- New Purchases: BSCM, BSCL, XLK, MSFT, INSG,
- Added Positions: IJR, FDT, EZM, FVD, DGRW, MDY, JPIN, IPKW, QTEC, IYG, SYK, AMZN, VIG,
- Reduced Positions: JPST, IBDK, BRK.B, BSCJ, SCHB, BSCK, VEU, INDA, DIS,
- Sold Out: QQQ, FPE, BRK.A, SDOG, GOOGL,
For the details of RVW Wealth, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rvw+wealth%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of RVW Wealth, LLC- iShares Core S&P Small-Cap (IJR) - 482,008 shares, 13.80% of the total portfolio. Shares added by 5.24%
- WisdomTree U.S. MidCap Fund (EZM) - 824,616 shares, 12.06% of the total portfolio. Shares added by 3.54%
- WisdomTree U.S. Quality Dividend Growth Fund (DGRW) - 442,277 shares, 7.06% of the total portfolio. Shares added by 5.11%
- JPMorgan Ultra-Short Income (JPST) - 363,077 shares, 6.69% of the total portfolio. Shares reduced by 6.88%
- Invesco BuyBack Achievers ETF (PKW) - 267,603 shares, 6.13% of the total portfolio. Shares added by 0.49%
RVW Wealth, LLC initiated holding in Invesco BulletShares 2022 Corporate Bond. The purchase prices were between $21.01 and $21.43, with an estimated average price of $21.17. The stock is now traded at around $21.35. The impact to a portfolio due to this purchase was 1.92%. The holding were 245,249 shares as of .
New Purchase: Invesco BulletShares 2021 Corporate Bond (BSCL)RVW Wealth, LLC initiated holding in Invesco BulletShares 2021 Corporate Bond. The purchase prices were between $20.96 and $21.24, with an estimated average price of $21.06. The stock is now traded at around $21.17. The impact to a portfolio due to this purchase was 1.4%. The holding were 180,433 shares as of .
New Purchase: SPDR Select Sector Fund - Technology (XLK)RVW Wealth, LLC initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $70.63 and $78.96, with an estimated average price of $76.22. The stock is now traded at around $79.95. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,329 shares as of .
New Purchase: Microsoft Corp (MSFT)RVW Wealth, LLC initiated holding in Microsoft Corp. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $137.06. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,673 shares as of .
New Purchase: Inseego Corp (INSG)RVW Wealth, LLC initiated holding in Inseego Corp. The purchase prices were between $4.24 and $5.45, with an estimated average price of $4.71. The stock is now traded at around $4.87. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,000 shares as of .
Sold Out: Invesco QQQ Trust Series 1 (QQQ)RVW Wealth, LLC sold out a holding in Invesco QQQ Trust Series 1. The sale prices were between $170.12 and $191.11, with an estimated average price of $184.
Sold Out: First Trust Preferred Securities and Income ETF (FPE)RVW Wealth, LLC sold out a holding in First Trust Preferred Securities and Income ETF. The sale prices were between $19.06 and $19.39, with an estimated average price of $19.22.
Sold Out: Berkshire Hathaway Inc (BRK.A)RVW Wealth, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $297060 and $327766, with an estimated average price of $310849.
Sold Out: ALPS Sector Dividend Dogs (SDOG)RVW Wealth, LLC sold out a holding in ALPS Sector Dividend Dogs. The sale prices were between $40.38 and $44.41, with an estimated average price of $43.13.
Sold Out: Alphabet Inc (GOOGL)RVW Wealth, LLC sold out a holding in Alphabet Inc. The sale prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78.
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