Teresa Douberly

@Ridgeline Wealth, Llc

Latest period2024 - Q4

Reported13d 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
AJGGallagher Arthur J & Co Recent Activity New Position	0.3%	$367,586 1,295 shares@ $283.86 avg price	New Position
SUSLIshares Tr Recent Activity New Position	0.29%	$345,202 3,350 shares@ $103.05 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	0.26%	$306,939 728 shares@ $421.62 avg price	New Position
IFRAIshares Tr Recent Activity New Position	0.24%	$287,741 6,216 shares@ $46.3 avg price	New Position
EMXCIshares Inc Recent Activity New Position	0.24%	$287,224 5,180 shares@ $55.45 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.22%	$263,411 1,392 shares@ $189.24 avg price	New Position
MBBIshares Tr Recent Activity New Position	0.22%	$260,208 2,838 shares@ $91.69 avg price	New Position
IVVIshares Tr Recent Activity New Position	0.21%	$253,427 431 shares@ $588.0 avg price	New Position
DFACDimensional Etf Trust Recent Activity New Position	0.21%	$250,328 7,237 shares@ $34.6 avg price	New Position
TLTIshares Tr Recent Activity New Position	0.21%	$247,242 2,831 shares@ $87.34 avg price	New Position