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Ridgecrest Wealth Partners, Llc Buys Salesforce. ...

·7 min read

Investment company Ridgecrest Wealth Partners, Llc (Current Portfolio) buys Salesforce.com Inc, Applied Materials Inc, Vanguard Short-Term Inflation-Protected Securities, Vanguard Tax-Exempt Bond ETF, iShares Short-Term National Muni Bond ETF, sells SPDR Bloomberg 1-3 Month T-Bill ETF, Tesla Inc, Goldman Sachs Access Treasury 0-1 Year ETF, Franklin Liberty Short Duration U.S. Government ET, Coupa Software Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Ridgecrest Wealth Partners, Llc. As of 2021Q4, Ridgecrest Wealth Partners, Llc owns 122 stocks with a total value of $205 million. These are the details of the buys and sells.

  • New Purchases: CRM, AMAT, SHM, VIG, IWD, DSI, AME, LMT, O, RSP, JPS, SIRI,

  • Added Positions: VCSH, VTIP, VTEB, ISTB, SUB, AAPL, MSFT, ITOT, DGRO, AMGN, SWKS, VYM, IBM, BSV, JNJ, VOO, PFE, CSCO, PG, RUN, VGSH, TIP, VZ, INTC, DIS, XOM, BMY, ICSH, SLQD, USMV, KMB, AMZN, SBUX, CMCSA, MMM, WMT, TXN, QCOM, PEP, MRK, HD, F, NEE, CAT, VTI, AXP, ORCL,

  • Reduced Positions: BIL, TSLA, GBIL, FTSD, JPST, IGSB, NVDA, T, IVV, FB, GILD, USIG, HDV, PULS, XLU, SDY, UNH, HON, BAX,

  • Sold Out: COUP, MUB, ARKG, SENS,


For the details of RIDGECREST WEALTH PARTNERS, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/ridgecrest+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of RIDGECREST WEALTH PARTNERS, LLC

  1. Apple Inc (AAPL) - 111,984 shares, 9.68% of the total portfolio. Shares added by 3.07%

  2. Vanguard Short-Term Bond ETF (BSV) - 190,395 shares, 7.49% of the total portfolio. Shares added by 1.99%

  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 142,386 shares, 5.63% of the total portfolio. Shares added by 13.94%

  4. Alphabet Inc (GOOGL) - 3,511 shares, 4.95% of the total portfolio. Shares added by 0.09%

  5. iShares Core 1-5 Year USD Bond ETF (ISTB) - 129,915 shares, 3.19% of the total portfolio. Shares added by 13.12%

New Purchase: Salesforce.com Inc (CRM)

Ridgecrest Wealth Partners, Llc initiated holding in Salesforce.com Inc. The purchase prices were between $247.21 and $309.96, with an estimated average price of $280.77. The stock is now traded at around $226.270000. The impact to a portfolio due to this purchase was 0.44%. The holding were 3,549 shares as of 2021-12-31.

New Purchase: Applied Materials Inc (AMAT)

Ridgecrest Wealth Partners, Llc initiated holding in Applied Materials Inc. The purchase prices were between $125.2 and $162.72, with an estimated average price of $145.33. The stock is now traded at around $143.070000. The impact to a portfolio due to this purchase was 0.42%. The holding were 5,424 shares as of 2021-12-31.

New Purchase: SPDR Nuveen Bloomberg Short Term Municipal Bond ET (SHM)

Ridgecrest Wealth Partners, Llc initiated holding in SPDR Nuveen Bloomberg Short Term Municipal Bond ET. The purchase prices were between $49.1 and $49.26, with an estimated average price of $49.18. The stock is now traded at around $48.770000. The impact to a portfolio due to this purchase was 0.26%. The holding were 11,000 shares as of 2021-12-31.

New Purchase: Vanguard Dividend Appreciation FTF (VIG)

Ridgecrest Wealth Partners, Llc initiated holding in Vanguard Dividend Appreciation FTF. The purchase prices were between $153.03 and $172.09, with an estimated average price of $164.33. The stock is now traded at around $163.220000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,742 shares as of 2021-12-31.

New Purchase: iShares Russell 1000 Value ETF (IWD)

Ridgecrest Wealth Partners, Llc initiated holding in iShares Russell 1000 Value ETF. The purchase prices were between $156.44 and $168.08, with an estimated average price of $163.37. The stock is now traded at around $165.590000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,460 shares as of 2021-12-31.

New Purchase: iShares MSCI KLD 400 Social Index Fund (DSI)

Ridgecrest Wealth Partners, Llc initiated holding in iShares MSCI KLD 400 Social Index Fund. The purchase prices were between $83.16 and $93.49, with an estimated average price of $90.04. The stock is now traded at around $87.320000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,384 shares as of 2021-12-31.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Ridgecrest Wealth Partners, Llc added to a holding in Vanguard Tax-Exempt Bond ETF by 157.93%. The purchase prices were between $54.29 and $54.97, with an estimated average price of $54.67. The stock is now traded at around $54.260000. The impact to a portfolio due to this purchase was 0.38%. The holding were 23,175 shares as of 2021-12-31.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Ridgecrest Wealth Partners, Llc added to a holding in Vanguard Short-Term Inflation-Protected Securities by 100.05%. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $50.930000. The impact to a portfolio due to this purchase was 0.38%. The holding were 30,533 shares as of 2021-12-31.

Added: iShares Short-Term National Muni Bond ETF (SUB)

Ridgecrest Wealth Partners, Llc added to a holding in iShares Short-Term National Muni Bond ETF by 22.19%. The purchase prices were between $107.19 and $107.42, with an estimated average price of $107.31. The stock is now traded at around $106.730000. The impact to a portfolio due to this purchase was 0.37%. The holding were 39,182 shares as of 2021-12-31.

Added: Amgen Inc (AMGN)

Ridgecrest Wealth Partners, Llc added to a holding in Amgen Inc by 71.35%. The purchase prices were between $198.88 and $227.6, with an estimated average price of $211.1. The stock is now traded at around $231.300000. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,443 shares as of 2021-12-31.

Added: Skyworks Solutions Inc (SWKS)

Ridgecrest Wealth Partners, Llc added to a holding in Skyworks Solutions Inc by 59.18%. The purchase prices were between $146.39 and $173.51, with an estimated average price of $159.74. The stock is now traded at around $145.880000. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,886 shares as of 2021-12-31.

Added: Vanguard High Dividend Yield Indx ETF (VYM)

Ridgecrest Wealth Partners, Llc added to a holding in Vanguard High Dividend Yield Indx ETF by 71.72%. The purchase prices were between $103.44 and $112.16, with an estimated average price of $108.07. The stock is now traded at around $112.200000. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,590 shares as of 2021-12-31.

Sold Out: Coupa Software Inc (COUP)

Ridgecrest Wealth Partners, Llc sold out a holding in Coupa Software Inc. The sale prices were between $151.8 and $256.5, with an estimated average price of $204.91.

Sold Out: iShares National Muni Bond ETF (MUB)

Ridgecrest Wealth Partners, Llc sold out a holding in iShares National Muni Bond ETF. The sale prices were between $114.9 and $116.5, with an estimated average price of $115.82.

Sold Out: ARK Genomic Revolution ETF (ARKG)

Ridgecrest Wealth Partners, Llc sold out a holding in ARK Genomic Revolution ETF. The sale prices were between $58.02 and $78.15, with an estimated average price of $68.63.

Sold Out: Senseonics Holdings Inc (SENS)

Ridgecrest Wealth Partners, Llc sold out a holding in Senseonics Holdings Inc. The sale prices were between $2.58 and $3.91, with an estimated average price of $3.24.



Here is the complete portfolio of RIDGECREST WEALTH PARTNERS, LLC. Also check out:

1. RIDGECREST WEALTH PARTNERS, LLC's Undervalued Stocks

2. RIDGECREST WEALTH PARTNERS, LLC's Top Growth Companies, and

3. RIDGECREST WEALTH PARTNERS, LLC's High Yield stocks

4. Stocks that RIDGECREST WEALTH PARTNERS, LLC keeps buyingThis article first appeared on GuruFocus.