RWA WEALTH PARTNERS, LLC Q4 2023 Filing

Filed February 1, 2024

Portfolio Value

$7.0B

Holdings

516

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (516 positions)

StockValue
VUGVANGUARD INDEX FDS
$850.0B
VTVVANGUARD INDEX FDS
$693.8B
VEAVANGUARD TAX-MANAGED FDS
$504.6B
VGITVANGUARD SCOTTSDALE FDS
$504.0B
SPBOSPDR SER TR
$373.4B
MUBISHARES TR
$295.9B
MBBISHARES TR
$210.3B
AAPLAPPLE INC
$160.1B
VTEBVANGUARD MUN BD FDS
$155.9B
MSFTMICROSOFT CORP
$144.4B
VWOVANGUARD INTL EQUITY INDEX F
$102.4B
IVVISHARES TR
$91.1B
JPMJPMORGAN CHASE & CO
$72.4B
VBKVANGUARD INDEX FDS
$70.4B
VFVAVANGUARD WELLINGTON FD
$69.6B
VBRVANGUARD INDEX FDS
$64.9B
IVEISHARES TR
$54.5B
NEENEXTERA ENERGY INC
$54.4B
MCDMCDONALDS CORP
$50.2B
ABBVABBVIE INC
$49.6B
COSTCOSTCO WHSL CORP NEW
$49.5B
JNJJOHNSON & JOHNSON
$48.1B
IWFISHARES TR
$47.5B
VVISA INC
$45.6B
PGPROCTER AND GAMBLE CO
$44.7B
ELVELEVANCE HEALTH INC
$42.1B
SPYSPDR S&P 500 ETF TR
$41.6B
AVGOBROADCOM INC
$40.0B
BRK/BBERKSHIRE HATHAWAY INC DEL
$39.2B
HDHOME DEPOT INC
$38.9B
PEPPEPSICO INC
$36.9B
LLYELI LILLY & CO
$34.4B
MRKMERCK & CO INC
$32.0B
VTIVANGUARD INDEX FDS
$31.9B
GOOGLALPHABET INC
$30.1B
WMTWALMART INC
$29.6B
NKENIKE INC
$28.5B
UNPUNION PAC CORP
$28.0B
XOMEXXON MOBIL CORP
$27.4B
ABTABBOTT LABS
$27.3B
DYHTARGET CORP
$26.3B
AMZNAMAZON COM INC
$25.1B
IJRISHARES TR
$24.5B
TJXTJX COS INC NEW
$22.9B
GOOGALPHABET INC
$22.7B
USXFISHARES TR
$22.3B
VIGVANGUARD SPECIALIZED FUNDS
$22.1B
SCHWSCHWAB CHARLES CORP
$21.9B
HONHONEYWELL INTL INC
$21.6B
LINLINDE PLC
$21.3B
QCOMQUALCOMM INC
$21.2B
BLKCHFBLACKROCK INC
$20.7B
METAMETA PLATFORMS INC
$20.7B
PLDPROLOGIS INC.
$20.5B
LOWLOWES COS INC
$20.5B
ORCLORACLE CORP
$20.3B
ABGCENCORA INC
$20.2B
RTXRTX CORPORATION
$19.7B
FDXFEDEX CORP
$19.6B
CMFISHARES TR
$19.3B
CMCSACOMCAST CORP NEW
$19.2B
EFGISHARES TR
$19.0B
LMTLOCKHEED MARTIN CORP
$19.0B
FHLCFIDELITY COVINGTON TRUST
$18.9B
CVXCHEVRON CORP NEW
$18.3B
UNHUNITEDHEALTH GROUP INC
$17.9B
ACNACCENTURE PLC IRELAND
$17.8B
LQDISHARES TR
$17.6B
NYFISHARES TR
$17.6B
CSCOCISCO SYS INC
$17.2B
NDQINVESCO QQQ TR
$16.9B
WFCWELLS FARGO CO NEW
$15.9B
TMUST-MOBILE US INC
$15.7B
SBUXSTARBUCKS CORP
$15.6B
IUSGISHARES TR
$15.4B
CLCOLGATE PALMOLIVE CO
$15.4B
IJHISHARES TR
$15.4B
JCIJOHNSON CTLS INTL PLC
$14.2B
EMBISHARES TR
$14.1B
VOOVANGUARD INDEX FDS
$13.8B
BNDVANGUARD BD INDEX FDS
$13.4B
NVDANVIDIA CORPORATION
$13.3B
TLTISHARES TR
$13.2B
UPSUNITED PARCEL SERVICE INC
$12.4B
HYLBDBX ETF TR
$12.3B
BWXSPDR SER TR
$11.8B
DEODIAGEO PLC
$11.6B
ANGLVANECK ETF TRUST
$11.5B
KLACKLA CORP
$11.4B
UBERUBER TECHNOLOGIES INC
$10.8B
AQLTISHARES TR
$10.2B
ADPAUTOMATIC DATA PROCESSING IN
$9.9B
NVONOVO-NORDISK A S
$9.6B
PANWPALO ALTO NETWORKS INC
$9.6B
ASMLASML HOLDING N V
$9.4B
FLOTISHARES TR
$9.3B
FTECFIDELITY COVINGTON TRUST
$9.3B
CATCATERPILLAR INC
$9.1B
SCHFSCHWAB STRATEGIC TR
$8.6B
IBMINTERNATIONAL BUSINESS MACHS
$8.5B
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