Reston Wealth Management LLC Portfolio Holdings

Reston Wealth Management LLC

  • $247 Million
  • Q1 2025

Reston Wealth Management LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $247 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $51.4M, Spdr Portfolio with a value of $51.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $28.7M, Spdr Portfolio Aggregate Bond with a value of $23.6M, and Spdr Portfolio with a value of $18.3M.

Examining the 13F form we can see an decrease of $21.5M in the current position value, from $268M to 247M.

Below you can find more details about Reston Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $247 Million
ETFs: $236 Million
Technology: $3.18 Million
Communication Services: $1.64 Million
Consumer Cyclical: $1.29 Million
Financial Services: $1.21 Million
Healthcare: $1.08 Million
Industrials: $1.07 Million
Consumer Defensive: $790,000
Other: $863,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.4 Million 20.82% of portfolio
2,176,431
Q1 2025 Added 4.31%
$0
$51.1 Million 20.72% of portfolio
636,095
Q1 2025 Reduced 6.27%
$0
$28.7 Million 11.62% of portfolio
787,349
Q1 2025 Added 1.1%
$0
$23.6 Million 9.55% of portfolio
922,781
Q1 2025 Reduced 15.11%
$0
$18.3 Million 7.42% of portfolio
357,986
Q1 2025 Reduced 0.24%
$0
$15.8 Million 6.39% of portfolio
253,513
Q1 2025 Added 1.6%
$0
$11.6 Million 4.71% of portfolio
227,804
Q1 2025 Reduced 9.75%
$0
$6.39 Million 2.59% of portfolio
275,696
Q1 2025 Reduced 9.99%
$0
$6.09 Million 2.47% of portfolio
307,802
Q1 2025 Added 9.87%
$0
$4.4 Million 1.78% of portfolio
167,979
Q1 2025 Added 7.12%
$0
$3.9 Million 1.58% of portfolio
142,374
Q1 2025 Added 7.09%
$0
$2.82 Million 1.14% of portfolio
38,384
Q1 2025 Reduced 1.15%
$0
$1.89 Million 0.76% of portfolio
29,684
Q1 2025 Reduced 5.82%
$0
$1.74 Million 0.7% of portfolio
69,360
Q1 2025 Reduced 18.26%
$0
$1.7 Million 0.69% of portfolio
16,126
Q1 2025 Reduced 80.89%
$0
$1.66 Million 0.67% of portfolio
43,462
Q1 2025 Reduced 1.14%
$0
$1.1 Million 0.44% of portfolio
1,960
Q1 2025 Added 228.31%
$3.42T
$1.03 Million 0.42% of portfolio
4,616
Q1 2025 Added 7.37%
$979B
$975,000 0.4% of portfolio
6,243
Q1 2025 Reduced 4.01%
$0
$827,000 0.34% of portfolio
2,291
Q1 2025 Added 0.13%
$957B
$661,000 0.27% of portfolio
4,279
Q1 2025 Added 2.56%
$0
$669,000 0.27% of portfolio
8,189
Q1 2025 Reduced 1.74%
$271B
$647,000 0.26% of portfolio
5,972
Q1 2025 Added 7.99%
$718B
$561,000 0.23% of portfolio
2,287
Q1 2025 Reduced 6.0%
$0
$555,000 0.22% of portfolio
20,135
Q1 2025 Reduced 34.63%
$0
$532,000 0.22% of portfolio
6,254
Q1 2025 Reduced 1.84%
$854B
$538,000 0.22% of portfolio
652
Q1 2025 Added 2.35%
$77.4B
$507,000 0.21% of portfolio
2,130
Q1 2025 Added 2.8%
$1.88T
$528,000 0.21% of portfolio
2,777
Q1 2025 Reduced 11.45%
$0
$493,000 0.2% of portfolio
2,862
Q1 2025 Reduced 29.37%
$0
$465,000 0.19% of portfolio
3,813
Q1 2025 Added 0.29%
$694B
$445,000 0.18% of portfolio
836
Q1 2025 Reduced 6.7%
$6.87B
$386,000 0.16% of portfolio
11,693
Q1 2025 Added 1.32%
$314B
$315,000 0.13% of portfolio
4,405
Q1 2025 Added 9.71%
$74.9B
$320,000 0.13% of portfolio
625
Q1 2025 Reduced 12.95%
$345B
$329,000 0.13% of portfolio
1,573
Q1 2025 Added 12.84%
$440B
$264,000 0.11% of portfolio
2,228
Q1 2025 New
$125B
$275,000 0.11% of portfolio
903
Q1 2025 Added 5.74%
$185B
$239,000 0.1% of portfolio
1,811
Q1 2025 Reduced 32.22%
$891B
$257,000 0.1% of portfolio
992
Q1 2025 Added 4.53%
$125B
$238,000 0.1% of portfolio
533
Q1 2025 Added 4.51%
$440B
$258,000 0.1% of portfolio
273
Q1 2025 Added 3.02%
$182B
$210,000 0.09% of portfolio
426
Q1 2025 Added 2.16%
$68.5B
$213,000 0.09% of portfolio
1,467
Q1 2025 Added 0.55%
$385B
$217,000 0.09% of portfolio
1,277
Q1 2025 New
$0
$207,000 0.08% of portfolio
16,686
Q1 2025 Added 2.89%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.77%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 15.03%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $247 Million
  • Prior Value $268 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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