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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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