RVW Wealth, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$1.2T
Holdings
170
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (170 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JNJJohnson & Johnson | 3,257 | $497.5M | 0.04% | |
| 102 | AXONAXON ENTERPRISE INC COM | 600 | $496.8M | 0.04% | |
| 103 | ASMLAsml Hldgs Nv | 603 | $483.2M | 0.04% | |
| 104 | DWDMorgan Stanley | 3,388 | $477.2M | 0.04% | |
| 105 | BSXBoston Scientific Corp | 4,369 | $469.3M | 0.04% | |
| 106 | VOVanguard Mid Cap | 1,655 | $463.2M | 0.04% | |
| 107 | MCDMc Donalds Corp | 1,585 | $463.1M | 0.04% | |
| 108 | CWBSpdr Barclays Cnv | 5,512 | $455.6M | 0.04% | |
| 109 | WMTWal Mart Stores Inc | 4,542 | $444.1M | 0.04% | |
| 110 | SPYS P D R TRUST Unit SR | 713 | $440.3M | 0.04% | |
| 111 | ISRAVaneck Vectors Israel ETF | 8,479 | $439.5M | 0.04% | |
| 112 | DDominion Res Inc Va New | 7,725 | $436.6M | 0.04% | |
| 113 | IBMIntl Business Machines | 1,413 | $416.4M | 0.04% | |
| 114 | DFAXDIMENSIONAL WLD EX US CR EQ 2 ETF | 14,168 | $416.1M | 0.04% | |
| 115 | IQDFFlexShares Intl Qual Div ETF | 15,318 | $415.1M | 0.04% | |
| 116 | SCHWThe Charles Schwab Corp | 4,507 | $411.3M | 0.03% | |
| 117 | GBFHGBank Financial Holdings Inc | 11,275 | $399.2M | 0.03% | |
| 118 | FTSLFIRST TRUST SENIOR LN FD ETF | 8,668 | $397.8M | 0.03% | |
| 119 | PFFDGLOBAL X FDS US PFD ETF | 20,803 | $391.7M | 0.03% | |
| 120 | IVWIshares S&P 500 Growth | 3,525 | $388.1M | 0.03% | |
| 121 | VGTVanguard Info Technology | 570 | $378.1M | 0.03% | |
| 122 | NULVNUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 8,862 | $371.5M | 0.03% | |
| 123 | HYGVFLEXSHARES TRUST HIG YLD VL ET F | 8,887 | $364.6M | 0.03% | |
| 124 | MRSHMarsh & Mc Lennan Co Inc | 1,644 | $359.4M | 0.03% | |
| 125 | NUMGNuveen Esg Mid Cap | 7,310 | $354.2M | 0.03% | |
| 126 | BSCRINVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF | 17,696 | $347.7M | 0.03% | |
| 127 | GEGeneral Electric Company | 1,329 | $342.2M | 0.03% | |
| 128 | JFRNuveen Floating Rate Income | 40,349 | $341.8M | 0.03% | |
| 129 | NUEMNuveen Esg Emerging | 10,138 | $336.7M | 0.03% | |
| 130 | COFCapital One Financial Cp | 1,580 | $336.2M | 0.03% | |
| 131 | FPFFirst TRUST Intermediate | 17,849 | $335.9M | 0.03% | |
| 132 | HYIWestern Asset High Yld Def Opp | 27,623 | $330.9M | 0.03% | |
| 133 | IJHIshares Tr S&P Midcap | 5,284 | $327.7M | 0.03% | |
| 134 | ADIAnalog Devices Inc | 1,376 | $327.5M | 0.03% | |
| 135 | XLREReal Estate Select Sctr | 7,846 | $325.0M | 0.03% | |
| 136 | REZIshares Ftse Nareit Res | 3,942 | $324.6M | 0.03% | |
| 137 | USRTISHARES TRUST CRE U S REIT ETF | 5,717 | $323.4M | 0.03% | |
| 138 | VTVVanguard Value | 1,711 | $302.4M | 0.03% | |
| 139 | IBDWISHARES TRUST IBONDS DEC 2031 TERM CORPOR | 13,680 | $287.8M | 0.02% | |
| 140 | AONA O N Plc | 800 | $285.4M | 0.02% | |
| 141 | TDYTeledyne Technologie | 556 | $284.8M | 0.02% | |
| 142 | SCHKSchwab 1000 ETF | 9,436 | $281.4M | 0.02% | |
| 143 | VRPInvesco Variable Rate Preferred ETF | 11,314 | $276.6M | 0.02% | |
| 144 | IWFIshares Tr Russell | 645 | $273.9M | 0.02% | |
| 145 | ELVAnthem Inc | 695 | $270.3M | 0.02% | |
| 146 | HDHome Depot Inc | 734 | $269.0M | 0.02% | |
| 147 | MGVVanguard Mega Cap Value ETF | 2,000 | $262.4M | 0.02% | |
| 148 | NVSNNovartis AG ADR | 2,148 | $259.9M | 0.02% | |
| 149 | VBVanguard Small Cap | 1,075 | $254.7M | 0.02% | |
| 150 | VHTVanguard Health Care | 966 | $240.0M | 0.02% | |
| 151 | FTECFidelity MSCI Information Tech ETF | 1,209 | $238.4M | 0.02% | |
| 152 | ITEQBlueStar Israel Technology ETF | 4,161 | $235.2M | 0.02% | |
| 153 | FRIFIRST TRUST PORTFOLIOS COM ETF | 8,498 | $229.9M | 0.02% | |
| 154 | EOGE O G Resources Inc | 1,906 | $228.0M | 0.02% | |
| 155 | EMREmerson Electric Co | 1,675 | $223.3M | 0.02% | |
| 156 | BFORAlps TRUST Etf | 2,899 | $223.3M | 0.02% | |
| 157 | AVDVAVANTIS INTERNATNL SML CP VL ETF | 2,815 | $223.2M | 0.02% | |
| 158 | BSCTINVSC BLTSHRS 2029 CORP BND ETF | 11,896 | $222.5M | 0.02% | |
| 159 | DONWisdomtree Midcap Divdnd | 4,428 | $221.9M | 0.02% | |
| 160 | JPEMJpmrg Dvsfd Retn Emrg | 3,779 | $213.2M | 0.02% | |
| 161 | PGProcter & Gamble | 1,323 | $210.8M | 0.02% | |
| 162 | AXPAmerican Express Company | 660 | $210.5M | 0.02% | |
| 163 | CWISpdr Msci Acwi Ex Us | 6,425 | $209.8M | 0.02% | |
| 164 | HONHoneywell International | 900 | $209.6M | 0.02% | |
| 165 | PRFPowershs Exch Trad Fd Tr | 4,956 | $209.5M | 0.02% | |
| 166 | PEPPepsico Incorporated | 1,581 | $208.8M | 0.02% | |
| 167 | PANWPalo Alto Networks | 1,000 | $204.6M | 0.02% | |
| 168 | SRLNSpdr Blackstone Gso | 4,901 | $203.8M | 0.02% | |
| 169 | LIONLionsgate Studios Corp Registered Shs | 16,752 | $97.3M | 0.01% | |
| 170 | —CohBar Inc | 181,490 | $74.4M | 0.01% |
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