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The Analysis of RWQ Financial Management Services, Inc.'s Holdings & P&L

Currently, RWQ Financial Management Services, Inc. holds 22 types of securities in its portfolio with a total value $153.4M. In the most recent quarter, they have increased their positions in N/A (+17.5K shares, valued at $10.1M), GEV (+10.5K shares, valued at $9.1M), N/A (+12.9K shares, valued at $6.2M); decreased their positions in META (-25.1K shares, valued at $14.3M), SMH (-29.5K shares, valued at $11.3M), TSLA (-22.3K shares, valued at $8.3M); initiated new positions in N/A (+12.9K shares, valued at $6.2M), ABBV (+23.2K shares, valued at $5.0M), NFLX (+42.7K shares, valued at $4.1M).

1M P&L

+14.7M+7.86%

3M P&L

+25.3M+14.35%

HY P&L

+29.4M+17.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A35.3M

19.7%

2Software - Infrastructure28.9M

16.2%

3Semiconductors27.7M

15.4%

Top Industries by Stock Count

1Semiconductors3 stocks

18.8%

2Software - Infrastructure3 stocks

18.8%

3Utilities - Renewable2 stocks

12.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SMH VANECK ETF TRUST36.7K shares-44.50%2026-03-312026-05-14

AAPL APPLE INC55.1K shares58.67%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC39.5K shares-18.21%2026-03-312026-05-14

GEV GE VERNOVA INC13.4K shares357.95%2026-03-312026-05-14

NVDA NVIDIA CORPORATION66.0K shares-0.11%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR17.9K shares4999.72%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO30.6K shares-44.70%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F137.2K shares-30.29%2026-03-312026-05-14

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ALPHABET INC ALPHABET INC24.1K shares-53.66%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.9K sharesnew addition2026-03-312026-05-14

BROADCOM INC BROADCOM INC18.9K shares-58.07%2026-03-312026-05-14

AMZN AMAZON COM INC28.1K shares-48.26%2026-03-312026-05-14

ABBV ABBVIE INC23.2K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP13.6K shares-51.50%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE16.6K shares-17.89%2026-03-312026-05-14

META META PLATFORMS INC8.0K shares-75.89%2026-03-312026-05-14

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TSLA TESLA INC11.9K shares-65.27%2026-03-312026-05-14

NFLX NETFLIX INC.42.7K sharesnew addition2026-03-312026-05-14

NLR VANECK ETF TRUST27.5K sharesnew addition2026-03-312026-05-14

MU MICRON TECHNOLOGY INC10.0K sharesnew addition2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP6.8K shares-68.35%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS400 sharesnew addition2026-03-312026-05-14

SMH

VANECK ETF TRUST

-44.50%

Shares36.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

58.67%

Shares55.1K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-18.21%

Shares39.5K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

357.95%

Shares13.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-0.11%

Shares66.0K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

4999.72%

Shares17.9K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-44.70%

Shares30.6K

Event2026-03-31

Filed2026-05-14

JEPQ

J P MORGAN EXCHANGE TRADED F

-30.29%

Shares137.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-53.66%

Shares24.1K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

New

Shares12.9K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-58.07%

Shares18.9K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-48.26%

Shares28.1K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

New

Shares23.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-51.50%

Shares13.6K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-17.89%

Shares16.6K

Event2026-03-31

Filed2026-05-14