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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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