Rba Wealth Management, LLC Reduced Holdings in Q2 2025

Rba Wealth Management, LLC

  • $268 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-73.7K
- 89.55%
$53.19 - $69.38 $3.92M - $5.11M
8.59K $596K
AZO
Autozone Inc

Consumer Cyclical
-822
- 34.9%
$3478.38 - $3880.15 $2.86M - $3.19M
1.53K $5.69M
UNH
Unitedhealth Group Inc

Healthcare
-664
- 16.74%
$274.35 - $599.47 $182K - $398K
3.3K $1.03M
ACGL
Arch Capital Group Ltd.

Financial Services
-820
- 1.25%
$84.99 - $96.82 $69.7K - $79.4K
64.9K $5.91M
CVX
Chevron Corp

Energy
-688
- 7.1%
$133.73 - $168.51 $92K - $116K
9.01K $1.29M
V
Visa Inc.

Financial Services
-731
- 3.3%
$308.27 - $373.31 $225K - $273K
21.4K $7.61M
LMT
Lockheed Martin Corp

Industrials
-384
- 27.55%
$430.82 - $486.45 $165K - $187K
1.01K $467K
WM
Waste Management Inc

Industrials
-173
- 0.54%
$216.47 - $242.1 $37.4K - $41.9K
31.7K $7.25M
PEP
Pepsico Inc

Consumer Defensive
-558
- 19.54%
$128.02 - $151.37 $71.4K - $84.5K
2.3K $303K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-42
- 7.89%
$483.48 - $539.8 $20.3K - $22.7K
490 $238K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-368
- 2.24%
$96.84 - $99.46 $35.6K - $36.6K
16.1K $1.6M
CB
Chubb LTD

Financial Services
-18
- 1.53%
$274.32 - $302.46 $4.94K - $5.44K
1.16K $334K
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.71%
$285.55 - $321.23 $1.71K - $1.93K
835 $243K
FDX
Fedex Corp

Industrials
-10
- 1.0%
$198.07 - $245.17 $1.98K - $2.45K
988 $224K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-237
- 5.11%
$51.14 - $57.0 $12.1K - $13.5K
4.4K $250K
VDC
Vanguard Consumer Staples ETF

ETFs
-61
- 2.67%
$204.89 - $224.73 $12.5K - $13.7K
2.23K $487K
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 7.08%
$908.13 - $1056.85 $27.2K - $31.7K
394 $390K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-151
- 0.68%
$72.02 - $73.82 $10.9K - $11.1K
22K $1.62M
IBM
International Business Machines Corp

Technology
-318
- 16.36%
$221.03 - $294.78 $70.3K - $93.7K
1.63K $479K
WMT
Walmart Inc.

Consumer Defensive
-1.05K
- 10.59%
$81.79 - $99.98 $86K - $105K
8.89K $868K
TECK
Teck Resources LTD

Basic Materials
-808
- 9.87%
$29.05 - $41.48 $23.5K - $33.5K
7.38K $298K
SPY
Spdr S&P 500 ETF Trust

ETFs
-48
- 7.75%
$496.48 - $617.85 $23.8K - $29.7K
571 $352K
RJF
Raymond James Financial Inc

Financial Services
-44
- 2.81%
$123.65 - $153.88 $5.44K - $6.77K
1.52K $233K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-111
- 0.95%
$17.76 - $22.1 $1.97K - $2.45K
11.6K $255K
BSX
Boston Scientific Corp

Healthcare
-3.51K
- 5.26%
$89.7 - $107.41 $315K - $377K
63.3K $6.8M
DIS
Walt Disney CO

Communication Services
-188
- 5.5%
$81.72 - $124.01 $15.4K - $23.3K
3.23K $400K
VOX
Vanguard Communication Service

ETFs
-39
- 0.68%
$133.12 - $171.03 $5.19K - $6.67K
5.67K $969K
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 1.0%
$210.28 - $289.91 $6.94K - $9.57K
3.27K $948K
VGT
Vanguard Information Technolog

ETFs
-10
- 0.19%
$470.37 - $663.28 $4.7K - $6.63K
5.12K $3.4M
GOOGL
Alphabet Inc.

Communication Services
-484
- 1.02%
$144.7 - $178.6 $70K - $86.4K
46.9K $8.27M
MSFT
Microsoft Corp

Technology
-460
- 2.23%
$354.56 - $497.45 $163K - $229K
20.2K $10M
AVGO
Broadcom Inc.

Technology
-714
- 2.15%
$146.29 - $275.65 $104K - $197K
32.5K $8.97M
Activity Summary
Buys All Purchases 58 New Holdings 3 Increased Positions 55 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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