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| Name: |
RIDGECREST WEALTH PARTNERS LLC |
| City: |
MILL VALLEY |
| State: |
CA |
| Zip: |
94941 |
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data |
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| Holdings
Found :
19 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
1 |
- |
$189.84 |
$17,811,000 |
103,867 |
10.6% |
-1,045,000 |
5,930 |
0.001 |
Personal Computers |
|
|
GOOGL |
Alphabet Inc |
3 |
- |
$174.18 |
$10,956,000 |
72,588 |
6.52% |
822,000 |
43 |
0.001 |
Search Engines & Info... |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$943.59 |
$6,632,000 |
7,339 |
3.95% |
3,445,000 |
903 |
0 |
Semiconductor - Speci... |
|
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VIG |
Vanguard Dividend Appreciat... |
11 |
- |
$183.63 |
$4,843,000 |
26,523 |
2.88% |
567,000 |
1,427 |
0.007 |
Closed - End Fund - Debt |
|
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AVGO |
Broadcom Limited |
13 |
- |
$1,412.13 |
$4,122,000 |
3,110 |
2.45% |
4,122,000 |
3,110 |
0.001 |
Semiconductor- Broad... |
|
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JNJ |
Johnson & Johnson |
16 |
- |
$154.28 |
$2,258,000 |
14,274 |
1.34% |
76,000 |
353 |
0.001 |
Drug Manufacturers - ... |
|
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SBUX |
Starbucks Corp |
18 |
- |
$75.28 |
$2,183,000 |
23,887 |
1.3% |
-109,000 |
17 |
0.002 |
Specialty Eateries |
|
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AMZN |
Amazon.com Inc |
26 |
- |
$183.63 |
$1,399,000 |
7,755 |
0.83% |
229,000 |
56 |
0 |
Internet Software & S... |
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UNP |
Union Pacific Corp |
30 |
- |
$245.90 |
$1,296,000 |
5,271 |
0.77% |
4,000 |
10 |
0.001 |
Railroads |
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VTI |
Vanguard Total Stock Market... |
34 |
- |
$261.93 |
$1,071,000 |
4,120 |
0.64% |
378,000 |
1,200 |
0 |
Closed - End Fund - E... |
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VYM |
Vanguard High Dividend Yiel... |
43 |
- |
$121.20 |
$861,000 |
7,120 |
0.51% |
264,000 |
1,775 |
0.002 |
Closed - End Fund - Debt |
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ADBE |
Adobe Systems Inc |
48 |
- |
$482.88 |
$704,000 |
1,396 |
0.42% |
-125,000 |
7 |
0 |
Application Software |
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WMT |
Wal-Mart Stores Inc |
57 |
- |
$60.24 |
$506,000 |
8,417 |
0.3% |
66,000 |
5,628 |
0 |
Discount, Variety Stores |
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BAC |
Bank of America Corp |
62 |
- |
$39.22 |
$447,000 |
11,797 |
0.27% |
51,000 |
30 |
0 |
Domestic Money Center... |
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SCHW |
Charles Schwab Corp |
67 |
- |
$78.04 |
$415,000 |
5,741 |
0.25% |
24,000 |
63 |
0 |
Investment Brokerage ... |
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F |
Ford Motor Co |
73 |
- |
$12.50 |
$337,000 |
25,411 |
0.2% |
27,000 |
15 |
0.001 |
Auto Manufacturers |
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T |
AT&T Corp |
82 |
- |
$17.30 |
$301,000 |
17,112 |
0.18% |
14,000 |
18 |
0 |
Long Distance Carriers |
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XLK |
SPDR Technology Sector |
88 |
- |
$212.29 |
$268,000 |
1,285 |
0.16% |
24,000 |
15 |
0 |
Closed - End Fund - E... |
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MMM |
3M Co |
97 |
- |
$104.86 |
$214,000 |
2,017 |
0.13% |
214,000 |
2,017 |
0 |
Conglomerates |
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