Rf&L Wealth Management, LLC Portfolio Holdings by Sector
Rf&L Wealth Management, LLC
- $140 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAT DFAC DFUS DFUV BSV DFAS DFIV VOO 32 stocks |
$91.4 Million
65.92% of portfolio
|
15
|
9
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$6.77 Million
4.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.28 Million
4.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD SQ 3 stocks |
$5.34 Million
3.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4.87 Million
3.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$4.34 Million
3.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.33 Million
3.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$4.02 Million
2.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$2.55 Million
1.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.77 Million
1.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT BSX 2 stocks |
$1.52 Million
1.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$1.23 Million
0.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.2 Million
0.87% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI 1 stocks |
$1.11 Million
0.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$693,532
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$656,671
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$292,851
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL 1 stocks |
$284,120
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|