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CIK: 0001776296
Total reported value
$272.5M
$272.5M
94 檔
15.1%
The Q1 2025 SEC filing reveals that RBA Wealth Management, LLC held a total portfolio value of $272.5M, covering 94 public equity positions.
In Q1 2025, RBA Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.67% | -0.06% | -0.54% | |
| 2 | AZO | Autozone Inc | Stock-Consumer Disc | 3.55% | -1.87% | EXIT | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 3.07% | +0.07% | +0.48% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.28% | +1.03% | |
| 5 | WM | Waste Management Inc | Stock-Industrials | 2.92% | -0.27% | +0.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | -1.56% | +1.02% | |
| 7 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.67% | -0.32% | -0.86% | |
| 8 | CMI | Cummins Inc | Stock-Industrials | 2.58% | -1.54% | -0.18% | |
| 9 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.50% | -0.13% | +1.17% | |
| 10 | MET | Metlife Inc | Stock-Financials | 2.46% | +0.19% | +0.39% | |
| 11 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.24% | +0.31% | +1.49% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.20% | -0.49% | -35.43% | |
| 13 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.15% | -0.43% | — | |
| 14 | EWBC | East West Bancorp Inc | Stock-Financials | 2.14% | +0.36% | +6.75% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | -0.16% | +1.76% | |
| 16 | AEP | American Electric Power | Stock-Utilities | 2.04% | -0.03% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.02% | -0.09% | +3.17% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 2.01% | -0.21% | EXIT | |
| 19 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.99% | +0.01% | +2.91% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.97% | -0.24% | EXIT | |
| 21 | SNPS | Synopsys Inc | Stock-Tech | 1.96% | +0.01% | +3.24% | |
| 22 | EXP | Eagle Materials Inc | Stock-Materials | 1.96% | — | +1.74% | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 1.92% | +0.66% | +1.70% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.87% | -0.17% | +4.22% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.86% | +0.47% | +1.61% | |
| 26 | TRGP | Targa Resources CORP | Stock-Energy | 1.81% | -0.24% | EXIT | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.78% | -0.33% | +1.66% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.72% | — | +3.18% | |
| 29 | URI | United Rentals Inc | Stock-Industrials | 1.70% | +0.93% | — | |
| 30 | PLD | Prologis Inc | Stock-Real Estate | 1.68% | -0.14% | +0.69% | |
| 31 | EA | Electronic Arts Inc | Stock-Comm Services | 1.61% | — | +3.59% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 1.60% | +0.57% | +4.50% | |
| 33 | FIS | Fidelity National Info Serv | Stock-Tech | 1.59% | — | +3.01% | |
| 34 | CI | THE Cigna Group | Stock-Healthcare | 1.56% | +0.93% | +5.30% | |
| 35 | FLS | Flowserve CORP | Stock-Industrials | 1.56% | -0.14% | +2.42% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.49% | +0.85% | -0.27% | |
| 37 | PVH | Pvh CORP | Stock-Consumer Disc | 1.49% | +0.11% | — | |
| 38 | KBH | Kb Home | Stock-Consumer Disc | 1.48% | — | +2.80% | |
| 39 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 1.39% | — | — | |
| 40 | TFX | Teleflex Inc | Stock-Healthcare | 1.17% | — | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.10% | +0.30% | -0.12% | |
| 42 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.07% | +0.47% | +5.94% | |
| 43 | EOG | Eog Resources Inc | Stock-Energy | 1.04% | -0.19% | +2.58% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.90% | -0.66% | +10.36% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.05% | -5.75% | |
| 46 | VICI | Vici Properties Inc | Stock-Real Estate | 0.79% | -0.06% | +664.99% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.64% | — | -1.54% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | +0.01% | +13.37% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.20% | -6.76% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AZO | Autozone Inc | — | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | WM | Waste Management Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 8 | CMI | Cummins Inc | — | NEW | New buy |
| 9 | ACGL | Arch Capital Group Ltd. | — | NEW | New buy |
| 10 | MET | Metlife Inc | — | NEW | New buy |
| 11 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 14 | EWBC | East West Bancorp Inc | — | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 16 | AEP | American Electric Power | — | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 18 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 19 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 20 | HD | Home Depot Inc | — | NEW | New buy |
| 21 | SNPS | Synopsys Inc | — | NEW | New buy |
| 22 | EXP | Eagle Materials Inc | — | NEW | New buy |
| 23 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 24 | MDT | Medtronic plc | — | NEW | New buy |
| 25 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 26 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 27 | CRM | Salesforce Inc | — | NEW | New buy |
| 28 | ADBE | Adobe Inc | — | NEW | New buy |
| 29 | URI | United Rentals Inc | — | NEW | New buy |
| 30 | PLD | Prologis Inc | — | NEW | New buy |
| 31 | EA | Electronic Arts Inc | — | NEW | New buy |
| 32 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 33 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 34 | CI | THE Cigna Group | — | NEW | New buy |
| 35 | FLS | Flowserve CORP | — | NEW | New buy |
| 36 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 37 | PVH | Pvh CORP | — | NEW | New buy |
| 38 | KBH | Kb Home | — | NEW | New buy |
| 39 | MHK | Mohawk Industries Inc | — | NEW | New buy |
| 40 | TFX | Teleflex Inc | — | NEW | New buy |
| 41 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 42 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 43 | EOG | Eog Resources Inc | — | NEW | New buy |
| 44 | ACN | Accenture plc | — | NEW | New buy |
| 45 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 46 | VICI | Vici Properties Inc | — | NEW | New buy |
| 47 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 48 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 49 | CVX | Chevron CORP | — | NEW | New buy |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, RBA Wealth Management, LLC reported a total U.S. public equity portfolio value of $272.5M across 94 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AZO, V) accounted for 15.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $9.3M
During Q1 2025, RBA Wealth Management, LLC's top holdings by market value included AAPL (3.7%)、AZO (3.5%)、V (3.1%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q1 2025, RBA Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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