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