RIDGELINE WEALTH, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 3K | $261.77K |
 | AAPL | 2K | $566.01K |
 | AEP | 2K | $203.06K |
 | GOOGL | 1K | $444.30K |
 | BRK-B | 1K | $693.66K |
 | AJG | 1K | $335.13K |
 | AMZN | 1K | $282.41K |
 | JNJ | 990 | $204.78K |
 | MSFT | 744 | $359.91K |
 | GEV | 403 | $263.39K |
The Southern Company
SO
Shares Held
3K
Value
$261.77K
Apple Inc.
AAPL
Shares Held
2K
Value
$566.01K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$203.06K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$444.30K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$693.66K
Arthur J. Gallagher & Co.
AJG
Shares Held
1K
Value
$335.13K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$282.41K
Johnson & Johnson
JNJ
Shares Held
990
Value
$204.78K
Microsoft Corporation
MSFT
Shares Held
744
Value
$359.91K
GE Vernova Inc.
GEV
Shares Held
403
Value
$263.39K