The Analysis of Ridgeline Wealth Planning, LLC's Holdings
Currently, Ridgeline Wealth Planning, LLC holds 50 types of securities in its portfolio with a total value $140.1M. In the most recent quarter, they have increased their positions in N/A (+22.7K shares, valued at $1.8M), ITA (+7.0K shares, valued at $1.5M), CGGR (+33.9K shares, valued at $1.5M); decreased their positions in CGGO (-60.5K shares, valued at $2.1M), JPST (-39.3K shares, valued at $2.0M), QUAL (-3.8K shares, valued at $748.8K); initiated new positions in N/A (+22.7K shares, valued at $1.8M), ITA (+7.0K shares, valued at $1.5M), BAI (+35.1K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST448.0K shares1.03%2025-12-312026-02-03
JPST J P MORGAN EXCHANGE TRADED F394.3K shares-9.07%2025-12-312026-02-03 CGGO CAPITAL GROUP GBL GROWTH EQT336.0K shares-15.26%2025-12-312026-02-03 DYNF BLACKROCK ETF TRUST183.6K shares7.66%2025-12-312026-02-03 CGDV CAPITAL GROUP DIVIDEND VALUE255.7K shares-1.99%2025-12-312026-02-03 CGGR CAPITAL GROUP GROWTH ETF152.8K shares28.51%2025-12-312026-02-03 DIVI FRANKLIN TEMPLETON ETF TR138.8K shares22.01%2025-12-312026-02-03 EMXC ISHARES INC41.8K shares1.04%2025-12-312026-02-03 FLQM FRANKLIN TEMPLETON ETF TR36.5K shares3.06%2025-12-312026-02-03 MTG MGIC INVT CORP WIS63.9K shares0.00%2025-12-312026-02-03 ISHARES GOLD TR ISHARES GOLD TR22.7K sharesnew addition2025-12-312026-02-03 IVV ISHARES TR2.5K shares-14.63%2025-12-312026-02-03 ITA ISHARES TR7.0K sharesnew addition2025-12-312026-02-03 VTI VANGUARD INDEX FDS3.9K shares-1.77%2025-12-312026-02-03 BAI BLACKROCK ETF TRUST35.1K sharesnew addition2025-12-312026-02-03 QUAL ISHARES TR5.4K shares-41.07%2025-12-312026-02-03 VCSH VANGUARD SCOTTSDALE FDS12.5K shares8.23%2025-12-312026-02-03 SPTM SPDR SERIES TRUST10.9K shares0.00%2025-12-312026-02-03 BXSL BLACKSTONE SECD LENDING FD30.3K shares115.18%2025-12-312026-02-03 AAPL APPLE INC2.9K shares16.98%2025-12-312026-02-03 NVDA NVIDIA CORPORATION4.0K shares11.89%2025-12-312026-02-03 AMZN AMAZON COM INC3.2K shares3.36%2025-12-312026-02-03 IJR ISHARES TR6.1K shares-7.83%2025-12-312026-02-03 SPHQ INVESCO EXCHANGE TRADED FD T9.7K shares-22.56%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO4.3K shares-13.80%2025-12-312026-02-03 MSFT MICROSOFT CORP1.3K shares16.88%2025-12-312026-02-03 PH PARKER-HANNIFIN CORP646 shares0.31%2025-12-312026-02-03 SRLN SSGA ACTIVE ETF TR13.2K shares8.00%2025-12-312026-02-03 QTEC FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-12-312026-02-03 FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2025-12-312026-02-03 BROADCOM INC BROADCOM INC1.2K shares24.11%2025-12-312026-02-03 CGCP CAPITAL GRP FIXED INCM ETF T17.4K shares3.29%2025-12-312026-02-03 WMT WALMART INC3.5K shares14.40%2025-12-312026-02-03 GLD SPDR GOLD TR951 sharesnew addition2025-12-312026-02-03 DFAC DIMENSIONAL ETF TRUST9.2K shares0.00%2025-12-312026-02-03 ALPHABET INC ALPHABET INC1.1K shares8.30%2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR13.0K shares-8.73%2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP607 shares0.00%2025-12-312026-02-03 SPDW SPDR INDEX SHS FDS7.6K shares-34.90%2025-12-312026-02-03 BILS SPDR SERIES TRUST2.7K shares-1.65%2025-12-312026-02-03 FXR FIRST TR EXCHANGE TRADED FD3.4K shares0.00%2025-12-312026-02-03 XCEM COLUMBIA ETF TR II6.5K shares-1.42%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.736 sharesnew addition2025-12-312026-02-03 ALPHABET INC ALPHABET INC747 sharesnew addition2025-12-312026-02-03 TSLA TESLA INC488 sharesnew addition2025-12-312026-02-03 QQQM INVESCO EXCH TRADED FD TR II849 shares-0.82%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON1.0K sharesnew addition2025-12-312026-02-03 FXH FIRST TR EXCHANGE TRADED FD1.9K shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available