Riverpoint Wealth Management Holdings, LLC Portfolio Holdings by Sector

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GSLC SCHF VEA VO FNDA IVV VOO FBND 32 stocks	$369,166 94.71% of portfolio	21	8	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$4,728 1.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,962 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2,833 0.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$2,176 0.56% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials APOG 1 stocks	$1,803 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials THR 1 stocks	$1,404 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS LPLA 2 stocks	$974 0.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$719 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$568 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$544 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$422 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$343 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$341 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$326 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$248 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$219 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts

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