Rvw-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, "ABT", null, "ABBV", null, null, "GOOGL", "JFR", null, "ASML", null, "AVDE", null, null, "AVEM", null, "BSX", null, null, "COF", null, null, null, null, "D", null, "EOG", null, null, null, "HD", null, null, "MCD", "INTU", null, null, null, null, null, "EMR", null, "META", null, "IVW", "IJH", null, null, null, null, "JGH", "MMC", "HYI", "MA", "MSFT", "MS", "GE", "NVS", null, "FPF", "IJR", null, "VHT", "IWF", null, "PEP", "IVV", "AAPL", "SPY", "NVDA", "GS", null, "PG", null, "JPC", null, null, "IEFA", null, "IBM", "SYK", null, "VO", "SCHW", null, "IWV", "LGF-B", null, null, null, null, "VIG", null, null, null, null, "AON", "AXON", null, "AMZN", "SCHB", null, null, null, "ESGD", null, null, "VEU", "VGT", "VUG", "MGV", "VB", "VOO", "VTV", "V", "WMT", null, null, null, null, "SCHD", null, null, null, "TDY", null, null, "DGRO", "ADP", "BRK-A", "BRK-B", "CVX", "COST", null, "DFAX", "RSP", "EFA", "ADI", "QQQ", "MDY", "DIS", "ELV", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 160
- Total Value
- 1062186640
- Accession Number
- 0001756543-25-000006
- Form Type
- 13F-HR
- CIK
- rvw-wealth
- Manager Name
- Rvw-Wealth
Data Enrichment
53% identified85 identified75 unidentified
Holdings
160 positions • $1.1B total value
Manager:
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Page 3 of 8
025072877
Shares:38.5K
Value:$3.4M
% of Portfolio:0.3% ($3.4M/$1.1B)
46434V282
Shares:45.4K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.1B)
33939L696
Shares:16.3K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.1B)
46137V241
Shares:32.6K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip025072877)✕ | 38.5K | All Managers (Combined) | $3.4M | 0.3% ($3.4M/$1.1B) | ||
| 8.2K | All Managers (Combined) | $3.0M | 0.3% ($3.0M/$1.1B) | |||
| 135.8K | All Managers (Combined) | $2.9M | 0.3% ($2.9M/$1.1B) | |||
INTUIT INC.(INTUcusip461202103) | 4.6K | All Managers (Combined) | $2.8M | 0.3% ($2.8M/$1.1B) | ||
(cusip46434V282)✕ | 45.4K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.1B) | ||
| 12.6K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.1B) | |||
MICROSOFT CORP(MSFTcusip594918104) | 6.4K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.1B) | ||
| 22.8K | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.1B) | |||
| 4.3K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$1.1B) | |||
(cusip33939L696)✕ | 16.3K | QoQ -3.09% (-519)YoY -3.59% (-607) | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.1B) | |
(cusip46137V241)✕ | 32.6K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$1.1B) | ||
Tesla, Inc.(TSLAcusip88160R101) | 7.5K | QoQ -5.07% (-401)YoY -5.62% (-447) | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.1B) | |
| 4.6K | YoY NEW(+4.6K) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$1.1B) | YoY NEW(+$1.6M) | |
| 2 | QoQ +100.00% (+1)YoY +100.00% (+1) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$1.1B) | ||
Walt Disney Co(DIScusip254687106) | 16.0K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | ||
AMAZON COM INC(AMZNcusip023135106) | 8.2K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | ||
STRYKER CORP(SYKcusip863667101) | 3.6K | QoQ +0.05% (+2)YoY +0.05% (+2) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | |
| 1.4K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | |||
| 6.3K | QoQ +0.96% (+60)YoY -1.76% (-113) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
Alphabet Inc.(GOOGcusip02079K107) | 7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | YoY NEW(+$1.2M) |