The Analysis of RIDGECREST WEALTH PARTNERS, LLC's Holdings & P&L


Currently, RIDGECREST WEALTH PARTNERS, LLC holds 111 types of securities in its portfolio with a total value $207.3M. In the most recent quarter, they have increased their positions in GOOGL (+19.3K shares, valued at $6.9M), HDV (+76.1K shares, valued at $2.1M), N/A (+4.2K shares, valued at $1.7M); decreased their positions in N/A (-11.1K shares, valued at $4.2M), NVDA (-3.2K shares, valued at $631.9K), N/A (-851 shares, valued at $278.5K); initiated new positions in N/A (+4.2K shares, valued at $1.7M), MU (+278 shares, valued at $320.7K), APH (+1.5K shares, valued at $269.9K).


1M P&L
+1.4M+0.92%
3M P&L
+7.6M+5.08%
HY P&L
+6.1M+4.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A56.8M
33.2%
2Internet Content & Information29.0M
16.9%
3Consumer Electronics22.3M
13.0%

Top Industries by Stock Count

1N/A30 stocks
34.5%
2Drug Manufacturers - General6 stocks
6.9%
3Semiconductors4 stocks
4.6%
Stock Holdings
GOOGL
ALPHABET INC
43.89%
Shares63.3K
Event2026-06-30
Filed2026-08-05
AAPL
APPLE INC
-0.54%
Shares77.0K
Event2026-06-30
Filed2026-08-05
DGRO
ISHARES TR
1.40%
Shares181.7K
Event2026-06-30
Filed2026-08-05
NVDA
NVIDIA CORPORATION
-4.47%
Shares67.4K
Event2026-06-30
Filed2026-08-05
VOO
VANGUARD INDEX FDS
1.91%
Shares16.2K
Event2026-06-30
Filed2026-08-05
ISHARES TR
ISHARES TR
-3.29%
Shares10.0K
Event2026-06-30
Filed2026-08-05
VIG
VANGUARD SPECIALIZED FUNDS
-0.75%
Shares29.3K
Event2026-06-30
Filed2026-08-05
ITOT
ISHARES TR
-1.31%
Shares39.5K
Event2026-06-30
Filed2026-08-05
GOOG
ALPHABET INC
-0.81%
Shares18.0K
Event2026-06-30
Filed2026-08-05
MSFT
MICROSOFT CORP
0.07%
Shares15.1K
Event2026-06-30
Filed2026-08-05
CVX
CHEVRON CORPORATION
-0.43%
Shares27.3K
Event2026-06-30
Filed2026-08-05
BROADCOM INC
BROADCOM INC
-49.70%
Shares11.2K
Event2026-06-30
Filed2026-08-05
APPLIED MATLS INC
APPLIED MATLS INC
0.14%
Shares5.6K
Event2026-06-30
Filed2026-08-05
PG
PROCTER & GAMBLE CO
-0.46%
Shares22.5K
Event2026-06-30
Filed2026-08-05
CISCO SYS INC
CISCO SYS INC
1.18%
Shares27.3K
Event2026-06-30
Filed2026-08-05
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares4
Event2026-06-30
Filed2026-08-05
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares17.1K
Event2026-06-30
Filed2026-08-05
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-7.04%
Shares3.5K
Event2026-06-30
Filed2026-08-05
HDV
ISHARES TR
394.67%
Shares95.4K
Event2026-06-30
Filed2026-08-05
KO
COCA COLA CO
0.00%
Shares28.3K
Event2026-06-30
Filed2026-08-05
ABBVIE INC
ABBVIE INC
0.01%
Shares8.3K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-12.39%
Shares6.0K
Event2026-06-30
Filed2026-08-05
BC
BRUNSWICK CORP
-2.94%
Shares23.1K
Event2026-06-30
Filed2026-08-05
AMZN
AMAZON COM INC
7.89%
Shares8.0K
Event2026-06-30
Filed2026-08-05
IBM
INTERNATIONAL BUSINESS MACHS
-0.02%
Shares6.7K
Event2026-06-30
Filed2026-08-05
CAT
CATERPILLAR INC
-0.42%
Shares1.7K
Event2026-06-30
Filed2026-08-05
S&P GLOBAL INC
S&P GLOBAL INC
New
Shares4.2K
Event2026-06-30
Filed2026-08-05
AMGN
AMGEN INC
2.46%
Shares4.3K
Event2026-06-30
Filed2026-08-05
TSLA
TESLA INC
-9.24%
Shares3.6K
Event2026-06-30
Filed2026-08-05
JNJ
JOHNSON & JOHNSON
-0.47%
Shares5.9K
Event2026-06-30
Filed2026-08-05
NETFLIX INC.
NETFLIX INC.
6.06%
Shares19.2K
Event2026-06-30
Filed2026-08-05
EXXON MOBIL CORP
EXXON MOBIL CORP
0.01%
Shares9.5K
Event2026-06-30
Filed2026-08-05
NSC
NORFOLK SOUTHN CORP
0.00%
Shares4.1K
Event2026-06-30
Filed2026-08-05
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-6.18%
Shares3.3K
Event2026-06-30
Filed2026-08-05
UNP
UNION PAC CORP
0.00%
Shares4.2K
Event2026-06-30
Filed2026-08-05
INTC
INTEL CORP
-15.73%
Shares8.0K
Event2026-06-30
Filed2026-08-05
WFC
WELLS FARGO & CO
-7.46%
Shares12.8K
Event2026-06-30
Filed2026-08-05
LLY
ELI LILLY & CO
2.79%
Shares884
Event2026-06-30
Filed2026-08-05
RUN
SUNRUN INC
0.00%
Shares79.0K
Event2026-06-30
Filed2026-08-05
SPYD
SPDR SERIES TRUST
0.92%
Shares22.0K
Event2026-06-30
Filed2026-08-05
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
4.79%
Shares1.1K
Event2026-06-30
Filed2026-08-05
BRK.B
BERKSHIRE HATHAWAY INC DEL
-2.40%
Shares2.0K
Event2026-06-30
Filed2026-08-05
QQQ
INVESCO QQQ TR
-11.09%
Shares1.3K
Event2026-06-30
Filed2026-08-05
META PLATFORMS INC
META PLATFORMS INC
9.32%
Shares1.7K
Event2026-06-30
Filed2026-08-05
MRK
MERCK & CO INC
2.40%
Shares7.0K
Event2026-06-30
Filed2026-08-05
PM
PHILIP MORRIS INTL INC
0.00%
Shares5.0K
Event2026-06-30
Filed2026-08-05
VXUS
VANGUARD STAR FDS
0.03%
Shares10.3K
Event2026-06-30
Filed2026-08-05
SCHD
SCHWAB STRATEGIC TR
-6.63%
Shares25.8K
Event2026-06-30
Filed2026-08-05
MCK
MCKESSON CORP
0.00%
Shares1.0K
Event2026-06-30
Filed2026-08-05
BAC
BANK OF AMER CORP
3.25%
Shares12.1K
Event2026-06-30
Filed2026-08-05
USMV
ISHARES TR
0.00%
Shares6.2K
Event2026-06-30
Filed2026-08-05
PFE
PFIZER INC
-0.81%
Shares24.5K
Event2026-06-30
Filed2026-08-05
GILD
GILEAD SCIENCES INC
6.38%
Shares4.6K
Event2026-06-30
Filed2026-08-05
HD
HOME DEPOT INC
2.58%
Shares1.6K
Event2026-06-30
Filed2026-08-05
AXP
AMERICAN EXPRESS CO
7.09%
Shares1.7K
Event2026-06-30
Filed2026-08-05
VHT
VANGUARD WORLD FD
29.53%
Shares1.9K
Event2026-06-30
Filed2026-08-05
WMT
WALMART INC
8.25%
Shares4.7K
Event2026-06-30
Filed2026-08-05
ABT
ABBOTT LABORATORIES
-13.66%
Shares5.8K
Event2026-06-30
Filed2026-08-05
VZ
VERIZON COMMUNICATIONS INC
5.18%
Shares12.2K
Event2026-06-30
Filed2026-08-05
XLK
SELECT SECTOR SPDR TR
0.00%
Shares2.6K
Event2026-06-30
Filed2026-08-05
DIS
DISNEY WALT CO
-7.34%
Shares5.0K
Event2026-06-30
Filed2026-08-05
MCD
MCDONALDS CORP
7.09%
Shares1.7K
Event2026-06-30
Filed2026-08-05
QQQM
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.4K
Event2026-06-30
Filed2026-08-05
SDY
SPDR SERIES TRUST
0.00%
Shares2.7K
Event2026-06-30
Filed2026-08-05
MO
ALTRIA GROUP INC
0.00%
Shares5.8K
Event2026-06-30
Filed2026-08-05
ORACLE CORP
ORACLE CORP
-0.11%
Shares2.8K
Event2026-06-30
Filed2026-08-05
VUG
VANGUARD INDEX FDS
500.00%
Shares4.5K
Event2026-06-30
Filed2026-08-05
BK
BANK OF NY MELLON CORP
15.89%
Shares2.6K
Event2026-06-30
Filed2026-08-05
VOTE
TCW ETF TRUST
-16.60%
Shares4.1K
Event2026-06-30
Filed2026-08-05
T
AT&T INC
-0.67%
Shares17.4K
Event2026-06-30
Filed2026-08-05
IUSV
ISHARES TR
0.00%
Shares3.1K
Event2026-06-30
Filed2026-08-05
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares644
Event2026-06-30
Filed2026-08-05
NEXTERA ENERGY INC
NEXTERA ENERGY INC
11.72%
Shares3.7K
Event2026-06-30
Filed2026-08-05
GLD
SPDR GOLD TR
0.00%
Shares880
Event2026-06-30
Filed2026-08-05
MU
MICRON TECHNOLOGY INC
New
Shares278
Event2026-06-30
Filed2026-08-05
RTX CORPORATION
RTX CORPORATION
-4.57%
Shares1.7K
Event2026-06-30
Filed2026-08-05
PEP
PEPSICO INC
5.48%
Shares2.3K
Event2026-06-30
Filed2026-08-05
QCOM
QUALCOMM INC
0.06%
Shares1.6K
Event2026-06-30
Filed2026-08-05
USSG
DBX ETF TR
-16.33%
Shares4.3K
Event2026-06-30
Filed2026-08-05
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares6.5K
Event2026-06-30
Filed2026-08-05
DSI
ISHARES TR
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-05
MID
AMERICAN CENTY ETF TR
0.00%
Shares4.0K
Event2026-06-30
Filed2026-08-05
VLO
VALERO ENERGY CORP
4.98%
Shares1.1K
Event2026-06-30
Filed2026-08-05
DIREXION SHARES ETF TRUST
DIREXION SHARES ETF TRUST
9.90%
Shares5.3K
Event2026-06-30
Filed2026-08-05
APH
AMPHENOL CORP
New
Shares1.5K
Event2026-06-30
Filed2026-08-05
FTEC
FIDELITY COVINGTON TRUST
New
Shares906
Event2026-06-30
Filed2026-08-05
XYL
XYLEM INC
0.05%
Shares2.2K
Event2026-06-30
Filed2026-08-05
MPC
MARATHON PETE CORP
0.00%
Shares1.0K
Event2026-06-30
Filed2026-08-05
GE
GE AEROSPACE
New
Shares676
Event2026-06-30
Filed2026-08-05
VISA INC
VISA INC
0.00%
Shares728
Event2026-06-30
Filed2026-08-05
LVHI
LEGG MASON ETF INVT
0.00%
Shares6.1K
Event2026-06-30
Filed2026-08-05
ELV
ELEVANCE HEALTH INC FORMERLY
New
Shares640
Event2026-06-30
Filed2026-08-05
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
0.00%
Shares4.0K
Event2026-06-30
Filed2026-08-05
AEP
AMERICAN ELEC PWR CO INC
10.97%
Shares1.8K
Event2026-06-30
Filed2026-08-05
GS
GOLDMAN SACHS GROUP INC
0.00%
Shares240
Event2026-06-30
Filed2026-08-05
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
0.00%
Shares5.2K
Event2026-06-30
Filed2026-08-05
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
New
Shares557
Event2026-06-30
Filed2026-08-05
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares1.0K
Event2026-06-30
Filed2026-08-05
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares1.0K
Event2026-06-30
Filed2026-08-05
CLX
CLOROX CO DEL
New
Shares2.3K
Event2026-06-30
Filed2026-08-05
PSA
PUBLIC STORAGE
-36.83%
Shares686
Event2026-06-30
Filed2026-08-05
SBUX
STARBUCKS CORP
New
Shares2.1K
Event2026-06-30
Filed2026-08-05
CSX
CSX CORP
New
Shares4.5K
Event2026-06-30
Filed2026-08-05
KMB
KIMBERLY-CLARK CORP
New
Shares1.9K
Event2026-06-30
Filed2026-08-05
QQQI
NEOS ETF TRUST
New
Shares3.8K
Event2026-06-30
Filed2026-08-05
IDEV
ISHARES TR
New
Shares2.4K
Event2026-06-30
Filed2026-08-05
GD
GENERAL DYNAMICS CORP
New
Shares587
Event2026-06-30
Filed2026-08-05
ETN
EATON CORP PLC
New
Shares478
Event2026-06-30
Filed2026-08-05
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares1.2K
Event2026-06-30
Filed2026-08-05
F
FORD MTR CO
0.00%
Shares13.3K
Event2026-06-30
Filed2026-08-05
AMDD
DIREXION SHARES ETF TRUST
New
Shares15.5K
Event2026-06-30
Filed2026-08-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
RIDGECREST WEALTH PARTNERS, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo