Fund HoldingsRWQ Financial Management Services, Inc.

Total Portfolio Value
$230.04M
Total Bought
$130.13M
Total Sold
$20.07M
Net Transaction
+$110.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)25,12678,089+52,96312,44370,55830.67%+58,115
AMAZON COM INC(AMZN)50,70993,447+42,7387,70516,8567.33%+9,151
GENERAL ELECTRIC CO(GE)049,925+49,92508,7633.81%+8,763
CROWDSTRIKE HLDGS INC(CRWD)17,60439,950+22,3464,49512,8085.57%+8,313
META PLATFORMS INC(META)23,76034,052+10,2928,41016,5357.19%+8,125
SUPER MICRO COMPUTER INC(SMCI)06,525+6,52506,5902.86%+6,590
VANECK ETF TRUST
SEMICONDUCTR ETF
41,12654,434+13,3087,19212,2475.32%+5,055
ASML HOLDING N V
N Y REGISTRY SHS
6,2919,631+3,3404,7629,3474.06%+4,585
ADVANCED MICRO DEVICES INC(AMD)1,52524,860+23,3352254,4871.95%+4,262
NETFLIX INC(NFLX)06,825+6,82504,1451.80%+4,145
DISNEY WALT CO(DIS)032,150+32,15003,9341.71%+3,934
APPLE INC(AAPL)66,27291,634+25,36212,75915,7136.83%+2,954
JPMORGAN CHASE & CO(JPM)40,08147,600+7,5196,8189,5344.14%+2,717
MICROSOFT CORP(MSFT)31,86433,858+1,99411,98214,2456.19%+2,263
ISHARES BITCOIN TR(IBIT)07,700+7,70003120.14%+312
INVESCO QQQ TR1,6141,610-46617150.31%+54
COSTCO WHSL CORP NEW(COST)10,1009,033-1,0676,6676,6182.88%-49
BLINK CHARGING CO27,5000-27,500930-93
NIO INC(NIO)13,5000-13,5001220-122
AIRBNB INC1,5000-1,5002040-204
ALPHABET INC(GOOG)61,49952,499-9,0008,5917,9243.44%-667
TESLA INC(TSLA)22,97827,650+4,6725,7104,8612.11%-849
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
78,90856,354-22,5543,9403,0571.33%-883
TOLL BROTHERS INC(TOL)28,1750-28,1752,8960-2,896
BOEING CO(BA)13,5000-13,5003,5190-3,519
SELECT SECTOR SPDR TR
ST STR TECHN ETF
33,6453,792-29,8536,4767900.34%-5,686
HOME DEPOT INC(HD)17,0000-17,0005,8910-5,891
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