Riverpoint Wealth Management Holdings, LLC Portfolio Holdings by Sector

Riverpoint Wealth Management Holdings, LLC

$387 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GSLC SCHF VEA VO FNDA IVV FBND VOO 33 stocks	$366,633 94.85% of portfolio	24	5	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$3,854 1.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,834 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2,456 0.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$2,353 0.61% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials THR 1 stocks	$1,355 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials APOG 1 stocks	$1,193 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS LPLA 2 stocks	$1,154 0.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$705 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$640 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$629 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$522 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$485 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$455 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$351 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$350 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$349 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$221 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts

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