13F HOLDINGS REPORT
RIDGECREST WEALTH PARTNERS, LLC
Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001860719-25-000003
Total Value
$190.9M
Positions
112
Other Managers
0
Confidential Omitted
No
Holdings (112)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 107,051 | $23.8M | 12.45% |
| 2 | ISHARES TR | 46434V621 | 233,548 | $14.4M | 7.56% |
| 3 | ALPHABET INC | GOOG | 72,622 | $11.2M | 5.88% |
| 4 | VANGUARD INDEX FDS | 922908363 | 17,243 | $8.9M | 4.64% |
| 5 | NVIDIA CORPORATION | NVDA | 80,061 | $8.7M | 4.54% |
| 6 | MICROSOFT CORP | MSFT | 17,087 | $6.4M | 3.36% |
| 7 | VANGUARD SPECIALIZED FUNDS | 921908844 | 32,344 | $6.3M | 3.29% |
| 8 | ISHARES TR | 464287200 | 11,083 | $6.2M | 3.26% |
| 9 | ISHARES TR | 464287150 | 50,944 | $6.2M | 3.26% |
| 10 | CHEVRON CORP NEW | CVX | 33,476 | $5.6M | 2.93% |
| 11 | PROCTER AND GAMBLE CO | 742718109 | 31,383 | $5.3M | 2.80% |
| 12 | BROADCOM INC | AVGO | 28,402 | $4.8M | 2.49% |
| 13 | SPDR S&P 500 ETF TR | SPY | 7,979 | $4.5M | 2.34% |
| 14 | ALPHABET INC | GOOG | 21,521 | $3.4M | 1.76% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3.2M | 1.67% |
| 16 | S&P GLOBAL INC | SPGI | 5,140 | $2.6M | 1.37% |
| 17 | INTERNATIONAL BUSINESS MACHS | INTR | 9,596 | $2.4M | 1.25% |
| 18 | STARBUCKS CORP | SBUX | 24,244 | $2.4M | 1.25% |
| 19 | ISHARES TR | 46429B663 | 19,064 | $2.3M | 1.21% |
| 20 | JOHNSON & JOHNSON | JNJ | 13,293 | $2.2M | 1.15% |
| 21 | COCA COLA CO | KO | 30,408 | $2.2M | 1.14% |
| 22 | INVESCO QQQ TR | IVZ | 4,267 | $2.0M | 1.05% |
| 23 | JPMORGAN CHASE & CO. | VYLD | 7,854 | $1.9M | 1.01% |
| 24 | EXXON MOBIL CORP | XOM | 15,692 | $1.9M | 0.98% |
| 25 | ON HLDG AG | H5919C104 | 41,500 | $1.8M | 0.95% |
| 26 | ABBVIE INC | ABBV | 8,253 | $1.7M | 0.91% |
| 27 | VANGUARD WHITEHALL FDS | 921946406 | 12,998 | $1.7M | 0.88% |
| 28 | CISCO SYS INC | CSCO | 27,162 | $1.7M | 0.88% |
| 29 | AMAZON COM INC | AMZN | 8,354 | $1.6M | 0.83% |
| 30 | AMGEN INC | AMGN | 4,877 | $1.5M | 0.80% |
| 31 | COSTCO WHSL CORP NEW | 22160K105 | 1,583 | $1.5M | 0.78% |
| 32 | BRUNSWICK CORP | BC-PC | 27,308 | $1.5M | 0.77% |
| 33 | NETFLIX INC | NFLX | 1,435 | $1.3M | 0.70% |
| 34 | TESLA INC | TSLA | 5,081 | $1.3M | 0.69% |
| 35 | UNION PAC CORP | UNP | 5,511 | $1.3M | 0.68% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,201 | $1.2M | 0.61% |
| 37 | VANGUARD INDEX FDS | 922908769 | 3,955 | $1.1M | 0.57% |
| 38 | WELLS FARGO CO NEW | 949746101 | 14,021 | $1.0M | 0.53% |
| 39 | MERCK & CO INC | MRK | 10,898 | $978,179 | 0.51% |
| 40 | VERIZON COMMUNICATIONS INC | VZ | 21,279 | $965,200 | 0.51% |
| 41 | NORFOLK SOUTHN CORP | 655844108 | 4,060 | $961,557 | 0.50% |
| 42 | ORACLE CORP | ORCL-PD | 6,813 | $952,578 | 0.50% |
| 43 | META PLATFORMS INC | META | 1,560 | $898,988 | 0.47% |
| 44 | ABBOTT LABS | ABLZF | 6,743 | $894,459 | 0.47% |
| 45 | MCKESSON CORP | MCK | 1,246 | $838,546 | 0.44% |
| 46 | APPLIED MATLS INC | 038222105 | 5,613 | $814,559 | 0.43% |
| 47 | DISNEY WALT CO | 254687106 | 7,938 | $783,530 | 0.41% |
| 48 | PHILIP MORRIS INTL INC | 718172109 | 4,851 | $769,999 | 0.40% |
| 49 | ELI LILLY & CO | LLY | 911 | $752,404 | 0.39% |
| 50 | PFIZER INC | PFE | 29,315 | $742,843 | 0.39% |
| 51 | MCDONALDS CORP | MCD | 2,335 | $729,384 | 0.38% |
| 52 | SCHWAB STRATEGIC TR | 808524797 | 24,409 | $682,472 | 0.36% |
| 53 | CATERPILLAR INC | CAT | 1,984 | $654,323 | 0.34% |
| 54 | HOME DEPOT INC | HD | 1,712 | $627,602 | 0.33% |
| 55 | WALMART INC | WMT | 6,814 | $598,201 | 0.31% |
| 56 | ISHARES TR | 46429B697 | 6,187 | $579,474 | 0.30% |
| 57 | BANK AMERICA CORP | 060505104 | 13,882 | $579,296 | 0.30% |
| 58 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 9,211 | $561,779 | 0.29% |
| 59 | AT&T INC | T-PC | 19,808 | $560,182 | 0.29% |
| 60 | GILEAD SCIENCES INC | GILD | 4,604 | $515,878 | 0.27% |
| 61 | UNITEDHEALTH GROUP INC | UNH | 981 | $513,740 | 0.27% |
| 62 | PEPSICO INC | PEP | 3,380 | $506,797 | 0.27% |
| 63 | AMERICAN EXPRESS CO | AXP | 1,873 | $503,931 | 0.26% |
| 64 | SUNRUN INC | RUN | 85,000 | $498,100 | 0.26% |
| 65 | HONEYWELL INTL INC | 438516106 | 2,292 | $485,331 | 0.25% |
| 66 | KIMBERLY-CLARK CORP | KMB | 3,281 | $466,624 | 0.24% |
| 67 | SCHWAB CHARLES CORP | SCHW-PJ | 5,768 | $451,519 | 0.24% |
| 68 | QUALCOMM INC | QCOM | 2,937 | $451,115 | 0.24% |
| 69 | EA SERIES TRUST | 02072L565 | 3,597 | $401,030 | 0.21% |
| 70 | ADOBE INC | ADBE | 972 | $372,791 | 0.20% |
| 71 | SPDR SER TR | 78464A763 | 2,724 | $369,592 | 0.19% |
| 72 | ALTRIA GROUP INC | MO | 5,751 | $345,175 | 0.18% |
| 73 | NEXTERA ENERGY INC | NEE-PW | 4,817 | $341,477 | 0.18% |
| 74 | PUBLIC STORAGE OPER CO | PSA-PS | 1,098 | $328,620 | 0.17% |
| 75 | CLOROX CO DEL | CLX | 2,204 | $324,539 | 0.17% |
| 76 | PROSHARES TR | 74349Y753 | 7,250 | $323,060 | 0.17% |
| 77 | ROSS STORES INC | ROST | 2,475 | $316,280 | 0.17% |
| 78 | COMCAST CORP NEW | CCZ | 8,498 | $313,576 | 0.16% |
| 79 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 744 | $312,482 | 0.16% |
| 80 | INTEL CORP | INTC | 13,746 | $312,172 | 0.16% |
| 81 | SPDR GOLD TR | GLD | 1,050 | $302,547 | 0.16% |
| 82 | MONDELEZ INTL INC | 609207105 | 4,417 | $299,693 | 0.16% |
| 83 | KELLANOVA | BEKE | 3,612 | $297,954 | 0.16% |
| 84 | TCW ETF TRUST | 29287L106 | 4,453 | $291,182 | 0.15% |
| 85 | ISHARES TR | 464287663 | 3,150 | $290,714 | 0.15% |
| 86 | VANGUARD WORLD FD | 92204A504 | 1,096 | $290,164 | 0.15% |
| 87 | BLACKSTONE INC | BX | 2,060 | $287,947 | 0.15% |
| 88 | INVESCO EXCH TRADED FD TR II | IVZ | 1,454 | $280,651 | 0.15% |
| 89 | ISHARES TR | 464287598 | 1,480 | $278,477 | 0.15% |
| 90 | ELEVANCE HEALTH INC | ELV | 640 | $278,374 | 0.15% |
| 91 | SELECT SECTOR SPDR TR | 81369Y803 | 1,305 | $269,456 | 0.14% |
| 92 | 3M CO | MMM | 1,816 | $266,698 | 0.14% |
| 93 | FORD MTR CO | 345370860 | 26,084 | $261,625 | 0.14% |
| 94 | XYLEM INC | XYL | 2,161 | $258,163 | 0.14% |
| 95 | VISA INC | V | 704 | $246,724 | 0.13% |
| 96 | AMETEK INC | AME | 1,350 | $232,389 | 0.12% |
| 97 | MOTOROLA SOLUTIONS INC | MSI | 524 | $229,248 | 0.12% |
| 98 | SYNOPSYS INC | SNPS | 532 | $228,148 | 0.12% |
| 99 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,100 | $225,984 | 0.12% |
| 100 | VANGUARD INDEX FDS | 922908736 | 608 | $225,459 | 0.12% |
| 101 | TRAVELERS COMPANIES INC | TRV | 849 | $224,527 | 0.12% |
| 102 | RTX CORPORATION | RTX | 1,675 | $221,871 | 0.12% |
| 103 | DBX ETF TR | 233051150 | 4,389 | $221,074 | 0.12% |
| 104 | UNITED PARCEL SERVICE INC | UPS | 1,980 | $217,780 | 0.11% |
| 105 | BANK NEW YORK MELLON CORP | 064058100 | 2,584 | $216,720 | 0.11% |
| 106 | DIMENSIONAL ETF TRUST | 25434V708 | 6,544 | $215,887 | 0.11% |
| 107 | ISHARES TR | 464288570 | 2,038 | $208,712 | 0.11% |
| 108 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 4,000 | $207,120 | 0.11% |
| 109 | SELECT SECTOR SPDR TR | 81369Y886 | 2,619 | $206,508 | 0.11% |
| 110 | SENSEONICS HLDGS INC | SENS | 300,000 | $196,830 | 0.10% |
| 111 | NERDWALLET INC | NRDS | 14,218 | $128,673 | 0.07% |
| 112 | AGILON HEALTH INC | AGL | 15,000 | $64,950 | 0.03% |