Fund HoldingsRWQ Financial Management Services, Inc.

Total Portfolio Value
$275.98M
Total Bought
$99.79M
Total Sold
$33.23M
Net Transaction
+$66.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)91,634243,942+152,30815,71351,37918.62%+35,666
VANECK ETF TRUST
SEMICONDUCTR ETF
54,43498,391+43,95712,24725,6519.29%+13,403
META PLATFORMS INC(META)34,05251,285+17,23316,53525,8599.37%+9,324
ALPHABET INC(GOOG)52,49982,778+30,2797,92415,0785.46%+7,154
CROWDSTRIKE HLDGS INC(CRWD)39,95049,518+9,56812,80818,9756.88%+6,167
MICROSOFT CORP(MSFT)33,85845,027+11,16914,24520,1257.29%+5,880
JPMORGAN CHASE & CO.(JPM)47,60063,613+16,0139,53412,8664.66%+3,332
COSTCO WHSL CORP NEW(COST)9,03310,969+1,9366,6189,3243.38%+2,706
ASML HOLDING N V
N Y REGISTRY SHS
9,63111,516+1,8859,34711,7774.27%+2,431
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
56,35485,638+29,2843,0574,7531.72%+1,696
AMAZON COM INC(AMZN)93,44790,934-2,51316,85617,5736.37%+717
BROADCOM INC(AVGO)0406+40606520.24%+652
ALPHABET INC(GOOG)01,919+1,91903520.13%+352
INVESCO QQQ TR1,6101,410-2007156760.24%-39
ISHARES BITCOIN TR(IBIT)7,7007,800+1003122660.10%-45
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,7920-3,7927900-790
DISNEY WALT CO(DIS)32,1500-32,1503,9340-3,934
NETFLIX INC(NFLX)6,8250-6,8254,1450-4,145
ADVANCED MICRO DEVICES INC(AMD)24,8600-24,8604,4870-4,487
TESLA INC(TSLA)27,6501,573-26,0774,8613110.11%-4,549
SUPER MICRO COMPUTER INC(SMCI)6,525620-5,9056,5905080.18%-6,082
GE AEROSPACE(GE)49,9251,751-48,1748,7632780.10%-8,485
NVIDIA CORPORATION(NVDA)78,089482,241+404,15270,55859,57621.59%-10,982
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