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
$149B
$1.29 Million 0.13% of portfolio
3,569
Q1 2024 Reduced 0.86%
$0
$1.31 Million 0.13% of portfolio
34,701
Q4 2024 Reduced 1.14%
$0
$1.27 Million 0.13% of portfolio
21,555
Q4 2024 Added 3.21%
$0
$1.16 Million 0.12% of portfolio
25,098
Q4 2024 Added 117.36%
$0
$1.25 Million 0.12% of portfolio
60,511
Q4 2024 Reduced 2.83%
$0
$1.13 Million 0.11% of portfolio
6,212
Q4 2024 Reduced 0.35%
$0
$1.1 Million 0.11% of portfolio
17,617
Q2 2024 Reduced 8.55%
$0
$1.07 Million 0.11% of portfolio
21,511
Q4 2024 Reduced 9.16%
$2.4T
$1.13 Million 0.11% of portfolio
5,163
Q4 2024 Reduced 2.53%
$0
$1 Million 0.1% of portfolio
23,853
Q4 2024 Added 0.9%
$0
$942,000 0.09% of portfolio
17,596
Q4 2024 Added 0.49%
$302B
$908,000 0.09% of portfolio
5,113
Q3 2024 Reduced 1.92%
$0
$927,000 0.09% of portfolio
3,486
Q2 2024 New
$202B
$804,000 0.08% of portfolio
7,221
Q4 2024 Added 19.89%
$0
$800,000 0.08% of portfolio
9,582
Q4 2024 Reduced 2.67%
$0
$820,000 0.08% of portfolio
22,296
Q4 2024 Reduced 11.43%
$0
$814,000 0.08% of portfolio
1,511
Q4 2024 Added 93.47%
$0
$698,000 0.07% of portfolio
12,162
Q4 2024 Reduced 2.11%
$0
$687,000 0.07% of portfolio
35,386
Q4 2024 Reduced 5.63%
$0
$661,000 0.07% of portfolio
18,994
Q4 2024 Added 0.62%
$218B
$675,000 0.07% of portfolio
1,180
Q1 2024 New
$414B
$680,000 0.07% of portfolio
1
Q3 2019 New
$417B
$646,000 0.06% of portfolio
706
Q4 2024 Reduced 2.35%
$438B
$645,000 0.06% of portfolio
724
Q4 2024 New
$0
$609,000 0.06% of portfolio
7,914
Q4 2024 Reduced 32.25%
$0
$587,000 0.06% of portfolio
12,163
Q3 2024 Reduced 0.52%
$0
$557,000 0.06% of portfolio
70,922
Q4 2024 Added 21.23%
$0
$614,000 0.06% of portfolio
9,438
Q4 2024 New
$459B
$571,000 0.06% of portfolio
5,317
Q4 2024 Added 0.04%
$0
$500,000 0.05% of portfolio
21,955
Q4 2024 New
$1.18T
$539,000 0.05% of portfolio
2,850
Q4 2024 Added 0.21%
$0
$490,000 0.05% of portfolio
19,736
Q4 2024 Reduced 1.65%
$0
$500,000 0.05% of portfolio
21,474
Q4 2024 Reduced 18.04%
$0
$466,000 0.05% of portfolio
1,768
Q2 2024 Added 54.95%
$0
$529,000 0.05% of portfolio
7,536
Q4 2023 Reduced 36.22%
$510B
$457,000 0.05% of portfolio
868
Q4 2024 Reduced 6.97%
$0
$453,000 0.05% of portfolio
19,485
Q4 2024 Reduced 2.2%
$0
$489,000 0.05% of portfolio
1,464
Q2 2024 Reduced 0.27%
$0
$544,000 0.05% of portfolio
3,413
Q4 2024 New
$56.7B
$526,000 0.05% of portfolio
7,059
Q4 2024 Added 1.44%
$0
$505,000 0.05% of portfolio
813
Q4 2023 Reduced 5.13%
$0
$405,000 0.04% of portfolio
20,803
Q3 2024 Reduced 4.26%
$0
$429,000 0.04% of portfolio
5,512
Q4 2024 Added 0.69%
$43.2B
$356,000 0.04% of portfolio
600
Q3 2024 New
$0
$421,000 0.04% of portfolio
1,753
Q4 2024 Added 7.35%
$44.3B
$416,000 0.04% of portfolio
7,725
Q4 2023 Added 1.42%
$0
$373,000 0.04% of portfolio
7,881
Q3 2024 Added 0.7%
$0
$430,000 0.04% of portfolio
9,884
Q4 2024 Reduced 31.33%
$305B
$448,000 0.04% of portfolio
3,098
Q4 2024 Reduced 5.35%

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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