Rvw Wealth, LLC Purchases in Q2 2025

Rvw Wealth, LLC

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
1.56M
+ 56.12%
$34.04 - $42.36 $53M - $66M
4.33M $183M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
25.6K
+ 12.75%
$82.32 - $112.47 $2.1M - $2.87M
226K $25.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
144K
New
$29.12 - $35.84 $4.2M - $5.17M
144K $5.17M
IYW
Ishares Dj Us Tech ETF

ETFs
10.3K
+ 13.49%
$122.57 - $173.27 $1.26M - $1.78M
86.3K $14.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.2K
+ 10.66%
$152.42 - $182.82 $2.01M - $2.41M
137K $25M
DGRO
Ishares Core Dividend Growth E

ETFs
58K
+ 1593.0%
$55.22 - $63.94 $3.21M - $3.71M
61.7K $3.94M
RDVY
First Trust Rising Dividend Ac

ETFs
2.59K
+ 0.45%
$51.6 - $62.74 $133K - $162K
578K $36.3M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
77.3K
+ 8.69%
$24.94 - $25.42 $1.93M - $1.96M
967K $24.6M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
70.9K
+ 8.53%
$22.7 - $23.33 $1.61M - $1.65M
902K $21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
61
+ 0.29%
$416.06 - $551.64 $25.4K - $33.7K
20.8K $11.5M
VTI
Vanguard Total Stock Market Et

ETFs
3.03K
+ 14.57%
$243.75 - $303.93 $738K - $920K
23.8K $7.24M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
55K
+ 5.68%
$23.96 - $24.27 $1.32M - $1.34M
1.02M $24.8M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
44.6K
+ 4.63%
$25.04 - $25.18 $1.12M - $1.12M
1.01M $25.4M
DIS
Walt Disney CO

Communication Services
1.86K
+ 11.6%
$81.72 - $124.01 $152K - $230K
17.9K $2.22M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 0.53%
$221.86 - $362.89 $8.87K - $14.5K
7.53K $2.39M
GBFH
Gbank Finl Hldgs Inc
11.3K
New
$29.9 - $43.38 $337K - $489K
11.3K $394K
JPM
Jpmorgan Chase & CO

Financial Services
727
+ 18.23%
$210.28 - $289.91 $153K - $211K
4.72K $1.37M
QDEF
Flexshares Quality Div Defensi

ETFs
309
+ 0.35%
$62.5 - $74.05 $19.3K - $22.9K
88.3K $6.5M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.52K
+ 80.98%
$86.12 - $108.35 $217K - $273K
5.63K $610K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
356
+ 20.0%
$456.74 - $568.03 $163K - $202K
2.14K $1.21M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9.44K
New
$23.87 - $29.82 $225K - $281K
9.44K $281K
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 37.13%
$144.7 - $178.6 $173K - $214K
4.42K $778K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.21K
New
$139.8 - $197.22 $169K - $238K
1.21K $238K
META
Meta Platforms, Inc.

Communication Services
9
+ 0.64%
$484.66 - $738.09 $4.36K - $6.64K
1.41K $1.04M
JPEM
Jp Morgan Diversified Return

ETFs
3.78K
New
$48.41 - $56.7 $183K - $214K
3.78K $213K
AXP
American Express CO

Financial Services
660
New
$231.39 - $318.98 $153K - $211K
660 $210K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.96K
New
$35.77 - $42.27 $177K - $209K
4.96K $209K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.43K
New
$26.38 - $32.66 $169K - $210K
6.43K $209K
HON
Honeywell International Inc

Industrials
900
New
$182.86 - $232.88 $165K - $210K
900 $209K
PANW
Palo Alto Networks Inc

Technology
1K
New
$152.44 - $204.64 $152K - $205K
1K $204K
SRLN
Ssga Active Trust

ETFs
4.9K
New
$39.47 - $41.59 $193K - $204K
4.9K $203K
GOOG
Alphabet Inc.

Communication Services
137
+ 1.85%
$146.58 - $180.01 $20.1K - $24.7K
7.56K $1.34M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
222
+ 0.68%
$59.24 - $71.39 $13.2K - $15.8K
32.8K $2.34M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
6.71K
+ 12.08%
$20.66 - $20.74 $139K - $139K
62.2K $1.29M
GE
General Electric CO

Industrials
83
+ 6.66%
$166.81 - $257.39 $13.8K - $21.4K
1.33K $342K
IBM
International Business Machines Corp

Technology
75
+ 5.61%
$221.03 - $294.78 $16.6K - $22.1K
1.41K $416K
COF
Capital One Financial Corp

Financial Services
154
+ 10.8%
$150.57 - $212.76 $23.2K - $32.8K
1.58K $336K
IEFA
Ishares Tr

ETFs
325
+ 4.83%
$67.83 - $84.09 $22K - $27.3K
7.05K $588K
VGT
Vanguard Information Technolog

ETFs
7
+ 1.24%
$470.37 - $663.28 $3.29K - $4.64K
570 $378K
IWV
Ishares Russell 3000 ETF

ETFs
58
+ 3.96%
$281.67 - $351.0 $16.3K - $20.4K
1.52K $534K
JNJ
Johnson & Johnson

Healthcare
645
+ 24.69%
$146.36 - $159.82 $94.4K - $103K
3.26K $497K
VEU
Vanguard Ftse All World Ex Us

ETFs
79
+ 0.96%
$54.19 - $67.22 $4.28K - $5.31K
8.28K $556K
VO
Vanguard Mid Cap ETF

ETFs
87
+ 5.55%
$228.54 - $279.83 $19.9K - $24.3K
1.66K $463K
IQDF
Flexshares International Quali

ETFs
469
+ 3.16%
$22.1 - $27.31 $10.4K - $12.8K
15.3K $415K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
194
+ 3.81%
$51.16 - $62.02 $9.93K - $12K
5.28K $327K
VTV
Vanguard Value ETF

ETFs
94
+ 5.81%
$153.67 - $176.74 $14.4K - $16.6K
1.71K $302K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.06K
+ 6.39%
$19.49 - $19.66 $20.7K - $20.9K
17.7K $347K
HYGV
Flexshares Tr High Yield Value

ETFs
273
+ 3.17%
$38.45 - $41.03 $10.5K - $11.2K
8.89K $364K
MA
Mastercard Inc

Financial Services
4
+ 0.44%
$479.92 - $590.74 $1.92K - $2.36K
918 $515K
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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