Rba Wealth Management, LLC Purchases in Q1 2025

Rba Wealth Management, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CBOE
Cboe Global Markets, Inc.

Financial Services
24.1K
New
$190.84 - $226.29 $4.59M - $5.44M
24.1K $5.44M
AEP
American Electric Power CO Inc

Utilities
47.1K
New
$90.32 - $109.27 $4.25M - $5.15M
47.1K $5.15M
URI
United Rentals, Inc.

Industrials
6.84K
New
$594.17 - $789.56 $4.07M - $5.4M
6.84K $4.29M
PVH
Pvh Corp.

Consumer Cyclical
58.1K
New
$63.81 - $107.78 $3.71M - $6.27M
58.1K $3.76M
MHK
Mohawk Industries Inc

Consumer Cyclical
30.7K
New
$110.92 - $130.83 $3.4M - $4.01M
30.7K $3.5M
TFX
Teleflex Inc

Healthcare
21.4K
New
$130.79 - $183.66 $2.8M - $3.93M
21.4K $2.96M
VICI
Vici Properties Inc.

Real Estate
53.4K
+ 664.99%
$28.21 - $32.68 $1.51M - $1.75M
61.5K $2M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
TMUS
T Mobile Us, Inc.

Communication Services
311
+ 1.49%
$211.3 - $272.83 $65.7K - $84.9K
21.2K $5.66M
TGT
Target Corp

Consumer Defensive
10.6K
+ 327.17%
$103.65 - $142.5 $1.1M - $1.51M
13.8K $1.44M
CI
Cigna Corp

Healthcare
603
+ 5.3%
$274.49 - $329.0 $166K - $198K
12K $3.94M
V
Visa Inc.

Financial Services
106
+ 0.48%
$306.92 - $362.71 $32.5K - $38.4K
22.2K $7.77M
MDT
Medtronic PLC

Healthcare
2.13K
+ 4.22%
$79.84 - $94.5 $170K - $201K
52.7K $4.73M
ACGL
Arch Capital Group Ltd.

Financial Services
762
+ 1.17%
$88.13 - $96.94 $67.2K - $73.9K
65.7K $6.32M
CSCO
Cisco Systems, Inc.

Technology
1.14K
+ 1.4%
$58.74 - $64.87 $66.8K - $73.8K
82.3K $5.08M
PLD
Prologis, Inc.

Real Estate
261
+ 0.69%
$103.59 - $124.04 $27K - $32.4K
38K $4.25M
PG
Procter & Gamble CO

Consumer Defensive
921
+ 3.17%
$158.56 - $176.26 $146K - $162K
30K $5.11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.61K
+ 13.37%
$71.17 - $73.66 $186K - $192K
22.1K $1.63M
JNJ
Johnson & Johnson

Healthcare
1.31K
New
$142.06 - $167.7 $186K - $219K
1.31K $216K
XOM
Exxon Mobil Corp

Energy
1.74K
New
$105.44 - $118.93 $184K - $207K
1.74K $207K
BDX
Becton Dickinson & CO

Healthcare
621
+ 2.91%
$222.79 - $249.08 $138K - $155K
22K $5.03M
EOG
Eog Resources Inc

Energy
516
+ 2.58%
$120.54 - $138.05 $62.2K - $71.2K
20.5K $2.63M
EA
Electronic Arts Inc.

Communication Services
978
+ 3.59%
$116.53 - $146.29 $114K - $143K
28.2K $4.08M
QCOM
Qualcomm Inc

Technology
485
+ 1.61%
$151.94 - $175.86 $73.7K - $85.3K
30.6K $4.7M
VFH
Vanguard Financial ETF

ETFs
148
+ 1.31%
$114.07 - $127.34 $16.9K - $18.8K
11.4K $1.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
490
+ 4.38%
$18.36 - $20.51 $9K - $10K
11.7K $231K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
402
+ 2.4%
$22.46 - $23.26 $9.03K - $9.35K
17.2K $397K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
114
+ 2.42%
$49.42 - $50.43 $5.63K - $5.75K
4.82K $241K
EWBC
East West Bancorp Inc

Financial Services
3.81K
+ 6.75%
$84.35 - $103.91 $322K - $396K
60.3K $5.41M
JEPI
J P Morgan Exchange Traded Fd

ETFs
38
+ 0.83%
$56.17 - $59.71 $2.13K - $2.27K
4.64K $265K
SPYG
Spdr Portfolio

ETFs
209
+ 5.72%
$80.05 - $92.39 $16.7K - $19.3K
3.86K $310K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
109
+ 0.83%
$25.58 - $29.24 $2.79K - $3.19K
13.2K $345K
SCHA
Schwab Strategic Tr Us Small C

ETFs
155
+ 1.39%
$23.16 - $27.04 $3.59K - $4.19K
11.3K $265K
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 1.13%
$468.34 - $539.52 $3.75K - $4.32K
716 $335K
META
Meta Platforms, Inc.

Communication Services
158
+ 1.76%
$576.36 - $736.67 $91.1K - $116K
9.14K $5.27M
ACN
Accenture PLC

Technology
688
+ 10.36%
$300.91 - $398.25 $207K - $274K
7.33K $2.29M
SCHG
Schwab Strategic Tr Us Large C

ETFs
83
+ 0.39%
$24.91 - $29.02 $2.07K - $2.41K
21.5K $538K
NVDA
Nvidia Corp

Technology
132
+ 4.01%
$106.98 - $149.43 $14.1K - $19.7K
3.42K $370K
NXPI
Nxp Semiconductors N.V.

Technology
801
+ 5.94%
$189.99 - $245.86 $152K - $197K
14.3K $2.72M
MET
Metlife Inc

Financial Services
300
+ 0.39%
$77.7 - $87.0 $23.3K - $26.1K
77.5K $6.22M
ASML
Asml Holding Nv

Technology
122
+ 1.7%
$662.63 - $776.99 $80.8K - $94.8K
7.31K $4.84M
FIS
Fidelity National Information Services, Inc.

Technology
1.57K
+ 3.01%
$68.12 - $83.42 $107K - $131K
53.8K $4.02M
HD
Home Depot, Inc.

Consumer Cyclical
171
+ 1.27%
$347.25 - $424.87 $59.4K - $72.7K
13.6K $4.98M
AMAT
Applied Materials Inc

Technology
1.2K
+ 4.5%
$145.06 - $195.51 $174K - $235K
27.9K $4.04M
KBH
Kb Home

Consumer Cyclical
1.76K
+ 2.8%
$57.73 - $70.05 $101K - $123K
64.4K $3.75M
EXP
Eagle Materials Inc

Basic Materials
380
+ 1.74%
$207.49 - $262.13 $78.8K - $99.6K
22.3K $4.94M
SNPS
Synopsys Inc

Technology
363
+ 3.24%
$428.58 - $551.54 $156K - $200K
11.6K $4.96M
ADBE
Adobe Inc.

Technology
349
+ 3.18%
$377.84 - $464.11 $132K - $162K
11.3K $4.35M
FLS
Flowserve Corp

Industrials
1.91K
+ 2.42%
$46.47 - $64.75 $88.7K - $124K
80.7K $3.94M
Activity Summary
Buys All Purchases 53 New Holdings 9 Increased Positions 44 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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