Rvw Wealth, LLC Reduced Holdings in Q3 2025

Rvw Wealth, LLC

  • $1.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-19.5K
- 1.93%
$25.09 - $25.19 $489K - $490K
989K $24.9M
DIS
Walt Disney CO

Communication Services
-2.2K
- 12.34%
$112.25 - $124.0 $247K - $273K
15.7K $1.79M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-14.1K
- 22.72%
$20.66 - $20.74 $292K - $293K
48.1K $995K
OEF
Ishares S&P 100 ETF

ETFs
-1.09K
- 31.12%
N/A
2.4K $638K
AVUV
American Centy ETF Tr Avantis

ETFs
-3.97K
- 19.72%
$90.37 - $102.12 $359K - $405K
16.1K $1.61M
META
Meta Platforms, Inc.

Communication Services
-203
- 14.44%
$695.21 - $791.73 $141K - $161K
1.2K $883K
V
Visa Inc.

Financial Services
-75
- 1.73%
$332.09 - $358.86 $24.9K - $26.9K
4.26K $1.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.82K
- 4.79%
$26.38 - $27.95 $206K - $218K
155K $4.24M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.26K
- 13.32%
$19.49 - $19.61 $83K - $83.5K
27.7K $542K
IBM
International Business Machines Corp

Technology
-175
- 12.38%
$234.77 - $292.47 $41.1K - $51.2K
1.24K $349K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.21K
- 12.48%
$19.61 - $19.79 $43.3K - $43.7K
15.5K $305K
VIG
Vanguard Dividend Appreciation

ETFs
-109
- 1.74%
N/A
6.16K $1.12M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.68K
- 4.36%
$87.05 - $93.19 $234K - $250K
58.9K $5.47M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-536
- 2.55%
$37.14 - $37.85 $19.9K - $20.3K
20.5K $774K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-800
- 6.72%
$18.61 - $18.94 $14.9K - $15.2K
11.1K $208K
REZ
Ishares Tr Residential And Mul

ETFs
-244
- 6.19%
$81.06 - $85.23 $19.8K - $20.8K
3.7K $314K
COF
Capital One Financial Corp

Financial Services
-38
- 2.41%
$207.29 - $229.74 $7.88K - $8.73K
1.54K $327K
VB
Vanguard Small Cap ETF

ETFs
-105
- 9.77%
$237.58 - $259.17 $24.9K - $27.2K
970 $246K
PEP
Pepsico Inc

Consumer Defensive
-140
- 8.86%
$133.81 - $152.16 $18.7K - $21.3K
1.44K $202K
Wisdomtree Us Quality Growth ETF
-69.1K
- 5.6%
N/A
1.16M $0
ESG
Flexshares Stoxx Us Esg Select
-164
- 1.01%
N/A
16K $0
VTV
Vanguard Value ETF

ETFs
-85
- 4.97%
$175.51 - $186.57 $14.9K - $15.9K
1.63K $303K
VHT
Vanguard Health Care ETF

ETFs
-9
- 0.93%
$239.12 - $259.95 $2.15K - $2.34K
957 $248K
VO
Vanguard Mid Cap ETF

ETFs
-33
- 1.99%
$279.83 - $293.74 $9.23K - $9.69K
1.62K $476K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-303
- 2.99%
$33.05 - $35.83 $10K - $10.9K
9.84K $351K
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.38%
$291.67 - $316.99 $1.75K - $1.9K
1.58K $479K
MSFT
Microsoft Corp

Technology
-177
- 3.39%
$491.09 - $535.64 $86.9K - $94.8K
5.05K $2.62M
SCHW
Schwab Charles Corp

Financial Services
-23
- 0.51%
$91.03 - $98.69 $2.09K - $2.27K
4.48K $428K
VEU
Vanguard Ftse All World Ex Us

ETFs
-124
- 1.5%
$66.38 - $71.68 $8.23K - $8.89K
8.16K $582K
IVV
Ishares Core S&P 500 ETF

ETFs
-27
- 2.9%
$620.67 - $670.08 $16.8K - $18.1K
903 $604K
GE
General Electric CO

Industrials
-100
- 7.52%
$244.75 - $305.63 $24.5K - $30.6K
1.23K $369K
TDY
Teledyne Technologies Inc

Technology
-18
- 3.24%
$509.51 - $586.04 $9.17K - $10.5K
538 $315K
FVD
First Tr Value Line Divid Inde

ETFs
-43
- 0.2%
$44.73 - $46.86 $1.92K - $2.01K
22K $1.02M
DEUS
Xtrackers Russell Us Multifact

ETFs
-2.11K
- 2.55%
$55.9 - $58.67 $118K - $124K
80.7K $4.69M
JPIN
Jp Morgan Diversified Return I

ETFs
-11
- 0.08%
$63.14 - $67.96 $695 - $748
13.9K $926K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-80
- 1.42%
$108.03 - $117.04 $8.64K - $9.36K
5.55K $649K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
-10
- 0.13%
$87.42 - $100.3 $874 - $1K
7.83K $784K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-11
- 0.12%
$85.93 - $92.12 $945 - $1.01K
9.51K $865K
FEMS
First Trust Emerging Markets S

ETFs
-11
- 0.08%
$40.83 - $44.87 $449 - $494
13.6K $600K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-11
- 0.08%
$51.16 - $55.21 $563 - $607
14.4K $792K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-65
- 3.04%
$567.77 - $614.76 $36.9K - $40K
2.07K $1.27M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-148
- 0.91%
$61.83 - $67.07 $9.15K - $9.93K
16.2K $1.07M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-44
- 0.24%
$40.43 - $44.52 $1.78K - $1.96K
18.5K $816K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22
- 0.35%
$459.11 - $506.91 $10.1K - $11.2K
6.21K $3.12M
AVEM
American Centy ETF Tr Avantis

ETFs
-74
- 0.46%
$68.33 - $75.41 $5.06K - $5.58K
16.1K $1.21M
JPM
Jpmorgan Chase & CO

Financial Services
-52
- 1.1%
$282.78 - $316.06 $14.7K - $16.4K
4.66K $1.47M
DGRO
Ishares Core Dividend Growth E

ETFs
-772
- 1.25%
$64.12 - $68.08 $49.5K - $52.6K
60.9K $4.15M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.33K
- 1.1%
$55.15 - $58.11 $73.2K - $77.1K
120K $6.88M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-1.04K
- 1.52%
$103.48 - $109.86 $107K - $114K
67.2K $7.28M
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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