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 41.54% of Rwa Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$39M), ESGV (+$20M), DELL (+$14M), MMM (+$14M), USMV (+$13M), IWD (+$13M), LQD (+$12M), BWX (+$12M), EMB (+$12M), TLT (+$12M).
- Started 43 new stock positions in MTD, GLDM, SPTI, CBRE, EFV, IBDX, BWX, IBDV, BBJP, PLTM.
- Reduced shares in these 10 stocks: USXF (-$22M), IWF (-$16M), QQQ (-$14M), JCI (-$13M), IVV (-$13M), COR (-$12M), IEF (-$12M), IGIB (-$11M), SHY (-$11M), MU (-$10M).
- Sold out of its positions in BIIB, OWL, CDW, CDNS, CELH, CYBN, FR, SOXX, IGIB, DBMF.
- Rwa Wealth Partners was a net buyer of stock by $65M.
- Rwa Wealth Partners has $8.0B in assets under management (AUM), dropping by 5.70%.
- Central Index Key (CIK): 0001544576
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Portfolio Holdings for Rwa Wealth Partners
Rwa Wealth Partners holds 559 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Rwa Wealth Partners has 559 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Rwa Wealth Partners Sept. 30, 2024 positions
- Download the Rwa Wealth Partners September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.4 | $995M | 2.6M | 383.93 |
|
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| Vanguard Index Fds Value Etf (VTV) | 10.6 | $848M | 4.9M | 174.57 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.2 | $574M | 11M | 52.81 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 6.4 | $510M | 8.4M | 60.42 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 5.0 | $402M | 13M | 30.03 |
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| Ishares Tr National Mun Etf (MUB) | 3.8 | $304M | 2.8M | 108.63 |
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| Ishares Tr Mbs Etf (MBB) | 2.8 | $225M | -3% | 2.3M | 95.81 |
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| Apple (AAPL) | 2.4 | $194M | 834k | 233.00 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.1 | $168M | +2% | 3.3M | 51.12 |
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| Microsoft Corporation (MSFT) | 2.1 | $167M | 388k | 430.30 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.6 | $130M | 2.7M | 47.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $119M | -9% | 205k | 576.82 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $91M | +6% | 434k | 210.86 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $80M | 300k | 267.37 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.9 | $76M | 377k | 200.78 |
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|
| Vanguard Wellington Us Value Factr (VFVA) | 0.9 | $72M | 600k | 120.54 |
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| Abbvie (ABBV) | 0.8 | $61M | -4% | 306k | 197.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $58M | 100k | 573.76 |
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| Nextera Energy (NEE) | 0.7 | $57M | -9% | 678k | 84.53 |
|
| Wal-Mart Stores (WMT) | 0.7 | $55M | +13% | 681k | 80.75 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $53M | 60k | 886.52 |
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| Johnson & Johnson (JNJ) | 0.6 | $50M | 310k | 162.06 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $49M | -24% | 130k | 375.38 |
|
| Visa Com Cl A (V) | 0.6 | $49M | 178k | 274.95 |
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|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $48M | 265k | 179.30 |
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|
| Procter & Gamble Company (PG) | 0.6 | $44M | 256k | 173.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $44M | 96k | 460.25 |
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| Home Depot (HD) | 0.5 | $44M | -2% | 107k | 405.20 |
|
| Broadcom (AVGO) | 0.5 | $43M | +925% | 249k | 172.50 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $42M | -3% | 212k | 197.17 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $39M | -2% | 44k | 885.92 |
|
| Merck & Co (MRK) | 0.5 | $39M | +19% | 339k | 113.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $37M | 129k | 283.16 |
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|
| Pepsi (PEP) | 0.5 | $36M | 214k | 170.05 |
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|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $36M | 299k | 119.61 |
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|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $35M | +2% | 67k | 527.66 |
|
| UnitedHealth (UNH) | 0.4 | $35M | 60k | 584.68 |
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| Anthem (ELV) | 0.4 | $35M | 67k | 519.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $35M | +7% | 208k | 165.85 |
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| McDonald's Corporation (MCD) | 0.4 | $34M | 111k | 304.51 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $34M | +5% | 289k | 117.22 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $33M | 274k | 121.44 |
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| Linde SHS (LIN) | 0.4 | $32M | +28% | 67k | 476.86 |
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| Amazon (AMZN) | 0.4 | $31M | 165k | 186.33 |
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| Meta Platforms Cl A (META) | 0.4 | $29M | -2% | 51k | 572.44 |
|
| TJX Companies (TJX) | 0.4 | $29M | 249k | 117.54 |
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| Abbott Laboratories (ABT) | 0.4 | $29M | 250k | 114.01 |
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| Oracle Corporation (ORCL) | 0.3 | $28M | +26% | 164k | 170.40 |
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| Union Pacific Corporation (UNP) | 0.3 | $28M | 112k | 246.48 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $27M | 226k | 121.16 |
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| Honeywell International (HON) | 0.3 | $27M | 129k | 206.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $26M | +3% | 157k | 167.19 |
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| Qualcomm (QCOM) | 0.3 | $24M | 142k | 170.05 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $24M | 41k | 584.55 |
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| BlackRock (BLK) | 0.3 | $24M | 25k | 949.50 |
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| Lowe's Companies (LOW) | 0.3 | $22M | -5% | 81k | 270.84 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $21M | +2019% | 208k | 101.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $21M | -5% | 107k | 198.06 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $21M | +8% | 361k | 58.11 |
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| Nike CL B (NKE) | 0.3 | $21M | 237k | 88.40 |
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| Target Corporation (TGT) | 0.2 | $20M | -28% | 126k | 155.86 |
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| Colgate-Palmolive Company (CL) | 0.2 | $19M | 187k | 103.81 |
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| Pfizer (PFE) | 0.2 | $19M | +144% | 666k | 28.94 |
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| Ishares Tr New York Mun Etf (NYF) | 0.2 | $19M | +4% | 350k | 54.33 |
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| Citigroup Com New (C) | 0.2 | $19M | -16% | 301k | 62.60 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $19M | -9% | 259k | 72.80 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $19M | +173% | 167k | 112.98 |
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| Chevron Corporation (CVX) | 0.2 | $19M | 127k | 147.27 |
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| 3M Company (MMM) | 0.2 | $18M | +348% | 134k | 136.70 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $18M | -24% | 422k | 41.77 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $18M | -2% | 133k | 131.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $18M | 50k | 353.48 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $16M | 140k | 116.96 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $16M | +412% | 85k | 189.80 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $16M | +18% | 310k | 50.79 |
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| Starbucks Corporation (SBUX) | 0.2 | $16M | 160k | 97.49 |
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| Dell Technologies CL C (DELL) | 0.2 | $16M | +1222% | 132k | 118.53 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $15M | +314% | 165k | 93.58 |
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| FedEx Corporation (FDX) | 0.2 | $15M | 55k | 273.67 |
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| Prologis (PLD) | 0.2 | $15M | -25% | 119k | 126.28 |
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| Metropcs Communications (TMUS) | 0.2 | $14M | +64% | 68k | 206.36 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $14M | -30% | 129k | 107.65 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $14M | -25% | 213k | 64.81 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $13M | NEW | 142k | 91.31 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $13M | +1081% | 129k | 98.10 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $12M | -2% | 160k | 75.11 |
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| Automatic Data Processing (ADP) | 0.1 | $12M | 43k | 276.77 |
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| Spdr Ser Tr Bloomberg Intl T (BWX) | 0.1 | $12M | NEW | 511k | 23.36 |
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| Kla Corp Com New (KLAC) | 0.1 | $12M | 15k | 774.44 |
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| International Business Machines (IBM) | 0.1 | $12M | +3% | 53k | 221.08 |
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| Caterpillar (CAT) | 0.1 | $12M | -2% | 29k | 391.12 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $11M | 308k | 36.92 |
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| United Parcel Service CL B (UPS) | 0.1 | $11M | 82k | 136.34 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $11M | -5% | 176k | 62.32 |
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| Diageo Spon Adr New (DEO) | 0.1 | $11M | 77k | 140.34 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $11M | -10% | 62k | 174.50 |
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| Amgen (AMGN) | 0.1 | $11M | 33k | 322.21 |
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| Palo Alto Networks (PANW) | 0.1 | $11M | -4% | 31k | 341.80 |
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| Cisco Systems (CSCO) | 0.1 | $11M | 199k | 53.22 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $10M | -2% | 339k | 29.41 |
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| O'reilly Automotive (ORLY) | 0.1 | $9.7M | 8.4k | 1151.60 |
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| Sap Se Spon Adr (SAP) | 0.1 | $9.5M | 42k | 229.10 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $9.4M | 229k | 41.12 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $9.3M | +54% | 54k | 173.67 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $9.2M | +3% | 11k | 833.28 |
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| Banco Santander Adr (SAN) | 0.1 | $8.7M | 1.7M | 5.10 |
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| Coca-Cola Company (KO) | 0.1 | $8.6M | +2% | 120k | 71.86 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $8.5M | -49% | 458k | 18.48 |
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| Uber Technologies (UBER) | 0.1 | $8.4M | 111k | 75.16 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $8.3M | +61% | 82k | 101.27 |
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| Netflix (NFLX) | 0.1 | $8.1M | +2% | 11k | 709.40 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $7.9M | -8% | 33k | 243.47 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $7.8M | 97k | 80.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $7.6M | +11% | 32k | 237.22 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $7.6M | 11.00 | 691180.00 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $7.6M | 174k | 43.42 |
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| AmerisourceBergen (COR) | 0.1 | $7.5M | -61% | 33k | 225.08 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $7.5M | 85k | 88.14 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $7.5M | -2% | 89k | 83.63 |
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| American Express Company (AXP) | 0.1 | $7.3M | +4% | 27k | 271.20 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $7.3M | +222% | 108k | 67.70 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $7.3M | -26% | 61k | 119.07 |
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| Tesla Motors (TSLA) | 0.1 | $7.3M | +31% | 28k | 261.64 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $7.2M | -19% | 142k | 51.04 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $7.2M | -4% | 100k | 72.04 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $7.1M | -3% | 155k | 45.86 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $7.0M | +1462% | 75k | 93.85 |
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| Matthews Intl Fds Emerging Markets (EMSF) | 0.1 | $6.8M | 242k | 28.26 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $6.8M | 182k | 37.65 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $6.6M | +7% | 102k | 64.88 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $6.6M | +11% | 159k | 41.72 |
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| Servicenow (NOW) | 0.1 | $6.6M | -8% | 7.4k | 894.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $6.5M | -46% | 83k | 78.05 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $6.5M | NEW | 112k | 57.62 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $6.4M | -77% | 131k | 49.08 |
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| Newmont Mining Corporation (NEM) | 0.1 | $6.4M | NEW | 120k | 53.45 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $6.1M | +2% | 51k | 119.70 |
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| Skyworks Solutions (SWKS) | 0.1 | $5.9M | -52% | 60k | 98.77 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $5.8M | -4% | 96k | 61.04 |
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| Goldman Sachs (GS) | 0.1 | $5.8M | +2% | 12k | 495.15 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $5.8M | +512% | 50k | 115.31 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $5.8M | 120k | 48.12 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $5.6M | +5% | 150k | 37.56 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $5.5M | NEW | 250k | 22.17 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $5.4M | 37k | 147.15 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.4M | +3% | 11k | 493.80 |
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| Marriott Intl Cl A (MAR) | 0.1 | $5.3M | 21k | 248.60 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $5.2M | 82k | 62.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.1M | -24% | 65k | 79.42 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $5.1M | NEW | 66k | 76.70 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $5.1M | NEW | 88k | 57.53 |
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| Chubb (CB) | 0.1 | $5.0M | +19% | 17k | 288.39 |
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| Bank of America Corporation (BAC) | 0.1 | $5.0M | +12% | 126k | 39.68 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $5.0M | -3% | 63k | 79.30 |
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| Workday Cl A (WDAY) | 0.1 | $4.8M | +2% | 20k | 244.41 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.1 | $4.8M | 42k | 114.63 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $4.8M | 165k | 29.18 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $4.8M | +175% | 50k | 95.94 |
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| AvalonBay Communities (AVB) | 0.1 | $4.7M | NEW | 21k | 225.25 |
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| Agnico (AEM) | 0.1 | $4.6M | 57k | 80.56 |
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| Verizon Communications (VZ) | 0.1 | $4.5M | +2% | 101k | 44.91 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $4.4M | -15% | 35k | 125.96 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $4.4M | 35k | 126.81 |
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| Canadian Natl Ry (CNI) | 0.1 | $4.4M | 38k | 117.15 |
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| Air Products & Chemicals (APD) | 0.1 | $4.4M | -62% | 15k | 297.74 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $4.4M | -11% | 68k | 64.74 |
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| Ge Aerospace Com New (GE) | 0.1 | $4.3M | 23k | 188.56 |
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| Icici Bank Adr (IBN) | 0.1 | $4.2M | 141k | 29.85 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $4.2M | 53k | 78.75 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $4.1M | +5% | 6.7k | 618.52 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $4.0M | 20k | 206.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.0M | -77% | 8.2k | 488.10 |
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| Eaton Corp SHS (ETN) | 0.0 | $4.0M | 12k | 331.43 |
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| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $4.0M | -2% | 33k | 119.78 |
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| Tidal Trust Iii Affordable Hous (OWNS) | 0.0 | $3.9M | +7% | 221k | 17.57 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $3.9M | +16% | 15k | 263.84 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $3.8M | 56k | 67.85 |
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| Akamai Technologies (AKAM) | 0.0 | $3.8M | 38k | 100.95 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $3.8M | 12k | 314.40 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $3.8M | 23k | 166.82 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $3.7M | -4% | 7.6k | 491.35 |
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| Emerson Electric (EMR) | 0.0 | $3.7M | 34k | 109.37 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $3.7M | -9% | 28k | 132.25 |
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| S&p Global (SPGI) | 0.0 | $3.7M | +5% | 7.1k | 517.26 |
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| Teradyne (TER) | 0.0 | $3.7M | +3% | 27k | 133.93 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $3.7M | 70k | 52.53 |
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| At&t (T) | 0.0 | $3.7M | +11% | 166k | 22.00 |
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| Becton, Dickinson and (BDX) | 0.0 | $3.6M | +3% | 15k | 241.09 |
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| Boeing Company (BA) | 0.0 | $3.6M | -7% | 24k | 152.04 |
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| Bristol Myers Squibb (BMY) | 0.0 | $3.6M | +2% | 69k | 51.74 |
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| CVS Caremark Corporation (CVS) | 0.0 | $3.6M | 57k | 62.88 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $3.5M | 69k | 51.50 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $3.5M | 50k | 71.17 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $3.5M | 60k | 59.24 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $3.5M | -4% | 68k | 51.82 |
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| Deere & Company (DE) | 0.0 | $3.5M | +2% | 8.4k | 417.28 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $3.5M | +16% | 105k | 33.23 |
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| Intel Corporation (INTC) | 0.0 | $3.4M | -2% | 146k | 23.46 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $3.4M | 12k | 282.20 |
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| Oneok (OKE) | 0.0 | $3.4M | 37k | 91.13 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $3.4M | 6.5k | 517.86 |
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| Walt Disney Company (DIS) | 0.0 | $3.4M | -5% | 35k | 96.19 |
|
| Danaher Corporation (DHR) | 0.0 | $3.3M | +2% | 12k | 278.00 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $3.2M | NEW | 110k | 29.48 |
|
| Lam Research Corporation (LRCX) | 0.0 | $3.2M | NEW | 3.9k | 816.08 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $3.2M | 3.6k | 884.62 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $3.2M | +50% | 17k | 190.72 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $3.1M | 5.3k | 586.44 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $3.1M | +1071% | 40k | 77.91 |
|
| Ishares Msci Japn Smcetf (SCJ) | 0.0 | $3.0M | NEW | 38k | 78.93 |
|
| Illinois Tool Works (ITW) | 0.0 | $2.9M | +7% | 11k | 262.09 |
|
| Analog Devices (ADI) | 0.0 | $2.9M | +3% | 12k | 230.16 |
|
| Stryker Corporation (SYK) | 0.0 | $2.8M | 7.9k | 361.29 |
|
|
| Gilead Sciences (GILD) | 0.0 | $2.7M | +4% | 33k | 83.84 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $2.7M | 43k | 63.00 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $2.7M | 13k | 207.25 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $2.7M | 19k | 142.27 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $2.7M | +2% | 63k | 42.84 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $2.7M | +2% | 5.3k | 505.19 |
|
| Applied Materials (AMAT) | 0.0 | $2.7M | 13k | 202.05 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.6M | +990% | 9.3k | 280.47 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $2.6M | 20k | 128.21 |
|
|
| Cooper Cos (COO) | 0.0 | $2.6M | 23k | 110.34 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $2.6M | 4.5k | 569.59 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $2.5M | -10% | 28k | 91.81 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.5M | 44k | 57.22 |
|
|
| Quanterix Ord (QTRX) | 0.0 | $2.5M | -34% | 193k | 12.96 |
|
| Roper Industries (ROP) | 0.0 | $2.4M | 4.4k | 555.93 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.4M | 21k | 117.29 |
|
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $2.4M | 59k | 40.96 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $2.4M | -2% | 36k | 66.52 |
|
| salesforce (CRM) | 0.0 | $2.4M | -3% | 8.7k | 273.77 |
|
| Cintas Corporation (CTAS) | 0.0 | $2.3M | +250% | 11k | 205.88 |
|
| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $2.3M | +6% | 57k | 40.52 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $2.3M | 46k | 49.92 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.3M | -16% | 22k | 106.12 |
|
| Kraft Heinz (KHC) | 0.0 | $2.3M | +5% | 65k | 35.11 |
|
| Intercontinental Exchange (ICE) | 0.0 | $2.3M | 14k | 160.63 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $2.3M | +92% | 46k | 49.70 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.3M | +4% | 10k | 225.76 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $2.2M | -15% | 48k | 46.74 |
|
| General Mills (GIS) | 0.0 | $2.2M | 30k | 73.85 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $2.2M | +52% | 37k | 59.02 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $2.2M | 26k | 84.04 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $2.2M | -79% | 38k | 57.41 |
|
| Paypal Holdings (PYPL) | 0.0 | $2.1M | 27k | 78.03 |
|
|
| Ford Motor Company (F) | 0.0 | $2.1M | +22% | 201k | 10.56 |
|
| Intuit (INTU) | 0.0 | $2.1M | +16% | 3.4k | 621.02 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $2.0M | -11% | 43k | 47.21 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.0M | 7.2k | 276.75 |
|
Past Filings by Rwa Wealth Partners
SEC 13F filings are viewable for Rwa Wealth Partners going back to 2016
- Rwa Wealth Partners 2024 Q3 filed Nov. 8, 2024
- Rwa Wealth Partners 2024 Q2 filed Aug. 12, 2024
- 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