Ridgeline Wealth Planning, LLC Incresed Positions in Q3 2025

Ridgeline Wealth Planning, LLC

  • $133 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
98.3K
+ 29.33%
$50.47 - $50.74 $4.96M - $4.99M
434K $22B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.86K
+ 1.71%
$54.35 - $59.32 $156K - $170K
171K $10.1B
CGDV
Capital Group Divid Value ETF

ETFs
4.12K
+ 1.6%
$39.59 - $42.21 $163K - $174K
261K $11B
QQQ
Invesco Qqq Trust, Series 1

ETFs
242
+ 2.2%
$546.99 - $602.2 $132K - $146K
11.2K $6.75B
CGGR
Capital Group Growth ETF Shs C

ETFs
2.89K
+ 2.49%
$40.2 - $44.58 $116K - $129K
119K $5.22B
FLQH
Franklin Templeton Libertyq In

ETFs
2.32K
+ 2.08%
N/A
114K $4.25B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
278
+ 0.68%
$62.54 - $68.42 $17.4K - $19K
41.4K $2.79B
AAPL
Apple Inc.

Technology
313
+ 14.49%
$202.38 - $256.87 $63.3K - $80.4K
2.47K $630M
PG
Procter & Gamble CO

Consumer Defensive
1.24K
+ 33.14%
$150.47 - $161.22 $186K - $199K
4.97K $764M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.01K
+ 19.22%
$70.77 - $73.59 $142K - $148K
12.5K $914M
NVDA
Nvidia Corp

Technology
357
+ 11.04%
$153.3 - $186.58 $54.7K - $66.6K
3.59K $670M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
860
+ 2.49%
$53.93 - $57.58 $46.4K - $49.5K
35.4K $2B
MSFT
Microsoft Corp

Technology
163
+ 17.81%
$491.09 - $535.64 $80K - $87.3K
1.08K $558M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.03%
$303.93 - $329.86 $304 - $330
3.95K $1.3B
AVGO
Broadcom Inc.

Technology
83
+ 9.18%
$264.74 - $369.57 $22K - $30.7K
987 $326M
NOC
Northrop Grumman Corp

Industrials
4
+ 0.66%
$498.9 - $609.32 $2K - $2.44K
607 $370M
AMZN
Amazon Com Inc

Consumer Cyclical
227
+ 7.83%
$211.65 - $238.24 $48K - $54.1K
3.13K $687M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
456
+ 4.11%
$78.96 - $80.04 $36K - $36.5K
11.6K $924M
SRLN
Ssga Active Trust

ETFs
847
+ 7.43%
$41.28 - $41.65 $35K - $35.3K
12.2K $509M
CGCP
Capital Group Core Plus Income

ETFs
418
+ 2.54%
$22.27 - $22.95 $9.31K - $9.59K
16.9K $383M
BXSL
Blackstone Secured Lending Fund

Financial Services
2.23K
+ 18.84%
$26.07 - $32.55 $58.2K - $72.7K
14.1K $367M
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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