Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $252,783,510
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 41,770 $9,278,426 3.67%
2.
Autozone Inc
 AZO 2,355 $8,979,097 3.55%
3.
Visa Inc.
 V 22,157 $7,764,987 3.07%
4.
Microsoft Corp
 MSFT 20,631 $7,744,517 3.06%
5.
Waste Management Inc
 WM 31,844 $7,372,136 2.92%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)