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
49 檔
24.7%
According to the latest 13F quarterly dataset, Rench Wealth Management, Inc. managed an equity portfolio of $372.5M at the end of Q1 2025, spanning 49 distinct U.S. exchange-listed positions.
In Q1 2025, Rench Wealth Management, Inc. displayed an active expansion posture, initiating 49 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.13% | -1.00% | -0.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.09% | +0.04% | +0.22% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.38% | -0.51% | +0.97% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 5.86% | -0.14% | +0.94% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.27% | -0.07% | -0.77% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.45% | +0.07% | +1.02% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.26% | -0.23% | +0.17% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.21% | -0.29% | -0.63% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 3.13% | -0.44% | -0.25% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.03% | +0.38% | +1.59% | |
| 11 | PAYX | Paychex Inc | Stock-Tech | 2.95% | -0.06% | -1.22% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.53% | -0.46% | +1.59% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.45% | -0.38% | +1.90% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 2.30% | -0.14% | +1.36% | |
| 15 | ETR | Entergy CORP | Stock-Utilities | 2.21% | -0.22% | -1.05% | |
| 16 | FAST | Fastenal Co | Stock-Industrials | 2.18% | -0.18% | +1.73% | |
| 17 | RSG | Republic Services Inc | Stock-Industrials | 2.11% | -0.24% | +2.77% | |
| 18 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.09% | -0.71% | +1.06% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 2.07% | +2.41% | — | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.04% | +0.34% | +2.86% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.73% | +1.18% | |
| 22 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.97% | -0.43% | +3.49% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.83% | -0.59% | +1.28% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.79% | -0.31% | +2.09% | |
| 25 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.74% | -1.15% | EXIT | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 1.66% | +1.97% | +2.00% | |
| 27 | INTU | Intuit Inc | Stock-Tech | 1.63% | +0.05% | -0.23% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.55% | -0.23% | +1.92% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.53% | +0.56% | -1.87% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | -0.29% | -2.14% | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 1.52% | +0.13% | +2.06% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 1.41% | -0.14% | +0.14% | |
| 33 | MCHP | Microchip Technology Inc | Stock-Tech | 1.39% | +0.48% | +3.00% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | -0.07% | +1.48% | |
| 35 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.31% | -0.12% | +1.33% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.22% | -0.03% | +1.18% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 1.20% | -0.04% | +0.53% | |
| 38 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.59% | +0.11% | +28.69% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.01% | +0.17% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | -0.04% | -4.30% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | +0.01% | +1.06% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.19% | -0.01% | +0.28% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.16% | +0.18% | +60.50% | |
| 44 | SMPL | Simply Good Foods Co/the | Stock-Other | 0.12% | — | — | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.11% | — | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.02% | +5.77% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.10% | -0.02% | -1.57% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.08% | -0.06% | -4.82% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.02% | -1.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 8 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 9 | ABT | Abbott Laboratories | — | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 11 | PAYX | Paychex Inc | — | NEW | New buy |
| 12 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 13 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 14 | MA | Mastercard Inc - A | — | NEW | New buy |
| 15 | ETR | Entergy CORP | — | NEW | New buy |
| 16 | FAST | Fastenal Co | — | NEW | New buy |
| 17 | RSG | Republic Services Inc | — | NEW | New buy |
| 18 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 19 | LRCX | Lam Research CORP | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | BAH | Booz Allen Hamilton Holdings | — | NEW | New buy |
| 23 | CVX | Chevron CORP | — | NEW | New buy |
| 24 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 25 | DPZ | Domino's Pizza Inc | — | NEW | New buy |
| 26 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 27 | INTU | Intuit Inc | — | NEW | New buy |
| 28 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 29 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 30 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 31 | ELV | Elevance Health Inc | — | NEW | New buy |
| 32 | SO | Southern Co/the | — | NEW | New buy |
| 33 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 34 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 35 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 36 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 37 | BA | Boeing Co/the | — | NEW | New buy |
| 38 | DHI | Dr Horton Inc | — | NEW | New buy |
| 39 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 40 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 41 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 42 | ECL | Ecolab Inc | — | NEW | New buy |
| 43 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 44 | SMPL | Simply Good Foods Co/the | — | NEW | New buy |
| 45 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 46 | WMT | Walmart Inc | — | NEW | New buy |
| 47 | PEP | Pepsico Inc | — | NEW | New buy |
| 48 | T | At&t Inc | — | NEW | New buy |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
According to official SEC Form 13F filings, Rench Wealth Management, Inc. reported a total U.S. public equity portfolio value of $372.5M across 49 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 NVDA, AAPL, MSFT) accounted for 24.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $23.5M
During Q1 2025, Rench Wealth Management, Inc.'s top holdings by market value included NVDA (8.1%)、AAPL (7.1%)、MSFT (6.4%). The largest single position, NVDA, represented 8.1% of total portfolio value.
In Q1 2025, Rench Wealth Management, Inc. made 49 total portfolio adjustments, initiating 49 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.
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.