Riverchase Wealth Management, LLC Portfolio Holdings by Sector
Riverchase Wealth Management, LLC
- $134 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC JCPB DFCF DFIC VOO DFEM USFR SPYV 50 stocks |
$115 Million
96.35% of portfolio
|
  50  
|
- |
  50  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.08 Million
0.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.02 Million
0.86% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KDP 1 stocks |
$698,289
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
AGYS 1 stocks |
$370,105
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$335,500
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$307,758
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
UFPT 1 stocks |
$280,942
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$261,408
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|