The Analysis of Ridgeline Wealth Planning, LLC's Holdings
Currently, Ridgeline Wealth Planning, LLC holds 42 types of securities in its portfolio with a total value $133.1M. In the most recent quarter, they have increased their positions in JPST (+98.3K shares, valued at $5.0M), PH (+644 shares, valued at $488.2K), GOOGL (+1.1K shares, valued at $257.7K); decreased their positions in CGGO (-55.2K shares, valued at $1.9M), SPYM (-14.1K shares, valued at $1.1M), MTG (-19.9K shares, valued at $565.5K); initiated new positions in PH (+644 shares, valued at $488.2K), GOOGL (+1.1K shares, valued at $257.7K), XCEM (+6.6K shares, valued at $239.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST443.5K shares-3.09%2025-09-302025-10-29
JPST J P MORGAN EXCHANGE TRADED F433.6K shares29.33%2025-09-302025-10-29 CGGO CAPITAL GROUP GBL GROWTH EQT396.5K shares-12.22%2025-09-302025-10-29 CGDV CAPITAL GROUP DIVIDEND VALUE260.9K shares1.60%2025-09-302025-10-29 DYNF BLACKROCK ETF TRUST170.5K shares1.71%2025-09-302025-10-29 QQQ INVESCO QQQ TR11.2K shares2.20%2025-09-302025-10-29 CGGR CAPITAL GROUP GROWTH ETF118.9K shares2.49%2025-09-302025-10-29 DIVI FRANKLIN TEMPLETON ETF TR113.8K shares2.08%2025-09-302025-10-29 EMXC ISHARES INC41.4K shares0.68%2025-09-302025-10-29 FLQM FRANKLIN TEMPLETON ETF TR35.4K shares2.49%2025-09-302025-10-29 IVV ISHARES TR2.9K shares1.03%2025-09-302025-10-29 MTG MGIC INVT CORP WIS63.9K shares-23.79%2025-09-302025-10-29 QUAL ISHARES TR9.2K shares-8.93%2025-09-302025-10-29 VTI VANGUARD INDEX FDS3.9K shares0.03%2025-09-302025-10-29 VCSH VANGUARD SCOTTSDALE FDS11.6K shares4.11%2025-09-302025-10-29 SPHQ INVESCO EXCHANGE TRADED FD T12.5K shares19.22%2025-09-302025-10-29 SPTM SPDR SERIES TRUST10.9K shares0.00%2025-09-302025-10-29 IJR ISHARES TR6.6K shares0.00%2025-09-302025-10-29 PG PROCTER AND GAMBLE CO5.0K shares33.14%2025-09-302025-10-29 LRCX LAM RESEARCH CORP5.6K shares-13.32%2025-09-302025-10-29 AMZN AMAZON COM INC3.1K shares7.83%2025-09-302025-10-29 NVDA NVIDIA CORPORATION3.6K shares11.04%2025-09-302025-10-29 AAPL APPLE INC2.5K shares14.49%2025-09-302025-10-29 MSFT MICROSOFT CORP1.1K shares17.81%2025-09-302025-10-29 SRLN SSGA ACTIVE ETF TR12.2K shares7.43%2025-09-302025-10-29 SPDW SPDR INDEX SHS FDS11.7K shares-0.17%2025-09-302025-10-29 PH PARKER-HANNIFIN CORP644 sharesnew addition2025-09-302025-10-29 FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2025-09-302025-10-29 QTEC FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-09-302025-10-29 SCHD SCHWAB STRATEGIC TR14.3K shares-7.07%2025-09-302025-10-29 CGCP CAPITAL GRP FIXED INCM ETF T16.9K shares2.54%2025-09-302025-10-29 NOC NORTHROP GRUMMAN CORP607 shares0.66%2025-09-302025-10-29 BXSL BLACKSTONE SECD LENDING FD14.1K shares18.84%2025-09-302025-10-29 DFAC DIMENSIONAL ETF TRUST9.2K shares0.00%2025-09-302025-10-29 AVGO BROADCOM INC987 shares9.18%2025-09-302025-10-29 WMT WALMART INC3.0K shares-1.98%2025-09-302025-10-29 BILS SPDR SERIES TRUST2.8K shares-1.73%2025-09-302025-10-29 FXR FIRST TR EXCHANGE TRADED FD3.4K shares0.00%2025-09-302025-10-29 GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-10-29 XCEM COLUMBIA ETF TR II6.6K sharesnew addition2025-09-302025-10-29 QQQM INVESCO EXCH TRADED FD TR II856 sharesnew addition2025-09-302025-10-29 FXH FIRST TR EXCHANGE TRADED FD1.9K sharesnew addition2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available