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 |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 51 | $858,495 | 19,436 | 0.00 | 0.00 | -450 | -2.26 | 03-31-2024 |
| PIONEER NAT RES CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 240 | 7.49 | 12-31-2023 |
| META PLATFORMS INC | CL A | 53 | $781,906 | 1,610 | 0.00 | 0.00 | -6 | -0.37 | 03-31-2024 |
| ABBOTT LABS | COM | 54 | $777,775 | 6,843 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
