RWP
Ridgecrest Wealth Partners LLC Portfolio
Invests via Ridgecrest Wealth Partners LLC | Managed by Steven K. Romjue, Chris Coble
Invests via Ridgecrest Wealth Partners LLC
Managed by Steven K. Romjue, Chris Coble
Automatically Tracked
Company Profile
Founded with a focus on empowering individual and institutional clients, Ridgecrest Wealth Partners LLC operates as a specialized investment firm delivering comprehensive financial solutions. Leveraging in-depth market analysis and tailored wealth management services, this entity serves as a trusted advisor in navigating complex capital markets. Its leadership is marked by substantial experience in both portfolio management and strategic advisory, ensuring client interests are prioritized throughout various economic cycles. Committed to fostering long-term relationships, the firm's engagement across diverse sectors enables it to identify unique investment opportunities that align with client goals.
Founded with a focus on empowering individual and institutional clients, Ridgecrest Wealth Partners LLC operates as a specialized investment firm delivering comprehensive financial solutions. Leveraging in-depth market analysis and tailored wealth management services, this entity serves as a trusted advisor in navigating complex capital markets. Its leadership is marked by substantial experience in both portfolio management and strategic advisory, ensuring client interests are prioritized throughout various economic cycles. Committed to fostering long-term relationships, the firm's engagement across diverse sectors enables it to identify unique investment opportunities that align with client goals.
Investment Philosophy & Strategy
In the evolving landscape of wealth management, Ridgecrest Wealth Partners LLC strategically embraces an entrepreneurial mindset to identify high-impact opportunities. Drawing on a robust analytical framework, the firm prioritizes individualized strategies that enhance financial outcomes for its diverse clientele. With expertise rooted in both institutional finance and personal investment planning, it cultivates competitive advantages by emphasizing deep sector insights. This adaptive approach positions the organization to harness emerging trends while effectively managing risk across various market conditions.
In the evolving landscape of wealth management, Ridgecrest Wealth Partners LLC strategically embraces an entrepreneurial mindset to identify high-impact opportunities. Drawing on a robust analytical framework, the firm prioritizes individualized strategies that enhance financial outcomes for its diverse clientele. With expertise rooted in both institutional finance and personal investment planning, it cultivates competitive advantages by emphasizing deep sector insights. This adaptive approach positions the organization to harness emerging trends while effectively managing risk across various market conditions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
89.51%
Gain +0.15%
Monthly
1.14%
Yearly
14.55%
Drawdown
22.49%
$212.3M
Equity
Holdings
$212.3M
Investment
$137.68M
$110.82M
Profit +$136,223.58
Realized
$36.2M
Unrealized
$74.62M
Dividends
$14.51M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$136,223.58
Win %
82%
This Week
Compared To Last Week
Gain
0.06%
Profit
$136,223.58
Win %
82%
This Month
Compared to last month
Gain
0.1%
Profit
$211,961.13
Win %
82%
This Year
Compared to last year
Gain
3.07%
Profit
$6.33M
Win %
79%
HONA Honeywell Aerospace Inc.
+4.18%
+$6,808.3 
AMDD Direxion Daily AMD B 1X Shares
+3.95%
+$16,783.4 
NFLX Netflix, Inc.
+3.82%
+$56,821.69 
MCK McKesson Corporation
+3.22%
+$29,030.4 
GOOG Alphabet Inc
+3.02%
+$181,704.6 
GOOGL Alphabet Inc
+2.9%
+$621,326.16 
META Meta Platforms Inc Class A
+2.81%
+$31,184.03 
IBM International Business Machines Corporation
+2.65%
+$43,003.21 
WMT Walmart Inc.
+2.39%
+$12,055.5 
MSFT Microsoft Corp.
+2.27%
+$170,027.48 
MO Altria Group, Inc.
+2.25%
+$8,958.35 
DIS The Walt Disney Company
+2.19%
+$11,766.5 
LLY Eli Lilly and Company
+2.09%
+$20,570.72 
T AT&T Inc.
+2.05%
+$9,313.82 
MCD McDonald's Corporation
+1.96%
+$8,511.62 
GILD Gilead Sciences Inc.
+1.85%
+$12,215.66 
CLX The Clorox Company
+1.8%
+$3,652.96 
ABBV AbbVie Inc.
+1.73%
+$36,983.46 
PM Philip Morris International Inc.
+1.65%
+$15,676.76 
COST Costco Wholesale Corporation
+1.64%
+$16,546.58 
KMB Kimberly-Clark Corporation
+1.56%
+$2,983.5 
ELV Elevance Health, Inc.
+1.46%
+$3,916.8 
VZ Verizon Communications Inc.
+1.44%
+$8,895.78 
VHT Vanguard Health Care ETF
+1.4%
+$8,081.7 
TSLS Direxion Daily TSLA Bear 1X Shares
+1.39%
+$4,155.84 
UNH UnitedHealth Group Incorporated
+1.37%
+$2,885.26 
AMGN Amgen Inc.
+1.16%
+$18,986.71 
KO The Coca-Cola Company
+1.06%
+$26,475.46 
V Visa Inc. Class A
+1.01%
+$2,722.71 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$10,144.84 
HD The Home Depot, Inc.
+0.97%
+$4,870.73 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$26,423.76 
AXP American Express Company
+0.84%
+$4,616.43 
ABT Abbott Laboratories
+0.8%
+$4,744.93 
SDY SPDR S&P Dividend ETF
+0.67%
+$2,792.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$5,410.86 
USMV iShares MSCI USA Min Vol Factor ETF
+0.6%
+$3,712.2 
JNJ Johnson & Johnson
+0.54%
+$8,432.77 
PG Procter & Gamble Co
+0.53%
+$17,207.15 
XYL Xylem Inc.
+0.49%
+$1,125.28 
AAPL Apple Inc.
+0.47%
+$120,103.61 
HDV iShares Core High Dividend ETF
+0.46%
+$12,873.19 
MRK Merck & Co., Inc.
+0.46%
+$4,621.39 
GD General Dynamics Corporation
+0.37%
+$780.72 
LVHI Franklin International Low Volatility High Dividend ETF
+0.37%
+$945.5 
SBUX Starbucks Corporation
+0.35%
+$746.55 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.27%
+$2,864.55 
NSC Norfolk Southern Corporation
+0.16%
+$2,111.2 
UNP Union Pacific Corporation
+0.1%
+$1,122.43 
PFE Pfizer Inc.
+0.07%
+$490.74 
HONIV Honeywell International Inc.
0%
$0 7840
78409V112
0%
$0 
ETN Eaton Corporation plc
-7.57%
-$15,396.38 
AMAT Applied Materials, Inc.
-6.72%
-$172,452.22 
APH Amphenol Corporation
-5.92%
-$30,436.28 
BAC Bank of America Corporation
-5.24%
-$39,814.2 
INTC Intel Corporation
-5.24%
-$43,168.51 
AVGO Broadcom Inc.
-4.75%
-$193,310.69 
MU Micron Technology, Inc.
-4.75%
-$12,868.62 
ORCL Oracle Corporation
-4.5%
-$18,881.53 
CAT Caterpillar Inc.
-4.14%
-$56,020.19 
GS The Goldman Sachs Group, Inc.
-3.95%
-$9,758.4 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$13,612.61 
RUN Sunrun Inc.
-2.89%
-$19,552.5 
NVDA NVIDIA Corporation
-2.85%
-$419,138.93 
VLO Valero Energy Corporation
-2.25%
-$9,254.13 
GE General Electric Company
-1.94%
-$4,252.04 
WFC Wells Fargo & Company
-1.92%
-$22,294.75 
JPM JPMorgan Chase & Co.
-1.69%
-$36,216.38 
CSCO Cisco Systems, Inc.
-1.62%
-$49,642.32 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$7,249.2 
XLU Utilities Select Sector SPDR Fund
-1.39%
-$3,085.7 
TSLA Tesla, Inc.
-1.36%
-$18,021.22 
RTX RTX Corporation
-1.31%
-$4,339.38 
GLD SPDR Gold Shares
-1.3%
-$4,575.99 
FTEC Fidelity MSCI Information Technology Index ETF
-1.29%
-$3,379.38 
AMZN Amazon.com Inc
-1.21%
-$24,725.96 
SPCX Space Exploration Technologies Corp. Class A
-1.18%
-$2,109.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$9,866.88 
QCOM QUALCOMM Incorporated
-0.97%
-$2,899.26 
CVX Chevron Corporation
-0.88%
-$51,250.68 
AEP American Electric Power Company, Inc.
-0.88%
-$1,933.2 
XOM Exxon Mobil Corporation
-0.84%
-$13,288.87 
BC Brunswick Corporation
-0.73%
-$12,016.16 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$20,398.98 
NEE NextEra Energy, Inc.
-0.72%
-$2,216.97 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$2,466.49 
F Ford Motor Company
-0.57%
-$1,066.56 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$1,236.9 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$5,232.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.51%
-$1,220 
QQQI Neos NASDAQ-100 High Income ETF
-0.47%
-$956.25 
CSX CSX Corporation
-0.39%
-$860.89 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.39%
-$1,145.2 
VOTE TCW Transform 500 ETF
-0.37%
-$1,356.3 
VOO Vanguard S&P 500 ETF
-0.35%
-$40,100.45 
MPC Marathon Petroleum Corporation
-0.35%
-$1,379.99 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$22,733.2 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$24,049.78 
IVV iShares Core S&P 500 ETF
-0.34%
-$26,197.18 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$9,138.93 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$4,192.02 
PSA Public Storage Common Stock
-0.29%
-$583.1 
VUG Vanguard Growth ETF
-0.19%
-$763.97 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-0.18%
-$559 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.17%
-$560.27 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$472.5 
DSI iShares MSCI KLD 400 Social ETF
-0.06%
-$163.02 
DGRO iShares Core Dividend Growth ETF
-0.05%
-$7,268.08 
MID American Century Mid Cap Growth Impact ETF
-0.03%
-$84 
PEP PepsiCo, Inc.
-0.01%
-$45.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1527 | Longs Won 992/1527 64% | Profit Factor 8.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $358,405.17 |
| Average Win $127,052.94 | Best Trade (Aug 06) $5.81M | Sharpe Ratio -12.34 |
| Average Loss -$28,435.48 | Worst Trade (Sep 14) -$1.04M | Z-Score 13.01 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 2w 6d | Expectancy $72,575.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 4,232 | $1,723.52 | $1,723.52 | - | - | - | 0.0 |
| AAPL Apple Inc. | 76,989 | $11.11M | $25.7M | - | $14.59M | 131.28% | +0.47% |
| ABBV AbbVie Inc. | 8,339 | $980,880.93 | $2.18M | - | $1.2M | 122.36% | +1.725% |
| ABT Abbott Laboratories | 5,822 | $693,592.8 | $598,297.83 | - | -$95,294.97 | -13.74% | +0.799% |
| AEP American Electric Power Company, Inc. | 1,790 | $235,647.41 | $218,827.5 | - | -$16,819.91 | -7.14% | -0.876% |
| AMAT Applied Materials, Inc. | 5,621 | $1.07M | $2.39M | - | $1.32M | 123.18% | -6.721% |
| AMDD Direxion Daily AMD B 1X Shares | 15,500 | $47,430 | $441,440 | - | $394,010 | 830.72% | +3.952% |
| AMGN Amgen Inc. | 4,325 | $1.06M | $1.65M | - | $595,449.14 | 56.41% | +1.163% |
| AMZN Amazon.com Inc | 7,989 | $1.23M | $2.03M | - | $798,353.82 | 64.99% | -1.205% |
| APH Amphenol Corporation | 6,124 | $269,945.92 | $483,489.8 | - | $213,543.88 | 79.11% | -5.922% |
| AVGO Broadcom Inc. | 11,239 | $3.89M | $3.88M | - | -$14,540.14 | -0.37% | -4.752% |
| AXP American Express Company | 1,691 | $309,929.39 | $553,667.22 | - | $243,737.83 | 78.64% | +0.841% |
| BAC Bank of America Corporation | 12,120 | $498,474.97 | $719,988.6 | - | $221,513.63 | 44.44% | -5.24% |
| BC Brunswick Corporation | 23,108 | $2.2M | $1.62M | - | -$581,385.86 | -26.38% | -0.735% |
| BNY BlackRock New York Municipal Income Trust | 2,633 | $242,942.51 | $414,671.17 | - | $171,728.66 | 70.69% | -3.178% |
| BRK-A Berkshire Hathaway Inc. | 4 | $3.19M | $3.09M | - | -$103,342.64 | -3.24% | +0.862% |
| BRK-B Berkshire Hathaway Inc. | 2,031 | $947,132.44 | $1.05M | - | $99,573.87 | 10.51% | +0.979% |
| CAT Caterpillar Inc. | 1,653 | $337,613.87 | $1.3M | - | $959,462.17 | 284.19% | -4.14% |
| CLX The Clorox Company | 2,312 | $220,657.28 | $206,554.08 | - | -$14,103.2 | -6.39% | +1.8% |
| COST Costco Wholesale Corporation | 1,115 | $890,701.04 | $1.03M | - | $134,664.11 | 15.12% | +1.64% |
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FAQ
Which stocks have generated the highest profits for Ridgecrest Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $9.09M, NVIDIA Corporation - $7.14M, Alphabet Inc - $5.91M, Apple Inc - $5.4M, and iShares Core Dividend Growth ETF - $2.58M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Sunrun Inc - $750,443.42, Vanguard Short-Term Bond ETF - $699,549.66, Vanguard Short-Term Corporate Bond ETF - $535,808.79, Intel Corporation - $298,924.32, and iShares Core 1-5 Year USD Bond ETF - $294,508.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ridgecrest Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.51M earned over time. The largest contributors to dividend income include iShares Core Dividend Growth ETF - $1.28M, Chevron Corporation - $1.18M, Procter & Gamble Co - $638,979.87, Apple Inc - $531,216.13, and iShares Core S&P 500 ETF - $450,362.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ridgecrest Wealth Partners LLC's monthly returns?
Ridgecrest Wealth Partners LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ridgecrest Wealth Partners LLC's strategy be considered aggressive or moderate?
Ridgecrest Wealth Partners LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ridgecrest Wealth Partners LLC's strategy?
Ridgecrest Wealth Partners LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
