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

SEC FilingSEC DataHachi Filing

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% identified

85 identified75 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AbbVie Inc.

ABBV|00287Y109

Shares:5.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.1B)

46138J825

Shares:55.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.1B)

025072604

AVEM|025072604

Shares:18.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.1B)

33734H106

Shares:24.3K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.1B)

97717W570

Shares:17.6K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.3K

Value:$992.2K

% of Portfolio:0.1% ($992.2K/$1.1B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.0K

Value:$978.3K

% of Portfolio:0.1% ($978.3K/$1.1B)

464287101

Shares:3.5K

Value:$944.1K

% of Portfolio:0.1% ($944.1K/$1.1B)

922908363

VOO|922908363

Shares:1.8K

Value:$914.7K

% of Portfolio:0.1% ($914.7K/$1.1B)

46641Q209

Shares:14.2K

Value:$813.3K

% of Portfolio:0.1% ($813.3K/$1.1B)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$805.4K

% of Portfolio:0.1% ($805.4K/$1.1B)

97717W547

Shares:9.6K

Value:$787.4K

% of Portfolio:0.1% ($787.4K/$1.1B)

46435U853

Shares:21.0K

Value:$774.4K

% of Portfolio:0.1% ($774.4K/$1.1B)

67092P607

Shares:18.9K

Value:$725.4K

% of Portfolio:0.1% ($725.4K/$1.1B)

46138J742

Shares:14.4K

Value:$710.9K

% of Portfolio:0.1% ($710.9K/$1.1B)

46436E551

Shares:18.0K

Value:$703.4K

% of Portfolio:0.1% ($703.4K/$1.1B)

NETFLIX INC

NFLX|64110L106

Shares:752

Value:$701.3K

% of Portfolio:0.1% ($701.3K/$1.1B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.2K

Value:$680.7K

% of Portfolio:0.1% ($680.7K/$1.1B)

46138J791

Shares:32.8K

Value:$638.2K

% of Portfolio:0.1% ($638.2K/$1.1B)

67092P508

Shares:18.2K

Value:$624.2K

% of Portfolio:0.1% ($624.2K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	5.5K	QoQ +7.23% (+370) YoY +7.23% (+370)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.1B)	QoQ +26.43% (+$240.2K) YoY +23.38% (+$217.7K)
(cusip46138J825)✕	55.5K	QoQ -8.23% (-5.0K) YoY -18.25% (-12.4K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.1B)	QoQ -8.10% (-$101.3K) YoY -17.25% (-$239.4K)
(AVEMcusip025072604)	18.0K	QoQ -16.36% (-3.5K) YoY -19.38% (-4.3K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.1B)	QoQ -14.39% (-$182.5K) YoY -16.31% (-$211.5K)
(cusip33734H106)✕	24.3K	QoQ -67.41% (-50.2K) YoY -79.44% (-93.8K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.1B)	QoQ -66.71% (-$2.2M) YoY -78.29% (-$3.9M)
(cusip97717W570)✕	17.6K	QoQ -0.33% (-59) YoY -8.86% (-1.7K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.1B)	QoQ -4.97% (-$54.8K) YoY -10.98% (-$129.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	8.3K	QoQ +56.91% (+3.0K) YoY +57.35% (+3.0K)	All Managers (Combined)	$992.2K	0.1% ($992.2K/$1.1B)	QoQ +73.48% (+$420.3K) YoY +60.99% (+$375.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.0K	QoQ +172.21% (+2.5K) YoY NEW(+4.0K)	All Managers (Combined)	$978.3K	0.1% ($978.3K/$1.1B)	QoQ +178.54% (+$627.1K) YoY NEW(+$978.3K)
(cusip464287101)✕	3.5K	QoQ 0.00% (-0) YoY NEW(+3.5K)	All Managers (Combined)	$944.1K	0.1% ($944.1K/$1.1B)	QoQ -6.23% (-$62.8K) YoY NEW(+$944.1K)
(VOOcusip922908363)	1.8K	QoQ +17.80% (+269) YoY +127.91% (+999)	All Managers (Combined)	$914.7K	0.1% ($914.7K/$1.1B)	QoQ +12.38% (+$100.8K) YoY +143.74% (+$539.5K)
(cusip46641Q209)✕	14.2K	QoQ -19.11% (-3.4K) YoY -18.79% (-3.3K)	All Managers (Combined)	$813.3K	0.1% ($813.3K/$1.1B)	QoQ -13.70% (-$129.2K) YoY -17.63% (-$174.1K)
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ +8.21% (+106) YoY +38.59% (+389)	All Managers (Combined)	$805.4K	0.1% ($805.4K/$1.1B)	QoQ +6.57% (+$49.7K) YoY +64.55% (+$316.0K)
(cusip97717W547)✕	9.6K	QoQ 0.00% (-0) YoY -64.53% (-17.4K)	All Managers (Combined)	$787.4K	0.1% ($787.4K/$1.1B)	QoQ -1.68% (-$13.5K) YoY -61.45% (-$1.3M)
(cusip46435U853)✕	21.0K	QoQ -5.64% (-1.3K) YoY -25.94% (-7.4K)	All Managers (Combined)	$774.4K	0.1% ($774.4K/$1.1B)	QoQ -5.59% (-$45.9K) YoY -25.49% (-$265.0K)
(cusip67092P607)✕	18.9K	QoQ -20.67% (-4.9K) YoY -19.56% (-4.6K)	All Managers (Combined)	$725.4K	0.1% ($725.4K/$1.1B)	QoQ -27.38% (-$273.6K) YoY -25.84% (-$252.8K)
(cusip46138J742)✕	14.4K	QoQ -33.04% (-7.1K) YoY -49.96% (-14.4K)	All Managers (Combined)	$710.9K	0.1% ($710.9K/$1.1B)	QoQ -33.46% (-$357.6K) YoY -47.96% (-$655.3K)
(cusip46436E551)✕	18.0K	QoQ -49.79% (-17.9K) YoY -62.51% (-30.0K)	All Managers (Combined)	$703.4K	0.1% ($703.4K/$1.1B)	QoQ -53.11% (-$796.9K) YoY -64.34% (-$1.3M)
NETFLIX INC(NFLXcusip64110L106)	752	QoQ +3.86% (+28) YoY NEW(+752)	All Managers (Combined)	$701.3K	0.1% ($701.3K/$1.1B)	QoQ +8.66% (+$55.9K) YoY NEW(+$701.3K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.2K	QoQ +5.59% (+66) YoY +5.59% (+66)	All Managers (Combined)	$680.7K	0.1% ($680.7K/$1.1B)	QoQ +0.73% (+$5.0K) YoY +38.10% (+$187.8K)
(cusip46138J791)✕	32.8K	QoQ -7.41% (-2.6K) YoY -29.21% (-13.5K)	All Managers (Combined)	$638.2K	0.1% ($638.2K/$1.1B)	QoQ -7.17% (-$49.3K) YoY -28.21% (-$250.9K)
(cusip67092P508)✕	18.2K	QoQ -3.93% (-747) YoY -3.09% (-582)	All Managers (Combined)	$624.2K	0.1% ($624.2K/$1.1B)	QoQ -5.58% (-$37.0K) YoY -3.06% (-$19.7K)