$668 Million is the total value of RVW Wealth, LLC's 95 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTU | Intuit Inc | $2,000,000 | +10.4% | 5,555 | 0.0% | 0.29% | -4.2% | |
| TSLA | Tesla Motors Inc | $2,000,000 | +80.3% | 2,585 | 0.0% | 0.29% | +56.7% | |
| ABBV | Abbvie Inc | $1,000,000 | +130.4% | 4,956 | 0.0% | 0.15% | +101.4% | |
| ADMP | Adamis Pharmaceuticals Corp | $1,000,000 | +6566.7% | 19,000 | 0.0% | 0.15% | +4800.0% | |
| BRKA | Berkshire Hathawaycl a | $1,000,000 | +212.5% | 1 | 0.0% | 0.15% | +172.2% | |
| PEY | Powershares High Yieldhig yld eq div | $1,000,000 | +142.7% | 28,657 | 0.0% | 0.15% | +110.0% | |
| PGX | Powershs Exch Trad Fd Trpfd etf | $1,000,000 | +1.3% | 66,999 | 0.0% | 0.15% | -12.0% | |
| TIP | Ishares Tr Lehman Tipstips bd etf | $1,000,000 | +14.4% | 6,911 | 0.0% | 0.15% | -0.7% | |
| IJH | Ishares Tr S&P Midcapcore s&p mcp etf | $1,000,000 | +289.1% | 1,387 | 0.0% | 0.15% | +241.9% | |
| IWV | Ishares Russell 3000russell 3000 etf | $1,000,000 | +171.0% | 1,883 | 0.0% | 0.15% | +137.1% | |
| IEFA | Ishares Core Msci Eafecore msci eafe | $1,000,000 | +253.4% | 4,700 | 0.0% | 0.15% | +206.2% | |
| DGRO | Ishares Core Dividendcore div grwth | $1,000,000 | +130.4% | 10,919 | 0.0% | 0.15% | +101.4% | |
| VIG | Vanguard Div Apprciationdiv app etf | $1,000,000 | +204.9% | 2,551 | 0.0% | 0.15% | +167.3% | |
| DON | Wisdomtree Midcap Divdndus midcap divid | $1,000,000 | +378.5% | 7,211 | 0.0% | 0.15% | +320.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-11
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.