Riverchase Wealth Management, LLC Portfolio Holdings by Sector
Riverchase Wealth Management, LLC
- $158 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC JCPB DFCF DFIC DUHP VOO DFEM AVUS 54 stocks |
$125 Million
96.12% of portfolio
|
  28  
|
  13  
|
  6  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.23 Million
0.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.21 Million
0.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KDP 1 stocks |
$718,724
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$493,020
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
AGYS 1 stocks |
$322,138
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$308,416
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
UFPT 1 stocks |
$280,540
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$263,065
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$231,697
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|