Rba Wealth Management, LLC Purchases in Q4 2024

Rba Wealth Management, LLC

  • $263 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
26.7K
New
$161.44 - $213.89 $4.3M - $5.7M
26.7K $4.34M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
469
+ 3.99%
$260.53 - $404.79 $122K - $190K
12.2K $4.67M
CRM
Salesforce, Inc.

Technology
285
+ 1.76%
$270.87 - $367.87 $77.2K - $105K
16.5K $5.5M
V
Visa Inc.

Financial Services
40
+ 0.18%
$273.87 - $320.91 $11K - $12.8K
22.1K $6.97M
EWBC
East West Bancorp Inc

Financial Services
162
+ 0.29%
$80.04 - $111.23 $13K - $18K
56.5K $5.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.17K
New
$567.81 - $607.81 $662K - $709K
1.17K $683K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
625
+ 2.82%
$172.07 - $207.36 $108K - $130K
22.8K $4.51M
VGT
Vanguard Information Technolog

ETFs
637
+ 14.16%
$571.78 - $647.97 $364K - $413K
5.14K $3.19M
FLS
Flowserve Corp

Industrials
1.67K
+ 2.17%
$51.87 - $62.0 $86.7K - $104K
78.8K $4.53M
CSCO
Cisco Systems, Inc.

Technology
1.09K
+ 1.36%
$52.45 - $60.02 $57.2K - $65.5K
81.1K $4.8M
META
Meta Platforms, Inc.

Communication Services
475
+ 5.58%
$554.08 - $632.68 $263K - $301K
8.98K $5.3M
TMUS
T Mobile Us, Inc.

Communication Services
372
+ 1.81%
$206.1 - $246.94 $76.7K - $91.9K
20.9K $4.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
708
New
$481.22 - $538.17 $341K - $381K
708 $361K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.33K
+ 28.48%
$71.75 - $75.11 $311K - $325K
19.5K $1.4M
RJF
Raymond James Financial Inc

Financial Services
1.57K
New
$123.0 - $170.1 $193K - $267K
1.57K $243K
VICI
Vici Properties Inc.

Real Estate
8.03K
New
$28.27 - $33.19 $227K - $267K
8.03K $234K
VCR
Vanguard Consumer Discretionar

ETFs
294
+ 10.63%
$328.51 - $401.37 $96.6K - $118K
3.06K $1.15M
VFH
Vanguard Financial ETF

ETFs
536
+ 4.98%
$108.87 - $126.2 $58.4K - $67.6K
11.3K $1.33M
ACN
Accenture PLC

Technology
459
+ 7.43%
$343.9 - $376.86 $158K - $173K
6.64K $2.34M
EA
Electronic Arts Inc.

Communication Services
434
+ 1.62%
$140.69 - $167.97 $61.1K - $72.9K
27.2K $3.98M
VOX
Vanguard Communication Service

ETFs
550
+ 10.5%
$144.31 - $163.57 $79.4K - $90K
5.79K $896K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.99K
+ 13.54%
$96.64 - $101.23 $193K - $202K
16.7K $1.62M
EOG
Eog Resources Inc

Energy
846
+ 4.41%
$118.22 - $136.54 $100K - $116K
20K $2.46M
CVX
Chevron Corp

Energy
743
+ 7.7%
$141.15 - $162.53 $105K - $121K
10.4K $1.51M
VDC
Vanguard Consumer Staples ETF

ETFs
282
+ 13.8%
$210.96 - $223.62 $59.5K - $63.1K
2.33K $491K
SPYG
Spdr Portfolio

ETFs
292
+ 8.69%
$81.74 - $91.38 $23.9K - $26.7K
3.65K $321K
VIS
Vanguard Industrial ETF

ETFs
216
+ 6.56%
$254.39 - $279.7 $54.9K - $60.4K
3.51K $893K
VDE
Vanguard Energy ETF

ETFs
219
+ 8.54%
$116.67 - $136.78 $25.6K - $30K
2.78K $337K
VHT
Vanguard Health Care ETF

ETFs
502
+ 13.63%
$250.81 - $283.3 $126K - $142K
4.19K $1.06M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
506
+ 12.04%
$49.87 - $52.46 $25.2K - $26.5K
4.71K $235K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.8K
+ 284.13%
$25.93 - $105.3 $411K - $1.67M
21.4K $596K
VPU
Vanguard Utilities ETF

ETFs
164
+ 13.08%
$160.52 - $179.11 $26.3K - $29.4K
1.42K $231K
VNQ
Vanguard Specialized Funds Van

ETFs
331
+ 13.46%
$87.85 - $98.6 $29.1K - $32.6K
2.79K $248K
VAW
Vanguard Materials ETF

ETFs
133
+ 11.93%
$186.91 - $215.32 $24.9K - $28.6K
1.25K $234K
JEPI
J P Morgan Exchange Traded Fd

ETFs
37
+ 0.81%
$57.53 - $60.83 $2.13K - $2.25K
4.6K $264K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.3K
+ 90.27%
$25.33 - $51.16 $134K - $271K
11.2K $288K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.5K
+ 185.87%
$27.54 - $83.04 $234K - $706K
13.1K $362K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.91K
+ 177.39%
$25.79 - $80.4 $152K - $475K
9.24K $240K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.4K
+ 93.05%
$18.41 - $40.87 $99.3K - $221K
11.2K $207K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.85K
+ 88.1%
$22.63 - $47.53 $178K - $373K
16.8K $380K
EIX
Edison International

Utilities
2.75K
+ 6.86%
$77.93 - $88.36 $214K - $243K
42.8K $3.41M
FIS
Fidelity National Information Services, Inc.

Technology
709
+ 1.38%
$80.14 - $90.95 $56.8K - $64.5K
52.2K $4.22M
SPGI
S&P Global Inc.

Financial Services
151
+ 1.43%
$480.36 - $529.17 $72.5K - $79.9K
10.7K $5.34M
PG
Procter & Gamble CO

Consumer Defensive
85
+ 0.29%
$161.05 - $179.7 $13.7K - $15.3K
29K $4.87M
BDX
Becton Dickinson & CO

Healthcare
604
+ 2.91%
$220.02 - $243.75 $133K - $147K
21.3K $4.84M
HD
Home Depot, Inc.

Consumer Cyclical
121
+ 0.91%
$385.02 - $431.37 $46.6K - $52.2K
13.4K $5.22M
SNPS
Synopsys Inc

Technology
69
+ 0.62%
$485.36 - $588.0 $33.5K - $40.6K
11.2K $5.43M
TSCO
Tractor Supply CO

Consumer Cyclical
55.7K
+ 410.02%
$52.59 - $303.74 $2.93M - $16.9M
69.3K $3.68M
NXPI
Nxp Semiconductors N.V.

Technology
588
+ 4.56%
$207.27 - $255.58 $122K - $150K
13.5K $2.8M
Activity Summary
Buys All Purchases 61 New Holdings 6 Increased Positions 55 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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