Riverpoint Wealth Management Holdings, LLC Incresed Positions in Q1 2025

Riverpoint Wealth Management Holdings, LLC

  • $387 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
127K
+ 5.92%
$18.36 - $20.51 $2.32M - $2.6M
2.26M $44.8M
VEA
Vanguard Ftse Developed Market

ETFs
8.76K
+ 1.07%
$47.4 - $52.99 $415K - $464K
825K $42M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
36.9K
+ 8.21%
$44.41 - $45.98 $1.64M - $1.7M
486K $22.2M
FREL
Fidelity Covington Tr Msci Rea

ETFs
19.3K
+ 4.48%
$25.98 - $28.59 $501K - $552K
450K $12.4M
VV
Vanguard Large Cap ETF

ETFs
4.63K
+ 9.94%
$253.32 - $282.66 $1.17M - $1.31M
51.2K $13.2M
ABBV
Abb Vie Inc.

Healthcare
243
+ 2.94%
$169.2 - $216.66 $41.1K - $52.6K
8.5K $1.78M
VO
Vanguard Mid Cap ETF

ETFs
4.18K
+ 2.66%
$251.87 - $277.95 $1.05M - $1.16M
162K $41.8M
VNQ
Vanguard Specialized Funds Van

ETFs
393
+ 0.35%
$85.55 - $94.34 $33.6K - $37.1K
111K $10.1M
SYK
Stryker Corp

Healthcare
272
+ 28.57%
$355.18 - $399.9 $96.6K - $109K
1.22K $455K
GOOG
Alphabet Inc.

Communication Services
728
+ 47.77%
$156.06 - $207.71 $114K - $151K
2.25K $351K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.27K
+ 15.4%
$102.49 - $119.96 $130K - $153K
9.53K $996K
AMZN
Amazon Com Inc

Consumer Cyclical
627
+ 20.34%
$190.26 - $242.06 $119K - $152K
3.71K $705K
PG
Procter & Gamble CO

Consumer Defensive
69
+ 3.48%
$158.56 - $176.26 $10.9K - $12.2K
2.05K $349K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4
+ 0.05%
$58.32 - $65.09 $233 - $260
8.48K $510K
VIG
Vanguard Dividend Appreciation

ETFs
68
+ 0.36%
N/A
19K $3.46M
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.2%
$254.06 - $273.83 $508 - $548
985 $260K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.06%
$308.87 - $383.33 $309 - $383
1.54K $504K
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 2.54%
$271.18 - $303.12 $5.42K - $6.06K
807 $221K
THR
Thermon Group Holdings, Inc.

Industrials
825
+ 1.72%
$26.21 - $30.46 $21.6K - $25.1K
48.7K $1.36M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.42%
$524.81 - $672.19 $2.62K - $3.36K
1.19K $650K
VB
Vanguard Small Cap ETF

ETFs
20
+ 0.76%
$217.89 - $252.64 $4.36K - $5.05K
2.65K $586K
ITB
Ishares Tr

ETFs
59
+ 0.7%
$93.86 - $111.45 $5.54K - $6.58K
8.49K $808K
ORCL
Oracle Corp

Technology
6
+ 0.22%
$139.81 - $186.47 $839 - $1.12K
2.79K $390K
SCHX
Schwab Strategic Tr Us Large C

ETFs
26
+ 0.03%
$21.75 - $24.28 $566 - $631
88.1K $1.94M
IWB
Ishares Tr Russell 1000 ETF

ETFs
25
+ 0.28%
$302.31 - $337.54 $7.56K - $8.44K
8.98K $2.75M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.06%
$360.07 - $417.26 $720 - $835
3.43K $1.24M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.16%
$542.38 - $646.34 $1.63K - $1.94K
1.93K $1.05M
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.15%
$198.1 - $229.79 $2.18K - $2.53K
7.48K $1.49M
MSFT
Microsoft Corp

Technology
9
+ 0.16%
$375.39 - $447.2 $3.38K - $4.02K
5.51K $2.07M
AAPL
Apple Inc.

Technology
4
+ 0.03%
$209.68 - $247.1 $839 - $988
12.8K $2.83M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.27K
+ 2.2%
$57.21 - $65.8 $244K - $281K
199K $11.6M
IVV
Ishares Core S&P 500 ETF

ETFs
562
+ 1.42%
$554.06 - $615.85 $311K - $346K
40.2K $22.6M
FNDA
Schwab Fundamental U S Small C

ETFs
28.2K
+ 2.71%
$26.87 - $30.99 $758K - $874K
1.07M $29.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.27K
+ 0.36%
$108.02 - $120.45 $245K - $273K
632K $69.6M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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