Adviser Investments
Latest statistics and disclosures from Rwa Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, VEA, VGIT, SPBO, and represent 41.62% of Rwa Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: QUAL (+$43M), WMT (+$25M), C (+$18M), VTV (+$18M), FSLR (+$14M), IJH (+$13M), DG (+$13M), IWD (+$13M), VOO (+$11M), HYG (+$11M).
- Started 38 new stock positions in IGIB, MLM, ADM, ALLG, XMLV, ESGU, IBN, COWZ, PGR, UL.
- Reduced shares in these 10 stocks: VUG (-$44M), AVGO (-$19M), WFC (-$18M), IVE (-$15M), QQQ (-$15M), MCD (-$13M), TLT (-$13M), , COST (-$11M), LQD (-$11M).
- Sold out of its positions in ALL, CRL, Cooper Companies, FAST, FDIS, FREL, BEN, HMC, Impact Shs Tr I, DBC. TLT, AAXJ, PPG, Physicians Realty Trust, Ramco-gershenson Properties Trust perp pfd-d cv, XNTK, BWX, KRE, KBE, ZS.
- Rwa Wealth Partners was a net buyer of stock by $40M.
- Rwa Wealth Partners has $7.4B in assets under management (AUM), dropping by 5.98%.
- Central Index Key (CIK): 0001544576
Tip: Access up to 7 years of quarterly data
Positions held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Rwa Wealth Partners
Rwa Wealth Partners holds 534 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Rwa Wealth Partners has 534 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rwa Wealth Partners March 31, 2024 positions
- Download the Rwa Wealth Partners March 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Growth Etf (VUG) | 12.1 | $897M | -4% | 2.6M | 344.20 |
|
Vanguard Index Fds Value Etf (VTV) | 10.4 | $774M | +2% | 4.8M | 162.86 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.2 | $537M | 11M | 50.17 |
|
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 6.8 | $508M | +2% | 8.7M | 58.55 |
|
Spdr Ser Tr Portfolio Crport (SPBO) | 5.1 | $377M | +2% | 13M | 29.11 |
|
Ishares Tr National Mun Etf (MUB) | 4.0 | $298M | 2.8M | 107.60 |
|
|
Ishares Tr Mbs Etf (MBB) | 2.8 | $211M | 2.3M | 92.42 |
|
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.2 | $160M | +3% | 3.2M | 50.60 |
|
Microsoft Corporation (MSFT) | 2.1 | $159M | 379k | 420.72 |
|
|
Apple (AAPL) | 1.9 | $141M | 821k | 171.48 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $110M | +9% | 209k | 525.73 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $110M | +5% | 2.6M | 41.77 |
|
JPMorgan Chase & Co. (JPM) | 1.1 | $83M | -3% | 412k | 200.30 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $77M | 297k | 260.72 |
|
|
Vanguard Wellington Us Value Factr (VFVA) | 1.0 | $73M | 615k | 119.34 |
|
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $71M | +2% | 368k | 191.88 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $62M | +16% | 183k | 337.05 |
|
Abbvie (ABBV) | 0.8 | $56M | -4% | 307k | 182.10 |
|
Nextera Energy (NEE) | 0.7 | $50M | -12% | 787k | 63.91 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $49M | +6% | 93k | 523.07 |
|
Visa Com Cl A (V) | 0.7 | $48M | 173k | 279.08 |
|
|
Johnson & Johnson (JNJ) | 0.6 | $48M | 304k | 158.19 |
|
|
Anthem (ELV) | 0.6 | $44M | -5% | 85k | 518.54 |
|
Costco Wholesale Corporation (COST) | 0.6 | $44M | -20% | 60k | 732.63 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $44M | -25% | 233k | 186.81 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $43M | NEW | 259k | 164.35 |
|
Procter & Gamble Company (PG) | 0.6 | $43M | -14% | 262k | 162.25 |
|
Home Depot (HD) | 0.6 | $42M | 111k | 383.60 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $41M | -11% | 97k | 420.51 |
|
Pepsi (PEP) | 0.5 | $39M | 221k | 175.01 |
|
|
Merck & Co (MRK) | 0.5 | $38M | -3% | 284k | 131.95 |
|
Wal-Mart Stores (WMT) | 0.5 | $37M | +222% | 606k | 60.17 |
|
Eli Lilly & Co. (LLY) | 0.5 | $36M | -21% | 46k | 777.97 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $35M | 134k | 259.90 |
|
|
McDonald's Corporation (MCD) | 0.5 | $35M | -27% | 122k | 281.95 |
|
Exxon Mobil Corporation (XOM) | 0.4 | $32M | 274k | 116.24 |
|
|
Target Corporation (TGT) | 0.4 | $31M | -6% | 173k | 177.21 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $30M | -9% | 196k | 150.93 |
|
Amazon (AMZN) | 0.4 | $29M | -3% | 160k | 180.38 |
|
Broadcom (AVGO) | 0.4 | $29M | -39% | 22k | 1325.44 |
|
Abbott Laboratories (ABT) | 0.4 | $27M | -2% | 241k | 113.66 |
|
Union Pacific Corporation (UNP) | 0.4 | $27M | -2% | 111k | 245.93 |
|
Honeywell International (HON) | 0.4 | $27M | +24% | 129k | 205.25 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $26M | +73% | 55k | 480.70 |
|
Meta Platforms Cl A (META) | 0.3 | $26M | -8% | 53k | 485.58 |
|
TJX Companies (TJX) | 0.3 | $26M | +3% | 253k | 101.42 |
|
Ishares Tr Esg Msci Usa Etf (USXF) | 0.3 | $25M | 555k | 45.15 |
|
|
Comcast Corp Cl A (CMCSA) | 0.3 | $25M | +29% | 568k | 43.35 |
|
Linde SHS (LIN) | 0.3 | $24M | 52k | 464.32 |
|
|
Qualcomm (QCOM) | 0.3 | $24M | -2% | 143k | 169.30 |
|
FedEx Corporation (FDX) | 0.3 | $24M | +6% | 83k | 289.73 |
|
Nike CL B (NKE) | 0.3 | $24M | -3% | 254k | 93.98 |
|
Oracle Corporation (ORCL) | 0.3 | $23M | -3% | 186k | 125.61 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $23M | 127k | 182.61 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $23M | -5% | 152k | 152.26 |
|
Citigroup Com New (C) | 0.3 | $22M | +459% | 354k | 63.24 |
|
Raytheon Technologies Corp (RTX) | 0.3 | $22M | -2% | 228k | 97.53 |
|
NVIDIA Corporation (NVDA) | 0.3 | $22M | -8% | 24k | 903.50 |
|
AmerisourceBergen (COR) | 0.3 | $22M | -9% | 89k | 242.99 |
|
Charles Schwab Corporation (SCHW) | 0.3 | $22M | -6% | 297k | 72.34 |
|
BlackRock (BLK) | 0.3 | $21M | -2% | 25k | 833.71 |
|
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $20M | -4% | 280k | 69.77 |
|
Chevron Corporation (CVX) | 0.3 | $20M | 123k | 157.74 |
|
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $19M | -4% | 187k | 103.79 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $19M | -23% | 174k | 110.52 |
|
Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $19M | 334k | 57.54 |
|
|
Lockheed Martin Corporation (LMT) | 0.3 | $19M | 42k | 454.87 |
|
|
UnitedHealth (UNH) | 0.3 | $19M | +10% | 38k | 494.70 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $19M | +4% | 53k | 346.61 |
|
Prologis (PLD) | 0.2 | $18M | -8% | 141k | 130.23 |
|
Ishares Tr New York Mun Etf (NYF) | 0.2 | $18M | 326k | 53.81 |
|
|
Colgate-Palmolive Company (CL) | 0.2 | $17M | -2% | 188k | 90.05 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $17M | +398% | 277k | 60.74 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $16M | -6% | 139k | 117.21 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $16M | +431% | 87k | 179.11 |
|
Cisco Systems (CSCO) | 0.2 | $16M | -8% | 311k | 49.91 |
|
Starbucks Corporation (SBUX) | 0.2 | $15M | 163k | 91.39 |
|
|
Johnson Ctls Intl SHS (JCI) | 0.2 | $15M | -10% | 221k | 65.32 |
|
First Solar (FSLR) | 0.2 | $14M | NEW | 83k | 168.80 |
|
Kla Corp Com New (KLAC) | 0.2 | $14M | 20k | 698.58 |
|
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $14M | -4% | 151k | 89.67 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $13M | 181k | 72.63 |
|
|
Lowe's Companies (LOW) | 0.2 | $13M | -43% | 52k | 254.72 |
|
Dollar General (DG) | 0.2 | $13M | NEW | 83k | 156.06 |
|
United Parcel Service CL B (UPS) | 0.2 | $12M | 80k | 148.63 |
|
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $12M | +1325% | 153k | 77.73 |
|
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $12M | -5% | 327k | 35.71 |
|
Diageo Spon Adr New (DEO) | 0.2 | $12M | -2% | 78k | 148.74 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $12M | +6% | 155k | 74.22 |
|
Novo-nordisk A S Adr (NVO) | 0.2 | $11M | -5% | 88k | 128.40 |
|
Caterpillar (CAT) | 0.1 | $11M | -2% | 30k | 366.43 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $11M | +5264% | 520k | 21.15 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $11M | -10% | 11k | 970.47 |
|
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $11M | -6% | 372k | 29.02 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $11M | NEW | 209k | 51.60 |
|
Automatic Data Processing (ADP) | 0.1 | $11M | 43k | 249.74 |
|
|
Uber Technologies (UBER) | 0.1 | $11M | -21% | 138k | 76.99 |
|
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $9.9M | 63k | 155.84 |
|
|
Air Products & Chemicals (APD) | 0.1 | $9.7M | +181% | 40k | 242.27 |
|
International Business Machines (IBM) | 0.1 | $9.6M | -3% | 50k | 190.96 |
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $9.4M | 184k | 51.06 |
|
|
Amgen (AMGN) | 0.1 | $9.3M | +14% | 33k | 284.32 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $9.1M | 233k | 39.02 |
|
|
Palo Alto Networks (PANW) | 0.1 | $9.0M | -2% | 32k | 284.13 |
|
Sap Se Spon Adr (SAP) | 0.1 | $8.3M | 43k | 195.03 |
|
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $8.3M | 35k | 235.79 |
|
|
Banco Santander Adr (SAN) | 0.1 | $8.2M | +106% | 1.7M | 4.84 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $8.0M | +67% | 16k | 504.60 |
|
Pfizer (PFE) | 0.1 | $8.0M | 287k | 27.75 |
|
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $7.6M | -8% | 179k | 42.55 |
|
O'reilly Automotive (ORLY) | 0.1 | $7.5M | 6.7k | 1128.88 |
|
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $7.3M | 96k | 75.98 |
|
|
Netflix (NFLX) | 0.1 | $7.3M | -6% | 12k | 607.33 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $7.2M | 86k | 84.09 |
|
|
Servicenow (NOW) | 0.1 | $7.2M | +2% | 9.4k | 762.40 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $7.2M | -5% | 93k | 77.31 |
|
Coca-Cola Company (KO) | 0.1 | $7.2M | +7% | 117k | 61.18 |
|
Intel Corporation (INTC) | 0.1 | $7.1M | -3% | 162k | 44.17 |
|
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $7.1M | +2536% | 148k | 47.87 |
|
Metropcs Communications (TMUS) | 0.1 | $7.0M | -56% | 43k | 163.22 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $7.0M | -5% | 170k | 41.08 |
|
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $7.0M | 11.00 | 634440.00 |
|
|
Ishares Tr Broad Usd High (USHY) | 0.1 | $7.0M | -7% | 190k | 36.59 |
|
Quanterix Ord (QTRX) | 0.1 | $6.9M | +51% | 293k | 23.56 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $6.8M | +20% | 85k | 79.86 |
|
Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $6.6M | 96k | 68.13 |
|
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $6.5M | +3% | 32k | 205.72 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $6.5M | +49% | 28k | 228.60 |
|
Archer Daniels Midland Company (ADM) | 0.1 | $6.3M | NEW | 100k | 62.81 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $6.2M | -64% | 57k | 108.92 |
|
Matthews Intl Fds Emerging Markets (EMSF) | 0.1 | $6.1M | 236k | 25.95 |
|
|
salesforce (CRM) | 0.1 | $5.9M | +11% | 20k | 301.18 |
|
Las Vegas Sands (LVS) | 0.1 | $5.9M | NEW | 114k | 51.70 |
|
American Express Company (AXP) | 0.1 | $5.8M | +3% | 26k | 227.69 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $5.8M | -8% | 35k | 164.96 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.7M | -2% | 42k | 136.03 |
|
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $5.7M | -4% | 146k | 38.86 |
|
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $5.6M | NEW | 100k | 56.40 |
|
Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $5.6M | +2% | 89k | 62.75 |
|
Marriott Intl Cl A (MAR) | 0.1 | $5.3M | 21k | 252.31 |
|
|
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $5.3M | 38k | 139.82 |
|
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $5.3M | +4% | 46k | 115.81 |
|
Mastercard Incorporated Cl A (MA) | 0.1 | $5.1M | 11k | 481.58 |
|
|
Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $5.1M | -12% | 66k | 76.62 |
|
Canadian Natl Ry (CNI) | 0.1 | $5.0M | 38k | 131.71 |
|
|
Workday Cl A (WDAY) | 0.1 | $5.0M | -4% | 18k | 272.75 |
|
Boeing Company (BA) | 0.1 | $5.0M | +3% | 26k | 193.00 |
|
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $4.9M | NEW | 91k | 54.40 |
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $4.9M | 22k | 224.99 |
|
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $4.8M | -2% | 68k | 70.88 |
|
Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $4.8M | 43k | 113.45 |
|
|
Walt Disney Company (DIS) | 0.1 | $4.8M | -6% | 40k | 122.36 |
|
CVS Caremark Corporation (CVS) | 0.1 | $4.8M | -5% | 60k | 79.76 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $4.7M | +20% | 132k | 35.84 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $4.6M | 77k | 60.30 |
|
|
Goldman Sachs (GS) | 0.1 | $4.6M | 11k | 417.69 |
|
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $4.4M | 175k | 25.25 |
|
|
Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $4.4M | -5% | 38k | 115.77 |
|
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $4.3M | -7% | 37k | 116.84 |
|
Bank of America Corporation (BAC) | 0.1 | $4.3M | -3% | 113k | 37.92 |
|
General Electric Com New (GE) | 0.1 | $4.2M | 24k | 175.51 |
|
|
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $4.1M | -2% | 37k | 112.43 |
|
Akamai Technologies (AKAM) | 0.1 | $4.1M | 38k | 108.76 |
|
|
Verizon Communications (VZ) | 0.1 | $4.1M | +18% | 97k | 41.96 |
|
Eaton Corp SHS (ETN) | 0.1 | $3.9M | -4% | 13k | 312.68 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $3.9M | 31k | 125.33 |
|
|
Tesla Motors (TSLA) | 0.1 | $3.8M | -25% | 22k | 175.79 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $3.8M | -4% | 64k | 58.59 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.7M | 60k | 62.06 |
|
|
Emerson Electric (EMR) | 0.1 | $3.7M | 33k | 113.42 |
|
|
Icici Bank Adr (IBN) | 0.0 | $3.7M | NEW | 141k | 26.41 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $3.7M | -79% | 8.3k | 444.01 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $3.7M | 6.3k | 581.22 |
|
|
Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $3.7M | NEW | 53k | 69.95 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $3.7M | 75k | 49.24 |
|
|
Bristol Myers Squibb (BMY) | 0.0 | $3.6M | -2% | 67k | 54.23 |
|
Becton, Dickinson and (BDX) | 0.0 | $3.6M | -11% | 15k | 247.46 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $3.6M | 23k | 158.84 |
|
|
Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $3.6M | +4% | 68k | 52.05 |
|
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $3.5M | -6% | 78k | 45.31 |
|
Ishares Msci Eurzone Etf (EZU) | 0.0 | $3.5M | -3% | 69k | 51.06 |
|
Chubb (CB) | 0.0 | $3.5M | 14k | 259.13 |
|
|
Deere & Company (DE) | 0.0 | $3.3M | 8.1k | 410.67 |
|
|
Vanguard World Health Car Etf (VHT) | 0.0 | $3.3M | 12k | 270.51 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $3.3M | 11k | 288.02 |
|
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $3.3M | NEW | 33k | 97.94 |
|
Intercontinental Exchange (ICE) | 0.0 | $3.3M | +3% | 24k | 137.42 |
|
Texas Instruments Incorporated (TXN) | 0.0 | $3.2M | 18k | 174.22 |
|
|
Impact Shs Tr I Affordable Hous | 0.0 | $3.2M | NEW | 189k | 16.91 |
|
Intuitive Surgical Com New (ISRG) | 0.0 | $3.1M | -64% | 7.8k | 399.09 |
|
3M Company (MMM) | 0.0 | $3.1M | 29k | 106.08 |
|
|
S&p Global (SPGI) | 0.0 | $3.0M | 7.0k | 425.45 |
|
|
Oneok (OKE) | 0.0 | $3.0M | 37k | 80.17 |
|
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $3.0M | 5.3k | 556.39 |
|
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $3.0M | 32k | 91.80 |
|
|
Teradyne (TER) | 0.0 | $3.0M | 26k | 112.83 |
|
|
Rio Tinto Sponsored Adr (RIO) | 0.0 | $2.9M | +2% | 46k | 63.74 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $2.9M | +11% | 90k | 32.23 |
|
Illinois Tool Works (ITW) | 0.0 | $2.8M | -5% | 11k | 268.34 |
|
Danaher Corporation (DHR) | 0.0 | $2.8M | +3% | 11k | 249.72 |
|
IDEXX Laboratories (IDXX) | 0.0 | $2.8M | -6% | 5.2k | 539.93 |
|
Applied Materials (AMAT) | 0.0 | $2.8M | -23% | 13k | 206.23 |
|
Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $2.8M | -2% | 50k | 55.67 |
|
Stryker Corporation (SYK) | 0.0 | $2.7M | 7.6k | 357.87 |
|
|
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $2.6M | 13k | 197.10 |
|
|
Vanguard World Inf Tech Etf (VGT) | 0.0 | $2.6M | +42% | 5.0k | 524.35 |
|
Pdd Holdings Sponsored Ads (PDD) | 0.0 | $2.6M | NEW | 23k | 116.25 |
|
At&t (T) | 0.0 | $2.6M | 147k | 17.60 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.6M | +8% | 10k | 249.86 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $2.5M | 20k | 129.35 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $2.5M | 43k | 58.65 |
|
|
Gilead Sciences (GILD) | 0.0 | $2.5M | 34k | 73.25 |
|
|
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $2.4M | 59k | 41.59 |
|
|
Roper Industries (ROP) | 0.0 | $2.4M | -3% | 4.3k | 560.84 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.4M | -8% | 20k | 120.99 |
|
Fortinet (FTNT) | 0.0 | $2.4M | -68% | 35k | 68.31 |
|
Cleveland-cliffs (CLF) | 0.0 | $2.4M | 106k | 22.74 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.4M | 39k | 61.05 |
|
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $2.4M | 57k | 42.01 |
|
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.4M | 21k | 114.14 |
|
|
Cooper Cos (COO) | 0.0 | $2.4M | NEW | 23k | 101.46 |
|
Analog Devices (ADI) | 0.0 | $2.4M | 12k | 197.79 |
|
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.4M | 44k | 53.39 |
|
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $2.3M | -14% | 51k | 45.61 |
|
Kraft Heinz (KHC) | 0.0 | $2.3M | 62k | 36.90 |
|
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.3M | +9% | 20k | 110.50 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $2.2M | -11% | 28k | 80.51 |
|
Black Stone Minerals Com Unit (BSM) | 0.0 | $2.2M | 139k | 15.98 |
|
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $2.2M | -69% | 35k | 63.33 |
|
Ford Motor Company (F) | 0.0 | $2.2M | 165k | 13.28 |
|
|
Freeport-mcmoran CL B (FCX) | 0.0 | $2.2M | -6% | 46k | 47.02 |
|
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.1M | +3% | 8.6k | 247.41 |
|
Pure Storage Cl A (PSTG) | 0.0 | $2.1M | 40k | 51.99 |
|
|
T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $2.1M | +4% | 55k | 38.00 |
|
Texas Pacific Land Corp (TPL) | 0.0 | $2.1M | +200% | 3.6k | 578.43 |
|
Shenandoah Telecommunications Company (SHEN) | 0.0 | $2.1M | 120k | 17.37 |
|
|
General Mills (GIS) | 0.0 | $2.1M | 30k | 69.97 |
|
|
Okta Cl A (OKTA) | 0.0 | $2.0M | 20k | 104.62 |
|
|
Cintas Corporation (CTAS) | 0.0 | $2.0M | +13% | 3.0k | 687.05 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.0M | -19% | 9.7k | 208.26 |
|
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $2.0M | +714% | 11k | 180.47 |
|
Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $2.0M | -5% | 26k | 75.48 |
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $1.9M | -2% | 27k | 72.36 |
|
Ameriprise Financial (AMP) | 0.0 | $1.9M | 4.4k | 438.45 |
|
|
Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $1.9M | -6% | 26k | 73.46 |
|
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $1.9M | -2% | 21k | 90.44 |
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.9M | 14k | 137.22 |
|
|
Intuit (INTU) | 0.0 | $1.9M | -7% | 2.9k | 650.03 |
|
Ishares Jp Mrg Em Crp Bd (CEMB) | 0.0 | $1.9M | 42k | 44.48 |
|
|
Paypal Holdings (PYPL) | 0.0 | $1.9M | 28k | 66.99 |
|
Past Filings by Rwa Wealth Partners
SEC 13F filings are viewable for Rwa Wealth Partners going back to 2016
- Rwa Wealth Partners 2024 Q1 filed April 29, 2024
- Rwa Wealth Partners 2023 Q4 filed Feb. 1, 2024
- Adviser Investments 2023 Q3 filed Oct. 11, 2023
- Adviser Investments 2023 Q2 filed Aug. 4, 2023
- Adviser Investments 2023 Q1 filed April 26, 2023
- Adviser Investments 2022 Q4 filed Jan. 19, 2023
- Adviser Investments 2022 Q3 filed Oct. 14, 2022
- Adviser Investments 2022 Q2 filed July 14, 2022
- Adviser Investments 2022 Q1 filed May 4, 2022
- Adviser Investments 2021 Q4 filed Jan. 31, 2022
- Adviser Investments 2021 Q3 filed Nov. 5, 2021
- Adviser Investments 2021 Q2 filed July 9, 2021
- Adviser Investments 2021 Q1 filed May 5, 2021
- Adviser Investments 2020 Q4 filed Jan. 26, 2021
- Adviser Investments 2020 Q3 filed Nov. 13, 2020
- Adviser Investments 2020 Q2 filed Aug. 3, 2020