The Analysis of RVW Wealth, LLC's Holdings
Currently, RVW Wealth, LLC holds 181 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IBDV (+1.1M shares, valued at $24.6M), IBDR (+182.4K shares, valued at $4.4M), IBDS (+133.4K shares, valued at $3.2M); decreased their positions in QGRW (-82.6K shares, valued at $4.8M), RWK (-6.2K shares, valued at $785.6K), BRK.A (-1 shares, valued at $754.8K); initiated new positions in IBDV (+1.1M shares, valued at $24.6M), IWP (+5.9K shares, valued at $803.5K), PLTR (+2.9K shares, valued at $516.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF4.5M shares0.29%2025-12-312026-01-12
AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF821.8K shares-0.63%2025-12-312026-01-12 DGRW Wisdomtree US Divid Etf823.0K shares0.05%2025-12-312026-01-12 QGRW WISDOMTREE US QUALITY GROWTH ETF1.1M shares-7.09%2025-12-312026-01-12 JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF904.0K shares0.09%2025-12-312026-01-12 DFAI Dimensional International Cr Eq Mkt ETF1.5M shares-0.41%2025-12-312026-01-12 IQLT ISHARES TRUST INTL QLTY FACTOR ETF940.0K shares-0.71%2025-12-312026-01-12 RDVY First Trst Nasdaq Rsng577.1K shares-0.99%2025-12-312026-01-12 VFLO VictoryShares Free Cash Flow ETF982.0K shares-0.86%2025-12-312026-01-12 AAPL Apple Computer Inc134.6K shares1.43%2025-12-312026-01-12 IBDR ISHARES TRUST IBONDS DEC2026 E TF1.3M shares16.06%2025-12-312026-01-12 DFAE Dimensional Emerging Core Equity Mkt ETF885.2K shares-2.21%2025-12-312026-01-12 SPMO INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF238.9K shares1.27%2025-12-312026-01-12 IBDS iShares iBonds Dec 2027 Term Corp ETF1.2M shares12.86%2025-12-312026-01-12 IBDT ISHARES TRUST IBDS DEC28 ETF1.1M shares11.05%2025-12-312026-01-12 QUAL iShares MSCI USA Quality Factor ETF134.6K shares-1.11%2025-12-312026-01-12 SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF308.1K shares-1.20%2025-12-312026-01-12 AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF302.2K shares-2.65%2025-12-312026-01-12 IBDU ISHARES TRUST IBONDS DEC 29 ET F1.1M shares12.79%2025-12-312026-01-12 IBDV ISHARES TRUST IBONDS DEC 2030 TERM CORPOR1.1M sharesnew addition2025-12-312026-01-12 QTEC First Tr Nasdaq 100 Fund85.7K shares-2.88%2025-12-312026-01-12 TILT Flexshares Morningstar70.1K shares-3.10%2025-12-312026-01-12 IYW iShares U.S. Technology ETF85.1K shares-2.97%2025-12-312026-01-12 RWK INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET130.2K shares-4.55%2025-12-312026-01-12 EFA Ishares Tr Msci Eafe Fd142.8K shares-4.19%2025-12-312026-01-12 NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF138.5K shares-1.76%2025-12-312026-01-12 FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF65.6K shares-3.84%2025-12-312026-01-12 COWG Pacer US Large Cp CA Cows Gr Ldrs ETF296.6K shares20.16%2025-12-312026-01-12 SPSM SPDR SERIES TRUST PORTFOLIO SM ETF180.0K shares-3.56%2025-12-312026-01-12 VTI Vanguard Total Stock Mkt24.5K shares2.66%2025-12-312026-01-12 NVDA Nvidia Corp43.0K shares1.32%2025-12-312026-01-12 QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF88.3K shares0.01%2025-12-312026-01-12 JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF65.4K shares-2.69%2025-12-312026-01-12 COWZ PACER FDS TR US CASH COWS 100 ETF116.5K shares-2.71%2025-12-312026-01-12 ESGD Ishares Esg Msci Eafe58.2K shares-1.17%2025-12-312026-01-12 DFAC DIMENSIONAL U S CORE EQUITY 2 ETF128.6K shares-10.00%2025-12-312026-01-12 RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF43.4K shares-1.34%2025-12-312026-01-12 DEUS Dutsch X Trck Rusl 100080.5K shares-0.27%2025-12-312026-01-12 SCHD SCHWAB US DIVIDEND EQ ETF142.5K shares-8.23%2025-12-312026-01-12 VUG Vanguard Growth8.0K shares-0.34%2025-12-312026-01-12 DGRO Ishares Core Dividend55.6K shares-8.77%2025-12-312026-01-12 XLK Sector Spdr Tech Select25.2K shares99.98%2025-12-312026-01-12 TSLA Tesla Motors Inc7.9K shares4.64%2025-12-312026-01-12 SCHB Schw US Brd Mkt Etf135.9K shares0.43%2025-12-312026-01-12 LRGF ISHARES TRUST MULTIFACTOR USA ETF45.0K shares0.00%2025-12-312026-01-12 INTU Intuit Inc4.6K shares-0.13%2025-12-312026-01-12 IJR Ishares Tr S&P Smallcap22.3K shares-0.73%2025-12-312026-01-12 ESG Flexsh Stoxx US Esg16.0K shares0.01%2025-12-312026-01-12 MDY Mid Cap SPDR4.1K shares-1.67%2025-12-312026-01-12 LLY Lilly Eli & Company2.2K shares83.74%2025-12-312026-01-12 SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF30.4K shares-7.57%2025-12-312026-01-12 MSFT Microsoft Corp4.6K shares-8.46%2025-12-312026-01-12 AMZN Amazon Com Inc7.9K shares-11.67%2025-12-312026-01-12 DIS Disney Walt Co15.7K shares0.42%2025-12-312026-01-12 ABBV Abbvie Inc6.9K shares0.09%2025-12-312026-01-12 V Visa Inc Cl A4.4K shares2.87%2025-12-312026-01-12 GEV Ge Vernova Llc Com2.3K shares184.88%2025-12-312026-01-12 JPM Jpmorgan Chase & Co4.7K shares0.11%2025-12-312026-01-12 AVUV AVANTIS US SMALL CAP VALUE ETF14.7K shares-8.80%2025-12-312026-01-12 GBFH GBank Financial Holdings Inc39.9K shares17.95%2025-12-312026-01-12 VIG Vanguard Div Apprciation5.8K shares-5.87%2025-12-312026-01-12 SYK Stryker Corp3.6K shares0.11%2025-12-312026-01-12 AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF15.5K shares-3.53%2025-12-312026-01-12 SPY S P D R TRUST Unit SR1.7K shares109.72%2025-12-312026-01-12 EZM Wisdomtree TRUST Midcap16.2K shares0.00%2025-12-312026-01-12 COST Costco Whsl Corp New1.2K shares-2.37%2025-12-312026-01-12 GS Goldman Sachs Group Inc1.2K shares-4.35%2025-12-312026-01-12 FVD First TRUST Value22.1K shares0.48%2025-12-312026-01-12 XOM Exxon Mobil Corporation8.1K shares0.16%2025-12-312026-01-12 JPIN Jpmorgan Dvrsfd Rtrn13.8K shares-0.47%2025-12-312026-01-12 WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF9.5K shares0.00%2025-12-312026-01-12 EIS iShares MSCI Israel ETF7.8K shares-0.55%2025-12-312026-01-12 OEF Ishares Tr S&P 100 Index2.4K shares0.00%2025-12-312026-01-12 NUSC Nuveen Esg Small Cap18.4K shares-0.63%2025-12-312026-01-12 IUS Invesco RAFI Strategic US ETF14.3K shares-0.70%2025-12-312026-01-12 META Meta Platforms Inc1.2K shares1.50%2025-12-312026-01-12 IWP Ishares Russell Midcap5.9K sharesnew addition2025-12-312026-01-12 NOC Northrop Grumman Corp1.4K shares0.00%2025-12-312026-01-12 BRK.A Berkshire Hathaway Inc A1 shares-50.00%2025-12-312026-01-12 NFLX Netflix Inc7.9K shares953.48%2025-12-312026-01-12 JNJ Johnson & Johnson3.6K shares9.52%2025-12-312026-01-12 USHY iShares Broad USD High Yield Corp Bd ETF19.7K shares-4.15%2025-12-312026-01-12 SUSL iShares ESG MSCI USA Leaders ETF5.7K shares3.04%2025-12-312026-01-12 IBIT iShares Bitcoin Trust ETF13.8K shares1.43%2025-12-312026-01-12 NUMV Nuveen Esg Mid Cap Value17.2K shares-4.35%2025-12-312026-01-12 ASML Asml Hldgs Nv603 shares0.00%2025-12-312026-01-12 IEFA Ishares Core Msci Eafe7.1K shares1.20%2025-12-312026-01-12 MS Morgan Stanley3.5K shares2.05%2025-12-312026-01-12 MA Mastercard Inc1.1K shares17.76%2025-12-312026-01-12 XJH iShares ESG Screened S&P Mid-Cap ETF13.7K shares0.00%2025-12-312026-01-12 VEU Vanguard Intl Eqty Index8.2K shares0.00%2025-12-312026-01-12 IWV Ishares Russell 30001.5K shares0.00%2025-12-312026-01-12 JPC Nuveen Preferred Income70.9K shares0.00%2025-12-312026-01-12 FEMS FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF13.6K shares0.04%2025-12-312026-01-12 SPHD Pwrshr S&P500 Hidiv11.9K shares0.00%2025-12-312026-01-12 BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF27.8K shares0.35%2025-12-312026-01-12 WMT Wal Mart Stores Inc4.8K shares6.61%2025-12-312026-01-12 CVX Chevron Corporation3.5K shares-2.39%2025-12-312026-01-12 PLTR PALANTIR TECH INC COM CL A2.9K sharesnew addition2025-12-312026-01-12 IVV Ishares TRUST S&P752 shares-16.72%2025-12-312026-01-12 ISRA Vaneck Vectors Israel ETF8.6K shares0.79%2025-12-312026-01-12 IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR23.7K shares66.55%2025-12-312026-01-12 JGH NUVEEN GLOBAL HIGH INCM FD SHS39.4K shares0.00%2025-12-312026-01-12 CWB Spdr Barclays Cnv5.5K shares0.00%2025-12-312026-01-12 MCD Mc Donalds Corp1.6K shares-0.32%2025-12-312026-01-12 VO Vanguard Mid Cap1.6K shares0.00%2025-12-312026-01-12 GBTC Bitcoin Investment Ord6.9K shares-2.65%2025-12-312026-01-12 IQDF FlexShares Intl Qual Div ETF15.3K shares0.00%2025-12-312026-01-12 DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF14.2K shares0.00%2025-12-312026-01-12 D Dominion Res Inc Va New7.7K shares0.00%2025-12-312026-01-12 SCHW The Charles Schwab Corp4.5K shares0.67%2025-12-312026-01-12 IVW Ishares S&P 500 Growth3.5K shares0.00%2025-12-312026-01-12 VGT Vanguard Info Technology570 shares0.00%2025-12-312026-01-12 NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF9.4K shares4.72%2025-12-312026-01-12 BSX Boston Scientific Corp4.3K shares-1.21%2025-12-312026-01-12 FTSL FIRST TRUST SENIOR LN FD ETF8.7K shares0.00%2025-12-312026-01-12 COF Capital One Financial Cp1.6K shares0.71%2025-12-312026-01-12 ADI Analog Devices Inc1.4K shares0.00%2025-12-312026-01-12 IBM Intl Business Machines1.2K shares0.32%2025-12-312026-01-12 BSCS INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF17.1K sharesnew addition2025-12-312026-01-12 IJH Ishares Tr S&P Midcap5.3K shares0.59%2025-12-312026-01-12 NUEM Nuveen Esg Emerging9.8K shares0.00%2025-12-312026-01-12 HYGV FLEXSHARES TRUST HIG YLD VL ET F8.5K shares-4.25%2025-12-312026-01-12 NUMG Nuveen Esg Mid Cap7.2K shares-1.79%2025-12-312026-01-12 AXON AXON ENTERPRISE INC COM600 shares0.00%2025-12-312026-01-12 FPF First TRUST Intermediate17.8K shares0.00%2025-12-312026-01-12 USRT ISHARES TRUST CRE U S REIT ETF5.7K shares0.00%2025-12-312026-01-12 XLRE Real Estate Select Sctr7.8K shares0.00%2025-12-312026-01-12 JFR Nuveen Floating Rate Income40.3K shares0.00%2025-12-312026-01-12 VTV Vanguard Value1.6K shares0.00%2025-12-312026-01-12 SCHK Schwab 1000 ETF9.4K shares0.00%2025-12-312026-01-12 MMC Marsh & Mc Lennan Co Inc1.7K shares1.22%2025-12-312026-01-12 HYI Western Asset High Yld Def Opp27.6K shares0.00%2025-12-312026-01-12 NVS Novartis AG ADR2.1K shares0.00%2025-12-312026-01-12 REZ Ishares Ftse Nareit Res3.5K shares-5.25%2025-12-312026-01-12 PFFD GLOBAL X FDS US PFD ETF15.2K shares-26.95%2025-12-312026-01-12 GLD SPDR Gold Shares720 sharesnew addition2025-12-312026-01-12 MGV Vanguard Mega Cap Value ETF2.0K shares0.00%2025-12-312026-01-12 A O N Plc A O N Plc800 shares0.00%2025-12-312026-01-12 VHT Vanguard Health Care957 shares0.00%2025-12-312026-01-12 VRP Invesco Variable Rate Preferred ETF11.3K shares0.00%2025-12-312026-01-12 TDY Teledyne Technologie538 shares0.00%2025-12-312026-01-12 FTEC Fidelity MSCI Information Tech ETF1.2K shares0.00%2025-12-312026-01-12 ORCL Oracle Corporation1.4K shares72.08%2025-12-312026-01-12 AVDV AVANTIS INTERNATNL SML CP VL ETF2.8K shares0.00%2025-12-312026-01-12 BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF13.1K shares-15.44%2025-12-312026-01-12 ITEQ BlueStar Israel Technology ETF4.4K shares5.74%2025-12-312026-01-12 AXP American Express Company670 shares1.52%2025-12-312026-01-12 XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF1.8K sharesnew addition2025-12-312026-01-12 BSCT INVSC BLTSHRS 2029 CORP BND ETF13.1K shares18.19%2025-12-312026-01-12 HD Home Depot Inc717 shares-2.32%2025-12-312026-01-12 BFOR Alps TRUST Etf2.9K shares0.00%2025-12-312026-01-12 FRI FIRST TRUST PORTFOLIOS COM ETF8.5K shares0.00%2025-12-312026-01-12 CWI Spdr Msci Acwi Ex Us6.4K shares0.00%2025-12-312026-01-12 JPEM Jpmrg Dvsfd Retn Emrg3.8K shares0.00%2025-12-312026-01-12 IWF Ishares Tr Russell478 shares0.00%2025-12-312026-01-12 IMAX Imax Corp6.1K sharesnew addition2025-12-312026-01-12 EMR Emerson Electric Co1.7K shares0.00%2025-12-312026-01-12 VB Vanguard Small Cap851 shares-12.27%2025-12-312026-01-12 PG Procter & Gamble1.5K sharesnew addition2025-12-312026-01-12 IWB Ishares Tr Russell555 shares0.36%2025-12-312026-01-12 PEP Pepsico Incorporated1.4K shares0.00%2025-12-312026-01-12 INTC Intel Corp5.6K sharesnew addition2025-12-312026-01-12 RTX Raytheon Technologies Ord1.1K sharesnew addition2025-12-312026-01-12 SRLN Spdr Blackstone Gso4.9K shares0.00%2025-12-312026-01-12 EOG E O G Resources Inc1.9K shares0.52%2025-12-312026-01-12 LION2 Lionsgate Studios Corp Registered Shs Isin#ca5362616.8K shares0.00%2025-12-312026-01-12 CohBar Inc CohBar Inc181.5K shares0.00%2025-12-312026-01-12 SLMT Brera Holdings Plc COM USD0.05 CL B (P/S)16.0K sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available