Portfolio (Quarterly)
Guide ↗
RIDGECREST WEALTH PARTNERS, LLC
· CIK 0001860719| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QBTS | D-WAVE QUANTUM INC | Technology | 16,005 | $419K | 0.23% | SOLD |
| 2 | IONQ | IONQ INC | Technology | 8,083 | $363K | 0.20% | SOLD |
| 3 | BX | BLACKSTONE INC | Financial Services | 1,646 | $254K | 0.14% | SOLD |
| 4 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 704 | $232K | 0.13% | SOLD |
| 5 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 640 | $224K | 0.12% | SOLD |
| 6 | FTEC | FIDELITY COVINGTON TRUST | — | 945 | $212K | 0.12% | SOLD |
| 7 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,100 | $212K | 0.12% | SOLD |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,088 | $208K | 0.11% | SOLD |
| 9 | APH | AMPHENOL CORP NEW | Technology | 1,531 | $207K | 0.11% | SOLD |
| 10 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,840 | $207K | 0.11% | SOLD |
| 11 | QQQI | NEOS ETF TRUST | — | 3,750 | $202K | 0.11% | SOLD |
| 12 | CALI | BLACKROCK ETF TRUST II | — | 4,000 | $202K | 0.11% | SOLD |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 3,500 | $200K | 0.11% | SOLD |
| 14 | — | DIREXION SHS ETF TR | — | 39,485 | $200K | 0.11% | SOLD |
Sector Allocation
Technology
42.0%
Communication Services
18.1%
Financial Services
8.9%
Healthcare
7.5%
Energy
7.2%
Consumer Defensive
7.0%
Consumer Cyclical
4.9%
Industrials
3.8%
Utilities
0.4%
Real Estate
0.2%