RVW Wealth, LLC Q2 2023 Filing
Filed July 7, 2023
Portfolio Value
$847.4T
Holdings
150
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IJHIshares Tr S&P Midcap | 1,715 | $448.4B | 0.05% | |
| 102 | HYLSFirst TRUST Tactcl High | 10,761 | $426.5B | 0.05% | |
| 103 | DDominion Res Inc Va New | 7,617 | $394.5B | 0.05% | |
| 104 | VGTVanguard Info Technology | 858 | $379.4B | 0.04% | |
| 105 | JPCNuveen Preferred Income | 58,500 | $379.1B | 0.04% | |
| 106 | IVVIshares TRUST S&P | 808 | $360.1B | 0.04% | |
| 107 | GOOGLGoogle Inc Class A | 2,992 | $358.1B | 0.04% | |
| 108 | JGHNUVEEN GLOBAL HIGH INCM FD SHS | 31,900 | $356.3B | 0.04% | |
| 109 | METAMeta Platforms, Inc. | 1,203 | $345.2B | 0.04% | |
| 110 | IBDUISHARES TRUST IBONDS DEC 29 ET F | 14,801 | $332.3B | 0.04% | |
| 111 | SRLNSpdr Blackstone Gso | 7,518 | $314.8B | 0.04% | |
| 112 | PMARINNOVATOR US EQUITY POWER BUFFER ETF | 9,034 | $305.1B | 0.04% | |
| 113 | XFEBFirst TRUST Preferred | 19,072 | $304.6B | 0.04% | |
| 114 | NUMGNuveen Esg Mid Cap | 7,624 | $297.6B | 0.04% | |
| 115 | EEMIshares Msci Emrg Mkt Fd | 7,346 | $290.6B | 0.03% | |
| 116 | NUEMNuveen Esg Emerging | 10,623 | $290.1B | 0.03% | |
| 117 | VTVVanguard Value | 1,988 | $282.5B | 0.03% | |
| 118 | CCDCalamos Dynamic Convertible and Income | 12,903 | $280.5B | 0.03% | |
| 119 | AVDVAVANTIS INTERNATNL SML CP VL ETF | 4,804 | $276.5B | 0.03% | |
| 120 | MNKDMannkind Corp | 66,000 | $268.6B | 0.03% | |
| 121 | APRWALLIANZIM US LRG CAP BUFER20 APR ETF | 9,472 | $266.2B | 0.03% | |
| 122 | VNQVanguard Reit | 3,168 | $264.7B | 0.03% | |
| 123 | BHKBlackRock Core Bond | 24,800 | $263.9B | 0.03% | |
| 124 | XLKSector Spdr Tech Select | 1,465 | $254.7B | 0.03% | |
| 125 | AERAercap Holdings Nv | 4,000 | $254.1B | 0.03% | |
| 126 | SPYS P D R TRUST Unit SR | 571 | $253.1B | 0.03% | |
| 127 | VOOVanguard S&P 500 Etf | 614 | $250.1B | 0.03% | |
| 128 | IBDTISHARES TRUST IBDS DEC28 ETF | 10,177 | $249.3B | 0.03% | |
| 129 | IVWIshares S&P 500 Growth | 3,525 | $248.4B | 0.03% | |
| 130 | MCDMc Donalds Corp | 823 | $245.6B | 0.03% | |
| 131 | JPEMJpmrg Dvsfd Retn Emrg | 4,851 | $244.9B | 0.03% | |
| 132 | PNWPINNACLE WEST CAPITAL CORP COM | 3,000 | $244.4B | 0.03% | |
| 133 | JNJJohnson & Johnson | 1,474 | $244.0B | 0.03% | |
| 134 | CHICalamos Conv Opprtnty Fd | 21,600 | $241.9B | 0.03% | |
| 135 | ACVVirtus Diversified Income & Convertible Fund | 12,100 | $241.8B | 0.03% | |
| 136 | ARESARES MANAGEMENT CORPORATION CO M CL A | 2,500 | $240.9B | 0.03% | |
| 137 | NULVNUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 6,908 | $239.4B | 0.03% | |
| 138 | PEPPepsico Incorporated | 1,291 | $239.1B | 0.03% | |
| 139 | DONWisdomtree Midcap Divdnd | 5,653 | $237.7B | 0.03% | |
| 140 | NFLXNetflix Inc | 535 | $235.7B | 0.03% | |
| 141 | VHTVanguard Health Care | 957 | $234.3B | 0.03% | |
| 142 | XCHYXCalamos Convertible And | 20,700 | $232.5B | 0.03% | |
| 143 | —Nuveen Shrt Duration Cred Opps | 19,900 | $229.8B | 0.03% | |
| 144 | FRIFIRST TRUST PORTFOLIOS COM ETF | 9,333 | $229.7B | 0.03% | |
| 145 | HYIWestern Asset High Yld Def Opp | 19,500 | $229.1B | 0.03% | |
| 146 | BSCRINVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | 11,773 | $224.0B | 0.03% | |
| 147 | ARCCAres Capital Corp | 11,287 | $212.1B | 0.03% | |
| 148 | IWPIshares Russell Midcap | 2,105 | $203.4B | 0.02% | |
| 149 | FPFFirst TRUST Intermediate | 12,700 | $197.0B | 0.02% | |
| 150 | SDIVGlobal X Superdividend | 7,359 | $166.2B | 0.02% |
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