Rba Wealth Management, LLC Portfolio Holdings
Rba Wealth Management, LLC
- $263 Million
- Q4 2024
Rba Wealth Management, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $263 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $11.9M, Apple Inc. with a value of $10.5M, Alphabet Inc. with a value of $8.89M, Microsoft Corp with a value of $8.61M, and Autozone Inc with a value of $7.58M.
Examining the 13F form we can see an increase of $3.21M in the current position value, from $259M to 263M.
Below you can find more details about Rba Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$263 Million
Technology: $80.4 Million
Financial Services: $31.8 Million
Consumer Cyclical: $28.4 Million
Healthcare: $24.6 Million
Industrials: $23.9 Million
Communication Services: $23.2 Million
ETFs: $17 Million
Consumer Defensive: $11.1 Million
Other: $22.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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