RVW Wealth, LLC Portfolio Holdings
Q3 2025•175 long positions•$1.3B portfolio value
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Holding179 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $205.9M 16.07% | +$7.7M Bought | — 4.5M shares | 4.3M → 4.5M +$7.7M | +3.87% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $89.9M 7.02% | -$501.5K Sold | — 827.1K shares | 831.7K → 827.1K −$501.5K | -0.55% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $73.2M 5.71% | +$1.6M Bought | — 822.6K shares | 804.3K → 822.6K +$1.6M | +2.28% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $66.8M 5.22% | -$4.0M Sold | — 1.2M shares | 1.2M → 1.2M −$4.0M | -5.6% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $56.8M 4.44% | +$2.2M Bought | — 903.2K shares | 868.7K → 903.2K +$2.2M | +3.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $54.6M 4.26% | +$684.0K Bought | — 1.5M shares | 1.5M → 1.5M +$684.0K | +1.27% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $41.8M 3.27% | +$1.0M Bought | — 946.8K shares | 924.0K → 946.8K +$1.0M | +2.46% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $39.2M 3.06% | +$324.5K Bought | — 582.9K shares | 578.0K → 582.9K +$324.5K | +0.83% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $37.1M 2.9% | +$922.8K Bought | — 990.5K shares | 965.9K → 990.5K +$922.8K | +2.55% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $33.8M 2.64% | +$2.0M Bought | 0.001% 132.7K shares | 125.0K → 132.7K +$2.0M | +6.17% | $3.78T Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $28.6M 2.23% | +$1.2M Bought | — 235.9K shares | 226.0K → 235.9K +$1.2M | +4.37% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $28.5M 2.23% | +$118.3K Bought | — 905.2K shares | 901.4K → 905.2K +$118.3K | +0.42% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $27.6M 2.16% | +$1.1M Bought | — 1.1M shares | 1.1M → 1.1M +$1.1M | +4.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.5M 2.07% | -$93.0K Sold | — 136.2K shares | 136.6K → 136.2K −$93.0K | -0.35% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $25.2M 1.97% | +$347.0K Bought | — 1.0M shares | 1.0M → 1.0M +$347.0K | +1.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $25.2M 1.96% | -$47.3K Sold | — 311.9K shares | 312.5K → 311.9K −$47.3K | -0.19% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $25.0M 1.95% | +$351.9K Bought | — 980.4K shares | 966.6K → 980.4K +$351.9K | +1.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $24.9M 1.94% | -$490.5K Sold | — 988.9K shares | 1.0M → 988.9K −$490.5K | -1.93% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $24.5M 1.91% | -$456.6K Sold | — 310.4K shares | 316.2K → 310.4K −$456.6K | -1.83% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $22.1M 1.72% | +$893.9K Bought | — 939.8K shares | 901.7K → 939.8K +$893.9K | +4.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.3M 1.58% | -$21.4K Sold | — 88.2K shares | 88.3K → 88.2K −$21.4K | -0.11% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $17.5M 1.37% | -$34.2K Sold | — 72.3K shares | 72.5K → 72.3K −$34.2K | -0.19% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $17.2M 1.34% | +$275.2K Bought | — 87.7K shares | 86.3K → 87.7K +$275.2K | +1.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $17.1M 1.33% | -$130.0K Sold | — 136.4K shares | 137.5K → 136.4K −$130.0K | -0.76% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $14.0M 1.09% | -$17.3K Sold | — 141.0K shares | 141.1K → 141.0K −$17.3K | -0.12% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $13.9M 1.09% | -$62.1K Sold | — 149.0K shares | 149.7K → 149.0K −$62.1K | -0.44% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $12.7M 0.988% | +$138.7K Bought | — 21.1K shares | 20.8K → 21.1K +$138.7K | +1.11% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $11.5M 0.894% | -$56.9K Sold | — 68.2K shares | 68.5K → 68.2K −$56.9K | -0.49% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $9.0M 0.7% | +$6.1M Bought | — 246.8K shares | 80.0K → 246.8K +$6.1M | +208.38% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.6M 0.675% | -$10.3K Sold | — 186.6K shares | 186.8K → 186.6K −$10.3K | -0.12% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $8.1M 0.635% | — | — 42.9K shares | — | — | — — | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $7.9M 0.618% | +$2.1M Bought | 0.0% 42.5K shares | 31.2K → 42.5K +$2.1M | +36.23% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.8M 0.61% | +$3.9K Bought | — 23.8K shares | 23.8K → 23.8K +$3.9K | +0.05% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $7.3M 0.569% | -$112.2K Sold | — 67.2K shares | 68.2K → 67.2K −$112.2K | -1.52% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.1M 0.551% | -$1.3K Sold | — 88.3K shares | 88.3K → 88.3K −$1.3K | -0.02% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $6.9M 0.537% | -$76.3K Sold | — 119.8K shares | 121.1K → 119.8K −$76.3K | -1.1% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.5M 0.43% | -$49.6K Sold | — 142.9K shares | 144.2K → 142.9K −$49.6K | -0.89% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.5M 0.427% | -$249.6K Sold | — 58.9K shares | 61.6K → 58.9K −$249.6K | -4.36% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.9M 0.38% | -$62.1K Sold | — 44.0K shares | 44.6K → 44.0K −$62.1K | -1.26% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.7M 0.366% | -$122.5K Sold | — 80.7K shares | 82.8K → 80.7K −$122.5K | -2.55% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.2M 0.331% | -$213.4K Sold | — 155.2K shares | 163.1K → 155.2K −$213.4K | -4.79% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.1M 0.324% | -$52.6K Sold | — 60.9K shares | 61.7K → 60.9K −$52.6K | -1.25% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $3.8M 0.3% | -$7.7K Sold | — 8.0K shares | 8.0K → 8.0K −$7.7K | -0.2% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.5M 0.277% | +$281.9 Bought | — 12.6K shares | 12.6K → 12.6K +$281.9 | +0.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 0.272% | +$1.8K Bought | — 135.3K shares | 135.2K → 135.3K +$1.8K | +0.05% | — — | Q1 2019 Held for 6y 8m | |
Auto - Manufacturers Consumer Cyclical | $3.4M 0.263% | +$21.3K Bought | 0.0% 7.6K shares | 7.5K → 7.6K +$21.3K | +0.64% | $1.48T Mega Cap | Q1 2020 Held for 5y 8m | |
Software - Application Technology | $3.1M 0.245% | — | 0.002% 4.6K shares | — | — | $190.40B Large Cap | Q2 2022 Held for 3y 5m | |
Insurance - Diversified Financial Services | $3.1M 0.244% | -$11.1K Sold | 0.0% 6.2K shares | 6.2K → 6.2K −$11.1K | -0.35% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.1M 0.243% | -$2.2K Sold | — 45.0K shares | 45.0K → 45.0K −$2.2K | -0.07% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $2.7M 0.209% | +$14.5K Bought | — 22.5K shares | 22.4K → 22.5K +$14.5K | +0.55% | — — | Q1 2019 Held for 6y 8m |
