$547 Million is the total value of RVW Wealth, LLC's 93 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTU | Intuit Inc | $1,645,000 | +28.7% | 5,555 | 0.0% | 0.30% | +0.7% | |
| KHC | KRAFT HEINZ CO COM | $1,276,000 | +28.9% | 40,000 | 0.0% | 0.23% | +0.9% | |
| TIP | Ishares Tr Lehman Tipstips bd etf | $851,000 | +4.3% | 6,917 | 0.0% | 0.16% | -18.3% | |
| SYK | Stryker Corp | $643,000 | +8.2% | 3,569 | 0.0% | 0.12% | -15.1% | |
| IBDR | ISHARES TRUST IBONDS DEC2026 E TFibonds dec2026 | $514,000 | +8.7% | 19,269 | 0.0% | 0.09% | -15.3% | |
| BRKA | Berkshire Hathawaycl a | $267,000 | -1.8% | 1 | 0.0% | 0.05% | -23.4% | |
| NOG | NORTHERN OIL AND GAS INC COM | $57,000 | +26.7% | 68,300 | 0.0% | 0.01% | -9.1% | |
| ADMP | Adamis Pharmaceuticals Corp | $10,000 | +42.9% | 19,000 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Wisdomtree US Divid Etf | 20 | Q4 2023 | 5.9% |
| Ishares Etf | 20 | Q4 2023 | 4.4% |
| First Tr Nasdaq 100 Fund | 20 | Q4 2023 | 3.8% |
| ISHARES TRUST IBONDS DEC24 ETF | 20 | Q4 2023 | 3.9% |
| Dutsch X Trck Rusl 1000 | 20 | Q4 2023 | 4.2% |
| ISHARES TRUST IBONDS DEC25 ETF | 20 | Q4 2023 | 3.4% |
| Ishares Tr S&P Smallcap | 20 | Q4 2023 | 9.0% |
| First Trst Nasdaq Rsng | 20 | Q4 2023 | 3.5% |
| JP MORGAN ETF TRUST ULTRA SHRT INC ETF | 20 | Q4 2023 | 6.9% |
| First TRUST Value | 20 | Q4 2023 | 3.1% |
View RVW Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-08 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-07 |
| 13F-HR/A | 2022-01-14 |
View RVW Wealth, 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.