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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$244B
$4.35 Million 1.13% of portfolio
12,353
Q4 2024 Reduced 7.66%
$3.75T
$3.19 Million 0.83% of portfolio
12,756
Q4 2024 Added 0.29%
$3.1T
$2.32 Million 0.6% of portfolio
5,496
Q4 2024 Added 0.18%
$1.13B
$1.84 Million 0.48% of portfolio
25,754
Q1 2024 Added 0.46%
$341B
$1.47 Million 0.38% of portfolio
8,256
Q4 2024 Added 0.92%
$902M
$1.38 Million 0.36% of portfolio
47,862
Q4 2024 Added 1.71%
$424B
$685,000 0.18% of portfolio
1,761
Q4 2024 Reduced 0.84%
$225B
$678,000 0.18% of portfolio
1,185
Q4 2024 Reduced 4.82%
$2.43T
$676,000 0.18% of portfolio
3,082
Q4 2024 Added 0.95%
$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%
$401B
$502,000 0.13% of portfolio
3,477
Q4 2024 Added 0.43%
$35.4B
$447,000 0.12% of portfolio
1,436
Q2 2024 Reduced 6.87%
$465B
$463,000 0.12% of portfolio
2,784
Q4 2024 Added 0.22%
$400B
$332,000 0.09% of portfolio
1,982
Q4 2024 Added 0.61%
$150B
$342,000 0.09% of portfolio
952
Q4 2024 Added 0.21%
$24.3B
$300,000 0.08% of portfolio
5,096
Q3 2021 Reduced 33.3%
$67.2B
$201,000 0.05% of portfolio
2,075
Q4 2024 New

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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