Ridgecrest-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ONON",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "SENS",
  "T",
  null,
  "CAT",
  "AVGO",
  null,
  "GILD",
  "AGL",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "AMAT",
  "META",
  "NRDS",
  "MSFT",
  "MDLZ",
  "BX",
  "IWD",
  "ORCL",
  "VHT",
  null,
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "SPGI",
  "ROST",
  "RTX",
  "GLD",
  "IBM",
  "SBUX",
  "SNPS",
  "TRV",
  "UPS",
  "RCL",
  "SCHW",
  "VIG",
  null,
  null,
  "VYM",
  "K",
  "SDY",
  "F",
  "AMZN",
  "MSI",
  null,
  "VUG",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "XYL",
  "SCHD",
  "NSC",
  null,
  "RUN",
  "DIA",
  null,
  null,
  "IUSV",
  "DGRO",
  "MCK",
  "PSA",
  "AME",
  "KMB",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BMY",
  "BC",
  "CVX",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "COST",
  "DFAC",
  "USMV",
  "NEE",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 112
Total Value: 190947692
Accession Number: 0001860719-25-000003
Form Type: 13F-HR
CIK: ridgecrest-wealth-partners
Manager Name: Ridgecrest-Wealth-Partners

Data Enrichment

92% identified

103 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

112 positions • $190.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 6

Sort by:

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:4.1K

Value:$961.6K

% of Portfolio:0.5% ($961.6K/$190.9M)

ORACLE CORP

ORCL|68389X105

Shares:6.8K

Value:$952.6K

% of Portfolio:0.5% ($952.6K/$190.9M)

Meta Platforms, Inc.

META|30303M102

Shares:1.6K

Value:$899.0K

% of Portfolio:0.5% ($899.0K/$190.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.7K

Value:$894.5K

% of Portfolio:0.5% ($894.5K/$190.9M)

MCKESSON CORP

MCK|58155Q103

Shares:1.2K

Value:$838.5K

% of Portfolio:0.4% ($838.5K/$190.9M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:5.6K

Value:$814.6K

% of Portfolio:0.4% ($814.6K/$190.9M)

Walt Disney Co

DIS|254687106

Shares:7.9K

Value:$783.5K

% of Portfolio:0.4% ($783.5K/$190.9M)

Philip Morris International Inc.

PM|718172109

Shares:4.9K

Value:$770.0K

% of Portfolio:0.4% ($770.0K/$190.9M)

ELI LILLY & Co

LLY|532457108

Shares:911

Value:$752.4K

% of Portfolio:0.4% ($752.4K/$190.9M)

PFIZER INC

PFE|717081103

Shares:29.3K

Value:$742.8K

% of Portfolio:0.4% ($742.8K/$190.9M)

MCDONALDS CORP

MCD|580135101

Shares:2.3K

Value:$729.4K

% of Portfolio:0.4% ($729.4K/$190.9M)

808524797

SCHD|808524797

Shares:24.4K

Value:$682.5K

% of Portfolio:0.4% ($682.5K/$190.9M)

CATERPILLAR INC

CAT|149123101

Shares:2.0K

Value:$654.3K

% of Portfolio:0.3% ($654.3K/$190.9M)

HOME DEPOT, INC.

HD|437076102

Shares:1.7K

Value:$627.6K

% of Portfolio:0.3% ($627.6K/$190.9M)

Walmart Inc.

WMT|931142103

Shares:6.8K

Value:$598.2K

% of Portfolio:0.3% ($598.2K/$190.9M)

46429B697

USMV|46429B697

Shares:6.2K

Value:$579.5K

% of Portfolio:0.3% ($579.5K/$190.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:13.9K

Value:$579.3K

% of Portfolio:0.3% ($579.3K/$190.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:9.2K

Value:$561.8K

% of Portfolio:0.3% ($561.8K/$190.9M)

AT&T INC.

T|00206R102

Shares:19.8K

Value:$560.2K

% of Portfolio:0.3% ($560.2K/$190.9M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:4.6K

Value:$515.9K

% of Portfolio:0.3% ($515.9K/$190.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NORFOLK SOUTHERN CORP(NSCcusip655844108)	4.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$961.6K	0.5% ($961.6K/$190.9M)	QoQ +0.91% (+$8.7K) YoY -7.07% (-$73.2K)
ORACLE CORP(ORCLcusip68389X105)	6.8K	QoQ +17.20% (-1.0K) YoY -11.10% (-851)	All Managers (Combined)	$952.6K	0.5% ($952.6K/$190.9M)	QoQ -1.66% (-$16.1K) YoY -1.04% (-$10.1K)
Meta Platforms, Inc.(METAcusip30303M102)	1.6K	QoQ -2.74% (-44) YoY -3.10% (-50)	All Managers (Combined)	$899.0K	0.5% ($899.0K/$190.9M)	QoQ -4.25% (-$39.9K) YoY +14.97% (-$117.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.7K	QoQ +4.65% (+300) YoY -1.46% (-100)	All Managers (Combined)	$894.5K	0.5% ($894.5K/$190.9M)	QoQ +22.73% (+$165.7K) YoY +15.00% (-$116.7K)
MCKESSON CORP(MCKcusip58155Q103)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$838.5K	0.4% ($838.5K/$190.9M)	QoQ +18.08% (+$128.4K) YoY +25.35% (+$169.6K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	5.6K	QoQ 0.00% (-0) YoY -0.03% (-2)	All Managers (Combined)	$814.6K	0.4% ($814.6K/$190.9M)	QoQ -10.76% (-$98.3K) YoY -29.65% (-$343.4K)
Walt Disney Co(DIScusip254687106)	7.9K	QoQ +4.18% (-319) YoY +1.87% (-146)	All Managers (Combined)	$783.5K	0.4% ($783.5K/$190.9M)	QoQ -7.64% (-$64.9K) YoY -17.81% (-$169.9K)
Philip Morris International Inc.(PMcusip718172109)	4.9K	QoQ +4.30% (+200) YoY NEW(+4.9K)	All Managers (Combined)	$770.0K	0.4% ($770.0K/$190.9M)	QoQ +37.56% (+$210.3K) YoY NEW(+$770.0K)
ELI LILLY & Co(LLYcusip532457108)	911	QoQ 0.00% (+0) YoY +6.42% (+55)	All Managers (Combined)	$752.4K	0.4% ($752.4K/$190.9M)	QoQ +6.98% (+$49.1K) YoY +12.98% (+$86.5K)
PFIZER INC(PFEcusip717081103)	29.3K	QoQ +3.80% (-1.1K) YoY -35.58% (-16.2K)	All Managers (Combined)	$742.8K	0.4% ($742.8K/$190.9M)	QoQ -0.85% (-$6.4K) YoY -41.18% (-$520.1K)
MCDONALDS CORP(MCDcusip580135101)	2.3K	QoQ -7.88% (-200) YoY -4.10% (-100)	All Managers (Combined)	$729.4K	0.4% ($729.4K/$190.9M)	QoQ -0.74% (-$5.5K) YoY +6.23% (-$42.8K)
(SCHDcusip808524797)	24.4K	QoQ +2.00% (+479) YoY +379.73% (+19.3K)	All Managers (Combined)	$682.5K	0.4% ($682.5K/$190.9M)	QoQ +4.38% (+$28.7K) YoY +66.34% (+$272.2K)
CATERPILLAR INC(CATcusip149123101)	2.0K	QoQ 0.00% (-0) YoY +0.45% (-9)	All Managers (Combined)	$654.3K	0.3% ($654.3K/$190.9M)	QoQ -9.08% (-$65.4K) YoY -9.58% (-$69.4K)
HOME DEPOT, INC.(HDcusip437076102)	1.7K	QoQ +21.24% (+300) YoY -34.97% (-921)	All Managers (Combined)	$627.6K	0.3% ($627.6K/$190.9M)	QoQ +14.22% (+$78.2K) YoY -37.86% (-$382.4K)
Walmart Inc.(WMTcusip931142103)	6.8K	QoQ +7.91% (+500) YoY -19.04% (-1.6K)	All Managers (Combined)	$598.2K	0.3% ($598.2K/$190.9M)	QoQ +4.86% (+$27.7K) YoY +18.11% (-$91.8K)
(USMVcusip46429B697)	6.2K	QoQ 0.00% (+0) YoY +0.08% (+5)	All Managers (Combined)	$579.5K	0.3% ($579.5K/$190.9M)	QoQ +5.48% (+$30.1K) YoY +12.15% (+$62.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	13.9K	QoQ +16.83% (+2.0K) YoY +17.67% (+2.1K)	All Managers (Combined)	$579.3K	0.3% ($579.3K/$190.9M)	QoQ +10.93% (+$57.1K) YoY +29.49% (+$132.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	9.2K	QoQ +5.73% (+500) YoY -4.79% (-464)	All Managers (Combined)	$561.8K	0.3% ($561.8K/$190.9M)	QoQ +14.02% (+$69.1K) YoY +7.07% (-$37.1K)
AT&T INC.(Tcusip00206R102)	19.8K	QoQ +7.72% (+1.4K) YoY +15.75% (+2.7K)	All Managers (Combined)	$560.2K	0.3% ($560.2K/$190.9M)	QoQ +33.78% (+$141.5K) YoY +86.00% (+$259.0K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	4.6K	QoQ -0.30% (-14) YoY +3.32% (+148)	All Managers (Combined)	$515.9K	0.3% ($515.9K/$190.9M)	QoQ +20.93% (-$89.3K) YoY +58.04% (+$189.5K)