Rvw Wealth, LLC Purchases in Q4 2024

Rvw Wealth, LLC

  • $1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
744K
+ 1091.54%
$22.71 - $23.47 $16.9M - $17.5M
812K $18.5M
AAPL
Apple Inc.

Technology
34K
+ 40.31%
$221.69 - $259.02 $7.54M - $8.8M
118K $29.6M
DFAU
Dimensional ETF Tr

ETFs
162K
+ 12.58%
$39.27 - $42.38 $6.36M - $6.86M
1.45M $58.7M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
90.3K
+ 10.43%
$25.0 - $25.11 $2.26M - $2.27M
956K $24M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
19K
+ 42.32%
$89.97 - $98.59 $1.71M - $1.87M
64K $6.08M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
79.2K
+ 8.99%
N/A
960K $22.8M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
80.2K
+ 9.16%
$23.88 - $24.32 $1.91M - $1.95M
956K $22.9M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.6K
+ 1.47%
$55.86 - $60.21 $647K - $698K
797K $45.7M
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 1.05%
$213.65 - $479.86 $17.5K - $39.3K
7.9K $3.19M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
62.8K
+ 7.78%
$24.82 - $25.48 $1.56M - $1.6M
869K $21.7M
NFLX
Netflix Inc

Communication Services
724
New
$687.65 - $936.56 $498K - $678K
724 $645K
FTSL
First Trust Senior Ln Fund

ETFs
13.6K
+ 117.36%
$45.9 - $46.48 $622K - $630K
25.1K $1.16M
AVDV
American Centy ETF Tr Avantis

ETFs
9.44K
New
$63.85 - $70.4 $603K - $664K
9.44K $614K
IYW
Ishares Dj Us Tech ETF

ETFs
3.41K
New
$148.14 - $166.23 $506K - $567K
3.41K $544K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
22K
New
$22.72 - $23.0 $499K - $505K
22K $500K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
730
+ 93.47%
$521.84 - $558.82 $381K - $408K
1.51K $814K
RDVY
First Trust Rising Dividend Ac

ETFs
6.38K
+ 1.01%
$58.65 - $64.37 $374K - $411K
639K $37.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
692
+ 18.64%
$442.29 - $483.08 $306K - $334K
4.4K $2M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
13.7K
New
$20.28 - $21.2 $277K - $290K
13.7K $278K
DIS
Walt Disney CO

Communication Services
1.2K
+ 19.89%
$92.39 - $117.6 $111K - $141K
7.22K $804K
AIQ
Global X Funds Global X Artifi

ETFs
5.49K
New
$36.57 - $40.57 $201K - $223K
5.49K $212K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
100
+ 1.44%
$47.29 - $84.74 $4.73K - $8.47K
7.06K $526K
META
Meta Platforms, Inc.

Communication Services
168
+ 14.96%
$554.08 - $632.68 $93.1K - $106K
1.29K $761K
JFR
Nuveen Floating Rate Income Fund

Financial Services
11.3K
+ 38.96%
$8.74 - $9.22 $98.9K - $104K
40.3K $359K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12.4K
+ 21.23%
$7.83 - $8.16 $97.3K - $101K
70.9K $557K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
8.12K
+ 41.66%
$11.72 - $12.36 $95.2K - $100K
27.6K $326K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
5.15K
+ 40.54%
$17.87 - $19.48 $92K - $100K
17.8K $321K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
85.9K
+ 200.32%
$22.01 - $66.82 $1.89M - $5.74M
129K $2.92M
GOOGL
Alphabet Inc.

Communication Services
6
+ 0.21%
$161.86 - $196.66 $971 - $1.18K
2.85K $539K
INTU
Intuit Inc

Technology
1
+ 0.02%
$602.01 - $706.25 $602 - $706
5.56K $3.49M
V
Visa Inc.

Financial Services
4
+ 0.48%
$273.87 - $320.91 $1.1K - $1.28K
839 $265K
VB
Vanguard Small Cap ETF

ETFs
120
+ 7.35%
$233.76 - $261.58 $28.1K - $31.4K
1.75K $421K
IBM
International Business Machines Corp

Technology
152
+ 15.02%
$204.9 - $238.04 $31.1K - $36.2K
1.16K $255K
CWB
Spdr Bloomberg Convertible Sec

ETFs
38
+ 0.69%
$76.21 - $82.24 $2.9K - $3.13K
5.51K $429K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
497
+ 3.08%
$19.42 - $19.76 $9.65K - $9.82K
16.6K $324K
Wisdomtree Us Quality Growth ETF
56.7K
+ 5.03%
N/A
1.18M $0
I Shares Bitcoin Trust ETF
9.09K
New
N/A
9.09K $0
Victory Shares Free Cash Flow ETF
57.1K
+ 48.86%
N/A
174K $0
Nuveen Global High Incm Fd Shs
7.48K
+ 23.45%
N/A
39.4K $0
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.26%
$288.47 - $316.54 $577 - $633
775 $224K
NUSC
Nuveen Esg Small Cap ETF

ETFs
212
+ 0.9%
$41.74 - $46.2 $8.85K - $9.79K
23.9K $1M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
48
+ 0.68%
$38.96 - $43.28 $1.87K - $2.08K
7.07K $278K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
170
+ 1.49%
$29.02 - $32.11 $4.93K - $5.46K
11.6K $336K
PEP
Pepsico Inc

Consumer Defensive
66
+ 3.96%
$151.29 - $176.1 $9.99K - $11.6K
1.73K $263K
MSFT
Microsoft Corp

Technology
81
+ 1.21%
$406.35 - $454.46 $32.9K - $36.8K
6.75K $2.85M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.07%
$143.34 - $165.86 $143 - $166
1.42K $205K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
117
+ 0.62%
$34.46 - $38.29 $4.03K - $4.48K
19K $661K
XOM
Exxon Mobil Corp

Energy
2
+ 0.04%
$105.51 - $125.37 $211 - $251
5.32K $571K
AVEM
American Centy ETF Tr Avantis

ETFs
670
+ 3.21%
$58.59 - $66.14 $39.3K - $44.3K
21.6K $1.27M
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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