R
Reliant Investment Partners, LLC
RIA/Wealth
Reliant Investment Partners, LLC is a RIA/Wealth based in Pinehurst, NC led by Robert Jay Wagler, reporting $234.8M in AUM as of Q3 2025 with 33% Technology concentration.
MemberRobert Jay Wagler
- Portfolio Value
- $127.6M
- Positions
- 108
- Top Holding
- NVDA at 13.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Reliant Investment Partners, LLC's portfolio (48.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $16.7M | 13.12% | -$110.5K Sold | 0.00% 89.2K shares | |
Regulated Electric Utilities | $7.8M | 6.14% | -$136.6K Sold | 0.01% 63.4K shares | |
Banks - Regional Financial Services | $7.1M | 5.55% | -$31.6K Sold | 0.01% 155.6K shares | |
ETF ETF | $6.6M | 5.16% | +$158.1K Bought | — 10.7K shares | |
Consumer Electronics Technology | $5.6M | 4.39% | -$94.7K Sold | 0.00% 21.7K shares | |
Software - Application Technology | $4.1M | 3.23% | +$503.9K Bought | 0.00% 6.0K shares | |
Software - Infrastructure Technology | $4.1M | 3.19% | -$2.6K Sold | 0.00% 7.9K shares | |
ETF ETF | $3.8M | 2.94% | +$125.8K Bought | — 16.7K shares | |
Home Improvement Consumer Cyclical | $3.4M | 2.67% | +$7.6K Bought | 0.00% 13.8K shares | |
Drug Manufacturers - General Healthcare | $2.7M | 2.08% | -$5.9K Sold | 0.00% 3.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Reliant Investment Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+195.07% | |
+96.73% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Reliant Investment Partners, LLC
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