Rba Wealth Management, LLC Sells in Q3 2025

Rba Wealth Management, LLC

  • $285 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
-1.14K
- 1.8%
$97.03 - $108.14 $110K - $123K
62.2K $6.07M
V
Visa Inc.

Financial Services
-809
- 3.78%
$332.09 - $358.86 $269K - $290K
20.6K $7.04M
TRGP
Targa Resources Corp.

Energy
-1.2K
- 5.24%
$160.52 - $174.4 $193K - $209K
21.7K $3.63M
SNPS
Synopsys Inc

Technology
-229
- 1.98%
$387.78 - $645.35 $88.8K - $148K
11.3K $5.6M
AEP
American Electric Power CO Inc

Utilities
-6.16K
- 12.88%
$103.26 - $115.0 $636K - $708K
41.7K $4.69M
META
Meta Platforms, Inc.

Communication Services
-200
- 2.12%
$695.21 - $791.73 $139K - $158K
9.25K $6.79M
UNH
Unitedhealth Group Inc

Healthcare
-801
- 24.26%
$237.77 - $353.61 $190K - $283K
2.5K $863K
WMT
Walmart Inc.

Consumer Defensive
-2.04K
- 22.93%
$94.4 - $104.27 $192K - $213K
6.85K $705K
IBM
International Business Machines Corp

Technology
-358
- 22.02%
$234.77 - $292.47 $84K - $105K
1.27K $357K
CVX
Chevron Corp

Energy
-1.16K
- 12.93%
$145.57 - $161.83 $169K - $188K
7.84K $1.22M
CSCO
Cisco Systems, Inc.

Technology
-595
- 6.92%
$66.2 - $71.79 $39.4K - $42.7K
8K $547K
VNQ
Vanguard Specialized Funds Van

ETFs
-445
- 15.49%
$88.47 - $93.24 $39.4K - $41.5K
2.43K $221K
LMT
Lockheed Martin Corp

Industrials
-134
- 13.27%
$410.74 - $499.21 $55K - $66.9K
876 $437K
VDE
Vanguard Energy ETF

ETFs
-361
- 12.19%
$118.37 - $129.65 $42.7K - $46.8K
2.6K $327K
VICI
Vici Properties Inc.

Real Estate
-460
- 0.73%
$31.43 - $33.93 $14.5K - $15.6K
62.6K $2.04M
PEP
Pepsico Inc

Consumer Defensive
-205
- 8.92%
$133.81 - $152.16 $27.4K - $31.2K
2.09K $293K
AMZN
Amazon Com Inc

Consumer Cyclical
-17
- 0.32%
$211.65 - $238.24 $3.6K - $4.05K
5.36K $1.18M
TECK
Teck Resources LTD

Basic Materials
-511
- 6.92%
$31.27 - $44.1 $16K - $22.5K
6.87K $301K
VPU
Vanguard Utilities ETF

ETFs
-74
- 5.13%
$175.25 - $189.41 $13K - $14K
1.37K $259K
OTTR
Otter Tail Corp

Utilities
-336
- 4.93%
$75.29 - $85.97 $25.3K - $28.9K
6.49K $531K
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.48%
$291.67 - $316.99 $1.17K - $1.27K
831 $252K
RJF
Raymond James Financial Inc

Financial Services
-68
- 4.46%
$154.64 - $176.43 $10.5K - $12K
1.46K $251K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-37
- 0.27%
$28.15 - $30.13 $1.04K - $1.11K
13.5K $399K
NVDA
Nvidia Corp

Technology
-385
- 10.84%
$153.3 - $186.58 $59K - $71.8K
3.17K $590K
VHT
Vanguard Health Care ETF

ETFs
-4
- 0.1%
$239.12 - $259.95 $956 - $1.04K
4.15K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
-17
- 0.52%
$282.78 - $316.06 $4.81K - $5.37K
3.26K $1.03M
EWBC
East West Bancorp Inc

Financial Services
-1.39K
- 2.28%
$97.41 - $109.7 $136K - $153K
59.8K $6.37M
PLD
Prologis, Inc.

Real Estate
-629
- 1.65%
$104.08 - $115.35 $65.5K - $72.6K
37.5K $4.29M
CBOE
Cboe Global Markets, Inc.

Financial Services
-66
- 0.26%
$231.35 - $253.24 $15.3K - $16.7K
25.1K $6.15M
MSFT
Microsoft Corp

Technology
-226
- 1.12%
$491.09 - $535.64 $111K - $121K
19.9K $10.3M
GS
Goldman Sachs Group Inc

Financial Services
-93
- 1.17%
$696.56 - $806.32 $64.8K - $75K
7.88K $6.27M
AZO
Autozone Inc

Consumer Cyclical
-8
- 0.52%
$3649.42 - $4354.54 $29.2K - $34.8K
1.53K $6.54M
AVGO
Broadcom Inc.

Technology
-1.09K
- 3.34%
$264.74 - $369.57 $288K - $401K
31.5K $10.4M
CMI
Cummins Inc

Industrials
-1.1K
- 5.27%
$327.85 - $426.39 $360K - $468K
19.7K $8.32M
AAPL
Apple Inc.

Technology
-1.04K
- 2.47%
$202.38 - $256.87 $211K - $268K
41.1K $10.5M
GOOGL
Alphabet Inc.

Communication Services
-3.58K
- 7.63%
$174.36 - $254.72 $624K - $912K
43.4K $10.5M
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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