Fund HoldingsRWQ Financial Management Services, Inc.

Total Portfolio Value
$288.57M
Total Bought
$122.74M
Total Sold
$110.16M
Net Transaction
+$12.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)0161,361+161,361026,4769.17%+26,476
HOME DEPOT INC(HD)052,292+52,292021,1897.34%+21,189
TESLA INC(TSLA)1,57380,699+79,12631121,1137.32%+20,802
META PLATFORMS INC(META)51,28574,932+23,64725,85942,89414.86%+17,035
TAIWAN SEMICONDUCTOR MFG LTD(TSM)069,950+69,950012,1484.21%+12,148
JPMORGAN CHASE & CO.(JPM)63,61385,417+21,80412,86618,0116.24%+5,145
MICROSOFT CORP(MSFT)45,02757,658+12,63120,12524,8108.60%+4,685
ORACLE CORP(ORCL)020,940+20,94003,5681.24%+3,568
INTEL CORP(INTC)0150,800+150,80003,5381.23%+3,538
AMAZON COM INC(AMZN)90,934112,642+21,70817,57320,9897.27%+3,416
MICRON TECHNOLOGY INC(MU)012,250+12,25001,2700.44%+1,270
NETFLIX INC(NFLX)01,722+1,72201,2210.42%+1,221
BROADCOM INC(AVGO)40610,403+9,9976521,7950.62%+1,143
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
85,63897,742+12,1044,7535,3691.86%+616
ISHARES BITCOIN TRUST ETF(IBIT)07,800+7,80002820.10%+282
BERKSHIRE HATHAWAY INC DEL0450+45002070.07%+207
INVESCO QQQ TR1,4101,41006766880.24%+13
GE AEROSPACE(GE)1,7511,450-3012782730.09%-5
ALPHABET INC(GOOG)1,9191,206-7133522020.07%-150
ISHARES BITCOIN TR(IBIT)7,8000-7,8002660-266
SUPER MICRO COMPUTER INC(SMCI)6200-6205080-508
COSTCO WHSL CORP NEW(COST)10,9691,050-9,9199,3249310.32%-8,393
ALPHABET INC(GOOG)82,77823,002-59,77615,0783,8151.32%-11,263
ASML HOLDING N V
N Y REGISTRY SHS
11,516425-11,09111,7773540.12%-11,423
NVIDIA CORPORATION(NVDA)482,241345,480-136,76159,57641,95514.54%-17,621
CROWDSTRIKE HLDGS INC(CRWD)49,5180-49,51818,9750-18,975
VANECK ETF TRUST
SEMICONDUCTR ETF
98,39121,821-76,57025,6515,3561.86%-20,295
APPLE INC(AAPL)243,942129,248-114,69451,37930,11510.44%-21,264
Page 1 of 1