Rba Wealth Management, LLC Portfolio Holdings
Rba Wealth Management, LLC
- $253 Million
- Q1 2025
Rba Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $253 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.28M, Autozone Inc with a value of $8.98M, Visa Inc. with a value of $7.77M, Microsoft Corp with a value of $7.74M, and Waste Management Inc with a value of $7.37M.
Examining the 13F form we can see an decrease of $9.9M in the current position value, from $263M to 253M.
Below you can find more details about Rba Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$253 Million
Technology: $68.7 Million
Financial Services: $34.7 Million
Consumer Cyclical: $27.2 Million
Healthcare: $25.7 Million
Industrials: $23 Million
Communication Services: $22.7 Million
ETFs: $16.1 Million
Energy: $9.25 Million
Other: $25.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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