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RWQ Financial Management Services, Inc.13F | |
| RWQ Financial Management Services, Inc. | |
| Last update 2025-05-02 | 23 Stocks (8 new) |
| Value $151.00 Mil | Turnover 19 % |
RWQ Financial Management Servi... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 50,262 | 28,968.8 | -3.33% | 19.170 | -0.40% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
NVDA | NVIDIA Corp | 183,797 | 19,920.0 | +24.58% | 13.180 | +2.60% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
TSLA | Tesla Inc | 54,286 | 14,068.8 | +37.42% | 9.310 | +2.53% | 0.000 | +17.64% | -24.40% | 984,729.5 | Vehicles & Parts | |
NFLX | Netflix Inc | 13,440 | 12,533.2 | +371.41% | 8.290 | +6.53% | 0.000 | +7.65% | +32.47% | 501,736.0 | Media - Diversified | |
CRWD | CrowdStrike Holdings Inc | 33,622 | 11,854.5 | -28.04% | 7.840 | -1.76% | 0.010 | +11.59% | +35.03% | 115,160.1 | Software | |
JPM | JPMorgan Chase & Co | 39,450 | 9,677.1 | -61.08% | 6.400 | -5.81% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
AVGO | Broadcom Inc | 54,225 | 9,078.9 | -32.80% | 6.010 | -2.40% | 0.000 | +53.81% | +25.20% | 1,357,939.1 | Semiconductors | |
GOOGL | Alphabet Inc | 57,875 | 8,949.9 | -25.54% | 5.920 | -1.47% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 46,531 | 7,724.1 | -42.63% | 5.110 | -2.67% | 0.000 | +47.67% | +23.24% | 1,253,063.2 | Semiconductors | |
MSFT | Microsoft Corp | 19,031 | 7,144.0 | -58.09% | 4.730 | -4.35% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software |
RWQ Financial Management Services, Inc.'s Historical Top Holdings Breakdowns
RWQ Financial Management Services, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Sold Out Sold Out | -8.81% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Sold Out | 0 | -102,683 | |
AAPL | Apple Inc | 2025-03-31 | Sold Out Sold Out | -7.58% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Sold Out | 0 | -77,351 | |
NFLX | Netflix Inc | 2025-03-31 | Add Add | +6.53% | 828.4 ($951.01) 1058.6 | $1,180.76 | 24.16% | Add 371.41% | 13,440 | 10,589 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -5.81% | 225.19 ($254.94) 279.95 | $296.55 | 16.32% | Reduce -61.08% | 39,450 | -61,919 | |
GE | GE Aerospace | 2025-03-31 | New Buy New Buy | +4.38% | 168.59 ($196.75) 212.13 | $268.01 | 36.22% | New holding | 33,075 | 33,075 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -4.35% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Reduce -58.09% | 19,031 | -26,376 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Sold Out Sold Out | -3.51% | 44.91 ($52.94) 60.42 | $67.66 | 27.81% | Sold Out | 0 | -169,194 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Reduce Reduce | -3.20% | 211.47 ($239.69) 267.17 | $287.80 | 20.07% | Reduce -79.21% | 8,855 | -33,743 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Reduce Reduce | -2.67% | 165.25 ($194.34) 224.62 | $241.60 | 24.32% | Reduce -42.63% | 46,531 | -34,576 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +2.60% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 24.58% | 183,797 | 36,261 |
RWQ Financial Management Services, Inc. Total Holding History ($B)
RWQ Financial Management Services, Inc.'s Asset Allocation
RWQ Financial Management Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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RWQ Financial Management Services, Inc.'s Hypothetical Growth since 2025-03-31
RWQ Financial Management Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RWQ Financial Management Services, Inc.'s Holdings Heat Map
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RWQ Financial Management Services, Inc.'s Holdings Bubble Chart
RWQ Financial Management Services, Inc. News
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