Teresa Douberly

@Ridgeline Wealth, Llc

Latest period2024 - Q4

Reported12d ago

Managed Assets$122.708M

Total holdings55

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgeline Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Ridgeline Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 122.708M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GBILGoldman Sachs Etf Tr Recent Activity New Position	0.45%	$545,263 5,457 shares@ $99.92 avg price	New Position
IUSBIshares Tr Recent Activity New Position	0.44%	$533,882 11,812 shares@ $45.2 avg price	New Position
TPIFTimothy Plan Recent Activity New Position	0.43%	$522,625 19,662 shares@ $26.59 avg price	New Position
IWBIshares Tr Recent Activity New Position	0.41%	$502,875 1,561 shares@ $322.15 avg price	New Position
IVLUIshares Tr Recent Activity New Position	0.4%	$488,788 18,030 shares@ $27.11 avg price	New Position
IEMGIshares Inc Recent Activity New Position	0.39%	$474,300 9,083 shares@ $52.22 avg price	New Position
EMGFIshares Inc Recent Activity New Position	0.35%	$426,087 9,421 shares@ $45.23 avg price	New Position
PSECProspect Cap Corp Recent Activity New Position	0.34%	$406,580 94,334 shares@ $4.32 avg price	New Position
DYNFBlackrock Etf Trust Recent Activity New Position	0.32%	$382,376 7,461 shares@ $51.25 avg price	New Position
IVEIshares Tr Recent Activity New Position	0.32%	$382,281 2,003 shares@ $190.86 avg price	New Position