.6%EnergyNSCNorfolk Southern$1,277,1630.0%4,0600.6%IndustrialsVTIVanguard Total Stock Market ETF$1,231,182$81,043 â–¼-6.2%3,3270.6%ETFUNPUnion Pacific$1,130,7040.0%4,1570.5%IndustrialsINTCIntel$1,118,297$208,747 â–¼-15.7%8,0090.5%TechnologyWFCWells Fargo & Company$1,061,924$85,615 â–¼-7.5%12,8500.5%FinanceLLYEli Lilly and Company$1,060,296$28,786 â–²2.8%8840.5%HealthcareRUNSunrun$1,057,0200.0%79,0000.5%UtilitiesSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,051,290$9,542 â–²0.9%22,0350.5%ETFCOSTCostco Wholesale$1,043,395$47,725 â–²4.8%1,1150.5%Consumer StaplesBRK.BBerkshire Hathaway$1,016,292$25,019 â–¼-2.4%2,0310.5%FinanceQQQInvesco QQQ$974,061$121,482 â–¼-11.1%1,3230.5%ETFMETAMeta Platforms$964,360$82,241 â–²9.3%1,7120.5%Communication ServicesMRKMerck & Co., Inc.$899,757$21,074 â–²2.4%7,0020.4%HealthcarePMPhilip Morris International$897,4950.0%4,9610.4%Consumer StaplesVXUSVanguard Total International Stock ETF$878,625$256 â–²0.0%10,2780.4%ETFSCHDSchwab US Dividend Equity ETF$817,052$58,030 â–¼-6.6%25,7660.4%ETFMCKMcKesson$773,7340.0%1,0240.4%HealthcareBACBank of America$690,598$21,709 â–²3.2%12,1200.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$596,7980.0%6,1870.3%ETFPFEPfizer$590,855$4,840 â–¼-0.8%24,5370.3%HealthcareGILDGilead Sciences$581,290$34,870 â–²6.4%4,6010.3%HealthcareHDHome Depot$574,517$14,460 â–²2.6%1,6290.3%Consumer DiscretionaryAXPAmerican Express$571,981$37,884 â–²7.1%1,6910.3%FinanceVHTVanguard Health Care ETF$556,261$126,804 â–²29.5%1,8600.3%ETFWALMART INC$532,312$40,546 â–²8.2%4,7000.3%COMABTAbbott Laboratories$528,284$83,571 â–¼-13.7%5,8220.3%HealthcareVZVerizon Communications$515,949$25,404 â–²5.2%12,1860.2%Communication ServicesXLKTechnology Select Sector SPDR Fund$489,6360.0%2,5700.2%ETFDISWalt Disney$486,097$38,503 â–¼-7.3%5,0500.2%Communication ServicesMCDMcDonald's$465,744$30,815 â–²7.1%1,7230.2%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$434,4590.0%1,4340.2%ETFSDYSPDR S&P Dividend ETF$414,5380.0%2,7240.2%ETFMOAltria Group$414,5040.0%5,7610.2%Consumer StaplesORCLOracle$408,733$440 â–¼-0.1%2,7890.2%TechnologyVUGVanguard Growth ETF$387,113$322,594 â–²500.0%4,4940.2%ETFBANK OF NY MELLON CORP$380,758$52,204 â–²15.9%2,6330.2%COMVOTETCW Transform 500 ETF$362,374$72,122 â–¼-16.6%4,1100.2%ETFTAT&T$360,358$2,422 â–¼-0.7%17,4090.2%Communication ServicesIUSViShares Core S&P U.S. Value ETF$346,9730.0%3,1500.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$336,5730.0%6440.2%ETFNEENextEra Energy$327,031$34,318 â–²11.7%3,7260.2%UtilitiesGLDSPDR Gold Shares$324,1740.0%8800.2%ETFMUMicron Technology$320,663$320,663 â–²New Holding2780.2%TechnologyRTXRTX$316,659$15,178 â–¼-4.6%1,6690.2%IndustrialsPEPPepsiCo$310,337$16,113 â–²5.5%2,2920.1%Consumer StaplesQCOMQualcomm$302,616$185 â–²0.1%1,6380.1%TechnologyUSSGXtrackers MSCI USA Selection Equity ETF$298,678$58,277 â–¼-16.3%4,3000.1%ETFDFACDimensional U.S. Core Equity 2 ETF$290,2920.0%6,5440.1%ETFDSIiShares ESG MSCI KLD 400 ETF$290,1910.0%2,0380.1%ETFMIDAmerican Century Mid Cap Growth Impact ETF$275,0000.0%4,0000.1%ETFVLOValero Energy$274,504$13,022 â–²5.0%1,0540.1%EnergyDIREXION SHARES ETF TRUST$272,527$24,552 â–²9.9%5,3280.1%DLY TSLA BEAR 1XAPHAmphenol$269,946$269,946 â–²New Holding1,5310.1%TechnologyFTECFidelity MSCI Information Technology Index ETF$258,735$258,735 â–²New Holding9060.1%ETFXYLXylem$255,790$118 â–²0.0%2,1640.1%IndustrialsMPCMarathon Petroleum$255,6700.0%1,0000.1%EnergyGEGE Aerospace$252,658$252,658 â–²New Holding6760.1%IndustrialsVVisa$249,7700.0%7280.1%FinanceLVHIFranklin International Low Volatility High Dividend Index ETF$247,5690.0%6,1000.1%ETFELVElevance Health$247,507$247,507 â–²New Holding6400.1%HealthcareJEPQJPMorgan Nasdaq Equity Premium Income ETF$245,8400.0%4,0000.1%ETFAEPAmerican Electric Power$244,890$24,215 â–²11.0%1,7900.1%UtilitiesGSThe Goldman Sachs Group$242,7290.0%2400.1%FinanceXLUUtilities Select Sector SPDR Fund$237,1280.0%5,2300.1%ETFUNHUnitedHealth Group$231,506$231,506 â–²New Holding5570.1%HealthcareHONEYWELL INTL INC$227,930$227,930 â–²New Holding1,0180.1%COMHONEYWELL AEROSPACE INC$227,712$227,712 â–²New Holding1,0300.1%COMCLXClorox$220,675$220,675 â–²New Holding2,3120.1%Consumer StaplesShowing largest 100 holdings. 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