Riverchase Wealth Management, LLC Reduced Holdings in Q1 2025

Riverchase Wealth Management, LLC

  • $143 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-265K
- 35.69%
$32.42 - $36.13 $8.58M - $9.57M
477K $15.7B
PJUN
Innovator U.S. Equity Power Bu

ETFs
-38K
- 58.21%
$36.56 - $38.35 $1.39M - $1.46M
27.3K $1.01B
DFAU
Dimensional ETF Tr

ETFs
-29K
- 77.82%
$37.84 - $42.29 $1.1M - $1.23M
8.27K $318M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-28
- 0.39%
$507.05 - $563.67 $14.2K - $15.8K
7.19K $3.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.13K
- 4.28%
$49.78 - $53.19 $106K - $113K
47.7K $2.43B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.53K
- 23.4%
$36.91 - $41.03 $130K - $145K
11.6K $459M
FNDA
Schwab Fundamental U S Small C

ETFs
-1.74K
- 9.21%
$26.87 - $30.99 $46.8K - $54K
17.2K $470M
VTV
Vanguard Value ETF

ETFs
-723
- 5.44%
$167.73 - $179.21 $121K - $130K
12.6K $2.17B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-158
- 2.21%
$168.16 - $186.21 $26.6K - $29.4K
6.99K $1.19B
ORCL
Oracle Corp

Technology
-161
- 9.98%
$139.81 - $186.47 $22.5K - $30K
1.45K $203M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-3.51K
- 11.02%
$25.1 - $27.85 $88.2K - $97.8K
28.4K $764M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.29K
- 1.37%
$23.03 - $25.01 $29.8K - $32.3K
93.3K $2.2B
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.04K
- 10.0%
$28.11 - $32.0 $57.3K - $65.2K
18.3K $565M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-287
- 0.85%
$21.79 - $23.09 $6.25K - $6.63K
33.4K $732M
USEP
Innovator U.S. Equity Ultra Bu
-425
- 4.65%
N/A
8.72K $300M
PNOV
Innovator U.S. Equity Power Bu
-468
- 7.79%
N/A
5.54K $206M
ADP
Automatic Data Processing Inc

Industrials
-40
- 4.48%
$286.85 - $318.64 $11.5K - $12.7K
853 $261M
AVDE
American Centy ETF Tr Avantis

ETFs
-454
- 6.39%
$60.63 - $68.55 $27.5K - $31.1K
6.65K $441M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-81
- 0.33%
$23.18 - $24.68 $1.88K - $2K
24.3K $590M
FNDF
Schwab Fundamental Intl Large

ETFs
-774
- 3.61%
$32.9 - $37.45 $25.5K - $29K
20.7K $747M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-251
- 0.98%
$47.39 - $54.26 $11.9K - $13.6K
25.4K $1.32B
VEA
Vanguard Ftse Developed Market

ETFs
-576
- 1.32%
$47.4 - $52.99 $27.3K - $30.5K
43K $2.19B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-13K
- 2.86%
$25.54 - $28.79 $333K - $375K
443K $12.3B
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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