Rvw Wealth, LLC Portfolio Holdings

Rvw Wealth, LLC

  • $1.02 Billion
  • Q3 2024

Rvw Wealth, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.02 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $101M, Wisdomtree Tr Us Quality Divid with a value of $69.1M, Dimensional ETF Tr with a value of $58M, Dimensional ETF Tr with a value of $51.1M, and Ishares Msci Intl Quality Fact with a value of $48.9M.

Examining the 13F form we can see an increase of $63.8M in the current position value, from $953M to 1.02B.

Below you can find more details about Rvw Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion
ETFs: $966 Million
Technology: $32.3 Million
Financial Services: $5.47 Million
Healthcare: $3.71 Million
Consumer Cyclical: $3.27 Million
Communication Services: $2.02 Million
Consumer Defensive: $1.14 Million
Energy: $1.1 Million
Other: $1.12 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181B
$3.45 Million 0.34% of portfolio
5,559
Q1 2024 Reduced 0.3%
$138B
$1.29 Million 0.13% of portfolio
3,569
Q1 2024 Reduced 0.86%
$193B
$584,000 0.06% of portfolio
1,180
Q1 2024 New
$44.7B
$446,000 0.04% of portfolio
7,725
Q4 2023 Added 1.42%
$87.8B
$361,000 0.04% of portfolio
695
Q2 2024 Reduced 0.14%
$52.9B
$351,000 0.03% of portfolio
6,959
Q2 2024 New
$106B
$205,000 0.02% of portfolio
1,350
Q3 2024 New
$44.9B
$239,000 0.02% of portfolio
600
Q3 2024 New
$68.6B
$210,000 0.02% of portfolio
1,404
Q3 2024 New
$148B
$200,000 0.02% of portfolio
6,919
Q3 2024 Reduced 5.25%
$184B
$225,000 0.02% of portfolio
1,194
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $1.02 Billion
  • Prior Value $953 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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