RVW Wealth, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$1.1T
Holdings
160
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (160 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JNJJohnson & Johnson | 2,612 | $433.1M | 0.04% | |
| 102 | IBITiShares Bitcoin Trust ETF | 9,229 | $432.0M | 0.04% | |
| 103 | ASMLAsml Hldgs Nv | 648 | $429.4M | 0.04% | |
| 104 | CWBSpdr Barclays Cnv | 5,512 | $422.3M | 0.04% | |
| 105 | ISRAVaneck Vectors Israel ETF | 9,816 | $414.1M | 0.04% | |
| 106 | MRSHMarsh & Mc Lennan Co Inc | 1,681 | $410.2M | 0.04% | |
| 107 | DWDMorgan Stanley | 3,479 | $405.9M | 0.04% | |
| 108 | VOVanguard Mid Cap | 1,568 | $405.5M | 0.04% | |
| 109 | PFFDGLOBAL X FDS US PFD ETF | 20,803 | $396.1M | 0.04% | |
| 110 | FTSLFIRST TRUST SENIOR LN FD ETF | 8,668 | $395.7M | 0.04% | |
| 111 | DFAXDIMENSIONAL WLD EX US CR EQ 2 ETF | 14,616 | $382.9M | 0.04% | |
| 112 | IQDFFlexShares Intl Qual Div ETF | 14,849 | $370.2M | 0.03% | |
| 113 | NULVNUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 8,862 | $358.8M | 0.03% | |
| 114 | SCHWThe Charles Schwab Corp | 4,529 | $354.5M | 0.03% | |
| 115 | HYGVFLEXSHARES TRUST HIG YLD VL ET F | 8,614 | $347.8M | 0.03% | |
| 116 | JFRNuveen Floating Rate Income | 40,349 | $341.8M | 0.03% | |
| 117 | IBMIntl Business Machines | 1,338 | $332.6M | 0.03% | |
| 118 | REZIshares Ftse Nareit Res | 3,824 | $330.5M | 0.03% | |
| 119 | USRTISHARES TRUST CRE U S REIT ETF | 5,717 | $329.3M | 0.03% | |
| 120 | XLREReal Estate Select Sctr | 7,846 | $328.4M | 0.03% | |
| 121 | FPFFirst TRUST Intermediate | 17,849 | $328.2M | 0.03% | |
| 122 | IVWIshares S&P 500 Growth | 3,525 | $327.2M | 0.03% | |
| 123 | HYIWestern Asset High Yld Def Opp | 27,623 | $327.1M | 0.03% | |
| 124 | BSCRINVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | 16,633 | $325.8M | 0.03% | |
| 125 | NUMGNuveen Esg Mid Cap | 7,514 | $322.5M | 0.03% | |
| 126 | AONA O N Plc | 800 | $319.3M | 0.03% | |
| 127 | AXONAXON ENTERPRISE INC COM | 600 | $315.6M | 0.03% | |
| 128 | HDHome Depot Inc | 834 | $305.7M | 0.03% | |
| 129 | VGTVanguard Info Technology | 563 | $305.4M | 0.03% | |
| 130 | VBVanguard Small Cap | 1,366 | $302.9M | 0.03% | |
| 131 | ELVAnthem Inc | 695 | $302.3M | 0.03% | |
| 132 | NUEMNuveen Esg Emerging | 10,232 | $299.3M | 0.03% | |
| 133 | SUSLiShares ESG MSCI USA Leaders ETF | 3,112 | $298.2M | 0.03% | |
| 134 | IJHIshares Tr S&P Midcap | 5,090 | $297.0M | 0.03% | |
| 135 | PEPPepsico Incorporated | 1,895 | $284.2M | 0.03% | |
| 136 | IBDWISHARES TRUST IBONDS DEC 2031 TERM CORPOR | 13,680 | $283.9M | 0.03% | |
| 137 | EOGE O G Resources Inc | 2,190 | $280.8M | 0.03% | |
| 138 | ADIAnalog Devices Inc | 1,389 | $280.1M | 0.03% | |
| 139 | VTVVanguard Value | 1,617 | $279.3M | 0.03% | |
| 140 | VRPInvesco Variable Rate Preferred ETF | 11,314 | $274.3M | 0.03% | |
| 141 | TDYTeledyne Technologie | 543 | $270.3M | 0.03% | |
| 142 | MGVVanguard Mega Cap Value ETF | 2,000 | $257.7M | 0.02% | |
| 143 | COFCapital One Financial Cp | 1,426 | $255.7M | 0.02% | |
| 144 | VHTVanguard Health Care | 957 | $253.3M | 0.02% | |
| 145 | NVSNNovartis AG ADR | 2,248 | $250.6M | 0.02% | |
| 146 | GEGeneral Electric Company | 1,246 | $249.5M | 0.02% | |
| 147 | PGProcter & Gamble | 1,456 | $248.2M | 0.02% | |
| 148 | EMREmerson Electric Co | 2,225 | $243.9M | 0.02% | |
| 149 | ITEQBlueStar Israel Technology ETF | 4,772 | $233.0M | 0.02% | |
| 150 | IWFIshares Tr Russell | 645 | $232.9M | 0.02% | |
| 151 | FRIFIRST TRUST PORTFOLIOS COM ETF | 8,399 | $231.1M | 0.02% | |
| 152 | DGROIshares Core Dividend | 3,644 | $225.1M | 0.02% | |
| 153 | ABTAbbott Laboratories | 1,658 | $219.9M | 0.02% | |
| 154 | BSCTINVSC BLTSHRS 2029 CORP BND ETF | 11,859 | $219.7M | 0.02% | |
| 155 | DONWisdomtree Midcap Divdnd | 4,428 | $219.3M | 0.02% | |
| 156 | AVDVAVANTIS INTERNATNL SML CP VL ETF | 3,039 | $211.9M | 0.02% | |
| 157 | ADPAuto Data Processing | 666 | $203.5M | 0.02% | |
| 158 | BFORAlps TRUST Etf | 2,899 | $201.3M | 0.02% | |
| 159 | LGF/BEURLions Gate Entertainment Corp | 16,752 | $132.7M | 0.01% | |
| 160 | —CohBar Inc | 181,490 | $74.4M | 0.01% |
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