RIDGELINE WEALTH, LLC
RIDGELINE WEALTH, LLC runs RIDGELINE WEALTH, LLC and currently holds 52 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $139.60M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RIDGELINE WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RIDGELINE WEALTH, LLC's portfolio at RIDGELINE WEALTH, LLC has delivered returns of +18.90%. Their 3-year annualized return is +16.79%. Looking at the 5-year horizon, RIDGELINE WEALTH, LLC has achieved +16.79% annualized returns at RIDGELINE WEALTH, LLC.
Portfolio Value
$139.60M
Alpha Score
15.5
#0 of 1000
Holdings
52
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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