Fund HoldingsRWQ Financial Management Services, Inc.

Total Portfolio Value
$255.59M
Total Bought
$73.63M
Total Sold
$109.74M
Net Transaction
-$36.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)10,40380,688+70,2851,79518,7077.32%+16,912
CROWDSTRIKE HLDGS INC(CRWD)046,725+46,725015,9876.26%+15,987
ALPHABET INC(GOOG)23,00277,728+54,7263,81514,7145.76%+10,899
ISHARES BITCOIN TRUST ETF(IBIT)7,800169,194+161,3942828,9763.51%+8,694
JPMORGAN CHASE & CO.(JPM)85,417101,369+15,95218,01124,2999.51%+6,288
VANECK ETF TRUST
SEMICONDUCTR ETF
21,82142,598+20,7775,35610,3164.04%+4,960
TAIWAN SEMICONDUCTOR MFG LTD(TSM)69,95081,107+11,15712,14816,0186.27%+3,870
BOEING CO(BA)019,175+19,17503,3941.33%+3,394
AMAZON COM INC(AMZN)112,642102,683-9,95920,98922,5288.81%+1,539
NETFLIX INC(NFLX)1,7222,851+1,1291,2212,5410.99%+1,320
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
97,742111,212+13,4705,3696,2702.45%+901
ASML HOLDING N V
N Y REGISTRY SHS
425875+4503546060.24%+252
NU HLDGS LTD(NU)014,500+14,50001500.06%+150
INVESCO QQQ TR1,4101,41006887210.28%+33
ALPHABET INC(GOOG)1,2061,20602022300.09%+28
BERKSHIRE HATHAWAY INC DEL45045002072040.08%-3
GE AEROSPACE(GE)1,4500-1,4502730-273
COSTCO WHSL CORP NEW(COST)1,0500-1,0509310-931
MICRON TECHNOLOGY INC(MU)12,2500-12,2501,2700-1,270
INTEL CORP(INTC)150,8000-150,8003,5380-3,538
ORACLE CORP(ORCL)20,9400-20,9403,5680-3,568
TESLA INC(TSLA)80,69939,505-41,19421,11315,9546.24%-5,160
MICROSOFT CORP(MSFT)57,65845,407-12,25124,81019,1397.49%-5,671
APPLE INC(AAPL)129,24877,351-51,89730,11519,3707.58%-10,745
META PLATFORMS INC(META)74,93251,995-22,93742,89430,44411.91%-12,450
HOME DEPOT INC(HD)52,29212,653-39,63921,1894,9221.93%-16,267
NVIDIA CORPORATION(NVDA)345,480147,536-197,94441,95519,8137.75%-22,142
ADVANCED MICRO DEVICES INC(AMD)161,3612,380-158,98126,4762870.11%-26,189
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