RIVERCHASE WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•73 long positions•$176.6M portfolio value
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Holding77 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $19.9M 11.3% | +$3.0M Bought | — 277.3K shares | 235.5K → 277.3K +$3.0M | +17.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.6M 9.4% | +$935.6K Bought | — 349.0K shares | 329.3K → 349.0K +$935.6K | +5.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.3M 9.24% | -$2.3M Sold | — 422.9K shares | 482.2K → 422.9K −$2.3M | -12.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.0M 8.51% | +$723.7K Bought | — 351.2K shares | 334.3K → 351.2K +$723.7K | +5.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.8M 8.37% | +$160.2K Bought | — 450.5K shares | 445.6K → 450.5K +$160.2K | +1.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.2M 7.5% | +$2.3M Bought | — 493.4K shares | 407.7K → 493.4K +$2.3M | +21.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.2M 6.94% | +$1.4M Bought | — 324.3K shares | 286.2K → 324.3K +$1.4M | +13.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 2.48% | +$16.5K Bought | — 7.2K shares | 7.1K → 7.2K +$16.5K | +0.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 2.34% | +$99.3K Bought | — 128.7K shares | 125.7K → 128.7K +$99.3K | +2.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 1.94% | +$656.1K Bought | — 31.6K shares | 25.5K → 31.6K +$656.1K | +23.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.49% | — | — 47.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.5M 1.41% | +$2.5M New | 0.001% 29.6K shares | 0 → 29.6K +$2.5M | New | $268.51B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.4M 1.38% | +$479.4 Bought | — 40.6K shares | 40.6K → 40.6K +$479.4 | +0.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.34% | +$318.9K Bought | — 97.6K shares | 84.5K → 97.6K +$318.9K | +15.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.28% | — | — 86.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.25% | — | — 55.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.24% | -$9.5K Sold | — 11.7K shares | 11.8K → 11.7K −$9.5K | -0.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.18% | -$23.5K Sold | — 83.0K shares | 84.0K → 83.0K −$23.5K | -1.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.18% | -$139.2K Sold | — 41.4K shares | 44.2K → 41.4K −$139.2K | -6.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.04% | +$377.8K Bought | — 75.4K shares | 59.8K → 75.4K +$377.8K | +25.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.879% | — | — 25.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.834% | — | — 57.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.781% | -$23.5K Sold | — 59.0K shares | 60.0K → 59.0K −$23.5K | -1.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.674% | -$116.5K Sold | — 6.1K shares | 6.7K → 6.1K −$116.5K | -8.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.671% | — | — 10.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $1.1M 0.636% | -$146.3K Sold | 0.0% 2.2K shares | 2.5K → 2.2K −$146.3K | -11.52% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.635% | — | — 27.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.625% | +$20.1K Bought | — 30.4K shares | 29.8K → 30.4K +$20.1K | +1.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.62% | +$9.3K Bought | — 47.7K shares | 47.3K → 47.7K +$9.3K | +0.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.574% | +$226.4K Bought | — 22.0K shares | 17.1K → 22.0K +$226.4K | +28.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.573% | +$13.8K Bought | — 12.8K shares | 12.6K → 12.8K +$13.8K | +1.38% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $924.7K 0.524% | — | 0.0% 1.8K shares | — | — | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $896.0K 0.508% | — | — 28.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $855.2K 0.484% | +$8.8K Bought | — 19.9K shares | 19.7K → 19.9K +$8.8K | +1.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $832.8K 0.472% | — | — 33.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $814.8K 0.461% | -$17.9K Sold | — 26.8K shares | 27.4K → 26.8K −$17.9K | -2.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $811.8K 0.46% | — | — 12.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $801.4K 0.454% | — | — 12.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $799.9K 0.453% | +$80.9K Bought | — 35.5K shares | 31.9K → 35.5K +$80.9K | +11.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $779.9K 0.442% | — | — 3.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $681.1K 0.386% | +$332.0K Bought | — 13.2K shares | 6.8K → 13.2K +$332.0K | +95.12% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $676.6K 0.383% | — | — 25.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $646.9K 0.366% | — | — 24.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $620.3K 0.351% | +$17.8K Bought | — 13.0K shares | 12.6K → 13.0K +$17.8K | +2.95% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $616.2K 0.349% | -$8.9K Sold | — 17.0K shares | 17.3K → 17.0K −$8.9K | -1.42% | — — | Q4 2024 Held for 11 months | |
Beverages - Non-Alcoholic Consumer Defensive | $554.6K 0.314% | — | 0.002% 21.7K shares | — | — | $34.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $551.9K 0.313% | — | — 7.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $544.0K 0.308% | — | 0.0% 2.0K shares | — | — | $116.19B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $493.4K 0.279% | — | — 19.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $481.9K 0.273% | +$3.5K Bought | — 8.4K shares | 8.4K → 8.4K +$3.5K | +0.74% | — — | Q4 2024 Held for 11 months |
