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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 101 | $325,054 | 1,525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 102 | $319,294 | 4,996 | 0.00 | 0.00 | -440 | -8.09 | 03-31-2024 |
| PUBLIC STORAGE | COM | 103 | $315,005 | 1,086 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AT&T INC | COM | 104 | $301,170 | 17,112 | 0.00 | 0.00 | 18 | 0.11 | 03-31-2024 |
