Rf&L Wealth Management, LLC Portfolio Holdings by Sector

Rf&L Wealth Management, LLC

$141 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAT DFAC DFUS DFUV BSV DFAS VOO DFIV 32 stocks	$93 Million 66.24% of portfolio	15	8	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7.08 Million 5.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY MRK 3 stocks	$6.27 Million 4.47% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD SQ 3 stocks	$5.9 Million 4.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5.62 Million 4.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4.56 Million 3.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$4.37 Million 3.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$4.13 Million 2.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM 2 stocks	$2.62 Million 1.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.74 Million 1.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1.13 Million 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate OHI 1 stocks	$1.1 Million 0.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1.07 Million 0.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$616,125 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$558,894 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$464,416 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RVNC 1 stocks	$145,920 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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