The Analysis of RIDGECREST WEALTH PARTNERS, LLC's Holdings

Currently, RIDGECREST WEALTH PARTNERS, LLC holds 103 types of securities in its portfolio with a total value $184.4M. In the most recent quarter, they have increased their positions in N/A (+18.6K shares, valued at $6.5M), NFLX (+4.9K shares, valued at $455.0K), FTEC (+945 shares, valued at $212.3K); decreased their positions in N/A (-26.5K shares, valued at $8.3M), AAPL (-28.5K shares, valued at $7.7M), DGRO (-63.5K shares, valued at $4.4M); initiated new positions in FTEC (+945 shares, valued at $212.3K), GS (+240 shares, valued at $211.0K), APH (+1.5K shares, valued at $206.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC77.6K shares-26.86%2025-12-312026-01-22

ALPHABET INC ALPHABET INC44.6K shares-37.28%2025-12-312026-01-22

NVDA NVIDIA CORPORATION70.4K shares1.30%2025-12-312026-01-22

DGRO ISHARES TR172.4K shares-26.91%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS13.2K shares-33.91%2025-12-312026-01-22

BROADCOM INC BROADCOM INC22.3K shares504.76%2025-12-312026-01-22

MSFT MICROSOFT CORP15.0K shares-11.82%2025-12-312026-01-22

IVV ISHARES TR10.3K shares-14.54%2025-12-312026-01-22

Sponsored

VIG VANGUARD SPECIALIZED FUNDS29.2K shares-23.33%2025-12-312026-01-22

ITOT ISHARES TR40.8K shares-17.86%2025-12-312026-01-22

ALPHABET INC ALPHABET INC19.1K shares-10.47%2025-12-312026-01-22

CVX CHEVRON CORP NEW26.9K shares-2.59%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO22.2K shares-28.52%2025-12-312026-01-22

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-12-312026-01-22

SPGI S&P GLOBAL INC4.7K shares0.00%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR3.4K shares-49.04%2025-12-312026-01-22

Sponsored

VYM VANGUARD WHITEHALL FDS15.9K shares-3.06%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.6.9K shares-13.12%2025-12-312026-01-22

CSCO CISCO SYS INC26.8K shares-1.04%2025-12-312026-01-22

HDV ISHARES TR16.9K shares-16.55%2025-12-312026-01-22

KO COCA COLA CO28.3K shares-5.01%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS6.5K shares-34.45%2025-12-312026-01-22

ABBV ABBVIE INC8.3K shares1.04%2025-12-312026-01-22

TSLA TESLA INC4.0K shares-9.33%2025-12-312026-01-22

Sponsored

BC BRUNSWICK CORP23.8K shares0.00%2025-12-312026-01-22

AMZN AMAZON COM INC7.1K shares-16.28%2025-12-312026-01-22

RUN SUNRUN INC79.0K shares-7.06%2025-12-312026-01-22

AMGN AMGEN INC4.3K shares-7.69%2025-12-312026-01-22

WFC WELLS FARGO CO NEW13.8K shares-1.16%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON5.9K shares-54.87%2025-12-312026-01-22

XOM EXXON MOBIL CORP9.9K shares-42.59%2025-12-312026-01-22

VTI VANGUARD INDEX FDS3.5K shares-9.26%2025-12-312026-01-22

Sponsored

AMAT APPLIED MATLS INC4.6K shares-17.76%2025-12-312026-01-22

NSC NORFOLK SOUTHN CORP4.1K shares0.00%2025-12-312026-01-22

META META PLATFORMS INC1.6K shares-5.49%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW1.1K shares-37.86%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-63.37%2025-12-312026-01-22

CAT CATERPILLAR INC1.7K shares-15.70%2025-12-312026-01-22

UNP UNION PAC CORP4.1K shares-25.40%2025-12-312026-01-22

LLY ELI LILLY & CO880 shares-0.79%2025-12-312026-01-22

Sponsored

SPYD SPDR SERIES TRUST19.9K shares-6.75%2025-12-312026-01-22

ABT ABBOTT LABS6.7K shares0.00%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-21.96%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC5.0K shares0.20%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR27.7K shares13.38%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC6.8K shares-33.71%2025-12-312026-01-22

BAC BANK AMERICA CORP11.6K shares-7.75%2025-12-312026-01-22

PFE PFIZER INC25.2K shares-11.42%2025-12-312026-01-22

Sponsored

ORCL ORACLE CORP3.1K shares-47.50%2025-12-312026-01-22

NFLX NETFLIX INC6.3K shares338.19%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO1.6K shares-15.56%2025-12-312026-01-22

USMV ISHARES TR6.2K shares0.00%2025-12-312026-01-22

DIS DISNEY WALT CO4.9K shares-36.94%2025-12-312026-01-22

HD HOME DEPOT INC1.6K shares-9.03%2025-12-312026-01-22

MCK MCKESSON CORP644 shares-43.31%2025-12-312026-01-22

GILD GILEAD SCIENCES INC4.3K shares-1.25%2025-12-312026-01-22

Sponsored

WMT WALMART INC4.4K shares-35.10%2025-12-312026-01-22

MCD MCDONALDS CORP1.6K shares-32.91%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC11.2K shares-43.60%2025-12-312026-01-22

T AT&T INC17.5K shares-9.17%2025-12-312026-01-22

QBTS D-WAVE QUANTUM INC16.0K shares43.02%2025-12-312026-01-22

VHT VANGUARD WORLD FD1.4K shares0.07%2025-12-312026-01-22

VOTE TCW ETF TRUST5.0K shares0.00%2025-12-312026-01-22

HON HONEYWELL INTL INC2.1K shares-13.69%2025-12-312026-01-22

Sponsored

GLD SPDR GOLD TR960 shares-8.57%2025-12-312026-01-22

SDY SPDR SERIES TRUST2.7K shares0.00%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR2.6K shares100.00%2025-12-312026-01-22

QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.00%2025-12-312026-01-22

IONQ IONQ INC8.1K shares-44.37%2025-12-312026-01-22

VUG VANGUARD INDEX FDS739 shares3.07%2025-12-312026-01-22

DIA SPDR DOW JONES INDL AVERAGE744 shares0.00%2025-12-312026-01-22

INTC INTEL CORP9.2K shares-16.58%2025-12-312026-01-22

Sponsored

MO ALTRIA GROUP INC5.8K shares0.17%2025-12-312026-01-22

VXUS VANGUARD STAR FDS4.3K shares39.30%2025-12-312026-01-22

USSG DBX ETF TR5.1K shares0.00%2025-12-312026-01-22

IUSV ISHARES TR3.1K shares0.00%2025-12-312026-01-22

RTX RTX CORPORATION1.7K shares2.64%2025-12-312026-01-22

ADBE ADOBE INC895 shares0.00%2025-12-312026-01-22

XYL XYLEM INC2.2K shares0.05%2025-12-312026-01-22

PSA PUBLIC STORAGE OPER CO1.1K shares0.00%2025-12-312026-01-22

Sponsored

QCOM QUALCOMM INC1.6K shares-44.26%2025-12-312026-01-22

BK BANK NEW YORK MELLON CORP2.3K shares0.92%2025-12-312026-01-22

DSI ISHARES TR2.0K shares0.00%2025-12-312026-01-22

DFAC DIMENSIONAL ETF TRUST6.5K shares0.00%2025-12-312026-01-22

NEE NEXTERA ENERGY INC3.2K shares-33.22%2025-12-312026-01-22

V VISA INC728 shares2.25%2025-12-312026-01-22

BLACKSTONE INC BLACKSTONE INC1.6K shares5.51%2025-12-312026-01-22

PEP PEPSICO INC1.7K shares-49.23%2025-12-312026-01-22

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC704 shares-0.42%2025-12-312026-01-22

ELV ELEVANCE HEALTH INC FORMERLY640 shares0.00%2025-12-312026-01-22

XLU SELECT SECTOR SPDR TR5.2K shares99.69%2025-12-312026-01-22

FTEC FIDELITY COVINGTON TRUST945 sharesnew addition2025-12-312026-01-22

KMB KIMBERLY-CLARK CORP2.1K shares-35.76%2025-12-312026-01-22

GS GOLDMAN SACHS GROUP INC240 sharesnew addition2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2025-12-312026-01-22

Sponsored

APH AMPHENOL CORP NEW1.5K sharesnew addition2025-12-312026-01-22

MDLZ MONDELEZ INTL INC3.8K shares-13.06%2025-12-312026-01-22

QQQI NEOS ETF TRUST3.8K sharesnew addition2025-12-312026-01-22

CALI BLACKROCK ETF TRUST II4.0K shares-15.79%2025-12-312026-01-22

F FORD MTR CO15.3K shares-26.01%2025-12-312026-01-22

JEPI J P MORGAN EXCHANGE TRADED F3.5K shares-4.11%2025-12-312026-01-22

TSLS DIREXION SHS ETF TR39.5K shares64.62%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available