RIDGECREST WEALTH PARTNERS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$192M
Signature - Title
Michelle Eldridge - CHIEF COMPLIANCE OFFICER
Location
Mill Valley, CA
Summary
This page shows a list of all the recent 13F filings made by RIDGECREST WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RIDGECREST WEALTH PARTNERS, LLC reported 112 stock holdings with total value $192M as of Q3 2024. Top holdings included AAPL, DGRO, GOOGL, NVDA, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 112 $192M +$19.2M -$2.3M +$16.9M AAPL, DGRO, GOOGL, NVDA, VOO 13F-HR 11/4/2024, 02:27 PM
Q2 2024 106 $166M +$5.25M -$8.28M -$3.02M AAPL, DGRO, GOOGL, MSFT, VOO 13F-HR 8/5/2024, 01:33 PM
Q1 2024 109 $168M +$11.1M -$3.06M +$8M AAPL, DGRO, GOOGL, NVDA, MSFT 13F-HR 4/17/2024, 02:05 PM
Q4 2023 99 $151M +$6.38M -$9.61M -$3.24M AAPL, DGRO, GOOGL, ITOT, IVV 13F-HR 1/9/2024, 04:46 PM
Q3 2023 97 $143M +$3.51M -$6.51M -$2.99M AAPL, DGRO, GOOGL, CVX, AVGO 13F-HR 10/25/2023, 01:45 PM
Q2 2023 103 $151M +$3.08M -$3.13M -$54.6K AAPL, DGRO, GOOGL, CVX, AVGO 13F-HR 7/31/2023, 12:53 PM
Q1 2023 97 $140M +$2.94M -$1.37M +$1.56M AAPL, DGRO, GOOGL, CVX, IVV 13F-HR 4/24/2023, 03:59 PM
Q4 2022 94 $132M +$6.54M -$6.1M +$440K AAPL, DGRO, CVX, GOOGL, IVV 13F-HR 1/26/2023, 01:15 PM
Q3 2022 98 $123M +$14.4M -$11.9M +$2.59M AAPL, DGRO, GOOGL, CVX, IVV 13F-HR 10/20/2022, 03:24 PM
Q2 2022 106 $137M +$9.79M -$7.13M +$2.66M AAPL, DGRO, GOOGL, CVX, IVV 13F-HR 7/29/2022, 02:10 PM
Q1 2022 109 $158M +$11.1M -$52.1M -$40.9M AAPL, GOOGL, CVX, DGRO, ITOT 13F-HR 4/26/2022, 03:09 PM
Q4 2021 122 $205M +$15.3M -$8.71M +$6.58M AAPL, BSV, VCSH, GOOGL, ISTB 13F-HR 1/19/2022, 03:53 PM
Q3 2021 114 $184M +$31.3M -$6.22M +$25M AAPL, BSV, VCSH, GOOGL, ISTB 13F-HR 11/3/2021, 01:52 PM
Q2 2021 109 $160M +$53.7M -$3.44M +$50.2M AAPL, BSV, VCSH, BIL, JPST 13F-HR 7/21/2021, 02:37 PM
Q1 2021 92 $105M $0 $0 AAPL, BIL, JPST, BC, SPGI 13F-HR 5/19/2021, 12:34 PM