Rvw Wealth, LLC Incresed Positions 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
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.9K
+ 1.24%
$23.9 - $24.18 $284K - $287K
968K $23.4M
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
MCD
Mcdonalds Corp

Consumer Cyclical
929
+ 119.87%
$279.74 - $321.29 $260K - $298K
1.7K $532K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.62K
+ 0.8%
$25.05 - $25.16 $191K - $192K
964K $24.2M
NVDA
Nvidia Corp

Technology
8.61K
+ 33.39%
$106.98 - $149.43 $921K - $1.29M
34.4K $3.73M
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
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
MA
Mastercard Inc

Financial Services
46
+ 5.3%
$504.67 - $576.31 $23.2K - $26.5K
914 $500K
PG
Procter & Gamble CO

Consumer Defensive
226
+ 18.37%
$158.56 - $176.26 $35.8K - $39.8K
1.46K $248K
D
Dominion Energy, Inc

Utilities
90
+ 1.17%
$52.85 - $57.43 $4.76K - $5.17K
7.82K $438K
PEP
Pepsico Inc

Consumer Defensive
162
+ 9.35%
$142.64 - $156.42 $23.1K - $25.3K
1.9K $284K
VIG
Vanguard Dividend Appreciation

ETFs
60
+ 0.97%
N/A
6.27K $1.14M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
135
+ 0.61%
$22.77 - $22.94 $3.07K - $3.1K
22.1K $506K
GS
Goldman Sachs Group Inc

Financial Services
66
+ 5.59%
$524.81 - $672.19 $34.6K - $44.4K
1.25K $680K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
148
+ 0.69%
$23.29 - $23.38 $3.45K - $3.46K
21.6K $505K
COF
Capital One Financial Corp

Financial Services
22
+ 1.57%
$163.87 - $209.82 $3.61K - $4.62K
1.43K $255K
Victory Shares Free Cash Flow ETF
626K
+ 359.7%
N/A
800K $0
I Shares Bitcoin Trust ETF
138
+ 1.52%
N/A
9.23K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.02K
+ 5.45%
$21.23 - $23.75 $149K - $167K
136K $2.92M
Wisdomtree Us Quality Growth ETF
48.9K
+ 4.13%
N/A
1.23M $0
GOOGL
Alphabet Inc.

Communication Services
371
+ 13.02%
$154.33 - $206.19 $57.3K - $76.5K
3.22K $498K
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 0.31%
$468.34 - $539.52 $30K - $34.5K
20.8K $9.75M
AAPL
Apple Inc.

Technology
6.54K
+ 5.52%
$209.68 - $247.1 $1.37M - $1.61M
125K $27.7M
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
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