Ridgecrest Wealth Partners, LLC Top Holdings and 13F Report (2024) → Automatic Income (from home) (From Awesomely, LLC) (Ad) About Ridgecrest Wealth Partners, LLCInvestment ActivityRidgecrest Wealth Partners, LLC has $167.97 million in total holdings as of March 31, 2024.Ridgecrest Wealth Partners, LLC owns shares of 109 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 6.58% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Ridgecrest Wealth Partners, LLC has purchased 99 new stocks and bought additional shares in 24 stocks.Ridgecrest Wealth Partners, LLC sold shares of 34 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $17,811,162iShares Core Dividend Growth ETF $13,478,487Alphabet $10,955,717NVIDIA $6,631,588Microsoft $6,387,225 Largest New Holdings this Quarter Broadcom $4,122,025 HoldingSPDR Gold Shares $657,070 HoldingBerkshire Hathaway $439,023 HoldingDirexion Daily AAPL Bear 1X Shares $403,073 HoldingAdvanced Micro Devices $335,350 Holding Largest Purchases this Quarter Broadcom 3,110 shares (about $4.12M)Apple 5,930 shares (about $1.02M)NVIDIA 903 shares (about $815.96K)Texas Pacific Land 1,394 shares (about $806.44K)SPDR Gold Shares 3,194 shares (about $657.07K) Largest Sales this Quarter iShares Core Dividend Growth ETF 14,024 shares (about $814.23K)iShares Core S&P Total U.S. Stock Market ETF 1,944 shares (about $224.14K)Chevron 950 shares (about $149.85K)Alphabet 785 shares (about $119.52K)Pfizer 4,015 shares (about $111.42K) 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$17,811,162$1,016,879 ▲6.1%103,86710.6%Computer and TechnologyDGROiShares Core Dividend Growth ETF$13,478,487$814,232 ▼-5.7%232,1488.0%ETFGOOGLAlphabet$10,955,717$6,490 ▲0.1%72,5886.5%Computer and TechnologyNVDANVIDIA$6,631,588$815,959 ▲14.0%7,3393.9%Computer and TechnologyMSFTMicrosoft$6,387,225$82,880 ▼-1.3%15,1823.8%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$6,372,285$224,143 ▼-3.4%55,2673.8%ETFIVViShares Core S&P 500 ETF$6,342,407$68,345 ▼-1.1%12,0643.8%ETFVOOVanguard S&P 500 ETF$6,318,321$56,723 ▼-0.9%13,1443.8%ETFCVXChevron$5,343,443$149,853 ▼-2.7%33,8753.2%Oils/EnergyPGProcter & Gamble$5,245,0560.0%32,3273.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$4,843,368$260,585 ▲5.7%26,5232.9%ETFSPYSPDR S&P 500 ETF Trust$4,166,309$52,831 ▼-1.3%7,9652.5%FinanceAVGOBroadcom$4,122,025$4,122,025 ▲New Holding3,1102.5%Computer and TechnologyGOOGAlphabet$3,720,767$119,524 ▼-3.1%24,4372.2%Computer and TechnologyBCBrunswick$2,636,733$72,390 ▼-2.7%27,3181.6%Consumer DiscretionaryJNJJohnson & Johnson$2,258,004$55,841 ▲2.5%14,2741.3%MedicalSPGIS&P Global$2,188,940$34,887 ▼-1.6%5,1451.3%Business ServicesSBUXStarbucks$2,183,065$1,554 ▲0.1%23,8871.3%Retail/WholesaleXOMExxon Mobil$1,867,9770.0%16,0701.1%Oils/EnergyKOCoca-Cola$1,821,818$3,059 ▼-0.2%29,7781.1%Consumer StaplesJPMJPMorgan Chase & Co.$1,803,119$71,107 ▼-3.8%9,0021.1%FinanceIBMInternational Business Machines$1,799,989$38,192 ▼-2.1%9,4261.1%Computer and TechnologyQQQInvesco QQQ$1,727,2010.0%3,8901.0%FinanceHDViShares Core High Dividend ETF$1,541,3150.0%13,9850.9%ETFMRKMerck & Co., Inc.$1,487,3400.0%11,2720.9%MedicalAMZNAmazon.com$1,398,845$10,101 ▲0.7%7,7550.8%Retail/WholesaleABBVAbbVie$1,396,8890.0%7,6710.8%MedicalTPLTexas Pacific Land$1,384,953$806,443 ▲139.4%2,3940.8%Oils/EnergyCSCOCisco Systems$1,339,896$7,487 ▼-0.6%26,8460.8%Computer and TechnologyUNPUnion Pacific$1,296,297$2,459 ▲0.2%5,2710.8%TransportationPFEPfizer$1,262,930$111,416 ▼-8.1%45,5110.8%MedicalAMGNAmgen$1,189,311$9,951 ▼-0.8%4,1830.7%MedicalAMATApplied Materials$1,157,9810.0%5,6150.7%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,070,758$311,871 ▲41.1%4,1200.6%ETFNSCNorfolk Southern$1,034,7140.0%4,0600.6%TransportationHDHome Depot$1,009,991$384 ▲0.0%2,6330.6%Retail/WholesaleCOSTCostco Wholesale$970,002$733 ▲0.1%1,3240.6%Retail/WholesaleORCLOracle$962,6750.0%7,6640.6%Computer and TechnologyVZVerizon Communications$956,214$20,015 ▼-2.1%22,7890.6%Computer and TechnologyDISWalt Disney$953,412$15,539 ▼-1.6%7,7920.6%Consumer DiscretionaryRUNSunrun$949,8960.0%72,0710.6%Oils/EnergyWFCWells Fargo & Company$867,5450.0%14,9680.5%FinanceVYMVanguard High Dividend Yield ETF$861,449$214,757 ▲33.2%7,1200.5%ETFINTCIntel$858,495$19,877 ▼-2.3%19,4360.5%Computer and TechnologyMETAMeta Platforms$781,906$2,914 ▼-0.4%1,6100.5%Computer and TechnologyABTAbbott Laboratories$777,7750.0%6,8430.5%MedicalCATCaterpillar$723,699$91,607 ▼-11.2%1,9750.4%Industrial ProductsADBEAdobe$704,422$3,532 ▲0.5%1,3960.4%Computer and TechnologyMCDMcDonald's$686,5480.0%2,4350.4%Retail/WholesaleTSLATesla$683,823$47,288 ▼-6.5%3,8900.4%Auto/Tires/TrucksMCKMcKesson$668,9150.0%1,2460.4%MedicalLLYEli Lilly and Company$665,9340.0%8560.4%MedicalGLDSPDR Gold Shares$657,070$657,070 ▲New Holding3,1940.4%FinancePEPPepsiCo$565,632$86,630 ▼-13.3%3,2320.3%Consumer StaplesBMYBristol-Myers Squibb$524,675$21,692 ▼-4.0%9,6750.3%MedicalUSMViShares MSCI USA Min Vol Factor ETF$516,692$25,074 ▼-4.6%6,1820.3%ETFWMTWalmart$506,451$338,637 ▲201.8%8,4170.3%Retail/WholesaleAXPAmerican Express$503,878$28,461 ▼-5.3%2,2130.3%FinanceCLXClorox$491,636$44,249 ▼-8.3%3,2110.3%Consumer StaplesTRVTravelers Companies$475,469$230 ▲0.0%2,0660.3%FinanceHONHoneywell International$470,638$29,761 ▼-5.9%2,2930.3%Multi-Sector ConglomeratesBACBank of America$447,342$1,138 ▲0.3%11,7970.3%FinanceNFLXNetflix$446,151$39,456 ▼-8.1%7350.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$439,023$439,023 ▲New Holding1,0440.3%FinanceUNHUnitedHealth Group$436,660$495 ▲0.1%8830.3%MedicalKMBKimberly-Clark$433,581$15,910 ▼-3.5%3,3520.3%Consumer StaplesSCHWCharles Schwab$415,304$4,557 ▲1.1%5,7410.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$413,6700.0%1,0400.2%FinanceSCHDSchwab US Dividend Equity ETF$410,274$81 ▲0.0%5,0880.2%ETFAAPDDirexion Daily AAPL Bear 1X Shares$403,073$403,073 ▲New Holding17,7800.2%ETFBXBlackstone$361,268$3,941 ▼-1.1%2,7500.2%FinanceSDYSPDR S&P Dividend ETF$357,4980.0%2,7240.2%ETFFFord Motor$337,453$199 ▲0.1%25,4110.2%Auto/Tires/TrucksETNEaton$337,0690.0%1,0780.2%Industrial ProductsAMDAdvanced Micro Devices$335,350$335,350 ▲New Holding1,8580.2%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$334,6280.0%3,7000.2%ManufacturingELVElevance Health$331,866$64,818 ▼-16.3%6400.2%MedicalGILDGilead Sciences$326,4200.0%4,4560.2%MedicalWMWaste Management$325,0540.0%1,5250.2%Business ServicesNEENextEra Energy$319,294$28,120 ▼-8.1%4,9960.2%UtilitiesPSAPublic Storage$315,0050.0%1,0860.2%FinanceTAT&T$301,170$317 ▲0.1%17,1120.2%Computer and TechnologyCMCSAComcast$288,9710.0%6,6660.2%Consumer DiscretionarySNPSSynopsys$283,4640.0%4960.2%Computer and TechnologyMDLZMondelez International$279,9300.0%3,9990.2%Consumer StaplesRCLRoyal Caribbean Cruises$278,0200.0%2,0000.2%Consumer DiscretionaryQCOMQUALCOMM$271,727$16,930 ▼-5.9%1,6050.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$267,627$3,124 ▲1.2%1,2850.2%ETFIWDiShares Russell 1000 Value ETF$265,0830.0%1,4800.2%ETFFBINFortune Brands Innovations$256,3810.0%3,0280.2%Retail/WholesaleLMTLockheed Martin$255,637$455 ▲0.2%5620.2%AerospaceQQQMInvesco NASDAQ 100 ETF$247,3620.0%1,3540.1%ETFAMEAMETEK$246,9150.0%1,3500.1%Computer and TechnologyUPSUnited Parcel Service$238,1050.0%1,6020.1%TransportationBF.BBrown-Forman$233,8390.0%4,5300.1%Consumer StaplesLHLaboratory Co. of America$218,4600.0%1,0000.1%MedicalMMM3M$213,943$213,943 ▲New Holding2,0170.1%Multi-Sector ConglomeratesTIPiShares TIPS Bond ETF$213,3160.0%1,9860.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$211,536$211,536 ▲New Holding3,9000.1%ETFDFACDimensional U.S. Core Equity 2 ETF$209,081$209,081 ▲New Holding6,5440.1%ETFShowing largest 100 holdings. 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