RIDGECREST WEALTH PARTNERS, LLC holdings history

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144 is the total number of securities RIDGECREST WEALTH PARTNERS, LLC has owned. The longest RIDGECREST WEALTH PARTNERS, LLC has owned a single stock is 11 quarters.

RIDGECREST WEALTH PARTNERS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC11117.63%10.69%13.03%Q1 2021Q3 202311
GOOGL ALPHABET INC11112.04%5.10%6.69%Q1 2021Q3 202311
CVX CHEVRON CORP NEW11112.32%3.68%5.12%Q1 2021Q3 202311
IVV ISHARES TR11112.95%3.59%4.09%Q1 2021Q3 202311
ITOT ISHARES TR11112.44%3.33%3.82%Q1 2021Q3 202311
PG PROCTER AND GAMBLE CO11112.22%3.07%3.76%Q1 2021Q3 202311
SPGI S&P GLOBAL INC11111.60%2.95%4.37%Q1 2021Q3 202311
MSFT MICROSOFT CORP11111.98%2.73%3.45%Q1 2021Q3 202311
BC BRUNSWICK CORP11111.56%2.65%4.38%Q1 2021Q3 202311
VOO VANGUARD INDEX FDS11110.93%2.44%3.59%Q1 2021Q3 202311
GOOG ALPHABET INC11111.78%2.04%2.38%Q1 2021Q3 202311
SPY SPDR S&P 500 ETF TR11111.12%1.93%2.40%Q1 2021Q3 202311
PFE PFIZER INC11111.22%1.83%2.68%Q1 2021Q3 202311
JNJ JOHNSON & JOHNSON11111.10%1.53%1.90%Q1 2021Q3 202311
SBUX STARBUCKS CORP11110.72%1.46%1.81%Q1 2021Q3 202311
KO COCA COLA CO11110.84%1.17%1.47%Q1 2021Q3 202311
IBM INTERNATIONAL BUSINESS...11110.85%1.04%1.47%Q1 2021Q3 202311
VZ VERIZON COMMUNICATIONS...11110.66%1.01%1.39%Q1 2021Q3 202311
HDV ISHARES TR11110.69%1.00%1.33%Q1 2021Q3 202311
MRK MERCK & CO. INC11110.77%0.96%1.41%Q1 2021Q3 202311
XOM EXXON MOBIL CORP11110.49%0.92%1.31%Q1 2021Q3 202311
ABBV ABBVIE INC11110.66%0.90%1.26%Q1 2021Q3 202311
RUN SUNRUN INC11110.41%0.89%1.61%Q1 2021Q3 202311
TSLA TESLA INC11110.36%0.87%1.81%Q1 2021Q3 202311
JPM JPMORGAN CHASE & CO11110.70%0.87%1.29%Q1 2021Q3 202311
CSCO CISCO SYS INC11110.57%0.87%1.00%Q1 2021Q3 202311
TIP ISHARES TR11110.15%0.79%1.77%Q1 2021Q3 202311
UNP UNION PAC CORP11110.57%0.79%1.13%Q1 2021Q3 202311
NSC NORFOLK SOUTHN CORP11110.53%0.68%1.01%Q1 2021Q3 202311
ABT ABBOTT LABS11110.48%0.68%0.83%Q1 2021Q3 202311
AMGN AMGEN INC11110.30%0.65%0.91%Q1 2021Q3 202311
DIS DISNEY WALT CO11110.45%0.58%1.00%Q1 2021Q3 202311
INTC INTEL CORP11110.44%0.57%0.83%Q1 2021Q3 202311
HD HOME DEPOT INC11110.44%0.56%0.84%Q1 2021Q3 202311
BMY BRISTOL-MYERS SQUIBB CO11110.37%0.53%0.70%Q1 2021Q3 202311
T AT&T INC11110.19%0.46%0.97%Q1 2021Q3 202311
VYM VANGUARD WHITEHALL FDS11110.23%0.45%0.57%Q1 2021Q3 202311
AMZN AMAZON COM INC11110.33%0.44%0.66%Q1 2021Q3 202311
ORCL ORACLE CORP11110.31%0.42%0.60%Q1 2021Q3 202311
PEP PEPSICO INC11110.28%0.41%0.51%Q1 2021Q3 202311
NEE NEXTERA ENERGY INC11110.24%0.40%0.54%Q1 2021Q3 202311
ADBE ADOBE SYSTEMS INCORPOR...11110.31%0.40%0.51%Q1 2021Q3 202311
VTI VANGUARD INDEX FDS11110.29%0.39%0.46%Q1 2021Q3 202311
MCD MCDONALDS CORP11110.22%0.39%0.49%Q1 2021Q3 202311
HON HONEYWELL INTL INC11110.24%0.32%0.38%Q1 2021Q3 202311
CLX CLOROX CO DEL11110.26%0.31%0.44%Q1 2021Q3 202311
CAT CATERPILLAR INC11110.17%0.30%0.43%Q1 2021Q3 202311
WMT WALMART INC11110.21%0.30%0.37%Q1 2021Q3 202311
KMB KIMBERLY-CLARK CORP11110.17%0.27%0.37%Q1 2021Q3 202311
BAC BK OF AMERICA CORP11110.22%0.27%0.32%Q1 2021Q3 202311
GILD GILEAD SCIENCES INC11110.21%0.27%0.38%Q1 2021Q3 202311
SCHW SCHWAB CHARLES CORP11110.21%0.26%0.35%Q1 2021Q3 202311
UNH UNITEDHEALTH GROUP INC11110.17%0.26%0.32%Q1 2021Q3 202311
UPS UNITED PARCEL SERVICE INC11110.18%0.24%0.29%Q1 2021Q3 202311
SDY SPDR SER TR11110.18%0.24%0.33%Q1 2021Q3 202311
ANTM ELEVANCE HEALTH INC11110.16%0.23%0.30%Q1 2021Q3 202311
BX BLACKSTONE INC11110.16%0.21%0.26%Q1 2021Q3 202311
F FORD MTR CO DEL11110.13%0.20%0.28%Q1 2021Q3 202311
XLU SELECT SECTOR SPDR TR11110.16%0.20%0.28%Q1 2021Q3 202311
IUSV ISHARES TR11110.14%0.18%0.24%Q1 2021Q3 202311
LH LABORATORY CORP AMER H...11110.14%0.17%0.24%Q1 2021Q3 202311
TXN TEXAS INSTRS INC11110.12%0.16%0.23%Q1 2021Q3 202311
BGY BLACKROCK ENHANCED INT...11110.03%0.04%0.06%Q1 2021Q3 202311
DGRO ISHARES TR10101.02%5.40%8.38%Q2 2021Q3 202310
QQQ INVESCO QQQ TR10100.32%0.74%0.99%Q2 2021Q3 202310
COST COSTCO WHSL CORP NEW10100.13%0.40%0.59%Q2 2021Q3 202310
USMV ISHARES TR10100.23%0.31%0.36%Q2 2021Q3 202310
WFC WELLS FARGO CO NEW10100.22%0.30%0.44%Q2 2021Q3 202310
FB META PLATFORMS INC730.20%0.29%0.39%Q1 2021Q3 202310
MCK MCKESSON CORP910.12%0.25%0.35%Q1 2021Q3 202310
MMM 3M CO730.17%0.25%0.44%Q1 2021Q3 202310
DIA SPDR DOW JONES INDL AV...10100.18%0.23%0.26%Q2 2021Q3 202310
PSA PUBLIC STORAGE10100.18%0.22%0.27%Q2 2021Q3 202310
CMCSA COMCAST CORP NEW640.18%0.21%0.32%Q1 2021Q3 202310
BFB BROWN FORMAN CORP10100.16%0.20%0.25%Q2 2021Q3 202310
LMT LOCKHEED MARTIN CORP820.10%0.17%0.22%Q1 2021Q3 202310
MDLZ MONDELEZ INTL INC10100.12%0.17%0.20%Q2 2021Q3 202310
WM WASTE MGMT INC DEL10100.12%0.16%0.20%Q2 2021Q3 202310
LLY LILLY ELI & CO990.19%0.24%0.32%Q3 2021Q3 20239
NFLX NETFLIX INC540.19%0.23%0.34%Q1 2021Q3 20239
AXP AMERICAN EXPRESS CO990.15%0.20%0.23%Q3 2021Q3 20239
OGCP EMPIRE ST RLTY OP L P990.09%0.12%0.22%Q1 2021Q1 20239
ESRT EMPIRE ST RLTY TR INC990.05%0.07%0.12%Q1 2021Q1 20239
BSV VANGUARD BD INDEX FDS880.22%3.42%8.33%Q1 2021Q4 20228
VIG VANGUARD SPECIALIZED F...880.15%1.70%2.78%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION530.19%1.07%1.94%Q2 2021Q3 20238
AMAT APPLIED MATLS INC880.36%0.44%0.54%Q4 2021Q3 20238
VTIP VANGUARD MALVERN FDS880.16%0.39%0.76%Q1 2021Q4 20228
TRV TRAVELERS COMPANIES INC510.14%0.22%0.29%Q1 2021Q3 20238
JPS NUVEEN PFD & INCOME SE...880.04%0.05%0.05%Q4 2021Q3 20238
SIRI SIRIUS XM HOLDINGS INC880.03%0.04%0.06%Q4 2021Q3 20238
BAX BAXTER INTL INC770.16%0.20%0.38%Q1 2021Q3 20227
IWD ISHARES TR430.12%0.15%0.17%Q4 2021Q3 20237
ALRN AILERON THERAPEUTICS INC770.00%0.01%0.01%Q1 2021Q3 20227
TTOO T2 BIOSYSTEMS INC770.00%0.00%0.02%Q1 2021Q3 20227
VCSH VANGUARD SCOTTSDALE FDS660.20%2.87%5.63%Q2 2021Q3 20226
JPST J P MORGAN EXCHANGE-TR...660.37%2.46%5.86%Q1 2021Q2 20226
ISTB ISHARES TR660.19%1.64%3.19%Q1 2021Q2 20226
IGSB ISHARES TR660.31%1.52%2.41%Q1 2021Q2 20226
AGG ISHARES TR660.17%0.57%0.98%Q1 2021Q2 20226
FBHS FORTUNE BRANDS INNOVAT...510.14%0.17%0.21%Q1 2021Q2 20236
QCOM QUALCOMM INC420.11%0.14%0.16%Q2 2021Q2 20236
AVGO BROADCOM INC551.58%3.09%3.84%Q3 2022Q3 20235
BIL SPDR SER TR550.31%2.77%6.52%Q1 2021Q1 20225
SUB ISHARES TR550.16%1.14%2.05%Q2 2021Q2 20225
PEAK HEALTHPEAK PROPERTIES INC550.18%0.20%0.23%Q3 2021Q3 20225
ICLN ISHARES TR550.13%0.15%0.17%Q2 2022Q2 20235
NERDWALLET INC550.09%0.11%0.16%Q3 2022Q3 20235
GBIL GOLDMAN SACHS ETF TR440.28%1.42%2.71%Q1 2021Q4 20214
FTSD FRANKLIN ETF TR440.17%1.13%2.14%Q1 2021Q4 20214
VGSH VANGUARD SCOTTSDALE FDS440.21%0.53%0.64%Q1 2021Q4 20214
PULS PGIM ETF TR440.38%0.52%0.75%Q1 2021Q4 20214
USIG ISHARES TR440.31%0.41%0.57%Q1 2021Q4 20214
SPTS SPDR SER TR440.29%0.39%0.57%Q1 2021Q4 20214
SLQD ISHARES TR440.28%0.29%0.31%Q1 2021Q4 20214
XYL XYLEM INC310.11%0.12%0.14%Q2 2021Q2 20234
ICSH ISHARES TR330.62%0.71%0.85%Q2 2021Q4 20213
COUP COUPA SOFTWARE INC210.52%0.57%0.63%Q2 2021Q1 20223
PXD PIONEER NAT RES CO330.44%0.48%0.56%Q1 2023Q3 20233
TAPA TRAVELERS COMPANIES INC210.24%0.25%0.26%Q2 2022Q2 20233
ARKG ARK ETF TR330.12%0.18%0.25%Q1 2021Q3 20213
O REALTY INCOME CORP330.10%0.16%0.23%Q4 2021Q2 20223
RSP INVESCO EXCHANGE TRADE...330.10%0.14%0.16%Q4 2021Q2 20223
SENS SENSEONICS HLDGS INC210.09%0.11%0.12%Q2 2021Q1 20223
CRM SALESFORCE COM INC110.44%0.48%0.52%Q2 2021Q4 20212
SWKS SKYWORKS SOLUTIONS INC220.39%0.45%0.52%Q3 2021Q4 20212
VTEB VANGUARD MUN BD FDS220.27%0.44%0.62%Q3 2021Q4 20212
VOTE ENGINE NO 1 ETF TRUST220.16%0.17%0.17%Q2 2022Q3 20222
K KELLOGG CO220.15%0.16%0.16%Q2 2023Q3 20232
GIS GENERAL MLS INC220.15%0.16%0.16%Q4 2022Q1 20232
SNPS SYNOPSYS INC220.15%0.15%0.16%Q2 2023Q3 20232
CAG CONAGRA BRANDS INC220.15%0.15%0.16%Q4 2022Q1 20232
QQQM INVESCO EXCH TRADED FD...110.14%0.15%0.17%Q3 2022Q2 20232
ETN EATON CORP PLC220.14%0.15%0.16%Q2 2023Q3 20232
XLK SELECT SECTOR SPDR TR220.14%0.14%0.14%Q2 2023Q3 20232
AME AMETEK INC110.10%0.12%0.14%Q4 2021Q2 20232
KNIGHTSCOPE INC220.00%0.01%0.01%Q2 2023Q3 20232
TPL TEXAS PACIFIC LAND COR...111.28%1.28%1.28%Q3 2023Q3 20231
CL COLGATE PALMOLIVE CO110.89%0.89%0.89%Q1 2021Q1 20211
SHM SPDR SER TR110.26%0.26%0.26%Q4 2021Q4 20211
CI CIGNA CORP NEW110.15%0.15%0.15%Q2 2022Q2 20221
RCL ROYAL CARIBBEAN GROUP110.14%0.14%0.14%Q2 2023Q2 20231
MUB ISHARES TR110.13%0.13%0.13%Q3 2021Q3 20211
DSI ISHARES TR110.11%0.11%0.11%Q4 2021Q4 20211
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The securities at the top of the list , including APPLE INC, ALPHABET INC, and CHEVRON CORP NEW, are the highest-conviction holdings of RIDGECREST WEALTH PARTNERS, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by RIDGECREST WEALTH PARTNERS, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that RIDGECREST WEALTH PARTNERS, LLC owns currently or has owned in the past.