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:
77.51%
Gain -1.82%
Monthly
1.1%
Yearly
13.98%
Drawdown
22.49%
$203.16M
Equity
Holdings
$203.16M
Investment
$133.41M
$103.29M
Profit -$3.01M
Realized
$33.54M
Unrealized
$69.74M
Dividends
$14.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.82%
Profit
-$3.01M
Win %
81%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$2.31M
Win %
81%
This Month
Compared to last month
Gain
-0.14%
Profit
-$293,727.26
Win %
81%
This Year
Compared to last year
Gain
12.14%
Profit
$21.99M
Win %
78%
INTC Intel Corporation
+3.8%
+$34,309.43 
AVGO Broadcom Inc.
+2.93%
+$242,443.47 
GOOG Alphabet Inc
+2.41%
+$151,151.7 
GOOGL Alphabet Inc
+2.3%
+$351,043.99 
TSLS Direxion Daily TSLA Bear 1X Shares
+2.04%
+$5,526.72 
AMZN Amazon.com Inc
+2.01%
+$36,802.85 
MSFT Microsoft Corp.
+2%
+$118,970.64 
VLO Valero Energy Corporation
+1.66%
+$5,170.59 
MPC Marathon Petroleum Corporation
+1.66%
+$5,180 
RTX RTX Corporation
+1.54%
+$5,203.29 
IBM International Business Machines Corporation
+1.52%
+$21,488.17 
CVX Chevron Corporation
+1.39%
+$71,456.58 
ABT Abbott Laboratories
+1.12%
+$7,585.87 
XOM Exxon Mobil Corporation
+1%
+$14,097 
META Meta Platforms Inc Class A
+0.88%
+$8,863.54 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$8,377.44 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$3,649.4 
QQQM Invesco NASDAQ 100 ETF
+0.73%
+$2,982.72 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.72%
+$1,680 
V Visa Inc. Class A
+0.7%
+$1,830.92 
HON Honeywell International Inc.
+0.67%
+$1,546.5 
NVDA NVIDIA Corporation
+0.6%
+$86,129.56 
VUG Vanguard Growth ETF
+0.52%
+$1,977.36 
DSI iShares MSCI KLD 400 Social ETF
+0.43%
+$1,212.61 
MID American Century Mid Cap Growth Impact ETF
+0.3%
+$819.6 
AMAT Applied Materials, Inc.
+0.3%
+$8,840.64 
LMT Lockheed Martin Corporation
+0.29%
+$572.32 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.27%
+$950.2 
QCOM QUALCOMM Incorporated
+0.27%
+$753.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$3,138.17 
IVV iShares Core S&P 500 ETF
+0.24%
+$18,300.34 
T AT&T Inc.
+0.23%
+$876.3 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$6,352.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.22%
+$14,426.73 
VOO Vanguard S&P 500 ETF
+0.21%
+$23,258.12 
VOTE TCW Transform 500 ETF
+0.19%
+$822.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$1,082.72 
SPGI S&P Global Inc.
+0.14%
+$2,938.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.12%
+$359.92 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$998.88 
AMGN Amgen Inc.
+0.08%
+$1,181.88 
BNY BlackRock New York Municipal Income Trust
+0.03%
+$90.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$102.75 
ORCL Oracle Corporation
-3.51%
-$12,396.48 
AAPL Apple Inc.
-2.84%
-$734,601.15 
RUN Sunrun Inc.
-2.28%
-$21,330 
TSLA Tesla, Inc.
-2.07%
-$31,520.55 
PEP PepsiCo, Inc.
-1.94%
-$5,780.16 
BC Brunswick Corporation
-1.91%
-$36,545.28 
NFLX Netflix, Inc.
-1.75%
-$21,847.85 
HD The Home Depot, Inc.
-1.61%
-$8,654.6 
XYL Xylem Inc.
-1.56%
-$4,131.33 
MRK Merck & Co., Inc.
-1.46%
-$12,718.68 
ADBE Adobe Inc.
-1.45%
-$3,087.75 
PSA Public Storage Common Stock
-1.43%
-$4,952.15 
CAT Caterpillar Inc.
-1.43%
-$20,916.05 
WMT Walmart Inc.
-1.42%
-$7,055.75 
F Ford Motor Company
-1.41%
-$2,666.4 
NEE NextEra Energy, Inc.
-0.99%
-$2,934.8 
AEP American Electric Power Company, Inc.
-0.96%
-$2,056.57 
DIS The Walt Disney Company
-0.96%
-$5,123 
LLY Eli Lilly and Company
-0.91%
-$9,214.89 
JNJ Johnson & Johnson
-0.86%
-$12,975.71 
WFC Wells Fargo & Company
-0.84%
-$10,206.21 
GS The Goldman Sachs Group, Inc.
-0.83%
-$2,121.59 
BAC Bank of America Corporation
-0.77%
-$5,517.33 
PG Procter & Gamble Co
-0.71%
-$24,179.86 
UNP Union Pacific Corporation
-0.71%
-$8,854.41 
XLU Utilities Select Sector SPDR Fund
-0.61%
-$1,438.25 
AXP American Express Company
-0.54%
-$3,047.45 
PFE Pfizer Inc.
-0.5%
-$3,092.23 
VHT Vanguard Health Care ETF
-0.47%
-$2,067.84 
PM Philip Morris International Inc.
-0.47%
-$4,464.9 
COST Costco Wholesale Corporation
-0.46%
-$4,639.04 
MCK McKesson Corporation
-0.41%
-$3,563.52 
IUSV iShares Core S&P U.S. Value ETF
-0.41%
-$1,449 
MO Altria Group, Inc.
-0.39%
-$1,670.69 
VZ Verizon Communications Inc.
-0.39%
-$1,969.62 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.39%
-$4,148.65 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$24,675.08 
DGRO iShares Core Dividend Growth ETF
-0.35%
-$48,384 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$3,035.56 
JPM JPMorgan Chase & Co.
-0.32%
-$7,416.43 
SDY SPDR S&P Dividend ETF
-0.32%
-$1,334.76 
MCD McDonald's Corporation
-0.31%
-$1,343.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.31%
-$1,040.06 
GILD Gilead Sciences Inc.
-0.3%
-$1,773.25 
HDV iShares Core High Dividend ETF
-0.3%
-$8,192.73 
ABBV AbbVie Inc.
-0.27%
-$5,669.92 
LVHI Franklin International Low Volatility High Dividend ETF
-0.26%
-$671 
NSC Norfolk Southern Corporation
-0.2%
-$2,760.8 
CSCO Cisco Systems, Inc.
-0.14%
-$4,313.28 
VYM Vanguard High Dividend Yield ETF
-0.11%
-$2,914.14 
GLD SPDR Gold Shares
-0.1%
-$316.81 
KO The Coca-Cola Company
-0.05%
-$1,132.64 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$1,306.8 Events
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Dividends
Dividend Analysis
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| Trades 1443 | Longs Won 908/1443 62% | Profit Factor 8.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $349,212.17 |
| Average Win $129,550.46 | Best Trade (Jul 20) $5.64M | Sharpe Ratio -12.77 |
| Average Loss -$26,810.64 | Worst Trade (Jul 24) -$940,369.58 | Z-Score 3.68 (99.98%) |
| Commissions $0 | Avg. Trade Length 2y 5m 2w 2d | Expectancy $71,578.74 |
| 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 | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $7.2M, NVIDIA Corporation - $6.89M, Alphabet Inc - $5.9M, Apple Inc - $5.3M, 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 - $423,850.55, 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 $14.29M earned over time. The largest contributors to dividend income include iShares Core Dividend Growth ETF - $1.28M, Chevron Corporation - $1.13M, Procter & Gamble Co - $614,496.24, Apple Inc - $510,429.1, and iShares Core S&P 500 ETF - $449,907.12. 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.
