Rba Wealth Management, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $247 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.67M, Broadcom Inc. with a value of $7.84M, Autozone Inc with a value of $7.66M, Apple Inc. with a value of $7.63M, and Alphabet Inc. with a value of $7.45M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $229M to 247M.

Below you can find more details about Rba Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $247 Million
Technology: $67.6 Million
Financial Services: $28.5 Million
Healthcare: $28.3 Million
Consumer Cyclical: $26.8 Million
Industrials: $21.4 Million
Communication Services: $16.8 Million
Consumer Defensive: $15.2 Million
ETFs: $13.5 Million
Other: $28.6 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 91
  • Current Value $247 Million
  • Prior Value $229 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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