RWQ Financial Management Services

Latest statistics and disclosures from RWQ Financial Management Services's latest quarterly 13F-HR filing:

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Positions held by RWQ Financial Management Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for RWQ Financial Management Services

RWQ Financial Management Services holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.5 $13M +42% 66k 192.53
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NVIDIA Corporation (NVDA) 10.2 $12M +54% 25k 495.22
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Microsoft Corporation (MSFT) 9.9 $12M +32% 32k 376.04
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Alphabet Cap Stk Cl A (GOOGL) 7.1 $8.6M +8% 62k 139.69
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Meta Platforms Cl A (META) 6.9 $8.4M -40% 24k 353.96
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Amazon (AMZN) 6.3 $7.7M +6% 51k 151.94
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Vaneck Etf Trust Semiconductr Etf (SMH) 5.9 $7.2M +45% 41k 174.87
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JPMorgan Chase & Co. (JPM) 5.6 $6.8M -14% 40k 170.10
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Costco Wholesale Corporation (COST) 5.5 $6.7M +178% 10k 660.09
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Select Sector Spdr Tr Technology (XLK) 5.3 $6.5M -7% 34k 192.48
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Home Depot (HD) 4.8 $5.9M +856% 17k 346.55
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Tesla Motors (TSLA) 4.7 $5.7M -4% 23k 248.48
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Asml Holding N V N Y Registry Shs (ASML) 3.9 $4.8M -16% 6.3k 756.93
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Crowdstrike Hldgs Cl A (CRWD) 3.7 $4.5M NEW 18k 255.32
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.2 $3.9M NEW 79k 49.93
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Boeing Company (BA) 2.9 $3.5M NEW 14k 260.66
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Toll Brothers (TOL) 2.4 $2.9M NEW 28k 102.79
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $661k +38% 1.6k 409.52
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Advanced Micro Devices (AMD) 0.2 $225k NEW 1.5k 147.41
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Airbnb Com Cl A (ABNB) 0.2 $204k NEW 1.5k 136.14
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Nio Spon Ads (NIO) 0.1 $122k NEW 14k 9.07
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Blink Charging (BLNK) 0.1 $93k NEW 28k 3.39
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Past Filings by RWQ Financial Management Services

SEC 13F filings are viewable for RWQ Financial Management Services going back to 2020