Rba Wealth Management, LLC Portfolio Holdings
Rba Wealth Management, LLC
- $259 Million
- Q3 2024
Rba Wealth Management, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $259 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.1M, Broadcom Inc. with a value of $9.32M, Microsoft Corp with a value of $8.82M, Alphabet Inc. with a value of $7.84M, and Autozone Inc with a value of $7.55M.
Examining the 13F form we can see an increase of $9.93M in the current position value, from $250M to 259M.
Below you can find more details about Rba Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$259 Million
Technology: $78 Million
Financial Services: $31.4 Million
Consumer Cyclical: $28.1 Million
Healthcare: $27.1 Million
Industrials: $24.2 Million
Communication Services: $21.4 Million
ETFs: $14.5 Million
Consumer Defensive: $11.2 Million
Other: $23.6 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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