RW

RBA Wealth Management, LLC

13F
RBA Wealth Management, LLC
Last update 2025-07-17 93 Stocks (3 new)
Value $268.00 Mil Turnover 5 %
Countries:
Top Holdings: MSFT(3.74%)AVGO(3.34%)AAPL(3.22%)GOOGL(3.08%)V(2.83%)
Summary Stock Picks Current Portfolio
RBA Wealth Management, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
20,171
10,033.2
-2.23%
3.740
-0.07%
0.000
+38.00%
+20.34%
3,755,441.4
Software
AVGO
Broadcom Inc
32,538
8,969.1
-2.15%
3.340
-0.05%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
AAPL
Apple Inc
42,169
8,651.8
+0.96%
3.220
+0.03%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
GOOGL
Alphabet Inc
46,947
8,273.5
-1.02%
3.080
-0.03%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
V
Visa Inc
21,426
7,607.2
-3.30%
2.830
-0.10%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
WM
Waste Management Inc
31,671
7,247.0
-0.54%
2.700
-0.02%
0.010
-0.91%
+13.35%
91,382.8
Waste Management
META
Meta Platforms Inc
9,448
6,973.1
+3.36%
2.600
+0.08%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
CMI
Cummins Inc
20,802
6,812.7
+0.02%
2.540
0%
0.020
+28.72%
+3.55%
49,212.9
Industrial Products
BSX
Boston Scientific Corp
63,308
6,799.9
-5.26%
2.530
-0.14%
0.000
+8.53%
+15.49%
152,619.7
Medical Devices & Instruments
MET
MetLife Inc
77,618
6,242.0
+0.15%
2.330
0%
0.010
+6.83%
-4.03%
52,032.3
Insurance

RBA Wealth Management, LLC's Historical Top Holdings Breakdowns

RBA Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GS
The Goldman Sachs Group Inc
2025-06-30
New Buy
New Buy
+2.10%
●
462.22 ($578.93) 707.75
$700.41
20.98%
New holding
7,969
7,969
CSCO
Cisco Systems Inc
2025-06-30
Reduce
Reduce
-1.80%
●
53.19 ($61.46) 69.38
$68.16
10.90%
Reduce -89.55%
8,594
-73,678
AZO
AutoZone Inc
2025-06-30
Reduce
Reduce
-1.24%
●
3478.38 ($3688.06) 3880.15
$3,773.71
2.32%
Reduce -34.9%
1,533
-822
INGR
Ingredion Inc
2025-06-30
New Buy
New Buy
+1.04%
●
123.22 ($135.02) 140.95
$134.06
-0.71%
New holding
20,639
20,639
NRG
NRG Energy Inc
2025-06-30
New Buy
New Buy
+0.87%
●
83.61 ($131.21) 162.67
$153.96
17.34%
New holding
14,517
14,517
BSX
Boston Scientific Corp
2025-06-30
Reduce
Reduce
-0.14%
●
89.7 ($101.18) 107.41
$103.16
1.96%
Reduce -5.26%
63,308
-3,512
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-0.14%
●
274.35 ($384.44) 599.47
$285.13
-25.83%
Reduce -16.74%
3,302
-664
ACN
Accenture PLC
2025-06-30
Add
Add
+0.11%
●
279.23 ($304.68) 323.21
$286.96
-5.82%
Add 12.98%
8,277
951
CBOE
Cboe Global Markets Inc
2025-06-30
Add
Add
+0.10%
●
205.81 ($222.68) 234.23
$241.18
8.31%
Add 4.55%
25,148
1,094
V
Visa Inc
2025-06-30
Reduce
Reduce
-0.10%
●
308.27 ($348.58) 373.31
$351.86
0.94%
Reduce -3.3%
21,426
-731

RBA Wealth Management, LLC Total Holding History ($B)

To

RBA Wealth Management, LLC's Asset Allocation

To

RBA Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RBA Wealth Management, LLC's Hypothetical Growth since 2025-06-30

RBA Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RBA Wealth Management, LLC's Holdings Heat Map

Size field:

RBA Wealth Management, LLC's Holdings Bubble Chart

RBA Wealth Management, LLC News

  • 1

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