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Teresa Douberly

@Ridgeline Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$122.708MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc
Recent Activity
New Position
0.2%
$237,270
1,082 shares@ $219.29 avg price
IVWIshares Tr
Recent Activity
New Position
0.2%
$233,316
2,298 shares@ $101.54 avg price
TFISpdr Ser Tr
Recent Activity
New Position
0.18%
$215,737
4,729 shares@ $45.63 avg price
ETNEaton Corp Plc
Recent Activity
New Position
0.18%
$214,886
648 shares@ $331.62 avg price
IWRIshares Tr
Recent Activity
New Position
0.18%
$214,105
2,422 shares@ $88.41 avg price