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CIK: 0001767617
Total reported value
$371.0M
$371.0M
50 檔
49.2%
As reported in its official Q4 2024 Form 13F filing, Reston Wealth Management LLC's tracked investment portfolio stood at $371.0M with 50 total positions.
In Q4 2024, Reston Wealth Management LLC adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 32 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 22.18% | +0.36% | +0.39% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 18.37% | -0.05% | +209.53% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 10.10% | -0.66% | +1.09% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.88% | -0.11% | +3.63% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.30% | +0.07% | +1.22% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 6.26% | +0.20% | +0.92% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.80% | -0.18% | +0.09% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.34% | -0.01% | +3.04% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.59% | -0.16% | +127.69% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.93% | +0.05% | +124.84% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.62% | +0.13% | +233.15% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.47% | +0.11% | +123.06% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.04% | -0.23% | +1.02% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.88% | +0.01% | +352.09% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.71% | -0.02% | +10.16% | |
| 16 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.67% | +0.08% | -1.26% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.05% | -0.77% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.52% | — | +0.37% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.01% | -0.67% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.40% | -0.01% | -3.54% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | +0.03% | -5.30% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.30% | -0.01% | +42.50% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.04% | -5.63% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.29% | -0.03% | +0.57% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | -0.04% | -20.97% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | — | +2.18% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | -0.01% | +1.40% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | -36.36% | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.21% | — | +0.44% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.21% | — | +0.35% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.10% | +0.47% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.18% | +0.06% | NEW | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | +0.04% | +32.54% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | -0.01% | -12.29% | |
| 35 | ANET | Arista Networks Inc | Stock-Tech | 0.13% | +0.03% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | -0.03% | -6.13% | |
| 37 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.13% | -0.04% | -12.22% | |
| 38 | UGI | Ugi CORP | Stock-Utilities | 0.12% | -0.04% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.11% | — | +3888.06% | |
| 40 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.10% | — | -6.77% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.09% | — | -3.39% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | -0.01% | -1.71% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.09% | -0.03% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | — | -1.27% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.03% | -19.94% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.08% | -0.02% | — | |
| 47 | BGT | Blackrock Fltng Rt Inc Tr | Stock-Other | 0.08% | — | +2.80% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | — | -3.96% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.08% | -0.01% | +0.62% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.07% | -0.07% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.9% | +0.39% | Add |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.9% | +209.53% | Add |
| 3 | SMLF | Ishares US Smallcap Equity F | +0.3% | +0.92% | Add |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | +0.3% | +127.69% | Add |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +1.22% | Add |
| 6 | SCHM | Schwab US Mid Cap ETF | +0.2% | +233.15% | Add |
| 7 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.2% | +123.06% | Add |
| 8 | SCHG | Schwab US Large-cap Growth | +0.2% | +352.09% | Add |
| 9 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 10 | UGI | Ugi CORP | +0.1% | NEW | New buy |
| 11 | RTX | Rtx CORP | +0.1% | +3888.06% | Add |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +42.50% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.67% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.1% | +2.18% | Add |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +0.09% | Add |
| 16 | CAT | Caterpillar Inc | 0% | EXIT | Sold out |
| 17 | JNJ | Johnson & Johnson | 0% | EXIT | Sold out |
| 18 | UNH | Unitedhealth Group Inc | 0% | EXIT | Sold out |
| 19 | NFLX | Netflix Inc | 0% | EXIT | Sold out |
| 20 | CSCO | Cisco Systems Inc | 0% | EXIT | Sold out |
| 21 | PRF | Invesco Rafi US 1000 ETF | 0% | EXIT | Sold out |
| 22 | EEM | Ishares Msci Emerging Market | 0% | EXIT | Sold out |
| 23 | MA | Mastercard Inc - A | 0% | EXIT | Sold out |
| 24 | MCK | Mckesson CORP | -0.1% | EXIT | Sold out |
| 25 | AMAT | Applied Materials Inc | -0.1% | EXIT | Sold out |
| 26 | BX | Blackstone Inc | -0.1% | EXIT | Sold out |
| 27 | AOR | Ishares Core 60/40 Balanced | -0.1% | EXIT | Sold out |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | EXIT | Sold out |
| 29 | MS | Morgan Stanley | -0.1% | EXIT | Sold out |
| 30 | SHOP | Shopify Inc - Class A | -0.1% | EXIT | Sold out |
| 31 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 32 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | EXIT | Sold out |
| 33 | HD | Home Depot Inc | -0.1% | EXIT | Sold out |
| 34 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | EXIT | Sold out |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.1% | EXIT | Sold out |
| 36 | XLE | Ss Energy Select Sector | -0.1% | EXIT | Sold out |
| 37 | BSJQ | Invesco Bulletshares 2026 Hy | -0.1% | EXIT | Sold out |
| 38 | PEG | Public Service Enterprise Gp | -0.1% | EXIT | Sold out |
| 39 | BSJP | Invesco Bulletshares 2025 Hy | -0.1% | EXIT | Sold out |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | +1.09% | Add |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | -36.36% | Trim |
| 42 | ELV | Elevance Health Inc | -0.1% | EXIT | Sold out |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | EXIT | Sold out |
| 44 | MCD | Mcdonald's CORP | -0.1% | EXIT | Sold out |
| 45 | MELI | Mercadolibre Inc | -0.1% | EXIT | Sold out |
| 46 | PG | Procter & Gamble Co/the | -0.1% | EXIT | Sold out |
| 47 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 48 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 49 | UNP | Union Pacific CORP | -0.1% | EXIT | Sold out |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | +3.63% | Add |
According to official SEC Form 13F filings, Reston Wealth Management LLC reported a total U.S. public equity portfolio value of $371.0M across 50 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 SPYG, FNDX, SPAB) accounted for 49.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $353.7K
Top Position Liquidated / Trimmed
UNP
前期市值: $357.4K
During Q4 2024, Reston Wealth Management LLC's top holdings by market value included SPYG (22.2%)、FNDX (18.4%)、SPAB (10.1%). The largest single position, SPYG, represented 22.2% of total portfolio value.
In Q4 2024, Reston Wealth Management LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 2 holdings, and fully liquidating 32 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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