Rvw Wealth, LLC Reduced Holdings in Q2 2025

Rvw Wealth, LLC

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-684K
- 68.63%
$60.34 - $74.89 $41.3M - $51.2M
312K $23.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-120K
- 49.87%
$47.46 - $55.3 $5.72M - $6.66M
121K $6.67M
AVUV
American Centy ETF Tr Avantis

ETFs
-18.4K
- 47.74%
$75.17 - $91.21 $1.38M - $1.68M
20.1K $1.83M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-25.4K
- 13.5%
$24.32 - $27.87 $619K - $709K
163K $4.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-103
- 1.63%
$483.48 - $539.8 $49.8K - $55.6K
6.23K $3.03M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.3K
- 6.66%
$35.35 - $42.68 $471K - $569K
187K $7.96M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-7.97K
- 11.47%
$73.02 - $90.22 $582K - $719K
61.6K $5.49M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-4.31K
- 23.93%
$34.28 - $41.6 $148K - $179K
13.7K $568K
XOM
Exxon Mobil Corp

Energy
-272
- 3.26%
$99.93 - $119.04 $27.2K - $32.4K
8.07K $870K
FVD
First Tr Value Line Divid Inde

ETFs
-2.25K
- 9.26%
$40.62 - $45.12 $91.3K - $101K
22K $984K
DEUS
Xtrackers Russell Us Multifact

ETFs
-5.65K
- 6.39%
$48.13 - $56.21 $272K - $318K
82.8K $4.65M
V
Visa Inc.

Financial Services
-300
- 6.48%
$308.27 - $373.31 $92.5K - $112K
4.33K $1.54M
CVX
Chevron Corp

Energy
-3
- 0.09%
$133.73 - $168.51 $401 - $506
3.52K $504K
PEP
Pepsico Inc

Consumer Defensive
-314
- 16.57%
$128.02 - $151.37 $40.2K - $47.5K
1.58K $208K
MCD
Mcdonalds Corp

Consumer Cyclical
-119
- 6.98%
$285.55 - $321.23 $34K - $38.2K
1.59K $463K
SPY
Spdr S&P 500 ETF Trust

ETFs
-174
- 19.62%
$496.48 - $617.85 $86.4K - $108K
713 $440K
EOG
Eog Resources Inc

Energy
-284
- 12.97%
$104.61 - $129.97 $29.7K - $36.9K
1.91K $227K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-37
- 2.2%
$212.1 - $244.27 $7.85K - $9.04K
1.64K $359K
VB
Vanguard Small Cap ETF

ETFs
-291
- 21.3%
$193.73 - $237.37 $56.4K - $69.1K
1.08K $254K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.25K
- 7.09%
$51.81 - $61.79 $64.5K - $76.9K
16.3K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
-133
- 9.13%
$157.66 - $172.39 $21K - $22.9K
1.32K $210K
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 11.99%
$335.24 - $380.78 $33.5K - $38.1K
734 $269K
BSX
Boston Scientific Corp

Healthcare
-600
- 12.07%
$89.7 - $107.41 $53.8K - $64.4K
4.37K $469K
FEMS
First Trust Emerging Markets S

ETFs
-1.87K
- 12.1%
$32.56 - $40.98 $61K - $76.8K
13.6K $552K
EMR
Emerson Electric CO

Industrials
-550
- 24.72%
$94.15 - $133.33 $51.8K - $73.3K
1.68K $223K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-788
- 2.41%
$19.44 - $19.56 $15.3K - $15.4K
32K $624K
WMT
Walmart Inc.

Consumer Defensive
-668
- 12.82%
$81.79 - $99.98 $54.6K - $66.8K
4.54K $444K
D
Dominion Energy, Inc

Utilities
-90
- 1.15%
$49.66 - $58.0 $4.47K - $5.22K
7.73K $436K
Blue Star Israel Technology ETF
-611
- 12.8%
N/A
4.16K $0
ESG
Flexshares Stoxx Us Esg Select
-52
- 0.32%
N/A
16.2K $0
NVS
Novartis Ag

Healthcare
-100
- 4.45%
$101.96 - $121.01 $10.2K - $12.1K
2.15K $259K
AVDV
American Centy ETF Tr Avantis

ETFs
-224
- 7.37%
$61.76 - $79.32 $13.8K - $17.8K
2.82K $223K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
-1.34K
- 13.62%
$39.1 - $51.83 $52.3K - $69.3K
8.48K $430K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-283
- 1.55%
$30.28 - $36.05 $8.57K - $10.2K
18K $647K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.85K
- 10.25%
$53.08 - $68.54 $98.1K - $127K
16.2K $1.11M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-35
- 0.24%
$43.78 - $51.5 $1.53K - $1.8K
14.4K $739K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-373
- 1.97%
$33.38 - $40.81 $12.5K - $15.2K
18.5K $755K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-204
- 2.71%
$37.77 - $48.45 $7.71K - $9.88K
7.31K $354K
DFAX
Dimensional ETF Tr
-448
- 3.07%
$23.37 - $29.39 $10.5K - $13.2K
14.2K $416K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-61
- 0.64%
$72.32 - $86.4 $4.41K - $5.27K
9.52K $822K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-94
- 0.92%
$25.97 - $33.21 $2.44K - $3.12K
10.1K $336K
ADI
Analog Devices Inc

Technology
-13
- 0.94%
$164.6 - $238.02 $2.14K - $3.09K
1.38K $327K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-162
- 3.75%
$468.22 - $566.51 $75.9K - $91.8K
4.15K $2.35M
ASML
Asml Holding Nv

Technology
-45
- 6.94%
$595.37 - $815.24 $26.8K - $36.7K
603 $483K
SCHW
Schwab Charles Corp

Financial Services
-22
- 0.49%
$69.06 - $91.24 $1.52K - $2.01K
4.51K $411K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-437
- 1.92%
$90.56 - $109.49 $39.6K - $47.8K
22.4K $2.44M
MS
Morgan Stanley

Financial Services
-91
- 2.62%
$99.83 - $140.86 $9.08K - $12.8K
3.39K $477K
JPIN
Jp Morgan Diversified Return I

ETFs
-314
- 2.21%
$52.18 - $64.25 $16.4K - $20.2K
13.9K $892K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-994
- 1.44%
$89.28 - $103.8 $88.7K - $103K
68.2K $7.07M
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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