Rainsberger Wealth Advisors, Inc. Portfolio Holdings

Rainsberger Wealth Advisors, Inc.

  • $182 Million
  • Q4 2023

Rainsberger Wealth Advisors, Inc. has filed its 13F form on January 26, 2024 for Q4 2023 where it was disclosed a total value porftolio of $182 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $11.3M, Schwab Strategic Tr Us Broad M with a value of $11.3M, Ishares Msci Usa Momentum Fact with a value of $8.03M, Ishares Barclays 3 7 Yr Treas with a value of $7.96M, and Schwab Strategic U.S. Mid Cap with a value of $7.67M.

Examining the 13F form we can see an increase of $19M in the current position value, from $163M to 182M.

Rainsberger Wealth Advisors, Inc. is based out at Colorado Springs, CO

Below you can find more details about Rainsberger Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
ETFs: $130 Million
Technology: $16 Million
Financial Services: $7.26 Million
Consumer Defensive: $4.47 Million
Basic Materials: $4.26 Million
Healthcare: $4.08 Million
Energy: $3.93 Million
Consumer Cyclical: $3.33 Million
Other: $1.41 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $182 Million
  • Prior Value $163 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 26, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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