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 |
|---|---|---|---|---|---|
| 101 | TRVTRAVELERS COMPANIES INC | 849 | $224.5M | 0.12% | |
| 102 | RTXRTX CORPORATION | 1,675 | $221.9M | 0.12% | |
| 103 | USSGDBX ETF TR | 4,389 | $221.1M | 0.12% | |
| 104 | UPSUNITED PARCEL SERVICE INC | 1,980 | $217.8M | 0.11% | |
| 105 | BKBANK NEW YORK MELLON CORP | 2,584 | $216.7M | 0.11% | |
| 106 | DFACDIMENSIONAL ETF TRUST | 6,544 | $215.9M | 0.11% | |
| 107 | DSIISHARES TR | 2,038 | $208.7M | 0.11% | |
| 108 | JEPQJ P MORGAN EXCHANGE TRADED F | 4,000 | $207.1M | 0.11% | |
| 109 | XLUSELECT SECTOR SPDR TR | 2,619 | $206.5M | 0.11% | |
| 110 | SENS1GBPSENSEONICS HLDGS INC | 300,000 | $196.8M | 0.10% | |
| 111 | NRDSNERDWALLET INC | 14,218 | $128.7M | 0.07% | |
| 112 | AGLAGILON HEALTH INC | 15,000 | $65.0M | 0.03% |
PreviousPage 2 of 2