RIDGECREST WEALTH PARTNERS, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$189.5B
Holdings
111
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | UPSUNITED PARCEL SERVICE INC | 2,257 | $227.8M | 0.12% | |
| 102 | TRVTRAVELERS COMPANIES INC | 849 | $227.1M | 0.12% | |
| 103 | UNHUNITEDHEALTH GROUP INC | 707 | $220.5M | 0.12% | |
| 104 | MSIMOTOROLA SOLUTIONS INC | 524 | $220.2M | 0.12% | |
| 105 | JEPQJ P MORGAN EXCHANGE TRADED F | 4,000 | $217.6M | 0.11% | |
| 106 | VXUSVANGUARD STAR FDS | 3,117 | $215.4M | 0.11% | |
| 107 | XLUSELECT SECTOR SPDR TR | 2,619 | $213.9M | 0.11% | |
| 108 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,650 | $207.5M | 0.11% | |
| 109 | NRDSNERDWALLET INC | 14,218 | $156.0M | 0.08% | |
| 110 | TSLSDIREXION SHS ETF TR | 15,635 | $122.6M | 0.06% | |
| 111 | AGLAGILON HEALTH INC | 19,000 | $43.7M | 0.02% |
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