Riverchase Wealth Management, LLC Portfolio Holdings by Sector
Riverchase Wealth Management, LLC
- $143 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC JCPB DFCF DFIC DUHP VOO DFEM USFR 49 stocks |
$113 Million
96.34% of portfolio
|
  18  
|
  20  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.27 Million
1.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$873,214
0.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KDP 1 stocks |
$743,943
0.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$365,540
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$340,259
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$260,617
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
UFPT 1 stocks |
$231,765
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
AGYS 1 stocks |
$203,837
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|