RIDGECREST WEALTH PARTNERS, LLC Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$190.9M

Holdings

112

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (112 positions)

StockValue
AAPLAPPLE INC
$23.8M
DGROISHARES TR
$14.4M
GOOGLALPHABET INC
$11.2M
VOOVANGUARD INDEX FDS
$8.9M
NVDANVIDIA CORPORATION
$8.7M
MSFTMICROSOFT CORP
$6.4M
VIGVANGUARD SPECIALIZED FUNDS
$6.3M
IVVISHARES TR
$6.2M
ITOTISHARES TR
$6.2M
CVXCHEVRON CORP NEW
$5.6M
PGPROCTER AND GAMBLE CO
$5.3M
AVGOBROADCOM INC
$4.8M
SPYSPDR S&P 500 ETF TR
$4.5M
GOOGALPHABET INC
$3.4M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.2M
SPGIS&P GLOBAL INC
$2.6M
IBMINTERNATIONAL BUSINESS MACHS
$2.4M
SBUXSTARBUCKS CORP
$2.4M
HDVISHARES TR
$2.3M
JNJJOHNSON & JOHNSON
$2.2M
KOCOCA COLA CO
$2.2M
NDQINVESCO QQQ TR
$2.0M
JPMJPMORGAN CHASE & CO.
$1.9M
XOMEXXON MOBIL CORP
$1.9M
ONONON HLDG AG
$1.8M
ABBVABBVIE INC
$1.7M
VYMVANGUARD WHITEHALL FDS
$1.7M
CSCOCISCO SYS INC
$1.7M
AMZNAMAZON COM INC
$1.6M
AMGNAMGEN INC
$1.5M
COSTCOSTCO WHSL CORP NEW
$1.5M
BCBRUNSWICK CORP
$1.5M
NFLXNETFLIX INC
$1.3M
TSLATESLA INC
$1.3M
UNPUNION PAC CORP
$1.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.2M
VTIVANGUARD INDEX FDS
$1.1M
WFCWELLS FARGO CO NEW
$1.0M
MRKMERCK & CO INC
$978K
BACVERIZON COMMUNICATIONS INC
$965K
NSCNORFOLK SOUTHN CORP
$962K
ORCLORACLE CORP
$953K
METAMETA PLATFORMS INC
$899K
ABTABBOTT LABS
$894K
MCKMCKESSON CORP
$839K
AMATAPPLIED MATLS INC
$815K
DISDISNEY WALT CO
$784K
4I1PHILIP MORRIS INTL INC
$770K
LLYELI LILLY & CO
$752K
PFEPFIZER INC
$743K
MCDMCDONALDS CORP
$729K
SCHDSCHWAB STRATEGIC TR
$682K
CATCATERPILLAR INC
$654K
HDHOME DEPOT INC
$628K
WMTWALMART INC
$598K
USMVISHARES TR
$579K
BACBANK AMERICA CORP
$579K
BMYBRISTOL-MYERS SQUIBB CO
$562K
TAT&T INC
$560K
GILDGILEAD SCIENCES INC
$516K
UNHUNITEDHEALTH GROUP INC
$514K
PEPPEPSICO INC
$507K
AXPAMERICAN EXPRESS CO
$504K
RUNSUNRUN INC
$498K
HONHONEYWELL INTL INC
$485K
KMBKIMBERLY-CLARK CORP
$467K
SCHWSCHWAB CHARLES CORP
$452K
QCOMQUALCOMM INC
$451K
BOXXEA SERIES TRUST
$401K
ADBEADOBE INC
$373K
SDYSPDR SER TR
$370K
MOALTRIA GROUP INC
$345K
NEENEXTERA ENERGY INC
$341K
PSAPUBLIC STORAGE OPER CO
$329K
CLXCLOROX CO DEL
$325K
SHPROSHARES TR
$323K
ROSTROSS STORES INC
$316K
CMCSACOMCAST CORP NEW
$314K
DONSPDR DOW JONES INDL AVERAGE
$312K
INTCINTEL CORP
$312K
GQ9SPDR GOLD TR
$303K
MDLZMONDELEZ INTL INC
$300K
KELKELLANOVA
$298K
VOTETCW ETF TRUST
$291K
IUSVISHARES TR
$291K
VHTVANGUARD WORLD FD
$290K
BXBLACKSTONE INC
$288K
QQQMINVESCO EXCH TRADED FD TR II
$281K
IWDISHARES TR
$278K
ELVELEVANCE HEALTH INC
$278K
XLKSELECT SECTOR SPDR TR
$269K
MMM3M CO
$267K
FFORD MTR CO
$262K
XYLXYLEM INC
$258K
VVISA INC
$247K
AMEAMETEK INC
$232K
MSIMOTOROLA SOLUTIONS INC
$229K
SNPSSYNOPSYS INC
$228K
RCLROYAL CARIBBEAN GROUP
$226K
VUGVANGUARD INDEX FDS
$225K
Page 1 of 2Next