RVW Wealth, LLC Q1 2024 Filing
Filed April 8, 2024
Portfolio Value
$973.1B
Holdings
144
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SRLNSpdr Blackstone Gso | 6,326 | $0 | 0.00% | |
| 102 | IWFIshares Tr Russell | 1,376 | $0 | 0.00% | |
| 103 | MGVVanguard Mega Cap Value ETF | 2,000 | $0 | 0.00% | |
| 104 | DONWisdomtree Midcap Divdnd | 4,728 | $0 | 0.00% | |
| 105 | PFFDGLOBAL X FDS US PFD ETF | 38,746 | $0 | 0.00% | |
| 106 | IVWIshares S&P 500 Growth | 3,525 | $0 | 0.00% | |
| 107 | NULVNUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 7,024 | $0 | 0.00% | |
| 108 | GSGoldman Sachs Group Inc | 1,180 | $0 | 0.00% | |
| 109 | XOMExxon Mobil Corporation | 5,302 | $0 | 0.00% | |
| 110 | BFORAlps TRUST Etf | 3,068 | $0 | 0.00% | |
| 111 | HYLSFirst TRUST Tactcl High | 10,997 | $0 | 0.00% | |
| 112 | MNKDMannkind Corp | 46,151 | $0 | 0.00% | |
| 113 | PGXPowershs Exch Trad Fd Tr | 27,305 | $0 | 0.00% | |
| 114 | JPINJpmorgan Dvrsfd Rtrn | 17,528 | $0 | 0.00% | |
| 115 | AQLTIshares Core Msci Eafe | 7,536 | $0 | 0.00% | |
| 116 | MAMastercard Inc | 651 | $0 | 0.00% | |
| 117 | DFAXDIMENSIONAL WLD EX US CR EQ 2 ETF | 20,211 | $0 | 0.00% | |
| 118 | —CohBar Inc | 181,490 | $0 | 0.00% | |
| 119 | CVXChevron Corporation | 3,169 | $0 | 0.00% | |
| 120 | JGHNUVEEN GLOBAL HIGH INCM FD SHS | 31,900 | $0 | 0.00% | |
| 121 | METAMeta Platforms, Inc. | 1,008 | $0 | 0.00% | |
| 122 | VOOVanguard S&P 500 Etf | 781 | $0 | 0.00% | |
| 123 | JPSTJP MORGAN ETF TRUST ULTRA SHRT INC ETF | 15,498 | $0 | 0.00% | |
| 124 | JFRNuveen Floating Rate Income | 29,037 | $0 | 0.00% | |
| 125 | VEUVanguard Intl Eqty Index | 12,418 | $0 | 0.00% | |
| 126 | FPFFirst TRUST Intermediate | 12,700 | $0 | 0.00% | |
| 127 | VRPInvesco Variable Rate Preferred ETF | 28,458 | $0 | 0.00% | |
| 128 | IBMIntl Business Machines | 1,162 | $0 | 0.00% | |
| 129 | JNJJohnson & Johnson | 1,425 | $0 | 0.00% | |
| 130 | VXUSVanguard Total International Stock ETF | 5,000 | $0 | 0.00% | |
| 131 | SPYS P D R TRUST Unit SR | 575 | $0 | 0.00% | |
| 132 | ABBVAbbvie Inc | 5,113 | $0 | 0.00% | |
| 133 | HYIWestern Asset High Yld Def Opp | 19,500 | $0 | 0.00% | |
| 134 | BSCQINVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF | 46,283 | $0 | 0.00% | |
| 135 | REZIshares Ftse Nareit Res | 5,355 | $0 | 0.00% | |
| 136 | SPEMSPDR PORTFOLIO EMG MK ETF | 20,598 | $0 | 0.00% | |
| 137 | ACVVirtus Diversified Income & Convertible Fund | 12,100 | $0 | 0.00% | |
| 138 | JPCNuveen Preferred Income | 58,500 | $0 | 0.00% | |
| 139 | AGQProShares Ultra Silver | 17,000 | $0 | 0.00% | |
| 140 | IJHIshares Tr S&P Midcap | 5,345 | $0 | 0.00% | |
| 141 | VHTVanguard Health Care | 1,045 | $0 | 0.00% | |
| 142 | GOOGLGoogle Inc Class A | 2,484 | $0 | 0.00% | |
| 143 | IBDUISHARES TRUST IBONDS DEC 29 ET F | 17,175 | $0 | 0.00% | |
| 144 | VGTVanguard Info Technology | 813 | $0 | 0.00% |
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