Ridgeline Wealth Planning, LLC Portfolio Holdings

Ridgeline Wealth Planning, LLC

  • $104 Billion
  • Q4 2024

Ridgeline Wealth Planning, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $28.2B, Jp Morgan ETF Tr Ultra Short I with a value of $15.3B, Capital Group Global Growth Eq with a value of $12.1B, Capital Group Divid Value ETF with a value of $8.21B, and Ishares Msci Usa Quality Facto with a value of $7.02B.

Examining the 13F form we can see an increase of $104B in the current position value.

Ridgeline Wealth Planning, LLC is based out at Centerville, OH

Below you can find more details about Ridgeline Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
ETFs: $99.5 Billion
Financial Services: $2.42 Billion
Consumer Defensive: $833 Million
Consumer Cyclical: $414 Million
Industrials: $281 Million
Technology: $252 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.2 Billion 26.98% of portfolio
408,871
Q4 2024 New
$0
$15.3 Billion 14.68% of portfolio
304,576
Q4 2024 New
$0
$12.1 Billion 11.62% of portfolio
415,422
Q4 2024 New
$0
$8.21 Billion 7.86% of portfolio
232,837
Q4 2024 New
$0
$7.02 Billion 6.72% of portfolio
39,432
Q4 2024 New
$0
$4.87 Billion 4.66% of portfolio
9,527
Q4 2024 New
$0
$4.1 Billion 3.92% of portfolio
80,007
Q4 2024 New
$0
$3.84 Billion 3.67% of portfolio
103,224
Q4 2024 New
$0
$2.79 Billion 2.67% of portfolio
93,004
Q4 2024 New
$5.55B
$2.42 Billion 2.32% of portfolio
74,889
Q4 2024 New
$0
$2.14 Billion 2.05% of portfolio
38,553
Q4 2024 New
$0
$1.68 Billion 1.61% of portfolio
17,388
Q4 2024 New
$0
$1.13 Billion 1.08% of portfolio
3,904
Q4 2024 New
$0
$915 Million 0.88% of portfolio
11,731
Q4 2024 New
$0
$808 Million 0.77% of portfolio
12,053
Q4 2024 New
$0
$769 Million 0.74% of portfolio
1,306
Q4 2024 New
$0
$645 Million 0.62% of portfolio
5,598
Q4 2024 New
$393B
$581 Million 0.56% of portfolio
3,465
Q4 2024 New
Lam Research Corp
-
$563 Million 0.54% of portfolio
-
Q4 2024 New
$0
$503 Million 0.48% of portfolio
12,061
Q4 2024 New
$0
$479 Million 0.46% of portfolio
17,524
Q4 2024 New
$0
$432 Million 0.41% of portfolio
12,663
Q4 2024 New
$2.42T
$414 Million 0.4% of portfolio
1,887
Q4 2024 New
$0
$396 Million 0.38% of portfolio
1,627
Q4 2024 New
$0
$389 Million 0.37% of portfolio
17,509
Q4 2024 New
$0
$365 Million 0.35% of portfolio
1,937
Q4 2024 New
$0
$319 Million 0.31% of portfolio
9,232
Q4 2024 New
$0
$298 Million 0.29% of portfolio
3,004
Q4 2024 New
$0
$284 Million 0.27% of portfolio
5,940
Q4 2024 New
$75B
$281 Million 0.27% of portfolio
598
Q4 2024 New
$3.79T
$252 Million 0.24% of portfolio
1,007
Q4 2024 New
$0
$251 Million 0.24% of portfolio
3,359
Q4 2024 New
$266B
$253 Million 0.24% of portfolio
2,795
Q4 2024 New
$0
$238 Million 0.23% of portfolio
8,041
Q4 2024 New
Smurfit Westrock PLC
-
$206 Million 0.2% of portfolio
-
Q4 2024 New
$0
$200 Million 0.19% of portfolio
951
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $104 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Ridgeline Wealth Planning, LLC Portfolio

Follow Ridgeline Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email