RVW Wealth, LLC Q2 2023 Filing
Filed July 7, 2023
Portfolio Value
$847.4B
Holdings
150
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FRIFIRST TRUST PORTFOLIOS COM ETF | 9,333 | $0 | 0.00% | |
| 102 | DISDisney Walt Co | 7,290 | $0 | 0.00% | |
| 103 | NUMGNuveen Esg Mid Cap | 7,624 | $0 | 0.00% | |
| 104 | JPCNuveen Preferred Income | 58,500 | $0 | 0.00% | |
| 105 | XFEBFirst TRUST Preferred | 19,072 | $0 | 0.00% | |
| 106 | AGQProShares Ultra Silver | 17,000 | $0 | 0.00% | |
| 107 | DGROIshares Core Dividend | 11,144 | $0 | 0.00% | |
| 108 | IJHIshares Tr S&P Midcap | 1,715 | $0 | 0.00% | |
| 109 | AVDVAVANTIS INTERNATNL SML CP VL ETF | 4,804 | $0 | 0.00% | |
| 110 | CCDCalamos Dynamic Convertible and Income | 12,903 | $0 | 0.00% | |
| 111 | JPEMJpmrg Dvsfd Retn Emrg | 4,851 | $0 | 0.00% | |
| 112 | VHTVanguard Health Care | 957 | $0 | 0.00% | |
| 113 | GOOGLGoogle Inc Class A | 2,992 | $0 | 0.00% | |
| 114 | HYGVFLEXSHARES TRUST HIG YLD VL ET F | 22,547 | $0 | 0.00% | |
| 115 | —Nuveen Shrt Duration Cred Opps | 19,900 | $0 | 0.00% | |
| 116 | VEAVanguard Europe Pac Etf | 12,473 | $0 | 0.00% | |
| 117 | ARCCAres Capital Corp | 11,287 | $0 | 0.00% | |
| 118 | IWPIshares Russell Midcap | 2,105 | $0 | 0.00% | |
| 119 | IBDUISHARES TRUST IBONDS DEC 29 ET F | 14,801 | $0 | 0.00% | |
| 120 | EEMIshares Msci Emrg Mkt Fd | 7,346 | $0 | 0.00% | |
| 121 | VGTVanguard Info Technology | 858 | $0 | 0.00% | |
| 122 | TIPIshares Tr Lehman Tips | 7,005 | $0 | 0.00% | |
| 123 | IWVIshares Russell 3000 | 2,020 | $0 | 0.00% | |
| 124 | CHICalamos Conv Opprtnty Fd | 21,600 | $0 | 0.00% | |
| 125 | FERGFERGUSON PLC | 3,365 | $0 | 0.00% | |
| 126 | VTVVanguard Value | 1,988 | $0 | 0.00% | |
| 127 | VNQVanguard Reit | 3,168 | $0 | 0.00% | |
| 128 | PEYPowershares High Yield | 23,484 | $0 | 0.00% | |
| 129 | TAT& T Inc New | 54,282 | $0 | 0.00% | |
| 130 | SDIVGlobal X Superdividend | 7,359 | $0 | 0.00% | |
| 131 | IVVIshares TRUST S&P | 808 | $0 | 0.00% | |
| 132 | CWBSpdr Barclays Cnv | 8,957 | $0 | 0.00% | |
| 133 | BHKBlackRock Core Bond | 24,800 | $0 | 0.00% | |
| 134 | PEPPepsico Incorporated | 1,291 | $0 | 0.00% | |
| 135 | NUMVNuveen Esg Mid Cap Value | 18,956 | $0 | 0.00% | |
| 136 | PGXPowershs Exch Trad Fd Tr | 42,998 | $0 | 0.00% | |
| 137 | AQLTIshares Core Msci Eafe | 11,816 | $0 | 0.00% | |
| 138 | DDominion Res Inc Va New | 7,617 | $0 | 0.00% | |
| 139 | MNKDMannkind Corp | 66,000 | $0 | 0.00% | |
| 140 | DFAXDIMENSIONAL WLD EX US CR EQ 2 ETF | 25,323 | $0 | 0.00% | |
| 141 | HYLSFirst TRUST Tactcl High | 10,761 | $0 | 0.00% | |
| 142 | IBDTISHARES TRUST IBDS DEC28 ETF | 10,177 | $0 | 0.00% | |
| 143 | XOMExxon Mobil Corporation | 5,826 | $0 | 0.00% | |
| 144 | CVXChevron Corporation | 3,459 | $0 | 0.00% | |
| 145 | APRWALLIANZIM US LRG CAP BUFER20 APR ETF | 9,472 | $0 | 0.00% | |
| 146 | JGHNUVEEN GLOBAL HIGH INCM FD SHS | 31,900 | $0 | 0.00% | |
| 147 | METAMeta Platforms, Inc. | 1,203 | $0 | 0.00% | |
| 148 | VOOVanguard S&P 500 Etf | 614 | $0 | 0.00% | |
| 149 | NULVNUVEEN ESG NUVEEN ESG LRG CAP VAL ETF | 6,908 | $0 | 0.00% | |
| 150 | MCDMc Donalds Corp | 823 | $0 | 0.00% |
PreviousPage 2 of 2