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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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