Rba Wealth Management, LLC Incresed Positions in Q1 2024

Rba Wealth Management, LLC

  • $247 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
983
+ 5.01%
$367.75 - $429.37 $361K - $422K
20.6K $8.67M
CMI
Cummins Inc

Industrials
100
+ 0.47%
$229.21 - $294.69 $22.9K - $29.5K
21.3K $6.29M
MRK
Merck & Co., Inc.

Healthcare
479
+ 1.17%
$113.24 - $131.95 $54.2K - $63.2K
41.6K $5.49M
QCOM
Qualcomm Inc

Technology
97
+ 0.32%
$136.17 - $175.72 $13.2K - $17K
30.6K $5.18M
WMT
Walmart Inc.

Consumer Defensive
61.5K
+ 202.52%
$58.61 - $175.86 $3.6M - $10.8M
91.8K $5.52M
FIS
Fidelity National Information Services, Inc.

Technology
1.23K
+ 2.68%
$59.01 - $74.18 $72.4K - $91K
47K $3.49M
CI
Cigna Corp

Healthcare
229
+ 2.26%
$297.82 - $363.34 $68.2K - $83.2K
10.3K $3.76M
TRGP
Targa Resources Corp.

Energy
721
+ 2.82%
$81.49 - $111.99 $58.8K - $80.7K
26.3K $2.95M
MET
Metlife Inc

Financial Services
1.31K
+ 1.74%
$65.35 - $74.11 $85.4K - $96.9K
76.3K $5.66M
HD
Home Depot, Inc.

Consumer Cyclical
132
+ 1.03%
$338.26 - $395.2 $44.7K - $52.2K
12.9K $4.97M
EWBC
East West Bancorp Inc

Financial Services
896
+ 1.66%
$68.96 - $79.25 $61.8K - $71K
55K $4.35M
V
Visa Inc.

Financial Services
134
+ 0.62%
$257.98 - $290.37 $34.6K - $38.9K
21.6K $6.03M
MDT
Medtronic PLC

Healthcare
933
+ 2.19%
$82.84 - $88.09 $77.3K - $82.2K
43.5K $3.79M
NXPI
Nxp Semiconductors N.V.

Technology
315
+ 2.78%
$205.48 - $259.04 $64.7K - $81.6K
11.7K $2.89M
EOG
Eog Resources Inc

Energy
972
+ 6.1%
$109.65 - $127.84 $107K - $124K
16.9K $2.16M
PEP
Pepsico Inc

Consumer Defensive
327
+ 1.19%
$162.04 - $175.01 $53K - $57.2K
27.8K $4.86M
TMUS
T Mobile Us, Inc.

Communication Services
983
+ 18.46%
$160.41 - $167.42 $158K - $165K
6.31K $1.03M
CVS
Cvs Health Corp

Healthcare
1.54K
+ 3.0%
$71.99 - $81.42 $111K - $125K
52.8K $4.21M
EIX
Edison International

Utilities
2.65K
+ 7.99%
$64.41 - $73.17 $171K - $194K
35.8K $2.53M
DIS
Walt Disney CO

Communication Services
1
+ 0.03%
$89.29 - $122.36 $89.3 - $122
3.76K $459K
LMT
Lockheed Martin Corp

Industrials
221
+ 2.09%
$418.19 - $463.18 $92.4K - $102K
10.8K $4.91M
VFH
Vanguard Financial ETF

ETFs
11
+ 0.1%
$90.62 - $102.39 $997 - $1.13K
11K $1.13M
CMCSA
Comcast Corp

Communication Services
3.2K
+ 3.25%
$41.24 - $46.73 $132K - $149K
101K $4.4M
VIS
Vanguard Industrial ETF

ETFs
35
+ 1.05%
$212.18 - $244.15 $7.43K - $8.55K
3.38K $824K
VOX
Vanguard Communication Service

ETFs
22
+ 0.43%
$115.84 - $131.42 $2.55K - $2.89K
5.16K $676K
SCHG
Schwab Strategic Tr Us Large C

ETFs
105
+ 1.97%
$80.6 - $93.32 $8.46K - $9.8K
5.43K $503K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
742
+ 5.65%
$96.75 - $99.37 $71.8K - $73.7K
13.9K $1.36M
BND
Vanguard Bd Index Fd Inc Total

ETFs
894
+ 8.46%
$71.76 - $73.66 $64.2K - $65.9K
11.5K $832K
VCR
Vanguard Consumer Discretionar

ETFs
34
+ 1.2%
$292.25 - $318.12 $9.94K - $10.8K
2.87K $912K
VDE
Vanguard Energy ETF

ETFs
35
+ 1.31%
$111.77 - $131.7 $3.91K - $4.61K
2.7K $355K
VDC
Vanguard Consumer Staples ETF

ETFs
23
+ 1.09%
$189.57 - $204.14 $4.36K - $4.7K
2.13K $435K
SPYG
Spdr Portfolio

ETFs
61
+ 1.87%
$63.12 - $73.73 $3.85K - $4.5K
3.32K $242K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10
+ 0.22%
$72.89 - $81.43 $729 - $814
4.47K $364K
VAW
Vanguard Materials ETF

ETFs
30
+ 2.56%
$179.63 - $204.43 $5.39K - $6.13K
1.2K $245K
SCHA
Schwab Strategic Tr Us Small C

ETFs
161
+ 2.98%
$44.84 - $49.24 $7.22K - $7.93K
5.56K $273K
CSCO
Cisco Systems, Inc.

Technology
1.27K
+ 1.73%
$48.06 - $52.33 $61.2K - $66.6K
74.8K $3.74M
VNQ
Vanguard Specialized Funds Van

ETFs
194
+ 8.15%
$82.58 - $89.12 $16K - $17.3K
2.58K $222K
SPGI
S&P Global Inc.

Financial Services
361
+ 3.69%
$418.48 - $459.72 $151K - $166K
10.1K $4.31M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
99
+ 1.37%
$45.44 - $46.67 $4.5K - $4.62K
7.34K $337K
CTSH
Cognizant Technology Solutions Corp

Technology
1.31K
+ 2.61%
$71.9 - $79.82 $94.3K - $105K
51.6K $3.78M
EA
Electronic Arts Inc.

Communication Services
622
+ 2.47%
$130.52 - $144.05 $81.2K - $89.6K
25.8K $3.43M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.59K
+ 4.99%
$44.46 - $49.88 $70.6K - $79.2K
33.4K $1.54M
PLD
Prologis, Inc.

Real Estate
412
+ 1.25%
$125.14 - $135.07 $51.6K - $55.6K
33.5K $4.36M
MCD
Mcdonalds Corp

Consumer Cyclical
164
+ 1.06%
$278.58 - $300.53 $45.7K - $49.3K
15.7K $4.41M
UNH
Unitedhealth Group Inc

Healthcare
109
+ 0.93%
$472.6 - $545.42 $51.5K - $59.5K
11.8K $5.83M
DIOD
Diodes Inc

Technology
1.08K
+ 1.95%
$64.64 - $79.65 $70K - $86.3K
56.5K $3.99M
AAPL
Apple Inc.

Technology
626
+ 1.43%
$169.0 - $195.18 $106K - $122K
44.5K $7.63M
ADBE
Adobe Inc.

Technology
64
+ 0.62%
$492.46 - $634.76 $31.5K - $40.6K
10.5K $5.28M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
358
+ 4.0%
$386.14 - $505.38 $138K - $181K
9.32K $3.64M
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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