RIDGELINE WEALTH PLANNING, LLC 13F Portfolio
RIDGELINE WEALTH PLANNING, LLC runs RIDGELINE WEALTH PLANNING, LLC and currently holds 53 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $157.78M. Their top holdings are JPST, DYNF, CGDV, CGGO, CGGR. The top five represent 43.0% of reported portfolio weight. RIDGELINE WEALTH PLANNING, LLC ranks #824 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RIDGELINE WEALTH PLANNING, LLC initiated 3 new positions. They added to 22 existing positions. They trimmed 18 positions. Their current best-performing preview position is LRCX with returns of +102.81%.
Portfolio Value
$157.78M
Alpha Score
25.7
#824 of 1000
Holdings
53
RIDGELINE WEALTH PLANNING, LLC Current 13F Holdings
Reported holdings from RIDGELINE WEALTH PLANNING, LLC's latest SEC 13F filing, ranked by portfolio weight.
53 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 JPST J P MORGAN EXCHANGE TRADED F | 12.68% | $50.47 | $50.29 | -0.36% | Added +0.60% |
 DYNF BLACKROCK ETF TRUST | 9.31% | $55.79 | $70.40 | +26.19% | Added +19.14% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 8.52% | $36.70 | $49.54 | +34.99% | Added +8.37% |
 CGGO CAPITAL GROUP GBL GROWTH EQT | 7.08% | $29.42 | $39.46 | +34.13% | Trimmed -22.50% |
 CGGR CAPITAL GROUP GROWTH ETF | 5.44% | $40.37 | $48.40 | +19.89% | Added +17.81% |
 QQQ INVESCO QQQ TR | 4.18% | $517.36 | $751.27 | +45.21% | Trimmed -16.04% |
 DIVI FRANKLIN TEMPLETON ETF TR | 3.70% | $32.25 | $42.39 | +31.44% | Trimmed -1.53% |
 EMXC ISHARES INC | 2.30% | $56.46 | $99.02 | +75.38% | Trimmed -10.21% |
 BAI BLACKROCK ETF TRUST | 1.51% | $37.65 | $48.19 | +27.99% | Added +28.86% |
 LRCX LAM RESEARCH CORP | 1.35% | $112.46 | $318.84 | +183.51% | Added +12.54% |
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