Rvw Wealth, LLC Portfolio Holdings

Rvw Wealth, LLC

  • $1 Billion
  • Q4 2024

Rvw Wealth, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $101M, Wisdomtree Tr Us Quality Divid with a value of $67.9M, Dimensional ETF Tr with a value of $58.7M, Dimensional ETF Tr with a value of $54.2M, and J P Morgan ETF Tr U S Quality with a value of $45.7M.

Examining the 13F form we can see an decrease of $13.9M in the current position value, from $1.02B to 1B.

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

Portfolio value $1 Billion
ETFs: $943 Million
Technology: $39.7 Million
Financial Services: $6.24 Million
Consumer Cyclical: $4.54 Million
Communication Services: $3.11 Million
Healthcare: $2.65 Million
Consumer Defensive: $1.12 Million
Energy: $1.02 Million
Other: $772,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$101 Million 10.02% of portfolio
1,037,078
Q4 2024 Reduced 2.3%
$0
$67.9 Million 6.77% of portfolio
839,339
Q4 2024 Added 1.09%
$0
$58.7 Million 5.85% of portfolio
1,448,756
Q4 2024 Added 12.58%
$0
$54.2 Million 5.41% of portfolio
1,857,233
Q4 2024 Added 1.71%
$0
$45.7 Million 4.55% of portfolio
797,250
Q4 2024 Added 1.47%
$0
$43.7 Million 4.35% of portfolio
1,176,428
Q4 2024 Reduced 0.1%
$0
$43.1 Million 4.29% of portfolio
762,674
Q4 2024 Reduced 2.84%
$0
$37.8 Million 3.77% of portfolio
639,327
Q4 2024 Added 1.01%
$3.6T
$29.6 Million 2.95% of portfolio
118,321
Q4 2024 Added 40.31%
$0
$29.4 Million 2.93% of portfolio
198,216
Q4 2024 Reduced 1.34%
$0
$26.5 Million 2.64% of portfolio
1,046,024
Q4 2024 Added 0.87%
$0
$25.1 Million 2.5% of portfolio
259,919
Q4 2024 Reduced 1.9%
$0
$24.8 Million 2.48% of portfolio
404,833
Q4 2024 Reduced 1.96%
$0
$24 Million 2.39% of portfolio
956,187
Q4 2024 Added 10.43%
$0
$22.9 Million 2.28% of portfolio
956,044
Q4 2024 Added 9.16%
$0
$22.8 Million 2.28% of portfolio
128,230
Q4 2024 Reduced 4.23%
$0
$22.6 Million 2.25% of portfolio
315,913
Q4 2024 Added 2.44%
$0
$21.7 Million 2.16% of portfolio
869,496
Q4 2024 Added 7.78%
$0
$18.5 Million 1.85% of portfolio
811,880
Q4 2024 Added 1,091.54%
$0
$18 Million 1.8% of portfolio
95,787
Q4 2024 Reduced 3.27%
$0
$17.9 Million 1.79% of portfolio
655,766
Q4 2024 Added 188.79%
$0
$16.7 Million 1.66% of portfolio
143,392
Q4 2024 Reduced 7.21%
$0
$16.4 Million 1.64% of portfolio
75,973
Q4 2024 Reduced 4.94%
$0
$15.9 Million 1.59% of portfolio
210,382
Q4 2024 Reduced 4.14%
$0
$12.7 Million 1.27% of portfolio
148,488
Q4 2024 Reduced 4.55%
$0
$11.2 Million 1.11% of portfolio
248,705
Q4 2024 Reduced 3.15%
$0
$10.6 Million 1.06% of portfolio
20,723
Q4 2024 Reduced 2.34%
$0
$9.2 Million 0.92% of portfolio
120,830
Q4 2024 Reduced 0.96%
$0
$7.66 Million 0.76% of portfolio
43,739
Q3 2024 Added 0.0%
$0
$7.46 Million 0.74% of portfolio
72,808
Q4 2024 Reduced 0.77%
$0
$6.84 Million 0.68% of portfolio
127,305
Q4 2024 Reduced 11.07%
$0
$6.45 Million 0.64% of portfolio
22,240
Q4 2024 Reduced 2.54%
$0
$6.29 Million 0.63% of portfolio
89,621
Q4 2024 Reduced 2.07%
$0
$6.08 Million 0.61% of portfolio
63,953
Q4 2024 Added 42.32%
$0
$4.9 Million 0.49% of portfolio
50,041
Q4 2024 Reduced 2.93%
$172B
$3.49 Million 0.35% of portfolio
5,560
Q4 2024 Added 0.02%
$0
$3.43 Million 0.34% of portfolio
29,761
Q4 2024 Reduced 3.28%
$366B
$3.46 Million 0.34% of portfolio
25,772
Q4 2024 Reduced 46.31%
$0
$3.45 Million 0.34% of portfolio
8,397
Q4 2024 Reduced 0.62%
$0
$3.32 Million 0.33% of portfolio
5,825
Q4 2024 Reduced 7.58%
$0
$3.25 Million 0.32% of portfolio
74,477
Q4 2024 Reduced 7.78%
$1.31T
$3.19 Million 0.32% of portfolio
7,895
Q4 2024 Added 1.05%
$0
$3.12 Million 0.31% of portfolio
13,397
Q2 2024 Added 810.74%
$0
$2.88 Million 0.29% of portfolio
47,651
Q4 2024 Reduced 0.58%
$0
$2.92 Million 0.29% of portfolio
128,781
Q4 2024 Added 200.32%
$3.33T
$2.85 Million 0.28% of portfolio
6,754
Q4 2024 Added 1.21%
$0
$2.23 Million 0.22% of portfolio
33,317
Q4 2024 Reduced 8.97%
$600B
$2 Million 0.2% of portfolio
4,404
Q4 2024 Added 18.64%
$0
$1.5 Million 0.15% of portfolio
35,860
Q4 2024 Reduced 2.13%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $1 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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