Rw Investment Management LLC Reduced Holdings in Q4 2024

Rw Investment Management LLC

  • $821 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-165K
- 8.72%
$54.54 - $61.04 $9M - $10.1M
1.73M $96.1B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-107K
- 7.84%
$40.38 - $44.35 $4.3M - $4.72M
1.25M $51.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-843
- 38.87%
$570.51 - $610.59 $481K - $515K
1.33K $781M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.38K
- 7.93%
$47.26 - $48.18 $302K - $307K
74.1K $3.51B
WM
Waste Management Inc

Industrials
-1.64K
- 35.96%
$201.79 - $228.46 $330K - $374K
2.92K $588M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-6K
- 6.8%
$47.65 - $48.6 $286K - $292K
82.3K $3.93B
MU
Micron Technology Inc

Technology
-220
- 1.33%
$84.16 - $113.41 $18.5K - $25K
16.3K $1.38B
PAYX
Paychex Inc

Industrials
-2.55K
- 46.61%
$135.86 - $148.73 $347K - $380K
2.92K $410M
DFSI
Dimensional ETF Tr Dimen Intl
-1.01K
- 1.07%
N/A
93.4K $3.07B
Morgan Stanley ETF Trust
-4.5K
- 17.84%
N/A
20.7K $1.52B
FCX
Freeport Mcmoran Inc

Basic Materials
-295
- 1.33%
$38.08 - $50.82 $11.2K - $15K
21.8K $830M
CVX
Chevron Corp

Energy
-1.52K
- 25.58%
$141.15 - $162.53 $214K - $247K
4.42K $640M
MSFT
Microsoft Corp

Technology
-209
- 1.91%
$406.35 - $454.46 $84.9K - $95K
10.7K $4.53B
MCHP
Microchip Technology Inc

Technology
-221
- 3.16%
$55.51 - $79.05 $12.3K - $17.5K
6.77K $388M
XOM
Exxon Mobil Corp

Energy
-719
- 8.57%
$105.51 - $125.37 $75.9K - $90.1K
7.67K $825M
LOW
Lowes Companies Inc

Consumer Cyclical
-269
- 7.13%
$244.52 - $284.07 $65.8K - $76.4K
3.5K $864M
CSCO
Cisco Systems, Inc.

Technology
-2.63K
- 43.56%
$52.45 - $60.02 $138K - $158K
3.41K $202M
VO
Vanguard Mid Cap ETF

ETFs
-303
- 1.87%
$261.5 - $284.63 $79.2K - $86.2K
15.9K $4.21B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.33K
- 13.15%
$33.39 - $37.66 $44.5K - $50.2K
8.8K $294M
Morgan Stanley ETF Trust
-816
- 14.54%
N/A
4.8K $265M
UNH
Unitedhealth Group Inc

Healthcare
-38
- 7.38%
$485.52 - $625.25 $18.4K - $23.8K
477 $241M
DFSU
Dimensional ETF Tr Dimen Us Su
-2.32K
- 4.32%
N/A
51.3K $1.95B
META
Meta Platforms, Inc.

Communication Services
-131
- 6.17%
$554.08 - $632.68 $72.6K - $82.9K
1.99K $1.17B
ORCL
Oracle Corp

Technology
-88
- 1.07%
$165.41 - $192.43 $14.6K - $16.9K
8.17K $1.36B
CAT
Caterpillar Inc

Industrials
-64
- 9.88%
$360.37 - $416.88 $23.1K - $26.7K
584 $212M
SPY
Spdr S&P 500 ETF Trust

ETFs
-63
- 4.49%
$567.81 - $607.81 $35.8K - $38.3K
1.34K $785M
BAC
Bank Of America Corp

Financial Services
-2.19K
- 11.43%
$39.22 - $47.77 $86K - $105K
17K $747M
SCHW
Schwab Charles Corp

Financial Services
-90
- 1.24%
$63.31 - $82.85 $5.7K - $7.46K
7.17K $531M
WMT
Walmart Inc.

Consumer Defensive
-30
- 0.24%
$79.1 - $95.7 $2.37K - $2.87K
12.4K $1.12B
TSLA
Tesla, Inc.

Consumer Cyclical
-31
- 1.19%
$213.65 - $479.86 $6.62K - $14.9K
2.57K $1.04B
AAPL
Apple Inc.

Technology
-19
- 0.07%
$221.69 - $259.02 $4.21K - $4.92K
27.3K $6.84B
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 1 Puts 0
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