RVW Wealth, LLC Q3 2023 Filing
Filed October 12, 2023
Portfolio Value
$829.5B
Holdings
377
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (377 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BAXBaxter International Inc | 399 | $0 | 0.00% | |
| 202 | BABoeing Co | 585 | $0 | 0.00% | |
| 203 | IJHIshares Tr S&P Midcap | 1,180 | $0 | 0.00% | |
| 204 | AVDVAVANTIS INTERNATNL SML CP VL ETF | 4,076 | $0 | 0.00% | |
| 205 | COPConocophillips | 234 | $0 | 0.00% | |
| 206 | DEMWisdomtree Emerging Mkts | 1,805 | $0 | 0.00% | |
| 207 | BGHBabson Cap Gbl Shrt Dur | 1,775 | $0 | 0.00% | |
| 208 | XLFSector Spdr Fincl Select | 3,370 | $0 | 0.00% | |
| 209 | BRBroadridge Finl Solu | 107 | $0 | 0.00% | |
| 210 | VHTVanguard Health Care | 957 | $0 | 0.00% | |
| 211 | GOOGLGoogle Inc Class A | 2,800 | $0 | 0.00% | |
| 212 | CMECme Group Inc Cl A | 76 | $0 | 0.00% | |
| 213 | KMBKimberly-Clark Corp | 160 | $0 | 0.00% | |
| 214 | BACVerizon Communications | 1,125 | $0 | 0.00% | |
| 215 | MRKMerck & Co Inc | 136 | $0 | 0.00% | |
| 216 | VBRVanguard Small Cap Value | 499 | $0 | 0.00% | |
| 217 | NOWService Now Inc | 110 | $0 | 0.00% | |
| 218 | CSLCarlisle Companies | 200 | $0 | 0.00% | |
| 219 | FXOFirst TRUST Financials | 1,168 | $0 | 0.00% | |
| 220 | BSCTINVSC BLTSHRS 2029 CORP BND ETF | 3,652 | $0 | 0.00% | |
| 221 | WMWaste Management, Inc. | 83 | $0 | 0.00% | |
| 222 | NSCNorfolk Southern Corp | 251 | $0 | 0.00% | |
| 223 | WSTWest Pharm Srvc Inc | 102 | $0 | 0.00% | |
| 224 | DFSVDIMENSIONAL US SMALL CAP VALU ETF | 4,611 | $0 | 0.00% | |
| 225 | VEAVanguard Europe Pac Etf | 11,534 | $0 | 0.00% | |
| 226 | RIVNRivian Automotive Inc Class A | 524 | $0 | 0.00% | |
| 227 | HONHoneywell International | 814 | $0 | 0.00% | |
| 228 | MRSHMarsh & Mc Lennan Co Inc | 169 | $0 | 0.00% | |
| 229 | QCOMQualcomm Inc | 343 | $0 | 0.00% | |
| 230 | IJJIshares S&P Midcap | 600 | $0 | 0.00% | |
| 231 | CATCaterpillar Inc | 53 | $0 | 0.00% | |
| 232 | IBDUISHARES TRUST IBONDS DEC 29 ET F | 15,777 | $0 | 0.00% | |
| 233 | VVisa Inc Cl A | 436 | $0 | 0.00% | |
| 234 | VGTVanguard Info Technology | 857 | $0 | 0.00% | |
| 235 | ISRAVaneck Vectors Israel ETF | 2,946 | $0 | 0.00% | |
| 236 | NKENike Inc Class B | 185 | $0 | 0.00% | |
| 237 | BSCVINVESCO BULLTSHR 2031 CRP BND ETF | 3,984 | $0 | 0.00% | |
| 238 | PAYXPaychex Inc | 92 | $0 | 0.00% | |
| 239 | WQTMWISDOMTREE TRUST CLOUD COMPUTN G ETF | 1,196 | $0 | 0.00% | |
| 240 | TIPIshares Tr Lehman Tips | 7,005 | $0 | 0.00% | |
| 241 | INTCIntel Corp | 2,850 | $0 | 0.00% | |
| 242 | IWVIshares Russell 3000 | 1,592 | $0 | 0.00% | |
| 243 | CHICalamos Conv Opprtnty Fd | 21,600 | $0 | 0.00% | |
| 244 | GLWCorning Inc | 700 | $0 | 0.00% | |
| 245 | VTVVanguard Value | 1,988 | $0 | 0.00% | |
| 246 | BBJPJPMORGAN BETABUILDERS JAPAN ETF | 215 | $0 | 0.00% | |
| 247 | VNQVanguard Reit | 2,630 | $0 | 0.00% | |
| 248 | PEYPowershares High Yield | 23,484 | $0 | 0.00% | |
| 249 | IM8NInsmed Inc | 2,099 | $0 | 0.00% | |
| 250 | OTISOTIS Worldwide Corp-Wi | 550 | $0 | 0.00% | |
| 251 | DEODiageo Plc New Adr | 106 | $0 | 0.00% | |
| 252 | TRVTravelers Companies Inc | 206 | $0 | 0.00% | |
| 253 | ACREARES COMMERCIAL REAL ESTATE CO M USD0.01 | 2,302 | $0 | 0.00% | |
| 254 | EIXEdison International | 400 | $0 | 0.00% | |
| 255 | PSXPhillips | 1,074 | $0 | 0.00% | |
| 256 | WYNNWynn Resorts | 510 | $0 | 0.00% | |
| 257 | SNPSSynopsys Inc | 36 | $0 | 0.00% | |
| 258 | PFEPfizer Incorporated | 2,619 | $0 | 0.00% | |
| 259 | UNPUnion Pacific Corp | 89 | $0 | 0.00% | |
| 260 | SDIVGlobal X Superdividend | 7,359 | $0 | 0.00% | |
| 261 | ASMLAsml Hldgs Nv | 28 | $0 | 0.00% | |
| 262 | IVVIshares TRUST S&P | 808 | $0 | 0.00% | |
| 263 | PLTRPALANTIR TECH INC COM CL A | 907 | $0 | 0.00% | |
| 264 | SYKStryker Corp | 3,600 | $0 | 0.00% | |
| 265 | LHXL3 HARRIS TECHNOLOGIES INC COM | 200 | $0 | 0.00% | |
| 266 | XITKSPDR SERIES TRUST FACTST INV E TF | 129 | $0 | 0.00% | |
| 267 | FTNTFORTINET INC COM | 230 | $0 | 0.00% | |
| 268 | SHOPShopify Inc | 700 | $0 | 0.00% | |
| 269 | MTBM & T Bank Corporation | 216 | $0 | 0.00% | |
| 270 | VCSHVanguard Short Term Cor | 1,022 | $0 | 0.00% | |
| 271 | BSCSINVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF | 7,385 | $0 | 0.00% | |
| 272 | DDominion Res Inc Va New | 7,617 | $0 | 0.00% | |
| 273 | ALSAllstate Corporation | 300 | $0 | 0.00% | |
| 274 | MCDMc Donalds Corp | 775 | $0 | 0.00% | |
| 275 | UMHU M H PROPERTIES INC COM STK U SD0.10 | 1,500 | $0 | 0.00% | |
| 276 | AMDAdvanced Micro Devic | 792 | $0 | 0.00% | |
| 277 | SLYGSpdr S&P 600 Small Cap | 751 | $0 | 0.00% | |
| 278 | NUEMNuveen Esg Emerging | 11,124 | $0 | 0.00% | |
| 279 | ADIAnalog Devices Inc | 122 | $0 | 0.00% | |
| 280 | BSVVanguard Bond Index Fund | 2,589 | $0 | 0.00% | |
| 281 | AMGNAmgen Incorporated | 81 | $0 | 0.00% | |
| 282 | KHCKRAFT HEINZ CO COM | 387 | $0 | 0.00% | |
| 283 | VWOVanguard Emerging Market | 527 | $0 | 0.00% | |
| 284 | MDLZMondelez Intl Inc Cl A | 558 | $0 | 0.00% | |
| 285 | CBChubb Corporation | 50 | $0 | 0.00% | |
| 286 | XLCSELECT SECTOR SPDR TRUST COMMU NICATION ETF | 781 | $0 | 0.00% | |
| 287 | VAWVanguard Materials Etf | 82 | $0 | 0.00% | |
| 288 | 7HPHewlett-Packard Company | 1,222 | $0 | 0.00% | |
| 289 | AQLTIshares TRUST Dow Jones | 551 | $0 | 0.00% | |
| 290 | FFord Motor Company New | 3,393 | $0 | 0.00% | |
| 291 | MOAltria Group Inc | 300 | $0 | 0.00% | |
| 292 | HBANHuntington Bancshs | 5,170 | $0 | 0.00% | |
| 293 | ORealty Income Corp | 1,938 | $0 | 0.00% | |
| 294 | DWMFWISDOMTREE TRUST INTK MLTIFACT R ETF | 3,121 | $0 | 0.00% | |
| 295 | AMATApplied Materials Inc | 293 | $0 | 0.00% | |
| 296 | VBVanguard Small Cap | 419 | $0 | 0.00% | |
| 297 | BHKBlackRock Core Bond | 24,800 | $0 | 0.00% | |
| 298 | ADSKAutodesk Inc | 52 | $0 | 0.00% | |
| 299 | CYBRCyberark Software Ltd | 66 | $0 | 0.00% | |
| 300 | XEFRXEATON VANCE SR FLTG RATE TRUST COM | 849 | $0 | 0.00% |