$360 Million is the total value of Riverpoint Wealth Management Holdings, LLC's 50 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMO | Exit | BANK MONTREAL QUE | $0 | – | -2,075 | -100.0% | -0.06% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -2,039 | -100.0% | -0.06% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -2,788 | -100.0% | -0.06% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,964 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 31 | Q2 2024 | 19.6% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 23.9% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 13.7% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 8.6% |
| ISHARES TR | 31 | Q2 2024 | 8.9% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 5.2% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 3.4% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 2.7% |
| ISHARES TR | 31 | Q2 2024 | 3.5% |
| VANGUARD SPECIALIZED PORTFOL | 31 | Q2 2024 | 1.5% |
View Riverpoint Wealth Management Holdings, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-04 |
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-03 |
View Riverpoint Wealth Management Holdings, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.