Reliant Wealth Planning Portfolio Holdings

Reliant Wealth Planning

  • $231 Million
  • Q3 2024

Reliant Wealth Planning has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $231 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $89.3M, Schwab Strategic Tr Us Dividen with a value of $52.1M, Vanguard Bd Index Fd Inc Inter with a value of $49.5M, Capital Group Global Growth Eq with a value of $18.5M, and Vanguard Index Fds S&P 500 ETF with a value of $6.67M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $217M to 231M.

Below you can find more details about Reliant Wealth Planning portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $231 Million
Technology: $344,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$89.3 Million 38.67% of portfolio
710,862
Q3 2024 Added 1.27%
$0
$52.1 Million 22.57% of portfolio
616,525
Q3 2024 Added 1.87%
$0
$49.5 Million 21.43% of portfolio
631,290
Q3 2024 Added 1.65%
$0
$18.5 Million 8.0% of portfolio
612,747
Q3 2024 Reduced 3.3%
$0
$6.67 Million 2.89% of portfolio
12,635
Q3 2024 Reduced 17.47%
$0
$1.54 Million 0.67% of portfolio
68,489
Q3 2024 Added 18.81%
$0
$1.29 Million 0.56% of portfolio
54,947
Q3 2024 Added 16.06%
$0
$1.22 Million 0.53% of portfolio
47,763
Q3 2024 Added 12.74%
$0
$1.09 Million 0.47% of portfolio
16,357
Q3 2024 Reduced 3.93%
$0
$1.02 Million 0.44% of portfolio
42,698
Q3 2024 Reduced 32.84%
$0
$928,000 0.4% of portfolio
41,008
Q3 2024 Added 26.18%
$0
$848,000 0.37% of portfolio
36,777
Q3 2024 Added 27.93%
$0
$808,000 0.35% of portfolio
32,079
Q3 2024 Reduced 38.3%
$0
$786,000 0.34% of portfolio
31,337
Q3 2024 Added 14.58%
$0
$770,000 0.33% of portfolio
31,632
Q3 2024 Added 13.27%
$0
$742,000 0.32% of portfolio
31,284
Q3 2024 Added 13.04%
$0
$581,000 0.25% of portfolio
24,719
Q3 2024 New
$0
$505,000 0.22% of portfolio
1,347
Q2 2022 New
$43.2B
$413,000 0.18% of portfolio
8,317
Q3 2024 New
$343B
$344,000 0.15% of portfolio
2,838
Q3 2024 Reduced 0.77%
$0
$280,000 0.12% of portfolio
4,713
Q3 2024 Reduced 1.96%
$0
$276,000 0.12% of portfolio
11,629
Q3 2024 Reduced 1.82%
$0
$272,000 0.12% of portfolio
473
Q3 2024 New
$0
$277,000 0.12% of portfolio
15,371
Q3 2024 Added 0.44%
$0
$244,000 0.11% of portfolio
2,410
Q1 2024 Added 1.18%

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $231 Million
  • Prior Value $217 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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