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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09T
$1.68 Million 0.63% of portfolio
3,980
Q4 2024 Reduced 0.77%
$1.14T
$1.24 Million 0.46% of portfolio
6,504
Q4 2024 Reduced 0.67%
$3.94T
$1.08 Million 0.4% of portfolio
4,299
Q4 2024 Reduced 3.54%
$1.1T
$789,000 0.29% of portfolio
4,172
Q4 2024 Reduced 5.63%
$347B
$742,000 0.28% of portfolio
5,530
Q4 2024 Reduced 20.97%
$2.31T
$688,000 0.26% of portfolio
3,136
Q4 2024 Added 2.18%
$819B
$583,000 0.22% of portfolio
2,433
Q4 2024 Reduced 36.36%
$93.3B
$577,000 0.22% of portfolio
2,072
Q4 2024 Added 0.44%
$824B
$491,000 0.18% of portfolio
637
Q4 2024 Added 0.47%
$628B
$406,000 0.15% of portfolio
896
Q4 2024 Added 32.54%
$1.14T
$383,000 0.14% of portfolio
949
Q4 2024 Reduced 12.29%
$66.7B
$336,000 0.13% of portfolio
718
Q4 2024 Reduced 12.22%
$6.85B
$325,000 0.12% of portfolio
11,541
Q4 2024 New
$184B
$309,000 0.12% of portfolio
2,672
Q4 2024 Added 3,888.06%
$130B
$249,000 0.09% of portfolio
854
Q4 2024 Reduced 3.39%
$349B
$247,000 0.09% of portfolio
1,394
Q4 2024 Reduced 1.27%
$470B
$242,000 0.09% of portfolio
265
Q4 2024 Reduced 19.94%
$303B
$249,000 0.09% of portfolio
4,015
Q4 2024 Reduced 1.71%
$78.1B
$203,000 0.08% of portfolio
1,459
Q4 2024 Added 0.62%
$215B
$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 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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