Ridgecrest Wealth Partners, LLC Portfolio Holdings
Ridgecrest Wealth Partners, LLC
- $166 Million
- Q2 2024
Ridgecrest Wealth Partners, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22M, Ishares Core Dividend Growth E with a value of $13.6M, Alphabet Inc. with a value of $13.2M, Microsoft Corp with a value of $6.98M, and Vanguard Index Fds S&P 500 ETF with a value of $6.69M.
Examining the 13F form we can see an decrease of $1.35M in the current position value, from $167M to 166M.
Below you can find more details about Ridgecrest Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
ETFs: $53.4 Million
Technology: $40.1 Million
Communication Services: $21 Million
Consumer Defensive: $11.9 Million
Healthcare: $10.9 Million
Consumer Cyclical: $7.96 Million
Financial Services: $7.86 Million
Energy: $7.32 Million
Other: $5.43 Million