Rf&L Wealth Management, LLC Portfolio Holdings by Sector

Rf&L Wealth Management, LLC

$141 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAT DFAC DFUS DFUV BSV DFAS DFIV VBR 32 stocks	$93.3 Million 66.59% of portfolio	10	11	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY MRK PFE 4 stocks	$7.41 Million 5.29% of portfolio	2	2	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6.59 Million 4.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD SQ 3 stocks	$5.92 Million 4.23% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4.77 Million 3.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4.52 Million 3.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$4.03 Million 2.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$4.01 Million 2.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM 2 stocks	$2.49 Million 1.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.53 Million 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1.23 Million 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate OHI 1 stocks	$1.18 Million 0.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1.14 Million 0.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$873,431 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$567,501 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$300,875 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RVNC 1 stocks	$249,120 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts

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