Rgt Wealth Advisors, LLC Portfolio Holdings

Rgt Wealth Advisors, LLC

  • $627 Million
  • Q3 2022

Rgt Wealth Advisors, LLC has filed its 13F form on November 08, 2022 for Q3 2022 where it was disclosed a total value porftolio of $627 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Global Min Vol Fa with a value of $175M, World Gold Trust with a value of $120M, Ishares Barclays with a value of $94M, Ishares S&P Smallcap 600 Value with a value of $70.1M, and Spdr Portfolio with a value of $49.1M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $595M to 627M.

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

Portfolio value $627 Million
ETFs: $603 Million
Consumer Cyclical: $6.25 Million
Energy: $4.61 Million
Technology: $3.36 Million
Consumer Defensive: $3.1 Million
Financial Services: $2.08 Million
Healthcare: $2.03 Million
Communication Services: $1.45 Million
Other: $976,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$2.17 Million 0.35% of portfolio
7,859
Q3 2022 Reduced 3.37%
$424B
$1.98 Million 0.32% of portfolio
4,185
Q3 2022 Reduced 3.37%
$4.15T
$1.55 Million 0.25% of portfolio
11,222
Q3 2022 Reduced 20.04%
$1.17T
$1.03 Million 0.16% of portfolio
10,780
Q3 2022 Added 1,521.05%
$711B
$544,000 0.09% of portfolio
5,201
Q3 2022 Reduced 5.18%
$272B
$544,000 0.09% of portfolio
13,532
Q3 2022 Added 21.91%
$3.27T
$595,000 0.09% of portfolio
2,554
Q3 2022 Reduced 18.32%
$381B
$472,000 0.08% of portfolio
2,887
Q3 2022 Reduced 22.6%
$216B
$416,000 0.07% of portfolio
1,801
Q3 2022 Reduced 13.99%
$400B
$397,000 0.06% of portfolio
3,144
Q3 2022 Reduced 21.1%
$524B
$283,000 0.05% of portfolio
1,595
Q3 2022 Reduced 27.89%
$473B
$288,000 0.05% of portfolio
570
Q3 2022 Reduced 34.33%
$318B
$289,000 0.05% of portfolio
2,150
Q3 2022 Added 0.7%
$1.2T
$207,000 0.03% of portfolio
2,157
Q3 2022 Added 1,408.39%
$282B
$208,000 0.03% of portfolio
1,446
Q3 2022 New
$1.37T
$213,000 0.03% of portfolio
1,573
Q3 2022 Reduced 22.55%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $627 Million
  • Prior Value $595 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 08, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 15 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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