Rvw Wealth, LLC Purchases in Q1 2025

Rvw Wealth, LLC

  • $976 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
1.33M
+ 91.52%
$37.84 - $42.29 $50.2M - $56.1M
2.77M $107M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
680K
+ 215.33%
$67.03 - $74.61 $45.6M - $50.8M
996K $67.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
136K
+ 213.43%
$91.76 - $103.26 $12.5M - $14.1M
200K $18.5M
IYW
Ishares Dj Us Tech ETF

ETFs
72.6K
+ 2127.51%
$140.44 - $166.79 $10.2M - $12.1M
76K $10.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
85.5K
+ 10.73%
$55.41 - $60.74 $4.74M - $5.19M
883K $49.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
62.1K
+ 6.47%
N/A
1.02M $24.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.93K
+ 43.89%
$442.66 - $534.52 $856K - $1.03M
6.34K $3.37M
V
Visa Inc.

Financial Services
3.79K
+ 451.97%
$306.92 - $362.71 $1.16M - $1.38M
4.63K $1.62M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$663000.0 - $801950.0 $663K - $802K
2 $1.6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.8K
+ 2.28%
$24.79 - $25.26 $491K - $500K
889K $22.5M
DIS
Walt Disney CO

Communication Services
8.79K
+ 121.69%
$96.87 - $114.0 $851K - $1M
16K $1.58M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
18.9K
+ 2.33%
$22.61 - $23.14 $427K - $437K
831K $19.2M
COST
Costco Wholesale Corp

Consumer Defensive
698
+ 98.87%
$890.62 - $1076.86 $622K - $752K
1.4K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
2.52K
+ 172.22%
$225.19 - $279.95 $568K - $706K
3.99K $978K
BSX
Boston Scientific Corp

Healthcare
4.97K
New
$89.38 - $106.18 $444K - $528K
4.97K $501K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.9K
+ 1.24%
$23.9 - $24.18 $284K - $287K
968K $23.4M
WMT
Walmart Inc.

Consumer Defensive
5.21K
New
$84.5 - $105.05 $440K - $547K
5.21K $457K
ASML
Asml Holding Nv

Technology
648
New
$662.63 - $776.99 $429K - $503K
648 $429K
AMZN
Amazon Com Inc

Consumer Cyclical
3.03K
+ 58.69%
$190.26 - $242.06 $576K - $733K
8.19K $1.56M
XOM
Exxon Mobil Corp

Energy
3.03K
+ 56.91%
$105.44 - $118.93 $319K - $360K
8.34K $992K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.68K
New
$208.48 - $244.03 $350K - $410K
1.68K $410K
MS
Morgan Stanley

Financial Services
3.48K
New
$111.68 - $141.08 $389K - $491K
3.48K $405K
SCHW
Schwab Charles Corp

Financial Services
4.53K
New
$71.24 - $83.64 $323K - $379K
4.53K $354K
AON
Aon PLC

Financial Services
800
New
$348.44 - $409.32 $279K - $327K
800 $319K
MCD
Mcdonalds Corp

Consumer Cyclical
929
+ 119.87%
$279.74 - $321.29 $260K - $298K
1.7K $532K
HD
Home Depot, Inc.

Consumer Cyclical
834
New
$347.25 - $424.87 $290K - $354K
834 $305K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3.11K
New
$95.35 - $107.82 $297K - $336K
3.11K $298K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.62K
+ 0.8%
$25.05 - $25.16 $191K - $192K
964K $24.2M
EOG
Eog Resources Inc

Energy
2.19K
New
$120.54 - $138.05 $264K - $302K
2.19K $280K
ADI
Analog Devices Inc

Technology
1.39K
New
$201.56 - $243.82 $280K - $339K
1.39K $280K
TDY
Teledyne Technologies Inc

Technology
543
New
$455.51 - $518.84 $247K - $282K
543 $270K
NVDA
Nvidia Corp

Technology
8.61K
+ 33.39%
$106.98 - $149.43 $921K - $1.29M
34.4K $3.73M
NVS
Novartis Ag

Healthcare
2.25K
New
$97.14 - $115.57 $218K - $260K
2.25K $250K
GE
General Electric CO

Industrials
1.25K
New
$168.59 - $212.13 $210K - $264K
1.25K $249K
EMR
Emerson Electric CO

Industrials
2.23K
New
$108.64 - $131.17 $242K - $292K
2.23K $243K
ABBV
Abb Vie Inc.

Healthcare
370
+ 7.24%
$169.2 - $216.66 $62.6K - $80.2K
5.48K $1.15M
JNJ
Johnson & Johnson

Healthcare
1.19K
+ 83.68%
$142.06 - $167.7 $169K - $200K
2.61K $433K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.9K
New
$18.18 - $18.58 $216K - $220K
11.9K $219K
ABT
Abbott Laboratories

Healthcare
1.66K
New
$111.1 - $140.22 $184K - $232K
1.66K $219K
ADP
Automatic Data Processing Inc

Industrials
666
New
$286.85 - $318.64 $191K - $212K
666 $203K
SPY
Spdr S&P 500 ETF Trust

ETFs
292
+ 49.08%
$551.42 - $612.93 $161K - $179K
887 $496K
CVX
Chevron Corp

Energy
425
+ 13.72%
$146.71 - $167.97 $62.4K - $71.4K
3.52K $589K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
269
+ 17.8%
$507.05 - $563.67 $136K - $152K
1.78K $914K
IVV
Ishares Core S&P 500 ETF

ETFs
188
+ 25.34%
$554.06 - $615.85 $104K - $116K
930 $522K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.79K
+ 25.28%
$38.89 - $41.6 $69.5K - $74.4K
8.86K $358K
IBM
International Business Machines Corp

Technology
174
+ 14.95%
$217.4 - $264.74 $37.8K - $46.1K
1.34K $332K
NFLX
Netflix Inc

Communication Services
28
+ 3.87%
$828.4 - $1058.6 $23.2K - $29.6K
752 $701K
SYK
Stryker Corp

Healthcare
2
+ 0.06%
$355.18 - $399.9 $710 - $800
3.57K $1.33M
META
Meta Platforms, Inc.

Communication Services
106
+ 8.21%
$576.36 - $736.67 $61.1K - $78.1K
1.4K $805K
Activity Summary
Buys All Purchases 66 New Holdings 18 Increased Positions 48 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rvw Wealth, LLC Portfolio

Follow Rvw Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rvw Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rvw Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email