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 41.73% of Rwa Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: MUB (+$234M), AAPL (+$94M), MSFT (+$85M), SPBO (+$74M), VGIT (+$72M), IVE (+$55M), IWF (+$46M), NEE (+$43M), JPM (+$43M), MBB (+$42M).
- Started 162 new stock positions in IDXX, NDAQ, APTV, URI, PCAR, PEN, AKAM, APD, ATO, MELI.
- Reduced shares in these 10 stocks: VTEB (-$225M), VTC (-$14M), VMBS (-$7.5M), BND (-$7.4M), AWK, FBND, , USXF, TFI, EWJ.
- Sold out of its positions in MUA, FUTY, HRL, ICSH, JPST, JAAA, JLL, MINT, PFG, AGQ. SPSB, XHS, KIE, ULST, BILS, HYBL, BSV, PARA, WERN, WW.
- Rwa Wealth Partners was a net buyer of stock by $2.0B.
- Rwa Wealth Partners has $7.0B in assets under management (AUM), dropping by 52.75%.
- 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 516 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Rwa Wealth Partners has 516 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rwa Wealth Partners Dec. 31, 2023 positions
- Download the Rwa Wealth Partners December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Growth Etf (VUG) | 12.1 | $850M | 2.7M | 310.88 |
|
|
Vanguard Index Fds Value Etf (VTV) | 9.9 | $694M | 4.6M | 149.50 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.2 | $505M | +7% | 11M | 47.90 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 7.2 | $504M | +16% | 8.5M | 59.32 |
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Spdr Ser Tr Portfolio Crport (SPBO) | 5.3 | $373M | +24% | 13M | 29.41 |
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Ishares Tr National Mun Etf (MUB) | 4.2 | $296M | +381% | 2.7M | 108.41 |
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Ishares Tr Mbs Etf (MBB) | 3.0 | $210M | +24% | 2.2M | 94.08 |
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Apple (AAPL) | 2.3 | $160M | +143% | 832k | 192.53 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.2 | $156M | -59% | 3.1M | 51.05 |
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Microsoft Corporation (MSFT) | 2.1 | $144M | +143% | 384k | 376.04 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $102M | +8% | 2.5M | 41.10 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $91M | +46% | 191k | 477.63 |
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JPMorgan Chase & Co. (JPM) | 1.0 | $72M | +142% | 426k | 170.10 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $70M | +5% | 291k | 241.77 |
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Vanguard Wellington Us Value Factr (VFVA) | 1.0 | $70M | 618k | 112.67 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.9 | $65M | +3% | 360k | 179.97 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $55M | NEW | 314k | 173.89 |
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Nextera Energy (NEE) | 0.8 | $54M | +390% | 895k | 60.74 |
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McDonald's Corporation (MCD) | 0.7 | $50M | +255% | 169k | 296.51 |
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Abbvie (ABBV) | 0.7 | $50M | +277% | 320k | 154.97 |
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Costco Wholesale Corporation (COST) | 0.7 | $50M | +115% | 75k | 660.08 |
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Johnson & Johnson (JNJ) | 0.7 | $48M | +105% | 307k | 156.74 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $48M | +3719% | 157k | 303.17 |
|
Visa Com Cl A (V) | 0.7 | $46M | +120% | 175k | 260.35 |
|
Procter & Gamble Company (PG) | 0.6 | $45M | +207% | 305k | 146.54 |
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Anthem (ELV) | 0.6 | $42M | +165% | 89k | 471.56 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $42M | +22% | 88k | 475.31 |
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Broadcom (AVGO) | 0.6 | $40M | +335% | 36k | 1116.26 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $39M | +276% | 110k | 356.65 |
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Home Depot (HD) | 0.6 | $39M | +125% | 112k | 346.55 |
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Pepsi (PEP) | 0.5 | $37M | +133% | 218k | 169.84 |
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Eli Lilly & Co. (LLY) | 0.5 | $34M | +159% | 59k | 582.92 |
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Merck & Co (MRK) | 0.5 | $32M | +119% | 294k | 109.02 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $32M | +360% | 135k | 237.22 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $30M | +257% | 216k | 139.69 |
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Wal-Mart Stores (WMT) | 0.4 | $30M | +166% | 188k | 157.65 |
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Nike CL B (NKE) | 0.4 | $29M | +102% | 263k | 108.57 |
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Union Pacific Corporation (UNP) | 0.4 | $28M | +99% | 114k | 245.62 |
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Exxon Mobil Corporation (XOM) | 0.4 | $27M | +505% | 274k | 99.98 |
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Abbott Laboratories (ABT) | 0.4 | $27M | +231% | 248k | 110.07 |
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Target Corporation (TGT) | 0.4 | $26M | +350% | 184k | 142.42 |
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Amazon (AMZN) | 0.4 | $25M | +233% | 165k | 151.94 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $25M | +802% | 226k | 108.25 |
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TJX Companies (TJX) | 0.3 | $23M | +126% | 244k | 93.81 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $23M | +68% | 161k | 140.93 |
|
Ishares Tr Esg Msci Usa Etf (USXF) | 0.3 | $22M | -13% | 561k | 39.82 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $22M | +17% | 130k | 170.40 |
|
Charles Schwab Corporation (SCHW) | 0.3 | $22M | +404% | 319k | 68.80 |
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Honeywell International (HON) | 0.3 | $22M | +131% | 103k | 209.71 |
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Linde SHS (LIN) | 0.3 | $21M | +109% | 52k | 410.71 |
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Qualcomm (QCOM) | 0.3 | $21M | +92% | 147k | 144.63 |
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BlackRock (BLK) | 0.3 | $21M | +76% | 26k | 811.79 |
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Meta Platforms Cl A (META) | 0.3 | $21M | +85% | 59k | 353.95 |
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Prologis (PLD) | 0.3 | $21M | +6946% | 154k | 133.32 |
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Lowe's Companies (LOW) | 0.3 | $21M | +534% | 92k | 222.55 |
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Oracle Corporation (ORCL) | 0.3 | $20M | +415% | 193k | 105.43 |
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AmerisourceBergen (COR) | 0.3 | $20M | NEW | 98k | 205.38 |
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Raytheon Technologies Corp (RTX) | 0.3 | $20M | +101% | 235k | 84.14 |
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FedEx Corporation (FDX) | 0.3 | $20M | +572% | 78k | 252.97 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $19M | 332k | 57.94 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $19M | +87% | 437k | 43.85 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $19M | +28% | 196k | 96.85 |
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Lockheed Martin Corporation (LMT) | 0.3 | $19M | +130% | 42k | 453.23 |
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Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $19M | -6% | 292k | 64.69 |
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Chevron Corporation (CVX) | 0.3 | $18M | +657% | 123k | 149.16 |
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UnitedHealth (UNH) | 0.3 | $18M | +114% | 34k | 526.46 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $18M | +95% | 51k | 350.92 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $18M | +383% | 159k | 110.66 |
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Ishares Tr New York Mun Etf (NYF) | 0.3 | $18M | 326k | 54.09 |
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Cisco Systems (CSCO) | 0.2 | $17M | +130% | 340k | 50.52 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $17M | +483% | 41k | 409.54 |
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Wells Fargo & Company (WFC) | 0.2 | $16M | +4156% | 324k | 49.22 |
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Metropcs Communications (TMUS) | 0.2 | $16M | NEW | 98k | 160.33 |
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Starbucks Corporation (SBUX) | 0.2 | $16M | +107% | 163k | 96.01 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $15M | +3% | 148k | 104.10 |
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Colgate-Palmolive Company (CL) | 0.2 | $15M | +112% | 194k | 79.71 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $15M | +97% | 56k | 277.15 |
|
Johnson Ctls Intl SHS (JCI) | 0.2 | $14M | NEW | 247k | 57.64 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $14M | +473% | 158k | 89.06 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $14M | +357% | 32k | 436.81 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $13M | -35% | 183k | 73.55 |
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NVIDIA Corporation (NVDA) | 0.2 | $13M | +866% | 27k | 495.13 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $13M | NEW | 133k | 98.88 |
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United Parcel Service CL B (UPS) | 0.2 | $12M | +4% | 79k | 157.23 |
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Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $12M | +124% | 346k | 35.55 |
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Spdr Ser Tr Bloomberg Intl T (BWX) | 0.2 | $12M | NEW | 508k | 23.18 |
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Diageo Spon Adr New (DEO) | 0.2 | $12M | +62% | 80k | 145.66 |
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Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $12M | +106% | 398k | 28.78 |
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Kla Corp Com New (KLAC) | 0.2 | $11M | +80% | 20k | 581.29 |
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Uber Technologies (UBER) | 0.2 | $11M | NEW | 175k | 61.57 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $10M | +143% | 145k | 70.35 |
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Automatic Data Processing (ADP) | 0.1 | $9.9M | +1353% | 43k | 232.97 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $9.6M | +366% | 93k | 103.45 |
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Palo Alto Networks (PANW) | 0.1 | $9.6M | 32k | 294.88 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $9.4M | +767% | 12k | 756.92 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $9.3M | -4% | 184k | 50.62 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $9.3M | 65k | 143.64 |
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Caterpillar (CAT) | 0.1 | $9.1M | +43% | 31k | 295.68 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $8.6M | +15% | 232k | 36.96 |
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International Business Machines (IBM) | 0.1 | $8.5M | +619% | 52k | 163.56 |
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Intel Corporation (INTC) | 0.1 | $8.4M | +53% | 168k | 50.25 |
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Pfizer (PFE) | 0.1 | $8.4M | +198% | 291k | 28.79 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $8.2M | -9% | 194k | 42.22 |
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Amgen (AMGN) | 0.1 | $8.2M | +50% | 28k | 288.02 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $7.7M | -5% | 35k | 219.57 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $7.6M | +11% | 98k | 77.37 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $7.5M | +1354% | 22k | 337.36 |
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Ishares Tr Broad Usd High (USHY) | 0.1 | $7.5M | -8% | 206k | 36.35 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $7.3M | NEW | 181k | 40.21 |
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Tesla Motors (TSLA) | 0.1 | $7.2M | +1075% | 29k | 248.42 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $7.1M | +486% | 115k | 61.90 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $6.9M | +184% | 98k | 70.10 |
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Sap Se Spon Adr (SAP) | 0.1 | $6.6M | NEW | 43k | 154.59 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $6.6M | +87% | 85k | 77.73 |
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Fortinet (FTNT) | 0.1 | $6.5M | NEW | 111k | 58.53 |
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Servicenow (NOW) | 0.1 | $6.5M | +170% | 9.2k | 706.49 |
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Boeing Company (BA) | 0.1 | $6.5M | +84% | 25k | 260.67 |
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Coca-Cola Company (KO) | 0.1 | $6.4M | +95% | 109k | 58.93 |
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O'reilly Automotive (ORLY) | 0.1 | $6.3M | NEW | 6.6k | 950.08 |
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Netflix (NFLX) | 0.1 | $6.3M | +1519% | 13k | 486.88 |
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Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $6.1M | -23% | 96k | 63.88 |
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Matthews Intl Fds Emerging Markets (EMSF) | 0.1 | $6.1M | NEW | 237k | 25.79 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.0M | +1000% | 11.00 | 542625.00 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $5.8M | +440% | 31k | 191.17 |
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $5.8M | -69% | 75k | 77.49 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $5.6M | +275% | 9.4k | 596.60 |
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Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $5.5M | +5% | 86k | 63.38 |
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $5.5M | NEW | 152k | 35.91 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $5.3M | +226% | 71k | 75.35 |
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Workday Cl A (WDAY) | 0.1 | $5.3M | -4% | 19k | 276.06 |
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Quanterix Ord (QTRX) | 0.1 | $5.3M | 193k | 27.34 |
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Airbnb Com Cl A (ABNB) | 0.1 | $5.2M | 38k | 136.14 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $5.2M | +584% | 44k | 117.13 |
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $5.2M | NEW | 38k | 136.58 |
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CVS Caremark Corporation (CVS) | 0.1 | $5.0M | +23% | 64k | 78.96 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $4.8M | NEW | 70k | 69.34 |
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Marriott Intl Cl A (MAR) | 0.1 | $4.8M | 21k | 225.51 |
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Canadian Natl Ry (CNI) | 0.1 | $4.7M | NEW | 38k | 125.63 |
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salesforce (CRM) | 0.1 | $4.6M | +674% | 18k | 263.14 |
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American Express Company (AXP) | 0.1 | $4.6M | +85% | 25k | 187.34 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $4.6M | +24% | 40k | 115.03 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $4.6M | +230% | 11k | 426.51 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $4.5M | +1348% | 43k | 103.99 |
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Akamai Technologies (AKAM) | 0.1 | $4.4M | NEW | 38k | 118.35 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $4.4M | +929% | 76k | 57.96 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $4.3M | +3% | 173k | 24.79 |
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Goldman Sachs (GS) | 0.1 | $4.2M | +92% | 11k | 385.80 |
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $4.2M | -4% | 43k | 98.23 |
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Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $4.1M | NEW | 40k | 101.73 |
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $4.0M | -2% | 38k | 107.60 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $4.0M | +93% | 19k | 213.33 |
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Becton, Dickinson and (BDX) | 0.1 | $4.0M | +123% | 16k | 243.83 |
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Bank of America Corporation (BAC) | 0.1 | $3.9M | +43% | 116k | 33.67 |
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Air Products & Chemicals (APD) | 0.1 | $3.9M | NEW | 14k | 273.80 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $3.8M | -53% | 83k | 46.04 |
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Walt Disney Company (DIS) | 0.1 | $3.8M | +151% | 42k | 90.29 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $3.8M | NEW | 22k | 174.87 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $3.7M | +287% | 109k | 34.01 |
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Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $3.6M | NEW | 67k | 53.97 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $3.6M | 31k | 116.29 |
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Cme (CME) | 0.1 | $3.6M | +1067% | 17k | 210.60 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $3.5M | 75k | 47.24 |
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Bristol Myers Squibb (BMY) | 0.1 | $3.5M | +112% | 69k | 51.31 |
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Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $3.5M | NEW | 76k | 46.02 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $3.5M | NEW | 23k | 155.34 |
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Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $3.4M | +225% | 65k | 52.61 |
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Banco Santander Adr (SAN) | 0.0 | $3.4M | NEW | 821k | 4.14 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $3.4M | +9% | 60k | 56.40 |
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Ishares Msci Eurzone Etf (EZU) | 0.0 | $3.4M | NEW | 72k | 47.44 |
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Rio Tinto Sponsored Adr (RIO) | 0.0 | $3.3M | NEW | 45k | 74.46 |
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Thermo Fisher Scientific (TMO) | 0.0 | $3.3M | +62% | 6.2k | 530.79 |
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Deere & Company (DE) | 0.0 | $3.3M | +444% | 8.2k | 399.92 |
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Citigroup Com New (C) | 0.0 | $3.3M | 63k | 51.44 |
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Emerson Electric (EMR) | 0.0 | $3.2M | +22% | 33k | 97.33 |
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Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $3.2M | -19% | 41k | 78.94 |
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Impact Shs Tr I Affordable Hous | 0.0 | $3.2M | +4% | 186k | 17.24 |
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Eaton Corp SHS (ETN) | 0.0 | $3.2M | +34% | 13k | 240.81 |
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Texas Instruments Incorporated (TXN) | 0.0 | $3.1M | +170% | 19k | 170.46 |
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Vanguard World Fds Health Car Etf (VHT) | 0.0 | $3.1M | +13% | 13k | 250.71 |
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3M Company (MMM) | 0.0 | $3.1M | +435% | 29k | 109.32 |
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Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $3.1M | NEW | 100k | 30.91 |
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Chubb (CB) | 0.0 | $3.1M | +557% | 14k | 226.00 |
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Verizon Communications (VZ) | 0.0 | $3.1M | +69% | 82k | 37.70 |
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S&p Global (SPGI) | 0.0 | $3.1M | NEW | 7.0k | 440.52 |
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IDEXX Laboratories (IDXX) | 0.0 | $3.1M | NEW | 5.5k | 555.05 |
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General Electric Com New (GE) | 0.0 | $3.1M | +466% | 24k | 127.61 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $3.0M | +69% | 11k | 262.27 |
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Intercontinental Exchange (ICE) | 0.0 | $2.9M | +106% | 23k | 128.43 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $2.9M | 32k | 91.39 |
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Illinois Tool Works (ITW) | 0.0 | $2.9M | +375% | 11k | 261.96 |
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Teradyne (TER) | 0.0 | $2.8M | +11% | 26k | 108.52 |
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Applied Materials (AMAT) | 0.0 | $2.8M | +65% | 18k | 162.06 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $2.8M | -73% | 60k | 46.36 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.7M | +327% | 16k | 165.25 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.7M | +11% | 5.3k | 507.36 |
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Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $2.7M | +362% | 51k | 53.19 |
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Gilead Sciences (GILD) | 0.0 | $2.7M | 33k | 81.01 |
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Oneok (OKE) | 0.0 | $2.6M | +22% | 37k | 70.22 |
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Shenandoah Telecommunications Company (SHEN) | 0.0 | $2.6M | NEW | 120k | 21.62 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $2.5M | +256% | 31k | 81.28 |
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Danaher Corporation (DHR) | 0.0 | $2.5M | +81% | 11k | 231.34 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $2.5M | 80k | 31.19 |
|
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $2.5M | NEW | 14k | 183.55 |
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At&t (T) | 0.0 | $2.5M | +60% | 148k | 16.78 |
|
Roper Industries (ROP) | 0.0 | $2.5M | +852% | 4.5k | 545.17 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $2.4M | +32% | 44k | 56.14 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.4M | +657% | 22k | 111.63 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $2.4M | +384% | 20k | 121.50 |
|
Analog Devices (ADI) | 0.0 | $2.3M | +34% | 12k | 198.55 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.3M | +114% | 12k | 192.48 |
|
Stryker Corporation (SYK) | 0.0 | $2.3M | +20% | 7.6k | 299.45 |
|
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $2.3M | NEW | 58k | 39.10 |
|
Kraft Heinz (KHC) | 0.0 | $2.3M | -3% | 61k | 36.98 |
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.2M | NEW | 44k | 51.04 |
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $2.2M | +737% | 57k | 39.03 |
|
Black Stone Minerals Com Unit (BSM) | 0.0 | $2.2M | 139k | 15.96 |
|
|
Cooper Cos Com New | 0.0 | $2.2M | NEW | 5.8k | 378.44 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.2M | +39% | 9.5k | 232.63 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.2M | 39k | 55.67 |
|
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.2M | +27% | 21k | 104.46 |
|
Cleveland-cliffs (CLF) | 0.0 | $2.1M | 105k | 20.42 |
|
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.1M | +371% | 28k | 77.51 |
|
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $2.1M | -4% | 14k | 158.06 |
|
Freeport-mcmoran CL B (FCX) | 0.0 | $2.1M | +41% | 50k | 42.57 |
|
Zoetis Cl A (ZTS) | 0.0 | $2.1M | +358% | 11k | 197.37 |
|
Ford Motor Company (F) | 0.0 | $2.0M | +21% | 165k | 12.19 |
|
General Mills (GIS) | 0.0 | $1.9M | +489% | 30k | 65.14 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $1.9M | +394% | 18k | 107.49 |
|
Intuit (INTU) | 0.0 | $1.9M | NEW | 3.1k | 625.06 |
|
Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $1.9M | +453% | 28k | 69.04 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.9M | +43% | 19k | 102.88 |
|
Texas Pacific Land Corp (TPL) | 0.0 | $1.9M | NEW | 1.2k | 1572.24 |
|
Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $1.9M | 28k | 67.82 |
|
|
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $1.9M | 75k | 25.14 |
|
|
T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $1.9M | +4% | 53k | 35.27 |
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.9M | -3% | 14k | 135.85 |
|
Ishares Jp Mrg Em Crp Bd (CEMB) | 0.0 | $1.8M | 42k | 44.13 |
|
|
Ishares Tr S&p 100 Etf (OEF) | 0.0 | $1.8M | 8.3k | 223.39 |
|
|
Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $1.8M | 22k | 84.33 |
|
|
Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.8M | NEW | 18k | 101.77 |
|
Okta Cl A (OKTA) | 0.0 | $1.8M | 20k | 90.53 |
|
|
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $1.7M | 22k | 79.34 |
|
|
Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $1.7M | NEW | 49k | 35.50 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.7M | +15% | 3.5k | 484.04 |
|
Paypal Holdings (PYPL) | 0.0 | $1.7M | +13% | 27k | 61.41 |
|
Ameriprise Financial (AMP) | 0.0 | $1.7M | +77% | 4.4k | 379.84 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.7M | 32k | 51.28 |
|
|
Ishares Core Msci Emkt (IEMG) | 0.0 | $1.6M | +63% | 32k | 50.58 |
|
Northern Trust Corporation (NTRS) | 0.0 | $1.6M | NEW | 19k | 84.38 |
|
Cintas Corporation (CTAS) | 0.0 | $1.6M | NEW | 2.6k | 602.67 |
|
Past Filings by Rwa Wealth Partners
SEC 13F filings are viewable for Rwa Wealth Partners going back to 2016
- 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
- Adviser Investments 2020 Q1 filed April 8, 2020