Rba Wealth Management, LLC Reduced Holdings in Q3 2024

Rba Wealth Management, LLC

  • $259 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-78.6K
- 87.23%
$66.91 - $81.4 $5.26M - $6.4M
11.5K $929K
CMCSA
Comcast Corp

Communication Services
-97K
- 93.18%
$37.33 - $41.78 $3.62M - $4.05M
7.09K $296K
TECK
Teck Resources LTD

Basic Materials
-69.7K
- 88.17%
$43.48 - $53.4 $3.03M - $3.72M
9.35K $488K
UNH
Unitedhealth Group Inc

Healthcare
-6.96K
- 58.26%
$488.01 - $604.18 $3.4M - $4.2M
4.98K $2.91M
OTTR
Otter Tail Corp

Utilities
-1.78K
- 17.96%
$75.49 - $100.47 $134K - $178K
8.11K $633K
CVX
Chevron Corp

Energy
-406
- 4.04%
$137.88 - $161.97 $56K - $65.8K
9.65K $1.42M
DIOD
Diodes Inc

Technology
-1.63K
- 27.72%
$58.65 - $85.82 $95.5K - $140K
4.25K $272K
AMZN
Amazon Com Inc

Consumer Cyclical
-146
- 2.19%
$161.02 - $200.0 $23.5K - $29.2K
6.51K $1.21M
FDX
Fedex Corp

Industrials
-23
- 2.25%
$254.64 - $313.52 $5.86K - $7.21K
998 $273K
COP
Conocophillips

Energy
-66
- 2.68%
$102.3 - $116.61 $6.75K - $7.7K
2.4K $252K
JNJ
Johnson & Johnson

Healthcare
-277
- 15.37%
$145.48 - $167.38 $40.3K - $46.4K
1.53K $247K
SPYG
Spdr Portfolio

ETFs
-1
- 0.03%
$73.38 - $84.1 $73.4 - $84.1
3.36K $278K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-17
- 0.29%
$36.98 - $41.55 $629 - $706
5.8K $238K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-30
- 4.37%
$405.19 - $478.57 $12.2K - $14.4K
656 $301K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-18
- 0.31%
$46.9 - $51.96 $844 - $935
5.87K $302K
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 0.77%
$194.9 - $224.8 $5.46K - $6.29K
3.59K $755K
CB
Chubb LTD

Financial Services
-70
- 4.42%
$252.51 - $292.2 $17.7K - $20.5K
1.52K $436K
MCD
Mcdonalds Corp

Consumer Cyclical
-71
- 5.13%
$245.82 - $304.51 $17.5K - $21.6K
1.31K $400K
IBM
International Business Machines Corp

Technology
-15
- 0.64%
$175.1 - $223.38 $2.63K - $3.35K
2.32K $513K
AZO
Autozone Inc

Consumer Cyclical
-7
- 0.29%
$2815.0 - $3212.87 $19.7K - $22.5K
2.4K $7.55M
TRGP
Targa Resources Corp.

Energy
-384
- 1.46%
$127.86 - $156.46 $49.1K - $60.1K
25.9K $3.83M
ACGL
Arch Capital Group Ltd.

Financial Services
-512
- 0.78%
$94.47 - $114.25 $48.4K - $58.5K
65.2K $7.29M
AAPL
Apple Inc.

Technology
-375
- 0.86%
$207.23 - $234.82 $77.7K - $88.1K
43.4K $10.1M
Activity Summary
Buys All Purchases 62 New Holdings 4 Increased Positions 58 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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