Riverpoint Wealth Management Holdings, LLC Portfolio Holdings

Riverpoint Wealth Management Holdings, LLC

  • $383 Million
  • Q4 2024

Riverpoint Wealth Management Holdings, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $383 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $72.5M, Vanguard Mid Cap ETF with a value of $41.6M, Schwab Strategic Tr Intl Eqty with a value of $39.5M, Vanguard Ftse Developed Market with a value of $39.1M, and Schwab Fundamental U S Small C with a value of $30.9M.

Examining the 13F form we can see an decrease of $6.78M in the current position value, from $390M to 383M.

Below you can find more details about Riverpoint Wealth Management Holdings, LLC portfolio as well as his latest detailed transactions.

Portfolio value $383 Million
ETFs: $362 Million
Technology: $10.3 Million
Industrials: $3.22 Million
Healthcare: $2.31 Million
Consumer Cyclical: $1.94 Million
Financial Services: $1.83 Million
Consumer Defensive: $332,000
Real Estate: $300,000
Other: $290,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.5 Million 18.94% of portfolio
629,829
Q4 2024 Reduced 3.19%
$0
$41.6 Million 10.86% of portfolio
157,455
Q4 2024 Reduced 0.93%
$0
$39.5 Million 10.32% of portfolio
2,137,185
Q4 2024 Added 103.41%
$0
$39.1 Million 10.2% of portfolio
816,667
Q4 2024 Added 1.26%
$0
$30.9 Million 8.07% of portfolio
1,040,669
Q4 2024 Added 98.36%
$0
$23.3 Million 6.09% of portfolio
39,618
Q4 2024 Reduced 0.87%
$0
$20.3 Million 5.3% of portfolio
37,661
Q4 2024 Added 1.18%
$0
$20.2 Million 5.26% of portfolio
449,168
Q4 2024 Added 24.65%
$0
$12.6 Million 3.28% of portfolio
46,611
Q4 2024 Added 0.09%
$0
$12.1 Million 3.16% of portfolio
194,293
Q4 2024 Added 0.14%
$0
$11.6 Million 3.04% of portfolio
430,742
Q4 2024 Added 0.82%
$0
$9.9 Million 2.58% of portfolio
111,105
Q4 2024 Added 2.21%
$0
$4.77 Million 1.25% of portfolio
34,678
Q4 2024 Reduced 1.66%
$251B
$4.35 Million 1.13% of portfolio
12,353
Q4 2024 Reduced 7.66%
$0
$3.45 Million 0.9% of portfolio
18,941
Q4 2024 Added 0.11%
$3.74T
$3.19 Million 0.83% of portfolio
12,756
Q4 2024 Added 0.29%
$0
$2.29 Million 0.6% of portfolio
51,897
Q4 2024 Added 27.13%
$3.08T
$2.32 Million 0.6% of portfolio
5,496
Q4 2024 Added 0.18%
$0
$2.04 Million 0.53% of portfolio
88,029
Q4 2024 Added 200.1%
$1.11B
$1.84 Million 0.48% of portfolio
25,754
Q1 2024 Added 0.46%
$0
$1.68 Million 0.44% of portfolio
32,880
Q4 2024 Added 0.57%
$0
$1.65 Million 0.43% of portfolio
7,473
Q4 2024 Added 0.36%
$0
$1.49 Million 0.39% of portfolio
9,649
Q4 2024 Added 0.86%
$339B
$1.47 Million 0.38% of portfolio
8,256
Q4 2024 Added 0.92%
$0
$1.38 Million 0.36% of portfolio
3,425
Q4 2024 Added 0.06%
$902M
$1.38 Million 0.36% of portfolio
47,862
Q4 2024 Added 1.71%
$0
$1.2 Million 0.31% of portfolio
1,927
Q4 2024 Added 0.26%
$0
$951,000 0.25% of portfolio
8,259
Q4 2024 Reduced 1.21%
$0
$871,000 0.23% of portfolio
8,432
Q4 2024 Added 0.11%
$424B
$685,000 0.18% of portfolio
1,761
Q4 2024 Reduced 0.84%
$220B
$678,000 0.18% of portfolio
1,185
Q4 2024 Reduced 4.82%
$2.41T
$676,000 0.18% of portfolio
3,082
Q4 2024 Added 0.95%
$0
$642,000 0.17% of portfolio
12,208
Q4 2024 Added 0.75%
$45.8B
$637,000 0.17% of portfolio
12,873
Q4 2024 Reduced 1.53%
$0
$628,000 0.16% of portfolio
8,737
Q4 2024 Added 0.4%
$0
$630,000 0.16% of portfolio
2,626
Q4 2024 Added 0.65%
$19.1B
$582,000 0.15% of portfolio
12,088
Q3 2024 New
$29.2B
$503,000 0.13% of portfolio
1,541
Q4 2024 Added 0.13%
$404B
$502,000 0.13% of portfolio
3,477
Q4 2024 Added 0.43%
$0
$494,000 0.13% of portfolio
8,475
Q4 2024 Added 0.19%
$34.7B
$447,000 0.12% of portfolio
1,436
Q2 2024 Reduced 6.87%
$463B
$463,000 0.12% of portfolio
2,784
Q4 2024 Added 0.22%
$0
$435,000 0.11% of portfolio
2,353
Q3 2024 Added 0.56%
$401B
$332,000 0.09% of portfolio
1,982
Q4 2024 Added 0.61%
$151B
$342,000 0.09% of portfolio
952
Q4 2024 Added 0.21%
$1.18T
$290,000 0.08% of portfolio
1,524
Q4 2024 Added 2.35%
$24.3B
$300,000 0.08% of portfolio
5,096
Q3 2021 Reduced 33.3%
$0
$263,000 0.07% of portfolio
2,035
Q4 2022 New
$0
$249,000 0.07% of portfolio
983
Q4 2024 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $383 Million
  • Prior Value $390 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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