Ridgecrest Wealth Partners, LLC Reduced Holdings in Q4 2024

Ridgecrest Wealth Partners, LLC

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-35.1K
- 91.18%
$159.67 - $250.0 $5.6M - $8.76M
3.39K $786K
HD
Home Depot, Inc.

Consumer Cyclical
-1.3K
- 47.9%
$385.02 - $431.37 $500K - $560K
1.41K $549K
JNJ
Johnson & Johnson

Healthcare
-1.05K
- 7.33%
$143.34 - $165.86 $151K - $174K
13.3K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
-1.21K
- 3.71%
$161.05 - $179.7 $195K - $217K
31.4K $5.26M
ORCL
Oracle Corp

Technology
-2K
- 25.6%
$165.41 - $192.43 $331K - $385K
5.81K $968K
ADBE
Adobe Inc.

Technology
-504
- 36.18%
$437.39 - $552.96 $220K - $279K
889 $395K
XOM
Exxon Mobil Corp

Energy
-1.5K
- 9.11%
$105.51 - $125.37 $158K - $188K
15K $1.61M
DGRO
Ishares Core Dividend Growth E

ETFs
-34
- 0.01%
$60.73 - $64.94 $2.06K - $2.21K
228K $14M
MRK
Merck & Co., Inc.

Healthcare
-1.26K
- 10.82%
$96.31 - $114.76 $121K - $145K
10.4K $1.03M
TRV
Travelers Companies, Inc.

Financial Services
-1.22K
- 58.89%
$225.97 - $266.66 $275K - $324K
849 $204K
BX
Blackstone Inc.

Financial Services
-1.51K
- 54.93%
$148.45 - $199.05 $224K - $301K
1.24K $213K
CVX
Chevron Corp

Energy
-751
- 2.15%
$141.15 - $162.53 $106K - $122K
34.1K $4.94M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.2K
- 16.65%
$59.25 - $72.99 $71.1K - $87.6K
6.01K $358K
IVV
Ishares Core S&P 500 ETF

ETFs
-515
- 4.41%
$570.51 - $610.59 $294K - $314K
11.2K $6.57M
JPM
Jpmorgan Chase & CO

Financial Services
-1.7K
- 18.77%
$205.18 - $250.29 $349K - $425K
7.36K $1.76M
VZ
Verizon Communications Inc

Communication Services
-803
- 3.72%
$39.6 - $45.21 $31.8K - $36.3K
20.8K $830K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-296
- 28.46%
$417.69 - $450.94 $124K - $133K
744 $316K
CLX
Clorox CO

Consumer Defensive
-725
- 24.75%
$156.51 - $169.74 $113K - $123K
2.2K $357K
ETN
Eaton Corp PLC

Industrials
-350
- 29.71%
$326.96 - $377.52 $114K - $132K
828 $274K
WMT
Walmart Inc.

Consumer Defensive
-2.1K
- 24.96%
$79.1 - $95.7 $166K - $201K
6.31K $570K
INTC
Intel Corp

Technology
-850
- 5.49%
$19.07 - $26.23 $16.2K - $22.3K
14.6K $293K
PM
Philip Morris International Inc.

Consumer Defensive
-500
- 9.71%
$118.38 - $133.06 $59.2K - $66.5K
4.65K $559K
QCOM
Qualcomm Inc

Technology
-10
- 0.34%
$150.4 - $178.04 $1.5K - $1.78K
2.94K $451K
AXP
American Express CO

Financial Services
-330
- 14.98%
$267.35 - $305.57 $88.2K - $101K
1.87K $555K
XYL
Xylem Inc.

Industrials
-31
- 1.53%
$116.02 - $137.45 $3.6K - $4.26K
1.99K $230K
VIG
Vanguard Dividend Appreciation

ETFs
-146
- 0.5%
N/A
29.3K $5.33M
MO
Altria Group, Inc.

Consumer Defensive
-500
- 8.55%
$49.06 - $57.74 $24.5K - $28.9K
5.35K $279K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8
- 0.13%
$88.59 - $94.57 $709 - $757
6.19K $549K
BMY
Bristol Myers Squibb CO

Healthcare
-964
- 9.96%
$51.92 - $59.94 $50.1K - $57.8K
8.71K $492K
VTI
Vanguard Total Stock Market Et

ETFs
-80
- 1.88%
$280.04 - $302.45 $22.4K - $24.2K
4.19K $1.21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.14K
- 2.09%
$124.26 - $134.12 $141K - $152K
53.2K $6.84M
HON
Honeywell International Inc

Industrials
-6
- 0.26%
$202.84 - $236.0 $1.22K - $1.42K
2.29K $517K
DIS
Walt Disney CO

Communication Services
-190
- 2.43%
$92.39 - $117.6 $17.6K - $22.3K
7.62K $848K
WFC
Wells Fargo & Company

Financial Services
-50
- 0.33%
$54.98 - $77.35 $2.75K - $3.87K
15K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
-91
- 1.16%
$180.88 - $232.93 $16.5K - $21.2K
7.73K $1.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-988
- 17.94%
$213.65 - $479.86 $211K - $474K
4.52K $1.82M
AAPL
Apple Inc.

Technology
-590
- 0.56%
$221.69 - $259.02 $131K - $153K
105K $26.3M
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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