Riverpoint Wealth Management Holdings, LLC Portfolio Holdings
Q3 2025•58 long positions•$455.0M portfolio value
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Holding59 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $84.3M 18.53% | -$552.3K Sold | — 647.3K shares | 651.5K → 647.3K −$552.3K | -0.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $53.1M 11.68% | +$102.2K Bought | — 2.3M shares | 2.3M → 2.3M +$102.2K | +0.19% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $51.2M 11.25% | -$91.4K Sold | — 854.3K shares | 855.8K → 854.3K −$91.4K | -0.18% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $49.5M 10.88% | +$413.9K Bought | — 168.5K shares | 167.1K → 168.5K +$413.9K | +0.84% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $34.9M 7.67% | +$425.3K Bought | — 1.1M shares | 1.1M → 1.1M +$425.3K | +1.23% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $27.2M 5.97% | +$218.2K Bought | — 40.6K shares | 40.3K → 40.6K +$218.2K | +0.81% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $22.8M 5.02% | +$47.2K Bought | — 37.3K shares | 37.2K → 37.3K +$47.2K | +0.21% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $20.8M 4.56% | +$604.9K Bought | — 449.2K shares | 436.1K → 449.2K +$604.9K | +3.0% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $15.5M 3.41% | -$61.6K Sold | — 50.4K shares | 50.6K → 50.4K −$61.6K | -0.4% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $13.8M 3.04% | +$849.0K Bought | — 497.9K shares | 467.4K → 497.9K +$849.0K | +6.53% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $13.0M 2.86% | -$9.1K Sold | — 199.4K shares | 199.5K → 199.4K −$9.1K | -0.07% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $10.1M 2.23% | +$112.8K Bought | — 110.9K shares | 109.6K → 110.9K +$112.8K | +1.13% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $5.5M 1.2% | +$1.6M Bought | — 202.8K shares | 142.7K → 202.8K +$1.6M | +42.18% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $4.1M 0.899% | -$4.7K Sold | — 18.9K shares | 19.0K → 18.9K −$4.7K | -0.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.7M 0.815% | -$79.0K Sold | — 26.6K shares | 27.2K → 26.6K −$79.0K | -2.09% | — — | Q4 2016 Held for 8y 11m | |
Consumer Electronics Technology | $3.3M 0.716% | +$3.3K Bought | 0.0% 12.8K shares | 12.8K → 12.8K +$3.3K | +0.1% | $3.78T Mega Cap | Q4 2016 Held for 8y 11m | |
Information Technology Services Technology | $3.0M 0.67% | — | 0.002% 12.4K shares | — | — | $153.39B Large Cap | Q2 2018 Held for 7y 5m | |
Software - Infrastructure Technology | $2.9M 0.627% | -$4.1K Sold | 0.0% 5.5K shares | 5.5K → 5.5K −$4.1K | -0.15% | $3.85T Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $2.8M 0.608% | -$521.2K Sold | — 7.6K shares | 9.0K → 7.6K −$521.2K | -15.85% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.3M 0.516% | +$6.3K Bought | — 9.7K shares | 9.7K → 9.7K +$6.3K | +0.27% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.2M 0.474% | -$54.5K Sold | — 39.8K shares | 40.8K → 39.8K −$54.5K | -2.46% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.1M 0.462% | -$200.2K Sold | — 79.8K shares | 87.4K → 79.8K −$200.2K | -8.7% | — — | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $2.0M 0.438% | +$5.8K Bought | 0.0% 8.6K shares | 8.6K → 8.6K +$5.8K | +0.29% | $409.03B Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $1.6M 0.353% | +$936.7 Bought | — 3.4K shares | 3.4K → 3.4K +$936.7 | +0.06% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $1.5M 0.327% | -$125.0K Sold | — 8.7K shares | 9.4K → 8.7K −$125.0K | -7.74% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.319% | -$166.4K Sold | — 26.3K shares | 29.3K → 26.3K −$166.4K | -10.28% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.317% | +$2.2K Bought | — 1.9K shares | 1.9K → 1.9K +$2.2K | +0.16% | — — | Q4 2016 Held for 8y 11m | |
Industrial - Machinery Industrials | $1.3M 0.296% | +$22.2K Bought | 0.152% 50.4K shares | 49.5K → 50.4K +$22.2K | +1.68% | $883.5M Small Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.3M 0.287% | +$56.3K Bought | — 11.0K shares | 10.5K → 11.0K +$56.3K | +4.51% | — — | Q1 2018 Held for 7y 8m | |
Semiconductors Technology | $996.4K 0.219% | — | 0.0% 5.3K shares | — | — | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
Financial - Capital Markets Financial Services | $955.6K 0.21% | +$4.0K Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$4.0K | +0.42% | $241.07B Mega Cap | Q1 2018 Held for 7y 8m | |
Unknown Unknown | $936.7K 0.206% | +$936.7K Bought | — 12.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $918.5K 0.202% | +$1.1K Bought | — 8.6K shares | 8.6K → 8.6K +$1.1K | +0.12% | — — | Q4 2016 Held for 8y 11m | |
Construction Industrials | $904.3K 0.199% | — | 0.096% 20.8K shares | — | — | $938.0M Small Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $817.5K 0.18% | — | 0.0% 3.7K shares | — | — | $2.34T Mega Cap | Q1 2018 Held for 7y 8m | |
Home Improvement Consumer Cyclical | $704.3K 0.155% | -$8.5K Sold | 0.0% 1.7K shares | 1.8K → 1.7K −$8.5K | -1.19% | $403.32B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $695.7K 0.153% | +$2.3K Bought | — 2.7K shares | 2.7K → 2.7K +$2.3K | +0.33% | — — | Q3 2017 Held for 8y 2m | |
Software - Infrastructure Technology | $690.8K 0.152% | -$96.8K Sold | 0.0% 2.5K shares | 2.8K → 2.5K −$96.8K | -12.29% | $801.76B Mega Cap | Q4 2016 Held for 8y 11m | |
Restaurants Consumer Cyclical | $683.5K 0.15% | — | 0.004% 15.9K shares | — | — | $15.6B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $643.8K 0.141% | -$29.4K Sold | — 8.7K shares | 9.1K → 8.7K −$29.4K | -4.36% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $635.6K 0.14% | — | — 12.2K shares | — | — | — — | Q2 2017 Held for 8y 5m | |
Drug Manufacturers - General Healthcare | $603.9K 0.133% | -$41.7K Sold | 0.0% 3.3K shares | 3.5K → 3.3K −$41.7K | -6.46% | $446.55B Mega Cap | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $537.9K 0.118% | -$5.4K Sold | 0.0% 2.2K shares | 2.2K → 2.2K −$5.4K | -0.99% | $2.95T Mega Cap | Q3 2023 Held for 2y 2m | |
Financial - Capital Markets Financial Services | $513.9K 0.113% | +$665.3 Bought | 0.002% 1.5K shares | 1.5K → 1.5K +$665.3 | +0.13% | $26.6B Large Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $510.4K 0.112% | +$540.7 Bought | — 8.5K shares | 8.5K → 8.5K +$540.7 | +0.11% | — — | Q1 2017 Held for 8y 8m | |
Insurance - Brokers Financial Services | $496.1K 0.109% | — | 0.001% 1.4K shares | — | — | $33.7B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $485.6K 0.107% | +$485.6K Bought | — 7.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Medical - Devices Healthcare | $475.1K 0.104% | +$739.5 Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$739.5 | +0.16% | $141.33B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $413.1K 0.091% | +$413.1K Bought | — 11.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $373.2K 0.082% | -$103.2K Sold | — 1.8K shares | 2.3K → 1.8K −$103.2K | -21.67% | — — | Q3 2022 Held for 3y 2m |
