Rf&L Wealth Management, LLC Portfolio Holdings by Sector
Rf&L Wealth Management, LLC
- $131 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAT DFAC DFUS DFUV BSV DFAS DFIV VBR 32 stocks |
$87.3 Million
67.01% of portfolio
|
  17  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$6.54 Million
5.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.96 Million
4.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SQ 2 stocks |
$5.09 Million
3.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4.95 Million
3.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.32 Million
3.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$3.59 Million
2.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$3.58 Million
2.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$2.37 Million
1.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.48 Million
1.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$1.09 Million
0.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$1.05 Million
0.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
OHI 1 stocks |
$996,363
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$995,541
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$412,088
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$227,562
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$218,035
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
RVNC 1 stocks |
$123,360
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|