Riverchase Wealth Management, LLC Portfolio Holdings by Sector
Riverchase Wealth Management, LLC
- $177 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JCPB DFAC DFCF DFIC DUHP VOO DFEM AVUS 55 stocks |
$134 Million
94.88% of portfolio
|
  25  
|
  12  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$2.48 Million
1.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.21 Million
0.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.12 Million
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KDP 1 stocks |
$554,587
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$543,980
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$322,578
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
AGYS 1 stocks |
$295,753
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
SUN 1 stocks |
$233,997
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
UFPT 1 stocks |
$229,340
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$221,778
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|