Rwq Financial Management Services, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $276 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $59.6M, Apple Inc. with a value of $51.4M, Meta Platforms, Inc. with a value of $25.9M, Vaneck ETF Tr Semiconductor Et with a value of $25.7M, and Microsoft Corp with a value of $20.1M.

Examining the 13F form we can see an increase of $46M in the current position value, from $230M to 276M.

Below you can find more details about Rwq Financial Management Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $276 Million
Technology: $163 Million
Communication Services: $41.3 Million
ETFs: $31.1 Million
Consumer Cyclical: $17.9 Million
Financial Services: $12.9 Million
Consumer Defensive: $9.32 Million
Industrials: $278,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $276 Million
  • Prior Value $230 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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