Investor Details
| Filer Name: | RBA WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 1776296 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-24 |
| Number of Holdings: | 89 |
| Portfolio Value: | $0.26B |
Rba Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AVGO | US | BROADCOM INC | 51,499 | $12M | 4.55% | -4.6% | - |
| AAPL | US | APPLE INC | 41,996 | $11M | 4.00% | -3.3% | - |
| GOOGL | US | ALPHABET INC-CL A | 46,951 | $9M | 3.38% | -0.7% | - |
| MSFT | US | MICROSOFT CORP | 20,420 | $9M | 3.28% | -0.4% | - |
| AZO | US | AUTOZONE INC | 2,366 | $8M | 2.88% | -1.3% | - |
| CMI | US | CUMMINS INC | 20,835 | $7M | 2.77% | -2.3% | - |
| V | US | VISA INC-CLASS A SHARES | 22,051 | $7M | 2.65% | 0.2% | - |
| WM | US | WASTE MANAGEMENT INC | 31,707 | $6M | 2.44% | -0.4% | - |
| MET | US | METLIFE INC | 77,203 | $6M | 2.41% | -0.5% | - |
| BSX | US | BOSTON SCIENTIFIC CORP | 67,403 | $6M | 2.29% | -1.5% | - |
| ACGL | US | ARCH CAPITAL GROUP LTD | 64,927 | $6M | 2.28% | -0.3% | - |
| CRM | US | SALESFORCE INC | 16,457 | $6M | 2.09% | 1.8% | - |
| SNPS | US | SYNOPSYS INC | 11,195 | $5M | 2.07% | 0.6% | - |
| EXP | US | EAGLE MATERIALS INC | 21,891 | $5M | 2.06% | 1.0% | - |
| EWBC | US | EAST WEST BANCORP INC | 56,472 | $5M | 2.06% | 0.3% | - |
| LMT | US | LOCKHEED MARTIN CORP | 11,068 | $5M | 2.05% | 1.0% | - |
| SPGI | US | S&P GLOBAL INC | 10,718 | $5M | 2.03% | 1.4% | - |
| META | US | META PLATFORMS INC-CLASS A | 8,983 | $5M | 2.00% | 5.6% | - |
| HD | US | HOME DEPOT INC | 13,420 | $5M | 1.99% | 0.9% | - |
| ASML | US | ASML HOLDING NV-NY REG SHS | 7,184 | $5M | 1.90% | 3.3% | - |