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:
53.26%
Gain +0.26%
Monthly
0.78%
Yearly
9.81%
Drawdown
16.22%
$203.7M
Equity
Holdings
$203.7M
Investment
$133.4M
$104.16M
Profit +$635,395.37
Realized
$33.86M
Unrealized
$70.3M
Dividends
$13.86M
Goals
Avg. 85% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$635,395.37
Win %
83%
This Week
Compared To Last Week
Gain
-1.89%
Profit
-$3.93M
Win %
83%
This Month
Compared to last month
Gain
-2.17%
Profit
-$4.53M
Win %
83%
This Year
Compared to last year
Gain
3.48%
Profit
$7.84M
Win %
81%
INTC Intel Corporation
+6.48%
+$72,040.32 
QCOM QUALCOMM Incorporated
+4.28%
+$14,209.14 
RUN Sunrun Inc.
+2.71%
+$26,860 
AMAT Applied Materials, Inc.
+2.64%
+$82,005.93 
GS The Goldman Sachs Group, Inc.
+2.61%
+$6,496.8 
T AT&T Inc.
+2.48%
+$9,989.82 
VZ Verizon Communications Inc.
+2.46%
+$13,381.83 
JPM JPMorgan Chase & Co.
+2.3%
+$49,579.81 
AXP American Express Company
+2.18%
+$10,974.07 
PM Philip Morris International Inc.
+2.01%
+$18,008.43 
TSLA Tesla, Inc.
+1.88%
+$29,982.51 
WFC Wells Fargo & Company
+1.62%
+$18,537.81 
UNP Union Pacific Corporation
+1.58%
+$17,667.25 
BAC Bank of America Corporation
+1.52%
+$9,860.76 
CAT Caterpillar Inc.
+1.49%
+$22,127.8 
SPGI S&P Global Inc.
+1.36%
+$26,304.96 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$4,328.17 
NEE NextEra Energy, Inc.
+1.3%
+$3,685.18 
ABBV AbbVie Inc.
+1.3%
+$24,305.27 
VLO Valero Energy Corporation
+1.2%
+$3,082.27 
BC Brunswick Corporation
+1.15%
+$22,379.52 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$11,572.55 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$2,484.26 
NSC Norfolk Southern Corporation
+1.07%
+$13,438.6 
JNJ Johnson & Johnson
+1.05%
+$14,812.5 
V Visa Inc. Class A
+1.05%
+$2,431.53 
MPC Marathon Petroleum Corporation
+1.03%
+$2,680 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$27,156 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$4,317.57 
XYL Xylem Inc.
+0.91%
+$2,141.37 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$8,002.84 
HDV iShares Core High Dividend ETF
+0.87%
+$23,132.4 
PG Procter & Gamble Co
+0.85%
+$28,360.49 
SDY SPDR S&P Dividend ETF
+0.82%
+$3,364.14 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$2,323.33 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$21,856 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$2,646 
CVX Chevron Corporation
+0.75%
+$38,328.93 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$2,447.21 
HD The Home Depot, Inc.
+0.73%
+$3,795.3 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$3,054.44 
MO Altria Group, Inc.
+0.72%
+$2,966.91 
COST Costco Wholesale Corporation
+0.72%
+$7,437.36 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.71%
+$2,518.11 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$94,080 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,971.37 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$1,963.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.66%
+$1,560 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$6,666.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$40,062 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$7,836.7 
AEP American Electric Power Company, Inc.
+0.59%
+$1,225.88 
IVV iShares Core S&P 500 ETF
+0.58%
+$44,457.82 
VOO Vanguard S&P 500 ETF
+0.58%
+$62,605.22 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$15,993.59 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$39,302.83 
GOOGL Alphabet Inc
+0.56%
+$88,036.44 
HON Honeywell International Inc.
+0.55%
+$2,495.02 
MID American Century Mid Cap Growth Impact ETF
+0.51%
+$1,346.4 
GOOG Alphabet Inc
+0.46%
+$29,687.28 
WMT Walmart Inc.
+0.45%
+$2,366.39 
VOTE TCW Transform 500 ETF
+0.43%
+$1,859.33 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,536.67 
LVHI Franklin International Low Volatility High Dividend ETF
+0.39%
+$976 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$3,390.75 
PEP PepsiCo, Inc.
+0.38%
+$1,173.42 
PSA Public Storage Common Stock
+0.35%
+$1,248.91 
AMGN Amgen Inc.
+0.34%
+$5,149.63 
XOM Exxon Mobil Corporation
+0.29%
+$4,048.03 
VUG Vanguard Growth ETF
+0.22%
+$853.86 
NVDA NVIDIA Corporation
+0.18%
+$26,121.26 
PFE Pfizer Inc.
+0.15%
+$989.52 
MSFT Microsoft Corp.
+0.13%
+$7,860.84 
KO The Coca-Cola Company
+0.1%
+$2,265.28 
GLD SPDR Gold Shares
+0.06%
+$202.39 
ORCL Oracle Corporation
+0.05%
+$251.25 
ADBE Adobe Inc.
-6.71%
-$13,147.55 
LLY Eli Lilly and Company
-2.41%
-$24,041.26 
TSLS Direxion Daily TSLA Bear 1X Shares
-1.78%
-$4,702.56 
ABT Abbott Laboratories
-1.68%
-$10,181.93 
LMT Lockheed Martin Corporation
-1.54%
-$3,312.4 
AAPL Apple Inc.
-1.52%
-$348,336 
MRK Merck & Co., Inc.
-1.41%
-$11,658.79 
AMZN Amazon.com Inc
-1.23%
-$21,918.8 
NFLX Netflix, Inc.
-1.14%
-$16,861.83 
IBM International Business Machines Corporation
-0.97%
-$17,790.28 
AVGO Broadcom Inc.
-0.94%
-$80,889.12 
CSCO Cisco Systems, Inc.
-0.6%
-$19,679.34 
MCK McKesson Corporation
-0.36%
-$2,908.16 
RTX RTX Corporation
-0.34%
-$1,101.89 
DIS The Walt Disney Company
-0.31%
-$1,689.5 
META Meta Platforms Inc Class A
-0.23%
-$2,035.78 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$666.6 
GILD Gilead Sciences Inc.
-0.21%
-$1,124.5 
VHT Vanguard Health Care ETF
-0.13%
-$531.31 
MCD McDonald's Corporation
-0.02%
-$96.54 Events
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Dividends
Dividend Analysis
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| Trades 1444 | Longs Won 929/1444 64% | Profit Factor 8.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $351,357.91 |
| Average Win $126,938.07 | Best Trade (Jun 12) $5.9M | Sharpe Ratio -10.42 |
| Average Loss -$26,725.87 | Worst Trade (Jun 10) -$875,451.62 | Z-Score 12.33 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 4w 1d | Expectancy $72,134.1 |
| 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 | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
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