Reston Wealth Management LLC Portfolio Holdings

Reston Wealth Management LLC

  • $268 Million
  • Q4 2024

Reston Wealth Management LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $268 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $59.7M, Schwab Fundamental U S Large C with a value of $49.4M, Spdr Portfolio Aggregate Bond with a value of $27.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $26.6M, and Spdr Portfolio with a value of $19.6M.

Examining the 13F form we can see an decrease of $7.15M in the current position value, from $275M to 268M.

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

Portfolio value $268 Million
ETFs: $257 Million
Technology: $3.5 Million
Communication Services: $2.03 Million
Consumer Cyclical: $1.65 Million
Financial Services: $1.2 Million
Industrials: $1.14 Million
Healthcare: $955,000
Consumer Defensive: $491,000
Other: $528,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.7 Million 22.23% of portfolio
678,681
Q4 2024 Added 0.39%
$0
$49.4 Million 18.42% of portfolio
2,086,496
Q4 2024 Added 209.53%
$0
$27.2 Million 10.12% of portfolio
1,086,980
Q4 2024 Added 1.09%
$0
$26.6 Million 9.91% of portfolio
778,754
Q4 2024 Added 3.63%
$0
$19.6 Million 7.31% of portfolio
358,841
Q4 2024 Added 1.22%
$0
$16.8 Million 6.28% of portfolio
249,528
Q4 2024 Added 0.92%
$0
$12.9 Million 4.81% of portfolio
252,412
Q4 2024 Added 0.09%
$0
$8.99 Million 3.35% of portfolio
84,391
Q4 2024 Added 3.04%
$0
$6.95 Million 2.59% of portfolio
306,303
Q4 2024 Added 127.69%
$0
$5.18 Million 1.93% of portfolio
280,162
Q4 2024 Added 124.84%
$0
$4.35 Million 1.62% of portfolio
156,811
Q4 2024 Added 233.15%
$0
$3.95 Million 1.47% of portfolio
132,944
Q4 2024 Added 123.06%
$0
$2.79 Million 1.04% of portfolio
38,829
Q4 2024 Added 1.02%
$0
$2.36 Million 0.88% of portfolio
84,853
Q4 2024 Added 352.09%
$0
$1.91 Million 0.71% of portfolio
31,517
Q4 2024 Added 10.16%
$0
$1.81 Million 0.68% of portfolio
43,963
Q4 2024 Reduced 1.26%
$0
$1.41 Million 0.52% of portfolio
35,718
Q4 2024 Added 0.37%
$1.14T
$1.24 Million 0.46% of portfolio
6,504
Q4 2024 Reduced 0.67%
$3.93T
$1.08 Million 0.4% of portfolio
4,299
Q4 2024 Reduced 3.54%
$0
$918,000 0.34% of portfolio
2,288
Q4 2024 Reduced 5.3%
$0
$820,000 0.31% of portfolio
30,802
Q4 2024 Added 42.5%
$0
$769,000 0.29% of portfolio
4,052
Q4 2024 Added 0.57%
$1.11T
$789,000 0.29% of portfolio
4,172
Q4 2024 Reduced 5.63%
$346B
$742,000 0.28% of portfolio
5,530
Q4 2024 Reduced 20.97%
$2.33T
$688,000 0.26% of portfolio
3,136
Q4 2024 Added 2.18%
$0
$630,000 0.23% of portfolio
8,334
Q4 2024 Added 1.4%
$811B
$583,000 0.22% of portfolio
2,433
Q4 2024 Reduced 36.36%
$92B
$577,000 0.22% of portfolio
2,072
Q4 2024 Added 0.44%
$0
$563,000 0.21% of portfolio
6,371
Q4 2024 Added 0.35%
$802B
$491,000 0.18% of portfolio
637
Q4 2024 Added 0.47%
$0
$489,000 0.18% of portfolio
3,802
Q4 2024 Added 0.37%
$624B
$406,000 0.15% of portfolio
896
Q4 2024 Added 32.54%
$1.12T
$383,000 0.14% of portfolio
949
Q4 2024 Reduced 12.29%
$67.6B
$336,000 0.13% of portfolio
718
Q4 2024 Reduced 12.22%
$0
$349,000 0.13% of portfolio
597
Q4 2024 Reduced 6.13%
$6.76B
$325,000 0.12% of portfolio
11,541
Q4 2024 New
$180B
$309,000 0.12% of portfolio
2,672
Q4 2024 Added 3,888.06%
$128B
$249,000 0.09% of portfolio
854
Q4 2024 Reduced 3.39%
$341B
$247,000 0.09% of portfolio
1,394
Q4 2024 Reduced 1.27%
$111B
$247,000 0.09% of portfolio
510
Q3 2024 Added 0.2%
$474B
$242,000 0.09% of portfolio
265
Q4 2024 Reduced 19.94%
$298B
$249,000 0.09% of portfolio
4,015
Q4 2024 Reduced 1.71%
$77.8B
$203,000 0.08% of portfolio
1,459
Q4 2024 Added 0.62%
$0
$207,000 0.08% of portfolio
3,326
Q4 2024 Reduced 3.96%
$210B
$217,000 0.08% of portfolio
417
Q3 2024 New
$0
$208,000 0.08% of portfolio
16,217
Q4 2024 Added 2.8%
$0
$184,000 0.07% of portfolio
695
Q4 2024 Added 0.14%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.77%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $268 Million
  • Prior Value $275 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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