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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TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:543

Value:$270.3K

% of Portfolio:0.0% ($270.3K/$1.1B)

921910840

MGV|921910840

Shares:2.0K

Value:$257.7K

% of Portfolio:0.0% ($257.7K/$1.1B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.4K

Value:$255.7K

% of Portfolio:0.0% ($255.7K/$1.1B)

92204A504

VHT|92204A504

Shares:957

Value:$253.3K

% of Portfolio:0.0% ($253.3K/$1.1B)

NOVARTIS AG

NVS|66987V109

Shares:2.2K

Value:$250.6K

% of Portfolio:0.0% ($250.6K/$1.1B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.2K

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$1.1B)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.5K

Value:$248.2K

% of Portfolio:0.0% ($248.2K/$1.1B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.2K

Value:$243.9K

% of Portfolio:0.0% ($243.9K/$1.1B)

032108599

Shares:4.8K

Value:$233.0K

% of Portfolio:0.0% ($233.0K/$1.1B)

464287614

IWF|464287614

Shares:645

Value:$232.9K

% of Portfolio:0.0% ($232.9K/$1.1B)

33734G108

Shares:8.4K

Value:$231.1K

% of Portfolio:0.0% ($231.1K/$1.1B)

46434V621

DGRO|46434V621

Shares:3.6K

Value:$225.1K

% of Portfolio:0.0% ($225.1K/$1.1B)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.7K

Value:$219.9K

% of Portfolio:0.0% ($219.9K/$1.1B)

46138J577

Shares:11.9K

Value:$219.7K

% of Portfolio:0.0% ($219.7K/$1.1B)

97717W505

Shares:4.4K

Value:$219.3K

% of Portfolio:0.0% ($219.3K/$1.1B)

025072802

Shares:3.0K

Value:$211.9K

% of Portfolio:0.0% ($211.9K/$1.1B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:666

Value:$203.5K

% of Portfolio:0.0% ($203.5K/$1.1B)

00162Q726

Shares:2.9K

Value:$201.3K

% of Portfolio:0.0% ($201.3K/$1.1B)

STARZ ENTERTAINMENT CORP /CN/

LGF-B|535919500

Shares:16.8K

Value:$132.7K

% of Portfolio:0.0% ($132.7K/$1.1B)

19249J307

Shares:181.5K

Value:$74.4K

% of Portfolio:0.0% ($74.4K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	543	QoQ NEW(+543) YoY NEW(+543)	All Managers (Combined)	$270.3K	0.0% ($270.3K/$1.1B)	QoQ NEW(+$270.3K) YoY NEW(+$270.3K)
(MGVcusip921910840)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$257.7K	0.0% ($257.7K/$1.1B)	QoQ +3.14% (+$7.9K) YoY +7.80% (+$18.7K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.4K	QoQ +1.56% (+22) YoY +1.56% (+22)	All Managers (Combined)	$255.7K	0.0% ($255.7K/$1.1B)	QoQ +2.12% (+$5.3K) YoY +22.31% (+$46.6K)
(VHTcusip92204A504)	957	QoQ -8.42% (-88) YoY -8.42% (-88)	All Managers (Combined)	$253.3K	0.0% ($253.3K/$1.1B)	QoQ -4.45% (-$11.8K) YoY -10.40% (-$29.4K)
NOVARTIS AG(NVScusip66987V109)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$250.6K	0.0% ($250.6K/$1.1B)	QoQ NEW(+$250.6K) YoY NEW(+$250.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$1.1B)	QoQ NEW(+$249.5K) YoY NEW(+$249.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.5K	QoQ +18.37% (+226) YoY NEW(+1.5K)	All Managers (Combined)	$248.2K	0.0% ($248.2K/$1.1B)	QoQ +20.32% (+$41.9K) YoY NEW(+$248.2K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$243.9K	0.0% ($243.9K/$1.1B)	QoQ NEW(+$243.9K) YoY NEW(+$243.9K)
(cusip032108599)✕	4.8K	QoQ -0.47% (-23) YoY NEW(+4.8K)	All Managers (Combined)	$233.0K	0.0% ($233.0K/$1.1B)	QoQ -5.59% (-$13.8K) YoY NEW(+$233.0K)
(IWFcusip464287614)	645	QoQ 0.00% (-0) YoY -53.12% (-731)	All Managers (Combined)	$232.9K	0.0% ($232.9K/$1.1B)	QoQ -10.08% (-$26.1K) YoY -49.78% (-$230.9K)
(cusip33734G108)✕	8.4K	QoQ 0.00% (+0) YoY -6.31% (-566)	All Managers (Combined)	$231.1K	0.0% ($231.1K/$1.1B)	QoQ +0.51% (+$1.2K) YoY -0.85% (-$2.0K)
(DGROcusip46434V621)	3.6K	QoQ -3.16% (-119) YoY -69.13% (-8.2K)	All Managers (Combined)	$225.1K	0.0% ($225.1K/$1.1B)	QoQ -2.46% (-$5.7K) YoY -67.16% (-$460.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$219.9K	0.0% ($219.9K/$1.1B)	QoQ NEW(+$219.9K) YoY NEW(+$219.9K)
(cusip46138J577)✕	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$219.7K	0.0% ($219.7K/$1.1B)	QoQ NEW(+$219.7K) YoY NEW(+$219.7K)
(cusip97717W505)✕	4.4K	QoQ 0.00% (-0) YoY -6.34% (-300)	All Managers (Combined)	$219.3K	0.0% ($219.3K/$1.1B)	QoQ -2.84% (-$6.4K) YoY -4.90% (-$11.3K)
(cusip025072802)✕	3.0K	QoQ -67.80% (-6.4K) YoY NEW(+3.0K)	All Managers (Combined)	$211.9K	0.0% ($211.9K/$1.1B)	QoQ -65.49% (-$402.3K) YoY NEW(+$211.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	666	QoQ NEW(+666) YoY NEW(+666)	All Managers (Combined)	$203.5K	0.0% ($203.5K/$1.1B)	QoQ NEW(+$203.5K) YoY NEW(+$203.5K)
(cusip00162Q726)✕	2.9K	QoQ -5.50% (-169) YoY -5.50% (-169)	All Managers (Combined)	$201.3K	0.0% ($201.3K/$1.1B)	QoQ -9.82% (-$21.9K) YoY -3.37% (-$7.0K)
STARZ ENTERTAINMENT CORP /CN/(LGF-Bcusip535919500)	16.8K	QoQ 0.00% (+0) YoY NEW(+16.8K)	All Managers (Combined)	$132.7K	0.0% ($132.7K/$1.1B)	QoQ +4.90% (+$6.2K) YoY NEW(+$132.7K)
(cusip19249J307)✕	181.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$74.4K	0.0% ($74.4K/$1.1B)	QoQ -8.88% (-$7.3K) YoY -53.41% (-$85.3K)