Riverpoint Wealth Management Holdings, LLC Portfolio Holdings

Riverpoint Wealth Management Holdings, LLC

  • $390 Million
  • Q3 2024

Riverpoint Wealth Management Holdings, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $390 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $73.5M, Schwab Strategic Tr Intl Eqty with a value of $43.2M, Vanguard Ftse Developed Market with a value of $42.6M, Vanguard Mid Cap ETF with a value of $41.9M, and Schwab Fundamental U S Small C with a value of $31.3M.

Examining the 13F form we can see an increase of $29.6M in the current position value, from $360M to 390M.

Below you can find more details about Riverpoint Wealth Management Holdings, LLC portfolio as well as his latest detailed transactions.

Portfolio value $390 Million
ETFs: $369 Million
Technology: $10.5 Million
Industrials: $3.21 Million
Healthcare: $2.52 Million
Consumer Cyclical: $1.83 Million
Financial Services: $1.4 Million
Consumer Defensive: $341,000
Real Estate: $326,000
Other: $248,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $390 Million
  • Prior Value $360 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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