Rwa-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", "VSGX", "PINS", "NVR", null, null, null, "NTR", null, null, "AKAM", null, "H", null, null, "ATR", "MU", null, "FNDF", "ACN", "MMM", "ABNB", "ABT", null, "ABBV", "ADBE", "A", "APD", "BABA", "SBR", null, "JLL", null, null, "VONG", "ALL", "GOOGL", "VDE", null, "AXP", "AIG", "ASML", "T", "BLK", "GLTR", "CAT", "AVGO", "APP", "LOW", "BRO", "SAN", "WRB", "BSX", null, null, null, null, "COF", "CMI", null, null, "DUK", null, "EBAY", "TTGT", null, null, null, null, null, "FCX", null, "GD", "GILD", "GIS", "AVTX", "HON", "HD", "IBN", "AZN", "MCD", "INTU", null, "UNP", "QCOM", "ISRG", "HEI-A", "LEN", "ITW", "AMAT", "EMR", "BKNG", null, "ICE", "MUB", "META", null, null, null, "HEFA", null, "IVW", "IJH", null, "SHEN", null, null, null, null, null, null, "SVM", null, "KMI", "MIY", null, "LRCX", "IWS", null, "LIN", null, null, null, "MPC", "MMC", "MRVL", "MA", "EXEL", "MDT", "MSFT", "MAA", "MDLZ", "MS", "TMUS", "NDAQ", "EXC", "FICO", null, "FIS", "GE", "GPC", "NTRS", "HIG", "NVS", null, null, "ORLY", null, "PCAR", "DLN", "BX", "HSY", "AMP", "IJR", "EFG", "KLAC", "IWD", "KR", "ORCL", "KHC", "NOC", "OKE", null, "DASH", "PAYX", "VGIT", null, null, null, "VHT", "DOC", null, null, null, "EEM", null, "IWF", null, "PANW", "PYPL", "PEP", "PNC", null, "VGSH", "BSM", "PGR", "IEMG", "IJK", null, "IVV", null, null, null, "UNH", "AAPL", "SPY", "EFAV", null, null, "ECL", null, "NVDA", "GS", "INTC", "LDOS", "GEHC", "PLTR", "PRU", "PFE", "LMT", "PG", null, "MRK", "VZ", null, "PSTG", "AMGN", null, "REGN", null, null, "ROK", null, null, "IEFA", "SPGI", "RY", null, "SCHX", null, null, "NOW", "SHW", "SHOP", "SPG", "ROP", "SRE", "O", "SNA", "RIO", "SHEL", "RTX", "SPDW", "GLD", "STX", "SAP", null, "SPYG", null, "BP", null, "AMT", null, "RSG", "SPLG", null, null, "IBM", null, "SYK", "SBUX", "CI", "TXN", "TGT", "TMO", "TJX", "TDG", "TRV", "UBER", "UL", "UPS", "BIV", "VNQ", "VO", "MET", "VV", "VOE", "SCHW", "IVOO", null, "ACWV", "PNW", null, "VWO", "VSS", "IWV", null, null, "LPX", null, null, null, "VCIT", "EFR", "VIG", null, null, "ULTA", "MTD", "IWN", "IEF", null, "TSM", null, null, "ETR", "VTR", "VYM", null, "DD", "VRTX", "MGC", null, "RYAN", "LFUS", "ONB", null, "ATO", "AON", "SFM", "GM", "AVY", "AFL", "APH", "AMD", "AVB", "SDY", "FI", "DRI", "DOV", "WSO", "F", "WEC", "DEO", "AJG", "WM", "FTNT", "IWP", "IWR", "AEP", "BKR", null, "IDXX", "PEG", "NVO", "VIGI", "AMZN", "MSI", "NEA", "SCHB", null, "CLF", null, "IVE", "HCA", null, null, "TPL", null, null, null, null, null, null, "VEU", "VGT", "USB", "ESGV", "VUG", "VLO", "VEA", "VGK", null, "VALE", "MGK", "VOOV", null, "VXUS", "VOOG", null, "VIOG", "VTWO", null, "VBK", null, "MGV", "VTEB", "BND", "VBR", "VOT", "VT", "VB", "VOO", "VTV", "V", "WMT", "WBA", "WES", "WFC", null, "WMB", "WDAY", "YUM", "XYL", "IUSG", null, null, "NXST", "AEM", "SCHD", "ET", "DVY", "SCHG", "BHVN", null, null, "SCHF", "SCHA", "JKHY", "NSC", null, "HST", "LH", null, "TER", "OKTA", "OTIS", "PSX", "ROL", "CRM", "RBLX", null, "RBRK", "RDDT", "DIA", "SPOT", null, null, null, "IXUS", "IUSV", "GEV", "ZBH", "DGRO", null, "ESGU", "NTAP", "FDX", "AME", null, "STE", "KMB", "ADP", "AZO", "BALL", "BAC", "BBWI", "BK", "BRK-A", "BRK-B", "BDX", "BHP", "BBY", "BA", "EAT", "BMY", "BF-B", "BF-A", "BR", "CNI", "CARR", "CCL", "CVX", "CB", "CMG", "CHD", "CTAS", "CSCO", "C", "CME", "KO", "CCEP", "COIN", "CMCSA", "CL", "COP", "STZ", "CEG", "CPRT", "ED", "COST", "GLW", "CTVA", "CSGP", "CRWD", "CVS", "DHR", "DDOG", "DELL", "DE", "DAL", "DFAC", "DPZ", "RSP", "EWJ", "IJT", null, "IJJ", "EFA", "ADI", "MCO", "USMV", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", null, "MO", "XLK", "URI", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 541
- Total Value
- 1607066055
- Accession Number
- 0001544576-25-000004
- Form Type
- 13F-HR
- Manager Name
- Rwa-Wealth-Partners
Data Enrichment
76% identified411 identified130 unidentified
Holdings
541 positions
Manager:
Search and click to pin securities to the top
Page 12 of 28
78468R408
Shares:45.6K
Value:$1.1M
464287176
Shares:10.1K
Value:$1.1M
464287101
Shares:4.1K
Value:$1.1M
316188309
Shares:23.8K
Value:$1.1M
464287556
Shares:8.5K
Value:$1.1M
46137V498
Shares:16.4K
Value:$1.0M
316092808
Shares:6.3K
Value:$1.0M
46434V266
Shares:29.9K
Value:$1.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
41.3K | All Managers (Combined) | $1.2M | |||
GE Vernova Inc.(GEVcusip36828A101) | 3.8K | QoQ -3.84% (-152)YoY NEW(+3.8K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
(cusip78468R408)✕ | 45.6K | All Managers (Combined) | $1.1M | ||
8.8K | All Managers (Combined) | $1.1M | |||
HERSHEY CO(HSYcusip427866108) | 6.6K | QoQ -2.57% (-175)YoY +7.68% (-473) | All Managers (Combined) | $1.1M | |
4.8K | QoQ -6.69% (-342)YoY -4.85% (-243) | All Managers (Combined) | $1.1M | ||
5.9K | QoQ -1.15% (-69)YoY +5.75% (+321) | All Managers (Combined) | $1.1M | ||
(cusip464287176)✕ | 10.1K | All Managers (Combined) | $1.1M | ||
(cusip464287101)✕ | 4.1K | All Managers (Combined) | $1.1M | ||
13.7K | QoQ +0.06% (-9)YoY NEW(+13.7K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
4.2K | All Managers (Combined) | $1.1M | |||
(cusip316188309)✕ | 23.8K | All Managers (Combined) | $1.1M | ||
(cusip464287556)✕ | 8.5K | All Managers (Combined) | $1.1M | ||
BlackRock, Inc.(BLKcusip09290D101) | 1.1K | QoQ -1.12% (-13)YoY NEW(+1.1K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
2.4K | All Managers (Combined) | $1.1M | |||
MOODYS CORP /DE/(MCOcusip615369105) | 2.2K | QoQ -4.31% (-101)YoY -7.93% (-193) | All Managers (Combined) | $1.0M | |
(cusip46137V498)✕ | 16.4K | QoQ NEW(+16.4K) YoY NEW(+16.4K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
REALTY INCOME CORP(Ocusip756109104) | 17.7K | All Managers (Combined) | $1.0M | ||
(cusip316092808)✕ | 6.3K | QoQ 0.00% (-0) | All Managers (Combined) | $1.0M | |
(cusip46434V266)✕ | 29.9K | All Managers (Combined) | $1.0M |