Riverpoint Wealth Management Holdings, LLC Portfolio Holdings

Riverpoint Wealth Management Holdings, LLC

  • $390 Million
  • Q3 2024

Riverpoint Wealth Management Holdings, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $390 Million distributed in 51 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 $73.5M, Schwab Strategic Tr Intl Eqty with a value of $43.2M, Vanguard Ftse Developed Market with a value of $42.6M, Vanguard Mid Cap ETF with a value of $41.9M, and Schwab Fundamental U S Small C with a value of $31.3M.

Examining the 13F form we can see an increase of $29.6M in the current position value, from $360M to 390M.

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

Portfolio value $390 Million
ETFs: $369 Million
Technology: $10.5 Million
Industrials: $3.21 Million
Healthcare: $2.52 Million
Consumer Cyclical: $1.83 Million
Financial Services: $1.4 Million
Consumer Defensive: $341,000
Real Estate: $326,000
Other: $248,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$223B
$4.73 Million 1.21% of portfolio
13,378
Q1 2024 Reduced 28.75%
$3.62T
$2.96 Million 0.76% of portfolio
12,719
Q3 2024 Added 0.09%
$3.09T
$2.36 Million 0.61% of portfolio
5,486
Q3 2024 Added 0.18%
$292B
$1.62 Million 0.41% of portfolio
8,181
Q3 2024 Added 0.8%
$418B
$719,000 0.18% of portfolio
1,776
Q3 2024 Added 0.51%
$203B
$616,000 0.16% of portfolio
1,245
Q3 2024 Added 0.57%
$2.06T
$568,000 0.15% of portfolio
3,053
Q1 2023 Added 392.42%
$403B
$561,000 0.14% of portfolio
3,462
Q3 2024 Added 0.64%
$495B
$473,000 0.12% of portfolio
2,778
Q3 2024 Added 0.29%
$402B
$341,000 0.09% of portfolio
1,970
Q3 2024 Added 0.61%
$1.06T
$248,000 0.06% of portfolio
1,489
Q3 2024 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $390 Million
  • Prior Value $360 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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