Riverpoint Wealth Management Holdings, LLC Incresed Positions in Q4 2024

Riverpoint Wealth Management Holdings, LLC

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
88.8K
+ 24.65%
$44.87 - $46.86 $3.99M - $4.16M
449K $20.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
441
+ 1.18%
$521.84 - $558.82 $230K - $246K
37.7K $20.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.1K
+ 27.13%
$44.04 - $49.49 $488K - $548K
51.9K $2.29M
VV
Vanguard Large Cap ETF

ETFs
44
+ 0.09%
$260.27 - $280.65 $11.5K - $12.3K
46.6K $12.6M
AAPL
Apple Inc.

Technology
37
+ 0.29%
$221.69 - $259.02 $8.2K - $9.58K
12.8K $3.19M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
+ 0.13%
$229.85 - $335.91 $460 - $672
1.54K $503K
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 0.95%
$180.88 - $232.93 $5.25K - $6.75K
3.08K $676K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.06%
$370.24 - $418.94 $740 - $838
3.43K $1.38M
VGT
Vanguard Information Technolog

ETFs
5
+ 0.26%
$571.78 - $647.97 $2.86K - $3.24K
1.93K $1.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
58.7K
+ 200.1%
$22.4 - $68.28 $1.31M - $4.01M
88K $2.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
275
+ 0.14%
$61.68 - $67.87 $17K - $18.7K
194K $12.1M
VB
Vanguard Small Cap ETF

ETFs
17
+ 0.65%
$233.76 - $261.58 $3.97K - $4.45K
2.63K $630K
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 1.68%
$280.04 - $302.45 $3.64K - $3.93K
787 $228K
IWM
Ishares Russell 2000 ETF

ETFs
27
+ 0.36%
$216.13 - $242.4 $5.84K - $6.54K
7.47K $1.65M
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.11%
N/A
18.9K $3.45M
SYK
Stryker Corp

Healthcare
2
+ 0.21%
$345.14 - $392.15 $690 - $784
952 $342K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
16
+ 0.19%
$57.38 - $61.11 $918 - $978
8.48K $494K
PG
Procter & Gamble CO

Consumer Defensive
12
+ 0.61%
$161.05 - $179.7 $1.93K - $2.16K
1.98K $332K
ORCL
Oracle Corp

Technology
6
+ 0.22%
$165.41 - $192.43 $992 - $1.15K
2.78K $463K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
82
+ 0.86%
$154.42 - $163.91 $12.7K - $13.4K
9.65K $1.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
35
+ 0.4%
$71.75 - $75.11 $2.51K - $2.63K
8.74K $628K
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.61%
$250.81 - $283.3 $1.5K - $1.7K
983 $249K
THR
Thermon Group Holdings, Inc.

Industrials
805
+ 1.71%
$26.21 - $32.32 $21.1K - $26K
47.9K $1.38M
MSFT
Microsoft Corp

Technology
10
+ 0.18%
$406.35 - $454.46 $4.06K - $4.54K
5.5K $2.32M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
187
+ 0.57%
$51.09 - $55.27 $9.55K - $10.3K
32.9K $1.68M
JNJ
Johnson & Johnson

Healthcare
15
+ 0.43%
$143.34 - $165.86 $2.15K - $2.49K
3.48K $502K
INDA
Ishares Msci India Index Fund

ETFs
91
+ 0.75%
$52.64 - $58.16 $4.79K - $5.29K
12.2K $642K
ABBV
Abb Vie Inc.

Healthcare
75
+ 0.92%
$164.99 - $203.87 $12.4K - $15.3K
8.26K $1.47M
ITB
Ishares Tr

ETFs
9
+ 0.11%
$103.31 - $129.34 $930 - $1.16K
8.43K $871K
FNDA
Schwab Fundamental U S Small C

ETFs
516K
+ 98.36%
$29.26 - $59.11 $15.1M - $30.5M
1.04M $30.9M
VNQ
Vanguard Specialized Funds Van

ETFs
2.4K
+ 2.21%
$87.85 - $98.6 $211K - $237K
111K $9.9M
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.5K
+ 0.82%
$26.61 - $29.85 $93.2K - $105K
431K $11.6M
VEA
Vanguard Ftse Developed Market

ETFs
10.2K
+ 1.26%
$47.57 - $52.44 $484K - $534K
817K $39.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.09M
+ 103.41%
$18.41 - $40.87 $20M - $44.4M
2.14M $39.5M
Activity Summary
Buys All Purchases 36 New Holdings 1 Increased Positions 35 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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