Rba Wealth Management, LLC Reduced Holdings in Q4 2024

Rba Wealth Management, LLC

  • $263 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACGL
Arch Capital Group Ltd.

Financial Services
-225
- 0.35%
$88.71 - $114.86 $20K - $25.8K
64.9K $6M
UNH
Unitedhealth Group Inc

Healthcare
-776
- 15.57%
$485.52 - $625.25 $377K - $485K
4.21K $2.13M
MSFT
Microsoft Corp

Technology
-85
- 0.41%
$406.35 - $454.46 $34.5K - $38.6K
20.4K $8.61M
WM
Waste Management Inc

Industrials
-140
- 0.44%
$201.79 - $228.46 $28.3K - $32K
31.7K $6.4M
TECK
Teck Resources LTD

Basic Materials
-671
- 7.18%
$39.99 - $52.38 $26.8K - $35.1K
8.68K $351K
OTTR
Otter Tail Corp

Utilities
-580
- 7.16%
$73.59 - $85.52 $42.7K - $49.6K
7.53K $555K
MET
Metlife Inc

Financial Services
-379
- 0.49%
$78.15 - $88.25 $29.6K - $33.4K
77.2K $6.32M
IBM
International Business Machines Corp

Technology
-324
- 13.94%
$204.9 - $238.04 $66.4K - $77.1K
2K $439K
MCD
Mcdonalds Corp

Consumer Cyclical
-147
- 11.19%
$288.47 - $316.54 $42.4K - $46.5K
1.17K $338K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-124
- 18.9%
$442.29 - $483.08 $54.8K - $59.9K
532 $241K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.09K
- 16.66%
$180.88 - $232.93 $196K - $253K
5.43K $1.19M
COP
Conocophillips

Energy
-30
- 1.25%
$95.12 - $114.72 $2.85K - $3.44K
2.37K $234K
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 4.72%
$873.59 - $994.69 $18.3K - $20.9K
424 $388K
AZO
Autozone Inc

Consumer Cyclical
-31
- 1.29%
$2981.19 - $3370.27 $92.4K - $104K
2.37K $7.58M
DIS
Walt Disney CO

Communication Services
-237
- 6.33%
$92.39 - $117.6 $21.9K - $27.9K
3.51K $390K
JPM
Jpmorgan Chase & CO

Financial Services
-141
- 3.93%
$205.18 - $250.29 $28.9K - $35.3K
3.45K $825K
WMT
Walmart Inc.

Consumer Defensive
-138
- 1.2%
$79.1 - $95.7 $10.9K - $13.2K
11.4K $1.03M
BSX
Boston Scientific Corp

Healthcare
-1.05K
- 1.54%
$83.62 - $91.5 $88.1K - $96.3K
67.4K $6.02M
CMI
Cummins Inc

Industrials
-481
- 2.26%
$324.93 - $383.42 $156K - $184K
20.8K $7.26M
TRGP
Targa Resources Corp.

Energy
-2.27K
- 8.78%
$150.58 - $207.69 $342K - $472K
23.6K $4.22M
AAPL
Apple Inc.

Technology
-1.42K
- 3.28%
$221.69 - $259.02 $315K - $369K
42K $10.5M
GOOGL
Alphabet Inc.

Communication Services
-333
- 0.7%
$161.86 - $196.66 $53.9K - $65.5K
47K $8.89M
AVGO
Broadcom Inc.

Technology
-2.5K
- 4.62%
$159.67 - $250.0 $399K - $624K
51.5K $11.9M
Activity Summary
Buys All Purchases 61 New Holdings 6 Increased Positions 55 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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