RBA Wealth Management, LLC
Q1 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
94
- Value ($000)
$252,784
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001776296
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $9.28M | 4 % | 41,770 | ||
AZO AUTOZONE INC | COM | 053332102 | $8.98M | 4 % | 2,355 | ||
V VISA INC | COM CL A | 92826C839 | $7.76M | 3 % | 22,157 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.74M | 3 % | 20,631 | ||
WM WASTE MGMT INC DEL | COM | 94106L109 | $7.37M | 3 % | 31,844 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.33M | 3 % | 47,431 | ||
BSX BOSTON SCIENTIFIC CORP | COM | 101137107 | $6.74M | 3 % | 66,820 | ||
CMI CUMMINS INC | COM | 231021106 | $6.52M | 3 % | 20,797 | ||
ARCH CAP GROUP LTD | ORD | G0450A105 | $6.32M | 3 % | 65,689 | ||
MET METLIFE INC | COM | 59156R108 | $6.22M | 3 % | 77,503 |
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