The Analysis of RIDGECREST WEALTH PARTNERS, LLC's Holdings
Currently, RIDGECREST WEALTH PARTNERS, LLC holds 118 types of securities in its portfolio with a total value $221.2M. In the most recent quarter, they have increased their positions in NVDA (+48.0K shares, valued at $9.0M), TOST (+25.0K shares, valued at $913.8K), IONQ (+14.5K shares, valued at $893.5K); decreased their positions in VOO (-593 shares, valued at $363.1K), GOOGL (-1.3K shares, valued at $324.5K), CVX (-1.8K shares, valued at $271.8K); initiated new positions in TOST (+25.0K shares, valued at $913.8K), IONQ (+14.5K shares, valued at $893.5K), QBTS (+11.2K shares, valued at $276.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC106.1K shares-0.15%2025-09-302025-10-14
GOOGL ALPHABET INC71.2K shares-1.84%2025-09-302025-10-14 DGRO ISHARES TR235.9K shares-0.53%2025-09-302025-10-14 NVDA NVIDIA CORPORATION69.5K shares222.70%2025-09-302025-10-14 VOO VANGUARD INDEX FDS20.0K shares-2.87%2025-09-302025-10-14 MSFT MICROSOFT CORP17.0K shares0.08%2025-09-302025-10-14 VIG VANGUARD SPECIALIZED FUNDS38.1K shares1.19%2025-09-302025-10-14 IVV ISHARES TR12.1K shares-0.01%2025-09-302025-10-14 ITOT ISHARES TR49.7K shares-1.40%2025-09-302025-10-14 GOOG ALPHABET INC21.4K shares-0.64%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO31.0K shares-0.64%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR6.6K shares-3.91%2025-09-302025-10-14 CVX CHEVRON CORP NEW27.6K shares-5.96%2025-09-302025-10-14 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS9.9K shares0.56%2025-09-302025-10-14 QQQ INVESCO QQQ TR4.3K shares0.00%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.7.9K shares0.53%2025-09-302025-10-14 HDV ISHARES TR20.3K shares1.19%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON13.0K shares0.67%2025-09-302025-10-14 VYM VANGUARD WHITEHALL FDS16.4K shares1.79%2025-09-302025-10-14 SPGI S&P GLOBAL INC4.7K shares0.00%2025-09-302025-10-14 KO COCA COLA CO29.8K shares0.00%2025-09-302025-10-14 TSLA TESLA INC4.4K shares-9.73%2025-09-302025-10-14 XOM EXXON MOBIL CORP17.2K shares1.01%2025-09-302025-10-14 ABBV ABBVIE INC8.3K shares0.02%2025-09-302025-10-14 AMZN AMAZON COM INC8.5K shares1.02%2025-09-302025-10-14 CSCO CISCO SYS INC27.0K shares0.22%2025-09-302025-10-14 NFLX NETFLIX INC1.4K shares0.00%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW1.8K shares27.89%2025-09-302025-10-14 ORCL ORACLE CORP5.9K shares-10.96%2025-09-302025-10-14 BC BRUNSWICK CORP23.8K shares0.00%2025-09-302025-10-14 RUN SUNRUN INC85.0K shares0.00%2025-09-302025-10-14 AMGN AMGEN INC4.6K shares-5.13%2025-09-302025-10-14 UNP UNION PAC CORP5.5K shares0.00%2025-09-302025-10-14 VTI VANGUARD INDEX FDS3.9K shares-0.48%2025-09-302025-10-14 SBUX STARBUCKS CORP14.9K shares-14.83%2025-09-302025-10-14 NSC NORFOLK SOUTHN CORP4.1K shares0.00%2025-09-302025-10-14 AVGO BROADCOM INC3.7K shares-2.61%2025-09-302025-10-14 META META PLATFORMS INC1.7K shares-0.18%2025-09-302025-10-14 WFC WELLS FARGO CO NEW14.0K shares0.00%2025-09-302025-10-14 AMAT APPLIED MATLS INC5.6K shares0.00%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares-2.46%2025-09-302025-10-14 CAT CATERPILLAR INC2.0K shares0.00%2025-09-302025-10-14 SPYD SPDR SERIES TRUST21.3K shares20.41%2025-09-302025-10-14 TOST TOAST INC25.0K sharesnew addition2025-09-302025-10-14 ABT ABBOTT LABS6.7K shares0.00%2025-09-302025-10-14 IONQ IONQ INC14.5K sharesnew addition2025-09-302025-10-14 DIS DISNEY WALT CO7.7K shares0.01%2025-09-302025-10-14 MCK MCKESSON CORP1.1K shares0.00%2025-09-302025-10-14 VZ VERIZON COMMUNICATIONS INC19.8K shares-2.34%2025-09-302025-10-14 MRK MERCK & CO INC10.3K shares0.01%2025-09-302025-10-14 PM PHILIP MORRIS INTL INC5.0K shares2.06%2025-09-302025-10-14 PFE PFIZER INC28.5K shares1.71%2025-09-302025-10-14 HD HOME DEPOT INC1.8K shares2.90%2025-09-302025-10-14 MCD MCDONALDS CORP2.3K shares-0.13%2025-09-302025-10-14 WMT WALMART INC6.8K shares0.00%2025-09-302025-10-14 LLY ELI LILLY & CO887 shares0.34%2025-09-302025-10-14 SCHD SCHWAB STRATEGIC TR24.4K shares3.19%2025-09-302025-10-14 BAC BANK AMERICA CORP12.6K shares0.00%2025-09-302025-10-14 AXP AMERICAN EXPRESS CO1.9K shares0.00%2025-09-302025-10-14 USMV ISHARES TR6.2K shares0.00%2025-09-302025-10-14 SCHW SCHWAB CHARLES CORP5.8K shares0.26%2025-09-302025-10-14 T AT&T INC19.3K shares-1.53%2025-09-302025-10-14 HON HONEYWELL INTL INC2.4K shares4.37%2025-09-302025-10-14 QCOM QUALCOMM INC2.9K shares0.00%2025-09-302025-10-14 GILD GILEAD SCIENCES INC4.3K shares0.00%2025-09-302025-10-14 PEP PEPSICO INC3.4K shares-0.47%2025-09-302025-10-14 KMB KIMBERLY-CLARK CORP3.3K shares0.00%2025-09-302025-10-14 VOTE TCW ETF TRUST5.0K shares0.00%2025-09-302025-10-14 SDY SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-10-14 MO ALTRIA GROUP INC5.8K shares0.00%2025-09-302025-10-14 GLD SPDR GOLD TR1.1K shares0.00%2025-09-302025-10-14 VHT VANGUARD WORLD FD1.4K shares0.00%2025-09-302025-10-14 INTC INTEL CORP11.0K shares0.22%2025-09-302025-10-14 BMY BRISTOL-MYERS SQUIBB CO8.1K shares0.00%2025-09-302025-10-14 NEE NEXTERA ENERGY INC4.8K shares0.00%2025-09-302025-10-14 XLK SELECT SECTOR SPDR TR1.3K shares0.00%2025-09-302025-10-14 QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.00%2025-09-302025-10-14 ROST ROSS STORES INC2.3K shares0.00%2025-09-302025-10-14 DIA SPDR DOW JONES INDL AVERAGE744 shares0.00%2025-09-302025-10-14 VUG VANGUARD INDEX FDS717 shares12.21%2025-09-302025-10-14 XYL XYLEM INC2.2K shares0.00%2025-09-302025-10-14 ADBE ADOBE INC895 shares-0.22%2025-09-302025-10-14 USSG DBX ETF TR5.1K shares0.00%2025-09-302025-10-14 IUSV ISHARES TR3.1K shares0.00%2025-09-302025-10-14 PSA PUBLIC STORAGE OPER CO1.1K shares0.00%2025-09-302025-10-14 MMM 3M CO2.0K shares2.90%2025-09-302025-10-14 IWD ISHARES TR1.5K shares0.00%2025-09-302025-10-14 K KELLANOVA3.7K shares1.25%2025-09-302025-10-14 RTX RTX CORPORATION1.7K shares-1.77%2025-09-302025-10-14 QBTS D-WAVE QUANTUM INC11.2K sharesnew addition2025-09-302025-10-14 MDLZ MONDELEZ INTL INC4.4K shares0.00%2025-09-302025-10-14 ETN EATON CORP PLC728 shares0.00%2025-09-302025-10-14 CLX CLOROX CO DEL2.2K shares0.00%2025-09-302025-10-14 BX BLACKSTONE INC1.6K shares0.00%2025-09-302025-10-14 DSI ISHARES TR2.0K shares0.00%2025-09-302025-10-14 AME AMETEK INC1.4K shares0.00%2025-09-302025-10-14 DFAC DIMENSIONAL ETF TRUST6.5K shares0.00%2025-09-302025-10-14 BK BANK NEW YORK MELLON CORP2.3K shares-11.34%2025-09-302025-10-14 F FORD MTR CO20.7K shares-18.75%2025-09-302025-10-14 SNPS SYNOPSYS INC495 shares0.61%2025-09-302025-10-14 UNH UNITEDHEALTH GROUP INC707 shares0.00%2025-09-302025-10-14 V VISA INC712 shares-0.56%2025-09-302025-10-14 CALI BLACKROCK ETF TRUST II4.8K sharesnew addition2025-09-302025-10-14 MSI MOTOROLA SOLUTIONS INC524 shares0.00%2025-09-302025-10-14 TRV TRAVELERS COMPANIES INC849 shares0.00%2025-09-302025-10-14 UPS UNITED PARCEL SERVICE INC2.8K shares22.15%2025-09-302025-10-14 JEPQ J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2025-09-302025-10-14 VXUS VANGUARD STAR FDS3.1K shares0.00%2025-09-302025-10-14 XLU SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-10-14 LULU LULULEMON ATHLETICA INC1.2K sharesnew addition2025-09-302025-10-14 JEPI J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2025-09-302025-10-14 ELV ELEVANCE HEALTH INC FORMERLY640 shares0.00%2025-09-302025-10-14 RSP INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2025-09-302025-10-14 SO SOUTHERN CO2.2K sharesnew addition2025-09-302025-10-14 FEPI ETF OPPORTUNITIES TRUST4.3K sharesnew addition2025-09-302025-10-14 NRDS NERDWALLET INC14.2K shares0.00%2025-09-302025-10-14 TSLS DIREXION SHS ETF TR24.0K shares53.41%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available