Rvw Wealth, LLC has filed its 13F form on April 05, 2024 for Q1 2024 where it was disclosed a total value porftolio of $941 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $99.6M, Wisdomtree Tr Us Quality Divid with a value of $60.7M, Dimensional ETF Tr with a value of $49.5M, Dimensional ETF Tr with a value of $45.3M, and Pacer Fds Tr Us Cash Cows 100 with a value of $44.4M.

Examining the 13F form we can see an increase of $58.7M in the current position value, from $882M to 941M.

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

Portfolio value $941 Million
ETFs: $901 Million
Technology: $24.7 Million
Financial Services: $4.75 Million
Healthcare: $3 Million
Communication Services: $2.62 Million
Consumer Cyclical: $2.44 Million
Energy: $1.12 Million
Consumer Defensive: $717,000
Other: $379,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $941 Million
  • Prior Value $882 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 05, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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