Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIDGECREST WEALTH PARTNERS LLC | 04-17-2024 | 03-31-2024 | 109 | 167,967,395 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $17,811,162 | 103,867 | 0.01 | 0.01 | 5,930 | 6.05 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 2 | $13,478,487 | 232,148 | 0.01 | 0.01 | -14,024 | -5.70 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 3 | $10,955,717 | 72,588 | 0.01 | 0.01 | 43 | 0.06 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $6,631,588 | 7,339 | 0.00 | 0.00 | 903 | 14.03 | 03-31-2024 |
