Rba Wealth Management, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $250 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.22M, Microsoft Corp with a value of $9.03M, Broadcom Inc. with a value of $8.77M, Alphabet Inc. with a value of $8.59M, and Autozone Inc with a value of $7.13M.
Examining the 13F form we can see an increase of $2.79M in the current position value, from $247M to 250M.
Below you can find more details about Rba Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$250 Million
Technology: $73.5 Million
Financial Services: $28.3 Million
Healthcare: $26.9 Million
Consumer Cyclical: $25 Million
Industrials: $21.5 Million
Communication Services: $20.2 Million
Consumer Defensive: $15.7 Million
ETFs: $13.1 Million
Other: $25.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more