Rw Investment Management LLC Incresed Positions in Q2 2025

Rw Investment Management LLC

  • $897 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
13K
+ 2.7%
$243.75 - $303.93 $3.16M - $3.94M
493K $150B
DUHP
Dimensional ETF Tr Dimensional

ETFs
296K
+ 37.86%
$29.36 - $35.56 $8.69M - $10.5M
1.08M $38.3B
AVUV
American Centy ETF Tr Avantis

ETFs
95.5K
+ 39.86%
$75.17 - $91.21 $7.18M - $8.71M
335K $30.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
55.2K
+ 3.1%
$23.4 - $29.68 $1.29M - $1.64M
1.84M $54.5B
MSFT
Microsoft Corp

Technology
1.51K
+ 13.84%
$354.56 - $497.45 $534K - $749K
12.4K $6.16B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.43K
+ 0.77%
$77.94 - $79.5 $657K - $670K
1.1M $87.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
352
+ 2.58%
$456.74 - $568.03 $161K - $200K
14K $7.96B
AVGO
Broadcom Inc.

Technology
1.52K
+ 36.35%
$146.29 - $275.65 $222K - $418K
5.69K $1.57B
JPM
Jpmorgan Chase & CO

Financial Services
1.37K
+ 14.73%
$210.28 - $289.91 $289K - $398K
10.7K $3.1B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.37K
+ 0.12%
$77.74 - $78.78 $106K - $108K
1.17M $92.1B
ETN
Eaton Corp PLC

Industrials
450
+ 24.44%
$246.52 - $356.99 $111K - $161K
2.29K $818M
BA
Boeing CO

Industrials
620
+ 15.23%
$136.59 - $217.51 $84.7K - $135K
4.69K $983M
AAPL
Apple Inc.

Technology
3.57K
+ 13.14%
$172.42 - $223.89 $615K - $799K
30.7K $6.3B
GOOGL
Alphabet Inc.

Communication Services
1K
+ 36.48%
$144.7 - $178.6 $145K - $179K
3.74K $659M
AMZN
Amazon Com Inc

Consumer Cyclical
511
+ 17.26%
$167.32 - $223.3 $85.5K - $114K
3.47K $762M
CAT
Caterpillar Inc

Industrials
351
+ 56.16%
$273.94 - $388.21 $96.2K - $136K
976 $379M
GOOG
Alphabet Inc.

Communication Services
716
+ 37.21%
$146.58 - $180.01 $105K - $129K
2.64K $468M
Morgan Stanley ETF Trust
96
+ 0.46%
N/A
20.8K $1.59B
RTX
Raytheon Technologies Corp

Industrials
850
+ 30.41%
$113.75 - $148.48 $96.7K - $126K
3.65K $532M
DE
Deere & CO

Industrials
56
+ 1.65%
$412.99 - $531.48 $23.1K - $29.8K
3.45K $1.76B
USB
Us Bancorp \De\

Financial Services
101
+ 0.2%
$36.4 - $45.76 $3.68K - $4.62K
50.1K $2.27B
DFSU
Dimensional ETF Tr Dimen Us Su
755
+ 2.08%
N/A
37.1K $1.46B
TSLA
Tesla, Inc.

Consumer Cyclical
146
+ 8.9%
$221.86 - $362.89 $32.4K - $53K
1.79K $567M
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.08%
$81.79 - $99.98 $818 - $1K
12.6K $1.23B
CSCO
Cisco Systems, Inc.

Technology
1.43K
+ 42.04%
$53.19 - $69.38 $76.2K - $99.4K
4.84K $336M
DFSE
Dimensional ETF Tr Dimen Emrgn
6
+ 0.02%
N/A
27.4K $1.04B
LMT
Lockheed Martin Corp

Industrials
158
+ 11.42%
$430.82 - $486.45 $68.1K - $76.9K
1.54K $714M
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 19.32%
$335.24 - $380.78 $72.1K - $81.9K
1.33K $487M
T
At&T Inc.

Communication Services
2.33K
+ 29.12%
$26.33 - $28.94 $61.2K - $67.3K
10.3K $298M
EMR
Emerson Electric CO

Industrials
32
+ 1.56%
$94.15 - $133.33 $3.01K - $4.27K
2.08K $278M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
61
+ 0.7%
$30.87 - $39.17 $1.88K - $2.39K
8.81K $345M
Morgan Stanley ETF Trust
58
+ 1.22%
N/A
4.82K $313M
WFC
Wells Fargo & Company

Financial Services
142
+ 4.94%
$60.98 - $80.12 $8.66K - $11.4K
3.01K $241M
KO
Coca Cola CO

Consumer Defensive
500
+ 8.45%
$68.37 - $73.9 $34.2K - $37K
6.42K $454M
LOW
Lowes Companies Inc

Consumer Cyclical
203
+ 6.24%
$210.83 - $235.28 $42.8K - $47.8K
3.46K $767M
IDA
Idacorp Inc

Utilities
100
+ 0.73%
$111.01 - $119.72 $11.1K - $12K
13.8K $1.59B
CVX
Chevron Corp

Energy
656
+ 14.85%
$133.73 - $168.51 $87.7K - $111K
5.07K $726M
XOM
Exxon Mobil Corp

Energy
607
+ 7.53%
$99.93 - $119.04 $60.7K - $72.3K
8.67K $935M
UNH
Unitedhealth Group Inc

Healthcare
188
+ 39.41%
$274.35 - $599.47 $51.6K - $113K
665 $207M
JNJ
Johnson & Johnson

Healthcare
196
+ 3.52%
$146.36 - $159.82 $28.7K - $31.3K
5.76K $879M
AMGN
Amgen Inc

Healthcare
12
+ 0.62%
$262.28 - $309.85 $3.15K - $3.72K
1.94K $541M
OKE
Oneok Inc

Energy
700
+ 5.25%
$78.71 - $100.37 $55.1K - $70.3K
14K $1.15B
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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