Riverpoint Wealth Management Holdings, LLC Portfolio Holdings by Sector

Riverpoint Wealth Management Holdings, LLC

$383 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GSLC VO SCHF VEA FNDA IVV VOO FBND 32 stocks	$362,234 94.58% of portfolio	23	7	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$4,345 1.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,194 0.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2,779 0.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$1,969 0.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials APOG 1 stocks	$1,839 0.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials THR 1 stocks	$1,376 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS LPLA 2 stocks	$1,181 0.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$685 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$676 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$582 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$447 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$342 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$332 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$300 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$290 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$228 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BMO 1 stocks	$201 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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