RWA WEALTH PARTNERS, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$8.1B
Holdings
557
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (557 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 2,540,004 | $1.0T | 12845.99% | |
| 2 | VTVVANGUARD INDEX FDS | 4,912,009 | $831.6B | 10247.06% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 11,229,385 | $537.0B | 6616.81% | |
| 4 | VGITVANGUARD SCOTTSDALE FDS | 8,642,884 | $501.3B | 6176.89% | |
| 5 | SPBOSPDR SER TR | 13,778,234 | $394.6B | 4862.39% | |
| 6 | MUBISHARES TR | 2,780,596 | $296.3B | 3650.69% | |
| 7 | MBBISHARES TR | 2,403,354 | $220.3B | 2715.04% | |
| 8 | AAPLAPPLE INC | 850,324 | $212.9B | 2623.84% | |
| 9 | MSFTMICROSOFT CORP | 411,078 | $172.3B | 2123.17% | |
| 10 | VTEBVANGUARD MUN BD FDS | 3,336,522 | $167.3B | 2060.99% | |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 3,019,524 | $133.0B | 1638.59% | |
| 12 | IVVISHARES TR | 208,539 | $122.8B | 1512.69% | |
| 13 | JPMJPMORGAN CHASE & CO. | 437,097 | $104.8B | 1291.06% | |
| 14 | VBKVANGUARD INDEX FDS | 320,680 | $89.8B | 1106.64% | |
| 15 | VBRVANGUARD INDEX FDS | 411,046 | $81.5B | 1003.77% | |
| 16 | SPYSPDR S&P 500 ETF TR | 108,795 | $63.8B | 785.69% | |
| 17 | VFVAVANGUARD WELLINGTON FD | 534,554 | $63.3B | 779.73% | |
| 18 | IWFISHARES TR | 153,507 | $61.6B | 759.60% | |
| 19 | AVGOBROADCOM INC | 258,124 | $59.8B | 737.39% | |
| 20 | VVISA INC | 177,730 | $56.2B | 692.13% | |
| 21 | ABBVABBVIE INC | 311,031 | $55.3B | 681.04% | |
| 22 | EDVVANGUARD WORLD FD | 805,690 | $54.6B | 672.31% | |
| 23 | MRKMERCK & CO INC | 546,590 | $54.4B | 670.01% | |
| 24 | ZROZPIMCO ETF TR | 781,150 | $53.6B | 660.49% | |
| 25 | JNJJOHNSON & JOHNSON | 365,556 | $52.9B | 651.43% | |
| 26 | WMTWALMART INC | 550,615 | $49.7B | 613.00% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 50,097 | $45.9B | 565.61% | |
| 28 | PGPROCTER AND GAMBLE CO | 271,919 | $45.6B | 561.73% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 96,602 | $43.8B | 539.55% | |
| 30 | QUALISHARES TR | 235,905 | $42.0B | 517.65% | |
| 31 | HDHOME DEPOT INC | 107,316 | $41.7B | 514.38% | |
| 32 | VOOVANGUARD INDEX FDS | 76,707 | $41.3B | 509.27% | |
| 33 | GOOGLALPHABET INC | 213,766 | $40.5B | 498.62% | |
| 34 | NVDANVIDIA CORPORATION | 301,389 | $40.2B | 495.85% | |
| 35 | IVEISHARES TR | 204,632 | $39.1B | 481.30% | |
| 36 | AMZNAMAZON COM INC | 170,631 | $37.4B | 461.27% | |
| 37 | VTIVANGUARD INDEX FDS | 128,680 | $37.3B | 459.52% | |
| 38 | PEPPEPSICO INC | 239,231 | $36.4B | 448.24% | |
| 39 | NEENEXTERA ENERGY INC | 493,407 | $35.4B | 435.86% | |
| 40 | LLYELI LILLY & CO | 45,191 | $34.9B | 429.89% | |
| 41 | IEIISHARES TR | 299,445 | $34.6B | 426.35% | |
| 42 | MCDMCDONALDS CORP | 114,013 | $33.1B | 407.26% | |
| 43 | TJXTJX COS INC NEW | 256,435 | $31.0B | 381.74% | |
| 44 | GOOGALPHABET INC | 161,558 | $30.8B | 379.11% | |
| 45 | UNHUNITEDHEALTH GROUP INC | 60,031 | $30.4B | 374.19% | |
| 46 | HONHONEYWELL INTL INC | 133,090 | $30.1B | 370.45% | |
| 47 | METAMETA PLATFORMS INC | 50,068 | $29.3B | 361.23% | |
| 48 | ABTABBOTT LABS | 254,544 | $28.8B | 354.77% | |
| 49 | QCOMQUALCOMM INC | 184,259 | $28.3B | 348.79% | |
| 50 | LINLINDE PLC | 65,682 | $27.5B | 338.84% | |
| 51 | UNPUNION PAC CORP | 116,916 | $26.7B | 328.52% | |
| 52 | RTXRTX CORPORATION | 227,769 | $26.4B | 324.78% | |
| 53 | XOMEXXON MOBIL CORP | 235,943 | $25.4B | 312.74% | |
| 54 | BLKBLACKROCK INC | 24,754 | $25.4B | 312.68% | |
| 55 | CATCATERPILLAR INC | 66,151 | $24.0B | 295.69% | |
| 56 | FDXFEDEX CORP | 81,033 | $22.8B | 280.91% | |
| 57 | ESGVVANGUARD WORLD FD | 204,612 | $21.5B | 264.45% | |
| 58 | CMFISHARES TR | 365,911 | $21.0B | 258.26% | |
| 59 | IJRISHARES TR | 179,642 | $20.7B | 255.05% | |
| 60 | VIGVANGUARD SPECIALIZED FUNDS | 105,397 | $20.6B | 254.32% | |
| 61 | ASMLASML HOLDING N V | 29,444 | $20.4B | 251.46% | |
| 62 | LMTLOCKHEED MARTIN CORP | 41,960 | $20.4B | 251.25% | |
| 63 | TRVCCITIGROUP INC | 279,174 | $19.7B | 242.14% | |
| 64 | CBCHUBB LIMITED | 68,859 | $19.0B | 234.44% | |
| 65 | CVXCHEVRON CORP NEW | 130,947 | $19.0B | 233.71% | |
| 66 | LOWLOWES COS INC | 76,659 | $18.9B | 233.13% | |
| 67 | TPLTEXAS PACIFIC LAND CORPORATI | 16,599 | $18.4B | 226.21% | |
| 68 | NYFISHARES TR | 340,720 | $18.1B | 223.44% | |
| 69 | ACNACCENTURE PLC IRELAND | 51,466 | $18.1B | 223.09% | |
| 70 | NDQINVESCO QQQ TR | 34,510 | $17.6B | 217.40% | |
| 71 | IUSGISHARES TR | 122,867 | $17.1B | 210.97% | |
| 72 | EFGISHARES TR | 174,221 | $16.9B | 207.87% | |
| 73 | CLCOLGATE PALMOLIVE CO | 184,323 | $16.8B | 206.48% | |
| 74 | FHLCFIDELITY COVINGTON TRUST | 255,888 | $16.7B | 206.05% | |
| 75 | SPGIS&P GLOBAL INC | 33,490 | $16.7B | 205.52% | |
| 76 | MMM3M CO | 127,840 | $16.5B | 203.35% | |
| 77 | IJHISHARES TR | 258,006 | $16.1B | 198.09% | |
| 78 | SCHWSCHWAB CHARLES CORP | 210,544 | $15.6B | 192.01% | |
| 79 | ELVELEVANCE HEALTH INC | 41,633 | $15.4B | 189.25% | |
| 80 | DELLDELL TECHNOLOGIES INC | 130,532 | $15.0B | 185.35% | |
| 81 | DYHTARGET CORP | 111,038 | $15.0B | 184.96% | |
| 82 | ADPAUTOMATIC DATA PROCESSING IN | 45,309 | $13.3B | 163.43% | |
| 83 | TMUST-MOBILE US INC | 59,977 | $13.2B | 163.13% | |
| 84 | BNDVANGUARD BD INDEX FDS | 183,971 | $13.2B | 163.01% | |
| 85 | REGNREGENERON PHARMACEUTICALS | 18,426 | $13.1B | 161.73% | |
| 86 | ORCLORACLE CORP | 76,239 | $12.7B | 156.55% | |
| 87 | CSCOCISCO SYS INC | 212,406 | $12.6B | 154.94% | |
| 88 | PANWPALO ALTO NETWORKS INC | 64,108 | $11.7B | 143.74% | |
| 89 | DUKDUKE ENERGY CORP NEW | 106,136 | $11.4B | 140.91% | |
| 90 | FTECFIDELITY COVINGTON TRUST | 61,408 | $11.4B | 139.89% | |
| 91 | HYGISHARES TR | 142,579 | $11.2B | 138.18% | |
| 92 | HYLBDBX ETF TR | 308,940 | $11.1B | 137.35% | |
| 93 | BABOEING CO | 62,355 | $11.0B | 135.99% | |
| 94 | NKENIKE INC | 145,624 | $11.0B | 135.78% | |
| 95 | IBMINTERNATIONAL BUSINESS MACHS | 50,058 | $11.0B | 135.60% | |
| 96 | BKLNINVESCO EXCH TRADED FD TR II | 514,042 | $10.8B | 133.46% | |
| 97 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 54,606 | $10.8B | 132.88% | |
| 98 | SHYISHARES TR | 131,439 | $10.8B | 132.77% | |
| 99 | IGIBISHARES TR | 208,042 | $10.7B | 132.05% | |
| 100 | ORLYOREILLY AUTOMOTIVE INC | 8,893 | $10.5B | 129.94% |
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