13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001599016
Total reported value
$372.5M
$372.5M
51 檔
26.6%
As reported in its official Q4 2024 Form 13F filing, Rench Wealth Management, Inc.'s tracked investment portfolio stood at $372.5M with 51 total positions.
In Q4 2024, Rench Wealth Management, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.00% | -1.00% | -3.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.88% | +0.04% | -0.19% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.01% | -0.51% | +1.20% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.71% | -0.14% | +2.41% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.15% | -0.07% | -0.41% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.89% | +0.07% | +3.12% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.59% | +0.38% | +3.07% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.16% | -0.23% | -1.07% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.78% | -0.29% | -3.08% | |
| 10 | PAYX | Paychex Inc | Stock-Tech | 2.68% | -0.06% | -2.07% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 2.65% | -0.44% | -1.20% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.59% | -0.46% | +4.68% | |
| 13 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 2.31% | -0.43% | +2.76% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.31% | -0.38% | +4.56% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.15% | -0.14% | +3.09% | |
| 16 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.05% | -0.71% | -0.98% | |
| 17 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.01% | — | +929.66% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 1.96% | -0.18% | +2.57% | |
| 19 | ETR | Entergy CORP | Stock-Utilities | 1.96% | -0.22% | +94.90% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.89% | +0.34% | -3.71% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 1.80% | +1.97% | +3.36% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -0.73% | +1.94% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.75% | -0.31% | +4.27% | |
| 24 | RSG | Republic Services Inc | Stock-Industrials | 1.69% | -0.24% | +7.88% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.65% | +0.05% | -3.68% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.59% | -0.23% | +1.87% | |
| 27 | MCHP | Microchip Technology Inc | Stock-Tech | 1.58% | +0.48% | +3.20% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.54% | -0.59% | +1.56% | |
| 29 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.54% | -1.15% | EXIT | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.48% | +0.56% | -1.70% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.47% | -0.07% | +0.21% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.36% | -0.03% | -5.31% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.36% | -0.29% | -3.05% | |
| 34 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.31% | -0.12% | -4.22% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 1.25% | +0.13% | -5.95% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 1.25% | -0.14% | +0.08% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 1.22% | -0.04% | -4.04% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.01% | — | |
| 39 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.50% | +0.11% | +91.97% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | -0.04% | +214.22% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.18% | +0.01% | +3.66% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.17% | -0.01% | -15.34% | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.14% | +0.01% | — | |
| 44 | SMPL | Simply Good Foods Co/the | Stock-Other | 0.13% | — | — | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.11% | — | — | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.10% | +0.18% | — | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.10% | -0.02% | +0.41% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.02% | +10.14% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.02% | +0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.7% | +3.12% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | -3.04% | Trim |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.6% | NEW | New buy |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +3.07% | Add |
| 5 | AAPL | Apple Inc | +0.5% | -0.19% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -0.41% | Trim |
| 7 | ISRG | Intuitive Surgical Inc | +0.3% | +4.68% | Add |
| 8 | ETR | Entergy CORP | +0.2% | +94.90% | Add |
| 9 | MA | Mastercard Inc - A | +0.2% | +3.09% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | +4.56% | Add |
| 11 | DHI | Dr Horton Inc | +0.1% | +91.97% | Add |
| 12 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 13 | AJG | Arthur J Gallagher & Co | +0.1% | +2.41% | Add |
| 14 | SMPL | Simply Good Foods Co/the | +0.1% | NEW | New buy |
| 15 | BA | Boeing Co/the | +0.1% | -4.04% | Trim |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -1.70% | Trim |
| 17 | RSG | Republic Services Inc | +0.1% | +7.88% | Add |
| 18 | IWS | Ishares Russell Mid-cap Valu | +0.1% | NEW | New buy |
| 19 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 20 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 21 | T | At&t Inc | +0.1% | NEW | New buy |
| 22 | FAST | Fastenal Co | +0.1% | +2.57% | Add |
| 23 | PAYX | Paychex Inc | 0% | -2.07% | Trim |
| 24 | WMT | Walmart Inc | 0% | +10.14% | Add |
| 25 | DPZ | Domino's Pizza Inc | 0% | +3.68% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | +3.66% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.23% | Add |
| 28 | SCHD | Schwab US Dvd Equity ETF | — | +214.22% | Add |
| 29 | PEP | Pepsico Inc | 0% | +0.41% | Add |
| 30 | CVX | Chevron CORP | 0% | +1.56% | Add |
| 31 | INTU | Intuit Inc | -0.1% | -3.68% | Trim |
| 32 | ECL | Ecolab Inc | -0.1% | -15.34% | Trim |
| 33 | ABT | Abbott Laboratories | -0.1% | -1.20% | Trim |
| 34 | OKE | Oneok Inc | -0.1% | EXIT | Sold out |
| 35 | MSFT | Microsoft CORP | -0.1% | +1.20% | Add |
| 36 | SO | Southern Co/the | -0.1% | +0.08% | Add |
| 37 | XOM | Exxon Mobil CORP | -0.1% | +1.94% | Add |
| 38 | LOW | Lowe's Cos Inc | -0.1% | +1.87% | Add |
| 39 | PEG | Public Service Enterprise Gp | -0.1% | -4.22% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -1.07% | Trim |
| 41 | UPS | United Parcel Service-cl B | -0.2% | -5.31% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.2% | +0.21% | Add |
| 43 | LRCXEUR | Lam Research CORP | -0.2% | +929.66% | Add |
| 44 | VZ | Verizon Communications Inc | -0.2% | -3.05% | Trim |
| 45 | NEE | Nextera Energy Inc | -0.2% | +4.27% | Add |
| 46 | LHX | L3harris Technologies Inc | -0.3% | -0.98% | Trim |
| 47 | AMAT | Applied Materials Inc | -0.4% | +3.36% | Add |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | -3.71% | Trim |
| 49 | JNJ | Johnson & Johnson | -0.5% | -3.08% | Trim |
| 50 | BAH | Booz Allen Hamilton Holdings | -0.6% | +2.76% | Add |
According to official SEC Form 13F filings, Rench Wealth Management, Inc. reported a total U.S. public equity portfolio value of $372.5M across 51 disclosed positions in Q4 2024.
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 NVDA, AAPL, MSFT) accounted for 26.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
RSP
市值: $1.7M
Top Position Liquidated / Trimmed
OKE
前期市值: $257.5K
During Q4 2024, Rench Wealth Management, Inc.'s top holdings by market value included NVDA (10.0%)、AAPL (7.9%)、MSFT (7.0%). The largest single position, NVDA, represented 10.0% of total portfolio value.
In Q4 2024, Rench Wealth Management, Inc. made 52 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 17 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.