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Home > Institutional Investor > Rba Wealth Management, Llc > Profile

Instuitional Investor - Rba Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Rba Wealth Management, Llc
Portfolio Value $262,651,353
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 51,499 $11,939,590 4.54%
2.
Apple Inc.
 AAPL 41,996 $10,516,600 4%
3.
Alphabet Inc.
 GOOGL 46,951 $8,887,904 3.38%
4.
Microsoft Corp
 MSFT 20,420 $8,606,926 3.27%
5.
Autozone Inc
 AZO 2,366 $7,575,932 2.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)