Rba Wealth Management, LLC Purchases and Sells in Q4 2024

Rba Wealth Management, LLC

$263 Million
Q4 2024

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LULU	469 + 3.99%	$260.53 - $404.79 $122K - $190K	12.2K $4.67M
CRM	285 + 1.76%	$270.87 - $367.87 $77.2K - $105K	16.5K $5.5M
V	40 + 0.18%	$273.87 - $320.91 $11K - $12.8K	22.1K $6.97M
EWBC	162 + 0.29%	$80.04 - $111.23 $13K - $18K	56.5K $5.41M
TSM	625 + 2.82%	$172.07 - $207.36 $108K - $130K	22.8K $4.51M
VGT	637 + 14.16%	$571.78 - $647.97 $364K - $413K	5.14K $3.19M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMAT	26.7K New	$161.44 - $213.89 $4.3M - $5.7M	26.7K $4.34M
SPY	1.17K New	$567.81 - $607.81 $662K - $709K	1.17K $683K
TGT	3.24K New	$121.59 - $160.69 $394K - $520K	3.24K $437K
QQQ	708 New	$481.22 - $538.17 $341K - $381K	708 $361K
RJF	1.57K New	$123.0 - $170.1 $193K - $267K	1.57K $243K
VICI	8.03K New	$28.27 - $33.19 $227K - $267K	8.03K $234K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACGL	-225 - 0.35%	$88.71 - $114.86 $20K - $25.8K	64.9K $6M
UNH	-776 - 15.57%	$485.52 - $625.25 $377K - $485K	4.21K $2.13M
MSFT	-85 - 0.41%	$406.35 - $454.46 $34.5K - $38.6K	20.4K $8.61M
WM	-140 - 0.44%	$201.79 - $228.46 $28.3K - $32K	31.7K $6.4M
TECK	-671 - 7.18%	$39.99 - $52.38 $26.8K - $35.1K	8.68K $351K
OTTR	-580 - 7.16%	$73.59 - $85.52 $42.7K - $49.6K	7.53K $555K

Activity Summary All Purchases 61 New Holdings 6 Increased Positions 55 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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