Ridgecrest Wealth Partners, LLC Top Holdings and 13F Report (2024) About Ridgecrest Wealth Partners, LLCInvestment ActivityRidgecrest Wealth Partners, LLC has $181.17 million in total holdings as of June 30, 2024.Ridgecrest Wealth Partners, LLC owns shares of 96 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.33% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Ridgecrest Wealth Partners, LLC has purchased 103 new stocks and bought additional shares in 36 stocks.Ridgecrest Wealth Partners, LLC sold shares of 22 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $19,645,448Alphabet $12,657,837iShares Core Dividend Growth ETF $12,576,267NVIDIA $12,312,342Vanguard S&P 500 ETF $9,518,992 Largest New Holdings this Quarter 25461H564 - DIREXION SHARES ETF TRUST $292,286 Holding91913Y100 - Valero Energy $248,068 Holding52468L505 - Franklin International Low Volatility High Dividend Index ETF $247,294 Holding025072760 - American Century Mid Cap Growth Impact ETF $244,383 Holding56585A102 - Marathon Petroleum $244,180 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,681 shares (about $1.60M)Netflix 11,843 shares (about $1.14M)iShares Core Dividend Growth ETF 6,796 shares (about $476.94K)Vanguard Total International Stock ETF 5,933 shares (about $457.48K)Applied Materials 1,000 shares (about $341.79K) Largest Sales this Quarter Alphabet 1,046 shares (about $300.05K)Alphabet 616 shares (about $177.14K)iShares Core S&P Total U.S. Stock Market ETF 759 shares (about $108.10K)Costco Wholesale 70 shares (about $69.73K)ExxonMobil 373 shares (about $63.28K) 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$19,645,448$42,637 ▼-0.2%77,40810.8%Computer and TechnologyGOOGLAlphabet$12,657,837$177,137 ▼-1.4%44,0187.0%Computer and TechnologyDGROiShares Core Dividend Growth ETF$12,576,267$476,944 ▲3.9%179,2006.9%ETFNVDANVIDIA$12,312,342$28,079 ▲0.2%70,5986.8%Computer and TechnologyVOOVanguard S&P 500 ETF$9,518,992$1,602,035 ▲20.2%15,9305.3%ETFAVGOBroadcom$6,915,939$1,548 ▲0.0%22,3453.8%Computer and TechnologyIVViShares Core S&P 500 ETF$6,753,538$18,290 ▲0.3%10,3393.7%ETFVIGVanguard Dividend Appreciation ETF$6,355,194$78,281 ▲1.2%29,5513.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$5,706,028$108,104 ▼-1.9%40,0623.1%ETFCVXChevron$5,664,508$99,933 ▲1.8%27,3783.1%EnergyMSFTMicrosoft$5,595,751$36,646 ▲0.7%15,1173.1%Computer and TechnologyGOOGAlphabet$5,192,616$300,048 ▼-5.5%18,1022.9%Computer and TechnologyPGProcter & Gamble$3,264,055$60,520 ▲1.9%22,5981.8%Consumer StaplesBRK.ABerkshire Hathaway$2,872,5600.0%41.6%FinanceHDViShares Core High Dividend ETF$2,616,246$319,753 ▲13.9%19,2771.4%ETFVYMVanguard High Dividend Yield ETF$2,538,730$177,128 ▲7.5%17,1421.4%ETFSPYSPDR S&P 500 ETF Trust$2,459,005$260,143 ▲11.8%3,7811.4%FinanceKOCocaCola$2,153,4320.0%28,3161.2%Consumer StaplesCSCOCisco Systems$2,091,704$15,363 ▲0.7%26,9581.2%Computer and TechnologyJPMJPMorgan Chase & Co.$2,019,869$294 ▲0.0%6,8671.1%FinanceSPGIS&P Global$1,983,7860.0%4,6641.1%FinanceAMATApplied Materials$1,918,467$341,790 ▲21.7%5,6131.1%Computer and TechnologyABBVAbbVie$1,813,5140.0%8,3381.0%MedicalNFLXNetflix$1,743,272$1,138,689 ▲188.3%18,1311.0%Consumer DiscretionaryBCBrunswick$1,732,2700.0%23,8081.0%Consumer DiscretionaryXOMExxonMobil$1,615,928$63,280 ▼-3.8%9,5250.9%EnergyIBMInternational Business Machines$1,615,045$49,932 ▲3.2%6,6630.9%Computer and TechnologyAMZNAmazon.com$1,542,214$62,688 ▲4.2%7,4050.9%Retail/WholesaleTSLATesla$1,485,3240.0%3,9950.8%Auto/Tires/TrucksAMGNAmgen$1,485,159$17,593 ▼-1.2%4,2210.8%MedicalJNJJohnson & Johnson$1,448,320$17,111 ▲1.2%5,9250.8%MedicalCATCaterpillar$1,176,044$7,085 ▼-0.6%1,6600.6%IndustrialsNSCNorfolk Southern$1,165,1540.0%4,0600.6%TransportationVTIVanguard Total Stock Market ETF$1,137,6010.0%3,5460.6%ETFWFCWells Fargo & Company$1,105,464$3,980 ▲0.4%13,8860.6%FinanceRUNSunrun$1,071,2400.0%79,0000.6%EnergyCOSTCostco Wholesale$1,059,961$69,734 ▼-6.2%1,0640.6%Retail/WholesaleUNPUnion Pacific$1,008,571$11,161 ▲1.1%4,1570.6%TransportationBRK.BBerkshire Hathaway$997,215$227,620 ▲29.6%2,0810.6%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$993,929$88,764 ▲9.8%21,8350.5%ETFMETAMeta Platforms$896,127$1,144 ▼-0.1%1,5660.5%Computer and TechnologyMCKMcKesson$886,129$328,837 ▲59.0%1,0240.5%MedicalQQQInvesco QQQ$858,958$57,148 ▼-6.2%1,4880.5%FinanceSCHDSchwab US Dividend Equity ETF$846,648$1,810 ▼-0.2%27,5960.5%ETFMRKMerck & Co., Inc.$822,5430.0%6,8380.5%MedicalPMPhilip Morris International$820,2520.0%4,9610.5%Consumer StaplesVXUSVanguard Total International Stock ETF$792,279$457,478 ▲136.6%10,2750.4%ETFLLYEli Lilly and Company$791,002$18,395 ▼-2.3%8600.4%MedicalPFEPfizer$694,631$14,292 ▼-2.0%24,7380.4%MedicalABTAbbott Laboratories$692,3040.0%6,7430.4%MedicalGILDGilead Sciences$602,775$10,453 ▲1.8%4,3250.3%MedicalVZVerizon Communications$581,610$21,586 ▲3.9%11,5860.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$573,7820.0%6,1870.3%ETFBACBank of America$572,276$4,875 ▲0.9%11,7390.3%FinanceWALMART INC$539,624$9,321 ▼-1.7%4,3420.3%COMDISWalt Disney$525,305$54,940 ▲11.7%5,4500.3%Consumer DiscretionaryHDHome Depot$522,118$7,891 ▼-1.5%1,5880.3%Retail/WholesaleTAT&T$508,084$174 ▲0.0%17,5260.3%Computer and TechnologyMCDMcDonald's$500,061$10,878 ▲2.2%1,6090.3%Retail/WholesaleAXPAmerican Express$477,6160.0%1,5790.3%FinanceHONHoneywell International$466,0740.0%2,0620.3%Multi-Sector ConglomeratesINTCIntel$419,412$14,342 ▲3.5%9,5040.2%Computer and TechnologyORCLOracle$410,715$44,131 ▼-9.7%2,7920.2%Computer and TechnologySDYSPDR S&P Dividend ETF$397,5410.0%2,7240.2%ETFVHTVanguard Health Care ETF$391,1380.0%1,4360.2%ETFMOAltria Group$380,1680.0%5,7610.2%Consumer StaplesGLDSPDR Gold Shares$378,655$34,423 ▼-8.3%8800.2%FinanceVOTETCW Transform 500 ETF$376,006$7,630 ▼-2.0%4,9280.2%ETFXLKTechnology Select Sector SPDR Fund$341,5530.0%2,5700.2%ETFQQQMInvesco NASDAQ 100 ETF$340,747$4,752 ▼-1.4%1,4340.2%ETFPEPPepsiCo$337,445$72,365 ▲27.3%2,1730.2%Consumer StaplesRTXRTX$337,382$7,137 ▲2.2%1,7490.2%AerospaceVUGVanguard Growth ETF$327,156$4,368 ▲1.4%7490.2%ETFIUSViShares Core S&P U.S. Value ETF$322,0880.0%3,1500.2%ManufacturingNEENextEra Energy$309,755$10,960 ▲3.7%3,3350.2%UtilitiesUSSGXtrackers MSCI USA Selection Equity ETF$306,6960.0%5,1390.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$298,425$46,339 ▼-13.4%6440.2%FinancePSAPublic Storage$294,1760.0%1,0860.2%FinanceDIREXION SHARES ETF TRUST$292,286$292,286 ▲New Holding4,8480.2%DLY TSLA BEAR 1XBKBNY$269,527$4,745 ▼-1.7%2,2720.1%FinanceXYLXylem$258,5050.0%2,1630.1%Business ServicesDFACDimensional U.S. Core Equity 2 ETF$254,3000.0%6,5440.1%ETFVLOValero Energy$248,068$248,068 ▲New Holding1,0040.1%EnergyLVHIFranklin International Low Volatility High Dividend Index ETF$247,294$247,294 ▲New Holding6,1000.1%ETFDSIiShares ESG MSCI KLD 400 ETF$246,9850.0%2,0380.1%ETFMIDAmerican Century Mid Cap Growth Impact ETF$244,383$244,383 ▲New Holding4,0000.1%ETFMPCMarathon Petroleum$244,180$244,180 ▲New Holding1,0000.1%EnergyXLUUtilities Select Sector SPDR Fund$240,0050.0%5,2300.1%ETFLMTLockheed Martin$236,921$236,921 ▲New Holding3920.1%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$222,0800.0%4,0000.1%ETFVVisa$220,0310.0%7280.1%Business ServicesADBEAdobe$217,5570.0%8950.1%Computer and TechnologyAEPAmerican Electric Power$211,432$211,432 ▲New Holding1,6130.1%UtilitiesQCOMQualcomm$210,8750.0%1,6370.1%Computer and TechnologyGSThe Goldman Sachs Group$203,0380.0%2400.1%FinanceFFord Motor$153,851$23,080 ▼-13.0%13,3320.1%Auto/Tires/TrucksQBTSD-Wave Quantum$0$418,531 ▼-100.0%00.0%Computer and TechnologyIONQIonQ$0$362,684 ▼-100.0%00.0%Computer and TechnologyBXBlackstone$0$253,714 ▼-100.0%00.0%FinanceUNHUnitedHealth Group$0$232,285 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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