Rgt Wealth Advisors, LLC Portfolio Holdings

Rgt Wealth Advisors, LLC

  • $627 Million
  • Q3 2022

Rgt Wealth Advisors, LLC has filed its 13F form on November 08, 2022 for Q3 2022 where it was disclosed a total value porftolio of $627 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Global Min Vol Fa with a value of $175M, World Gold Trust with a value of $120M, Ishares Barclays with a value of $94M, Ishares S&P Smallcap 600 Value with a value of $70.1M, and Spdr Portfolio with a value of $49.1M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $595M to 627M.

Below you can find more details about Rgt Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $627 Million
ETFs: $603 Million
Consumer Cyclical: $6.25 Million
Energy: $4.61 Million
Technology: $3.36 Million
Consumer Defensive: $3.1 Million
Financial Services: $2.08 Million
Healthcare: $2.03 Million
Communication Services: $1.45 Million
Other: $976,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$613M
$3.44 Million 0.55% of portfolio
210,745
Q1 2022 New
$1.93B
$3.19 Million 0.51% of portfolio
535,033
Q3 2022 Added 78.34%
$511M
$52,000 0.01% of portfolio
45,241
Q2 2022 New
$786M
$80,000 0.01% of portfolio
10,000
Q4 2021 New
$1.74B
$0 0.0% of portfolio
34
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $627 Million
  • Prior Value $595 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 08, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 15 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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