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
+38.94%
+21.47%
3,790,969.0
Software
AVGO
Broadcom Inc
32,538
8,969.1
-2.15%
3.340
-0.05%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
AAPL
Apple Inc
42,169
8,651.8
+0.96%
3.220
+0.03%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
GOOGL
Alphabet Inc
46,947
8,273.5
-1.02%
3.080
-0.03%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
V
Visa Inc
21,426
7,607.2
-3.30%
2.830
-0.10%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
WM
Waste Management Inc
31,671
7,247.0
-0.54%
2.700
-0.02%
0.010
-1.21%
+13.46%
91,475.4
Waste Management
META
Meta Platforms Inc
9,448
6,973.1
+3.36%
2.600
+0.08%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
CMI
Cummins Inc
20,802
6,812.7
+0.02%
2.540
0%
0.020
+25.05%
+1.57%
48,269.3
Industrial Products
BSX
Boston Scientific Corp
63,308
6,799.9
-5.26%
2.530
-0.14%
0.000
+8.96%
+16.03%
153,329.8
Medical Devices & Instruments
MET
MetLife Inc
77,618
6,242.0
+0.15%
2.330
0%
0.010
+7.13%
-4.47%
51,790.6
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
$708.26
22.34%
New holding
7,969
7,969
CSCO
Cisco Systems Inc
2025-06-30
Reduce
Reduce
-1.80%
●
53.19 ($61.46) 69.38
$68.05
10.72%
Reduce -89.55%
8,594
-73,678
AZO
AutoZone Inc
2025-06-30
Reduce
Reduce
-1.24%
●
3478.38 ($3688.06) 3880.15
$3,713.93
0.70%
Reduce -34.9%
1,533
-822
INGR
Ingredion Inc
2025-06-30
New Buy
New Buy
+1.04%
●
123.22 ($135.02) 140.95
$133.14
-1.39%
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
$151.75
15.65%
New holding
14,517
14,517
BSX
Boston Scientific Corp
2025-06-30
Reduce
Reduce
-0.14%
●
89.7 ($101.18) 107.41
$103.64
2.43%
Reduce -5.26%
63,308
-3,512
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-0.14%
●
274.35 ($384.44) 599.47
$282.65
-26.48%
Reduce -16.74%
3,302
-664
ACN
Accenture PLC
2025-06-30
Add
Add
+0.11%
●
279.23 ($304.68) 323.21
$282.44
-7.30%
Add 12.98%
8,277
951
CBOE
Cboe Global Markets Inc
2025-06-30
Add
Add
+0.10%
●
205.81 ($222.68) 234.23
$238.62
7.16%
Add 4.55%
25,148
1,094
V
Visa Inc
2025-06-30
Reduce
Reduce
-0.10%
●
308.27 ($348.58) 373.31
$349.05
0.13%
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

Discussions on RBA Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.