RIDGECREST WEALTH PARTNERS, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$190.9B
Holdings
112
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (112 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 107,051 | $23.8B | 12.45% | |
| 2 | DGROISHARES TR | 233,548 | $14.4B | 7.56% | |
| 3 | GOOGLALPHABET INC | 72,622 | $11.2B | 5.88% | |
| 4 | VOOVANGUARD INDEX FDS | 17,243 | $8.9B | 4.64% | |
| 5 | NVDANVIDIA CORPORATION | 80,061 | $8.7B | 4.54% | |
| 6 | MSFTMICROSOFT CORP | 17,087 | $6.4B | 3.36% | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 32,344 | $6.3B | 3.29% | |
| 8 | IVVISHARES TR | 11,083 | $6.2B | 3.26% | |
| 9 | ITOTISHARES TR | 50,944 | $6.2B | 3.26% | |
| 10 | CVXCHEVRON CORP NEW | 33,476 | $5.6B | 2.93% | |
| 11 | PGPROCTER AND GAMBLE CO | 31,383 | $5.3B | 2.80% | |
| 12 | AVGOBROADCOM INC | 28,402 | $4.8B | 2.49% | |
| 13 | SPYSPDR S&P 500 ETF TR | 7,979 | $4.5B | 2.34% | |
| 14 | GOOGALPHABET INC | 21,521 | $3.4B | 1.76% | |
| 15 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2B | 1.67% | |
| 16 | SPGIS&P GLOBAL INC | 5,140 | $2.6B | 1.37% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 9,596 | $2.4B | 1.25% | |
| 18 | SBUXSTARBUCKS CORP | 24,244 | $2.4B | 1.25% | |
| 19 | HDVISHARES TR | 19,064 | $2.3B | 1.21% | |
| 20 | JNJJOHNSON & JOHNSON | 13,293 | $2.2B | 1.15% | |
| 21 | KOCOCA COLA CO | 30,408 | $2.2B | 1.14% | |
| 22 | NDQINVESCO QQQ TR | 4,267 | $2.0B | 1.05% | |
| 23 | JPMJPMORGAN CHASE & CO. | 7,854 | $1.9B | 1.01% | |
| 24 | XOMEXXON MOBIL CORP | 15,692 | $1.9B | 0.98% | |
| 25 | ONONON HLDG AG | 41,500 | $1.8B | 0.95% | |
| 26 | ABBVABBVIE INC | 8,253 | $1.7B | 0.91% | |
| 27 | VYMVANGUARD WHITEHALL FDS | 12,998 | $1.7B | 0.88% | |
| 28 | CSCOCISCO SYS INC | 27,162 | $1.7B | 0.88% | |
| 29 | AMZNAMAZON COM INC | 8,354 | $1.6B | 0.83% | |
| 30 | AMGNAMGEN INC | 4,877 | $1.5B | 0.80% | |
| 31 | COSTCOSTCO WHSL CORP NEW | 1,583 | $1.5B | 0.78% | |
| 32 | BCBRUNSWICK CORP | 27,308 | $1.5B | 0.77% | |
| 33 | NFLXNETFLIX INC | 1,435 | $1.3B | 0.70% | |
| 34 | TSLATESLA INC | 5,081 | $1.3B | 0.69% | |
| 35 | UNPUNION PAC CORP | 5,511 | $1.3B | 0.68% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,201 | $1.2B | 0.61% | |
| 37 | VTIVANGUARD INDEX FDS | 3,955 | $1.1B | 0.57% | |
| 38 | WFCWELLS FARGO CO NEW | 14,021 | $1.0B | 0.53% | |
| 39 | MRKMERCK & CO INC | 10,898 | $978.2M | 0.51% | |
| 40 | BACVERIZON COMMUNICATIONS INC | 21,279 | $965.2M | 0.51% | |
| 41 | NSCNORFOLK SOUTHN CORP | 4,060 | $961.6M | 0.50% | |
| 42 | ORCLORACLE CORP | 6,813 | $952.6M | 0.50% | |
| 43 | METAMETA PLATFORMS INC | 1,560 | $899.0M | 0.47% | |
| 44 | ABTABBOTT LABS | 6,743 | $894.5M | 0.47% | |
| 45 | MCKMCKESSON CORP | 1,246 | $838.5M | 0.44% | |
| 46 | AMATAPPLIED MATLS INC | 5,613 | $814.6M | 0.43% | |
| 47 | DISDISNEY WALT CO | 7,938 | $783.5M | 0.41% | |
| 48 | 4I1PHILIP MORRIS INTL INC | 4,851 | $770.0M | 0.40% | |
| 49 | LLYELI LILLY & CO | 911 | $752.4M | 0.39% | |
| 50 | PFEPFIZER INC | 29,315 | $742.8M | 0.39% | |
| 51 | MCDMCDONALDS CORP | 2,335 | $729.4M | 0.38% | |
| 52 | SCHDSCHWAB STRATEGIC TR | 24,409 | $682.5M | 0.36% | |
| 53 | CATCATERPILLAR INC | 1,984 | $654.3M | 0.34% | |
| 54 | HDHOME DEPOT INC | 1,712 | $627.6M | 0.33% | |
| 55 | WMTWALMART INC | 6,814 | $598.2M | 0.31% | |
| 56 | USMVISHARES TR | 6,187 | $579.5M | 0.30% | |
| 57 | BACBANK AMERICA CORP | 13,882 | $579.3M | 0.30% | |
| 58 | BMYBRISTOL-MYERS SQUIBB CO | 9,211 | $561.8M | 0.29% | |
| 59 | TAT&T INC | 19,808 | $560.2M | 0.29% | |
| 60 | GILDGILEAD SCIENCES INC | 4,604 | $515.9M | 0.27% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 981 | $513.7M | 0.27% | |
| 62 | PEPPEPSICO INC | 3,380 | $506.8M | 0.27% | |
| 63 | AXPAMERICAN EXPRESS CO | 1,873 | $503.9M | 0.26% | |
| 64 | RUNSUNRUN INC | 85,000 | $498.1M | 0.26% | |
| 65 | HONHONEYWELL INTL INC | 2,292 | $485.3M | 0.25% | |
| 66 | KMBKIMBERLY-CLARK CORP | 3,281 | $466.6M | 0.24% | |
| 67 | SCHWSCHWAB CHARLES CORP | 5,768 | $451.5M | 0.24% | |
| 68 | QCOMQUALCOMM INC | 2,937 | $451.1M | 0.24% | |
| 69 | BOXXEA SERIES TRUST | 3,597 | $401.0M | 0.21% | |
| 70 | ADBEADOBE INC | 972 | $372.8M | 0.20% | |
| 71 | SDYSPDR SER TR | 2,724 | $369.6M | 0.19% | |
| 72 | MOALTRIA GROUP INC | 5,751 | $345.2M | 0.18% | |
| 73 | NEENEXTERA ENERGY INC | 4,817 | $341.5M | 0.18% | |
| 74 | PSAPUBLIC STORAGE OPER CO | 1,098 | $328.6M | 0.17% | |
| 75 | CLXCLOROX CO DEL | 2,204 | $324.5M | 0.17% | |
| 76 | SHPROSHARES TR | 7,250 | $323.1M | 0.17% | |
| 77 | ROSTROSS STORES INC | 2,475 | $316.3M | 0.17% | |
| 78 | CMCSACOMCAST CORP NEW | 8,498 | $313.6M | 0.16% | |
| 79 | DONSPDR DOW JONES INDL AVERAGE | 744 | $312.5M | 0.16% | |
| 80 | INTCINTEL CORP | 13,746 | $312.2M | 0.16% | |
| 81 | GQ9SPDR GOLD TR | 1,050 | $302.5M | 0.16% | |
| 82 | MDLZMONDELEZ INTL INC | 4,417 | $299.7M | 0.16% | |
| 83 | KELKELLANOVA | 3,612 | $298.0M | 0.16% | |
| 84 | VOTETCW ETF TRUST | 4,453 | $291.2M | 0.15% | |
| 85 | IUSVISHARES TR | 3,150 | $290.7M | 0.15% | |
| 86 | VHTVANGUARD WORLD FD | 1,096 | $290.2M | 0.15% | |
| 87 | BXBLACKSTONE INC | 2,060 | $287.9M | 0.15% | |
| 88 | QQQMINVESCO EXCH TRADED FD TR II | 1,454 | $280.7M | 0.15% | |
| 89 | IWDISHARES TR | 1,480 | $278.5M | 0.15% | |
| 90 | ELVELEVANCE HEALTH INC | 640 | $278.4M | 0.15% | |
| 91 | XLKSELECT SECTOR SPDR TR | 1,305 | $269.5M | 0.14% | |
| 92 | MMM3M CO | 1,816 | $266.7M | 0.14% | |
| 93 | FFORD MTR CO | 26,084 | $261.6M | 0.14% | |
| 94 | XYLXYLEM INC | 2,161 | $258.2M | 0.14% | |
| 95 | VVISA INC | 704 | $246.7M | 0.13% | |
| 96 | AMEAMETEK INC | 1,350 | $232.4M | 0.12% | |
| 97 | MSIMOTOROLA SOLUTIONS INC | 524 | $229.2M | 0.12% | |
| 98 | SNPSSYNOPSYS INC | 532 | $228.1M | 0.12% | |
| 99 | RCLROYAL CARIBBEAN GROUP | 1,100 | $226.0M | 0.12% | |
| 100 | VUGVANGUARD INDEX FDS | 608 | $225.5M | 0.12% |
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