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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46138E362

Shares:11.9K

Value:$598.7K

% of Portfolio:0.1% ($598.7K/$1.1B)

CHEVRON CORP

CVX|166764100

Shares:3.5K

Value:$589.4K

% of Portfolio:0.1% ($589.4K/$1.1B)

464286632

Shares:7.8K

Value:$583.1K

% of Portfolio:0.1% ($583.1K/$1.1B)

33737J307

Shares:15.5K

Value:$575.2K

% of Portfolio:0.1% ($575.2K/$1.1B)

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:70.9K

Value:$564.5K

% of Portfolio:0.1% ($564.5K/$1.1B)

MCDONALDS CORP

MCD|580135101

Shares:1.7K

Value:$532.3K

% of Portfolio:0.1% ($532.3K/$1.1B)

464287200

IVV|464287200

Shares:930

Value:$522.6K

% of Portfolio:0.0% ($522.6K/$1.1B)

Nuveen Global High Income Fund

JGH|67075G103

Shares:39.4K

Value:$515.1K

% of Portfolio:0.0% ($515.1K/$1.1B)

46432F842

IEFA|46432F842

Shares:6.7K

Value:$509.0K

% of Portfolio:0.0% ($509.0K/$1.1B)

46436E858

Shares:22.1K

Value:$506.8K

% of Portfolio:0.0% ($506.8K/$1.1B)

46436E866

Shares:21.6K

Value:$505.3K

% of Portfolio:0.0% ($505.3K/$1.1B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:5.0K

Value:$501.3K

% of Portfolio:0.0% ($501.3K/$1.1B)

Mastercard Inc

MA|57636Q104

Shares:914

Value:$501.2K

% of Portfolio:0.0% ($501.2K/$1.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:3.2K

Value:$498.1K

% of Portfolio:0.0% ($498.1K/$1.1B)

922042775

VEU|922042775

Shares:8.2K

Value:$497.5K

% of Portfolio:0.0% ($497.5K/$1.1B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:887

Value:$496.3K

% of Portfolio:0.0% ($496.3K/$1.1B)

464287689

IWV|464287689

Shares:1.5K

Value:$465.0K

% of Portfolio:0.0% ($465.0K/$1.1B)

389637109

Shares:7.1K

Value:$460.0K

% of Portfolio:0.0% ($460.0K/$1.1B)

Walmart Inc.

WMT|931142103

Shares:5.2K

Value:$457.4K

% of Portfolio:0.0% ($457.4K/$1.1B)

DOMINION ENERGY, INC

D|25746U109

Shares:7.8K

Value:$438.2K

% of Portfolio:0.0% ($438.2K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E362)✕	11.9K	QoQ -1.99% (-243) YoY -49.23% (-11.6K)	All Managers (Combined)	$598.7K	0.1% ($598.7K/$1.1B)	QoQ +1.89% (-$11.1K) YoY -42.56% (-$443.7K)
CHEVRON CORP(CVXcusip166764100)	3.5K	QoQ +13.71% (+425) YoY +11.17% (+354)	All Managers (Combined)	$589.4K	0.1% ($589.4K/$1.1B)	QoQ +31.34% (+$140.6K) YoY +17.90% (+$89.5K)
(cusip464286632)✕	7.8K	QoQ -0.90% (-72) YoY -43.49% (-6.0K)	All Managers (Combined)	$583.1K	0.1% ($583.1K/$1.1B)	QoQ -4.36% (-$26.6K) YoY -34.11% (-$301.9K)
(cusip33737J307)✕	15.5K	QoQ -55.40% (-19.2K) YoY -60.64% (-23.9K)	All Managers (Combined)	$575.2K	0.1% ($575.2K/$1.1B)	QoQ -56.06% (-$733.9K) YoY -62.21% (-$947.0K)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	70.9K	QoQ 0.00% (+0) YoY +21.23% (+12.4K)	All Managers (Combined)	$564.5K	0.1% ($564.5K/$1.1B)	QoQ +1.27% (+$7.1K) YoY +34.21% (+$143.9K)
MCDONALDS CORP(MCDcusip580135101)	1.7K	QoQ +119.87% (+929) YoY +120.43% (+931)	All Managers (Combined)	$532.3K	0.1% ($532.3K/$1.1B)	QoQ +136.92% (+$307.6K) YoY +144.22% (+$314.3K)
(IVVcusip464287200)	930	QoQ +25.33% (+188) YoY +15.09% (+122)	All Managers (Combined)	$522.6K	0.0% ($522.6K/$1.1B)	QoQ +19.63% (+$85.8K) YoY +23.01% (+$97.8K)
Nuveen Global High Income Fund(JGHcusip67075G103)	39.4K	QoQ 0.00% (+0) YoY +23.44% (+7.5K)	All Managers (Combined)	$515.1K	0.0% ($515.1K/$1.1B)	QoQ +1.86% (+$9.5K) YoY +26.34% (+$107.4K)
(IEFAcusip46432F842)	6.7K	QoQ -10.70% (-807) YoY -10.70% (-807)	All Managers (Combined)	$509.0K	0.0% ($509.0K/$1.1B)	QoQ -3.88% (-$20.6K) YoY -8.98% (-$50.3K)
(cusip46436E858)✕	22.1K	QoQ +0.61% (+135) YoY NEW(+22.1K)	All Managers (Combined)	$506.8K	0.0% ($506.8K/$1.1B)	QoQ +1.19% (+$6.0K) YoY NEW(+$506.8K)
(cusip46436E866)✕	21.6K	QoQ +0.68% (+148) YoY NEW(+21.6K)	All Managers (Combined)	$505.3K	0.0% ($505.3K/$1.1B)	QoQ +0.90% (+$4.6K) YoY NEW(+$505.3K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$501.3K	0.0% ($501.3K/$1.1B)	QoQ NEW(+$501.3K) YoY NEW(+$501.3K)
Mastercard Inc(MAcusip57636Q104)	914	QoQ +5.29% (+46) YoY +40.39% (+263)	All Managers (Combined)	$501.2K	0.0% ($501.2K/$1.1B)	QoQ +9.60% (+$43.9K) YoY +59.77% (+$187.5K)
Alphabet Inc.(GOOGLcusip02079K305)	3.2K	QoQ +13.01% (-371) YoY +29.66% (+737)	All Managers (Combined)	$498.1K	0.0% ($498.1K/$1.1B)	QoQ -7.67% (-$41.4K) YoY +32.85% (+$123.2K)
(VEUcusip922042775)	8.2K	QoQ -32.56% (-4.0K) YoY -33.95% (-4.2K)	All Managers (Combined)	$497.5K	0.0% ($497.5K/$1.1B)	QoQ -28.75% (-$200.7K) YoY -31.69% (-$230.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	887	QoQ +49.07% (+292) YoY +54.26% (+312)	All Managers (Combined)	$496.3K	0.0% ($496.3K/$1.1B)	QoQ +42.33% (+$147.6K) YoY +65.02% (+$195.6K)
(IWVcusip464287689)	1.5K	QoQ 0.00% (-0) YoY -0.27% (-4)	All Managers (Combined)	$465.0K	0.0% ($465.0K/$1.1B)	QoQ -4.96% (-$24.3K) YoY +5.56% (-$24.5K)
(cusip389637109)✕	7.1K	QoQ 0.00% (-0) YoY NEW(+7.1K)	All Managers (Combined)	$460.0K	0.0% ($460.0K/$1.1B)	QoQ -11.95% (-$62.5K) YoY NEW(+$460.0K)
Walmart Inc.(WMTcusip931142103)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$457.4K	0.0% ($457.4K/$1.1B)	QoQ NEW(+$457.4K) YoY NEW(+$457.4K)
DOMINION ENERGY, INC(Dcusip25746U109)	7.8K	QoQ +1.16% (+90) YoY +1.16% (+90)	All Managers (Combined)	$438.2K	0.0% ($438.2K/$1.1B)	QoQ +5.31% (+$22.1K) YoY +15.31% (+$58.2K)