Rvw Wealth, LLC Incresed Positions in Q4 2025

Rvw Wealth, LLC

  • $1.17 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
182K
+ 16.06%
N/A
1.32M $31.3M
XLK
Technology Sector Spdr

ETFs
12.6K
+ 99.98%
$278.39 - $304.13 $3.5M - $3.83M
25.2K $7.25M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
133K
+ 12.86%
$24.24 - $24.37 $3.23M - $3.25M
1.17M $28.4M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
120K
+ 12.79%
$23.35 - $23.55 $2.81M - $2.83M
1.06M $24.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
108K
+ 11.05%
$25.38 - $25.57 $2.75M - $2.77M
1.09M $27.7M
AAPL
Apple Inc.

Technology
1.89K
+ 1.43%
$245.27 - $275.25 $464K - $521K
135K $36M
DFAU
Dimensional ETF Tr

ETFs
13.1K
+ 0.29%
$44.77 - $47.01 $588K - $618K
4.51M $207M
LLY
Eli Lilly & CO

Healthcare
999
+ 83.74%
$799.57 - $1025.28 $799K - $1.02M
2.19K $2.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
892
+ 109.72%
$653.02 - $687.39 $582K - $613K
1.71K $1.13M
GOOG
Alphabet Inc.

Communication Services
64
+ 0.85%
$237.49 - $291.74 $15.2K - $18.7K
7.62K $2.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
296
+ 1.4%
$589.5 - $635.77 $174K - $188K
21.4K $12.9M
GOOGL
Alphabet Inc.

Communication Services
217
+ 4.93%
$236.57 - $291.31 $51.3K - $63.2K
4.62K $1.28M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.46K
+ 66.55%
$21.09 - $21.35 $200K - $202K
23.7K $499K
JNJ
Johnson & Johnson

Healthcare
310
+ 9.52%
$185.98 - $199.58 $57.7K - $61.9K
3.57K $711K
NVDA
Nvidia Corp

Technology
560
+ 1.32%
$179.83 - $207.04 $101K - $116K
43K $8.03M
GBFH
Gbank Finl Hldgs Inc
6.06K
+ 17.95%
$33.75 - $42.06 $205K - $255K
39.9K $1.41M
ORCL
Oracle Corp

Technology
581
+ 72.08%
$217.57 - $313.0 $126K - $182K
1.39K $304K
MA
Mastercard Inc

Financial Services
163
+ 17.76%
$536.85 - $580.45 $87.5K - $94.6K
1.08K $580K
XOM
Exxon Mobil Corp

Energy
13
+ 0.16%
$110.64 - $119.78 $1.44K - $1.56K
8.08K $951K
AVGO
Broadcom Inc.

Technology
15
+ 0.57%
$324.63 - $385.98 $4.87K - $5.79K
2.66K $911K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.02K
+ 18.19%
$18.77 - $18.93 $37.9K - $38.2K
13.1K $246K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
169
+ 3.04%
$115.02 - $121.67 $19.4K - $20.6K
5.72K $679K
WMT
Walmart Inc.

Consumer Defensive
300
+ 6.61%
$101.18 - $109.03 $30.4K - $32.7K
4.84K $498K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
576
+ 0.43%
$25.2 - $26.46 $14.5K - $15.2K
136K $3.51M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
425
+ 4.72%
$42.88 - $45.39 $18.2K - $19.3K
9.42K $420K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
67
+ 0.79%
$53.38 - $57.98 $3.58K - $3.88K
8.56K $487K
IBM
International Business Machines Corp

Technology
4
+ 0.32%
$275.97 - $314.98 $1.1K - $1.26K
1.24K $369K
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.09%
$211.96 - $244.38 $1.27K - $1.47K
6.91K $1.62M
IEFA
Ishares Tr

ETFs
85
+ 1.2%
$86.09 - $89.88 $7.32K - $7.64K
7.14K $633K
MS
Morgan Stanley

Financial Services
70
+ 2.05%
$151.86 - $169.92 $10.6K - $11.9K
3.49K $555K
AXP
American Express CO

Financial Services
10
+ 1.52%
$316.26 - $372.77 $3.16K - $3.73K
670 $228K
GE
General Electric CO

Industrials
23
+ 1.87%
$291.49 - $314.28 $6.7K - $7.23K
1.25K $375K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
96
+ 0.35%
$19.54 - $19.6 $1.88K - $1.88K
27.8K $544K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.36%
$358.39 - $376.54 $717 - $753
555 $204K
Pacer Us Large Cp Ca Cows Gr Ldrs ETF
49.7K
+ 20.16%
N/A
297K $0
ESG
Flexshares Stoxx Us Esg Select
2
+ 0.01%
N/A
16K $0
Ge Vernova LLC Com
1.52K
+ 184.88%
N/A
2.34K $0
QDEF
Flexshares Quality Div Defensi

ETFs
6
+ 0.01%
$78.1 - $81.04 $469 - $486
88.3K $7.06M
I Shares Bitcoin Trust ETF
195
+ 1.43%
N/A
13.8K $0
Blue Star Israel Technology ETF
240
+ 5.74%
N/A
4.42K $0
EOG
Eog Resources Inc

Energy
10
+ 0.52%
$105.0 - $111.92 $1.05K - $1.12K
1.92K $211K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31
+ 0.59%
$63.25 - $66.24 $1.96K - $2.05K
5.32K $341K
FVD
First Tr Value Line Divid Inde

ETFs
106
+ 0.48%
$45.0 - $46.25 $4.77K - $4.9K
22.1K $1.01M
SCHW
Schwab Charles Corp

Financial Services
30
+ 0.67%
$91.91 - $97.71 $2.76K - $2.93K
4.51K $414K
COF
Capital One Financial Corp

Financial Services
11
+ 0.71%
$201.01 - $225.01 $2.21K - $2.48K
1.55K $312K
FEMS
First Trust Emerging Markets S

ETFs
5
+ 0.04%
$41.86 - $44.36 $209 - $222
13.6K $576K
V
Visa Inc.

Financial Services
122
+ 2.87%
$325.75 - $352.42 $39.7K - $43K
4.38K $1.43M
NFLX
Netflix Inc

Communication Services
7.13K
+ 953.48%
$110.29 - $1241.35 $787K - $8.85M
7.88K $869K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
20
+ 1.22%
$176.58 - $207.02 $3.53K - $4.14K
1.66K $300K
Activity Summary
Buys All Purchases 73 New Holdings 14 Increased Positions 59 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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