| |
|
|
| Name: |
RIDGECREST WEALTH PARTNERS LLC |
| City: |
MILL VALLEY |
| State: |
CA |
| Zip: |
94941 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GLD |
streetTRACKS Gold Trust |
53 |
New |
$211.60 |
$657,000 |
3,194 |
0.39% |
657,000 |
3,194 |
0.001 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
64 |
New |
$413.72 |
$439,000 |
1,044 |
0.26% |
439,000 |
1,044 |
0 |
Property & Casualty I... |
|
|
AAPD |
Direxion Daily Aapl Bear 1x... |
70 |
New |
$0.00 |
$403,000 |
17,780 |
0.24% |
403,000 |
17,780 |
0.198 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
75 |
New |
$167.87 |
$335,000 |
1,858 |
0.2% |
335,000 |
1,858 |
0.001 |
Semiconductor- Broad... |
|
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
99 |
New |
$0.00 |
$212,000 |
3,900 |
0.13% |
212,000 |
3,900 |
0.004 |
N/A |
|
|
DFAC |
Dimensional U S Core Equity... |
100 |
New |
$31.88 |
$209,000 |
6,544 |
0.12% |
209,000 |
6,544 |
0.042 |
N/A |
|
|
DSI |
iShares KLD 400 Social Index |
103 |
New |
$102.18 |
$206,000 |
2,040 |
0.12% |
206,000 |
2,040 |
0.001 |
Closed - End Fund - E... |
|
|
ADP |
Automatic Data Processing Inc |
104 |
New |
$252.32 |
$202,000 |
810 |
0.12% |
202,000 |
810 |
0 |
Business Software & S... |
|
|
MPC |
Marathon Petroleum Corp |
105 |
New |
$175.10 |
$202,000 |
1,000 |
0.12% |
202,000 |
1,000 |
0 |
Oil & Gas Refining, P... |
|
