Riverpoint Wealth Management Holdings, LLC Portfolio Holdings by Sector
Riverpoint Wealth Management Holdings, LLC
- $360 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
GSLC SCHF VEA VO FNDA IVV VOO FBND 32 stocks |
$341,763
94.88% of portfolio
|
  14  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$4,059
1.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2,838
0.79% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,676
0.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$1,894
0.53% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
APOG 1 stocks |
$1,618
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
THR 1 stocks |
$1,422
0.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS LPLA 2 stocks |
$988
0.27% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$608
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$589
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
WTW 1 stocks |
$376
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$322
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$322
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$272
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
VTR 1 stocks |
$261
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$206
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|