$168 Million is the total value of RIDGECREST WEALTH PARTNERS, LLC's 109 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | ON HLDG AGnamen akt a | $0 | – | -20,000 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 14 | Q2 2024 | 13.3% |
| ALPHABET INC | 14 | Q2 2024 | 7.9% |
| ISHARES TR | 14 | Q2 2024 | 4.1% |
| CHEVRON CORP NEW | 14 | Q2 2024 | 5.1% |
| ISHARES TR | 14 | Q2 2024 | 4.0% |
| PROCTER AND GAMBLE CO | 14 | Q2 2024 | 3.8% |
| MICROSOFT CORP | 14 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 4.0% |
| S&P GLOBAL INC | 14 | Q2 2024 | 4.4% |
| BRUNSWICK CORP | 14 | Q2 2024 | 4.4% |
View RIDGECREST WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-29 |
View RIDGECREST WEALTH PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.