Rba Wealth Management, LLC Reduced Holdings in Q1 2025

Rba Wealth Management, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-18.2K
- 35.43%
$167.43 - $244.7 $3.06M - $4.47M
33.3K $5.57M
SPGI
S&P Global Inc.

Financial Services
-10.2K
- 95.61%
$478.26 - $543.77 $4.9M - $5.57M
471 $239K
LMT
Lockheed Martin Corp

Industrials
-9.67K
- 87.41%
$423.19 - $506.29 $4.09M - $4.9M
1.39K $622K
PEP
Pepsico Inc

Consumer Defensive
-26K
- 90.1%
$142.64 - $156.42 $3.71M - $4.06M
2.86K $428K
AAPL
Apple Inc.

Technology
-226
- 0.54%
$209.68 - $247.1 $47.4K - $55.8K
41.8K $9.28M
CMI
Cummins Inc

Industrials
-38
- 0.18%
$312.92 - $386.07 $11.9K - $14.7K
20.8K $6.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-61
- 0.27%
$165.25 - $224.62 $10.1K - $13.7K
22.8K $3.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-692
- 21.16%
$222.15 - $428.22 $154K - $296K
2.58K $668K
VGT
Vanguard Information Technolog

ETFs
-6
- 0.12%
$542.38 - $646.34 $3.25K - $3.88K
5.13K $2.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
-547
- 46.91%
$551.42 - $612.93 $302K - $335K
619 $346K
AMZN
Amazon Com Inc

Consumer Cyclical
-51
- 0.94%
$190.26 - $242.06 $9.7K - $12.3K
5.38K $1.02M
WMT
Walmart Inc.

Consumer Defensive
-1.44K
- 12.62%
$84.5 - $105.05 $121K - $151K
9.94K $872K
MCD
Mcdonalds Corp

Consumer Cyclical
-326
- 27.93%
$279.74 - $321.29 $91.2K - $105K
841 $262K
CB
Chubb LTD

Financial Services
-342
- 22.57%
$257.71 - $301.99 $88.1K - $103K
1.17K $354K
DIS
Walt Disney CO

Communication Services
-90
- 2.56%
$96.87 - $114.0 $8.72K - $10.3K
3.42K $337K
TECK
Teck Resources LTD

Basic Materials
-485
- 5.59%
$36.43 - $43.86 $17.7K - $21.3K
8.19K $298K
UNH
Unitedhealth Group Inc

Healthcare
-242
- 5.75%
$461.52 - $548.18 $112K - $133K
3.97K $2.08M
VOX
Vanguard Communication Service

ETFs
-82
- 1.42%
$147.73 - $169.24 $12.1K - $13.9K
5.71K $846K
VIS
Vanguard Industrial ETF

ETFs
-25
- 0.71%
$243.63 - $273.99 $6.09K - $6.85K
3.49K $862K
VAW
Vanguard Materials ETF

ETFs
-164
- 13.14%
$185.71 - $202.46 $30.5K - $33.2K
1.08K $204K
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 4.06%
$225.19 - $279.95 $31.5K - $39.2K
3.31K $810K
COP
Conocophillips

Energy
-279
- 11.8%
$88.6 - $105.85 $24.7K - $29.5K
2.09K $219K
VNQ
Vanguard Specialized Funds Van

ETFs
-46
- 1.65%
$85.55 - $94.34 $3.94K - $4.34K
2.75K $248K
VHT
Vanguard Health Care ETF

ETFs
-178
- 4.25%
$254.06 - $273.83 $45.2K - $48.7K
4.01K $1.06M
VDE
Vanguard Energy ETF

ETFs
-167
- 6.0%
$119.14 - $132.76 $19.9K - $22.2K
2.62K $339K
VPU
Vanguard Utilities ETF

ETFs
-39
- 2.75%
$161.24 - $173.33 $6.29K - $6.76K
1.38K $235K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3
- 0.03%
$25.77 - $27.6 $77.3 - $82.8
9.24K $245K
VDC
Vanguard Consumer Staples ETF

ETFs
-40
- 1.72%
$206.54 - $226.16 $8.26K - $9.05K
2.29K $500K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-258
- 1.54%
$95.85 - $99.25 $24.7K - $25.6K
16.5K $1.63M
OTTR
Otter Tail Corp

Utilities
-432
- 5.74%
$72.43 - $83.38 $31.3K - $36K
7.09K $570K
IBM
International Business Machines Corp

Technology
-56
- 2.8%
$217.4 - $264.74 $12.2K - $14.8K
1.94K $483K
CVX
Chevron Corp

Energy
-703
- 6.76%
$146.71 - $167.97 $103K - $118K
9.69K $1.62M
TRGP
Targa Resources Corp.

Energy
-829
- 3.51%
$178.44 - $217.22 $148K - $180K
22.8K $4.57M
BSX
Boston Scientific Corp

Healthcare
-583
- 0.86%
$89.38 - $106.18 $52.1K - $61.9K
66.8K $6.74M
AZO
Autozone Inc

Consumer Cyclical
-11
- 0.46%
$3193.96 - $3828.11 $35.1K - $42.1K
2.36K $8.98M
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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