The Analysis of RIVERCHASE WEALTH MANAGEMENT, LLC's Holdings
Currently, RIVERCHASE WEALTH MANAGEMENT, LLC holds 73 types of securities in its portfolio with a total value $184.1M. In the most recent quarter, they have increased their positions in PYLD (+58.2K shares, valued at $1.6M), IBDT (+54.4K shares, valued at $1.4M), DCOR (+16.3K shares, valued at $1.2M); decreased their positions in USFR (-14.0K shares, valued at $706.8K), WFC (-2.7K shares, valued at $255.6K), DFAC (-3.5K shares, valued at $140.0K); initiated new positions in IBTI (+26.2K shares, valued at $585.4K), DISV (+14.0K shares, valued at $533.6K), MINT (+2.6K shares, valued at $263.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DCOR DIMENSIONAL ETF TRUST293.6K shares5.88%2025-12-312026-02-02
JCPB J P MORGAN EXCHANGE TRADED F364.2K shares4.37%2025-12-312026-02-02 DFAC DIMENSIONAL ETF TRUST419.4K shares-0.84%2025-12-312026-02-02 DFIC DIMENSIONAL ETF TRUST453.2K shares0.60%2025-12-312026-02-02 DFCF DIMENSIONAL ETF TRUST359.2K shares2.28%2025-12-312026-02-02 PYLD PIMCO ETF TR551.7K shares11.80%2025-12-312026-02-02 DUHP DIMENSIONAL ETF TRUST325.4K shares0.35%2025-12-312026-02-02 DFEM DIMENSIONAL ETF TRUST129.4K shares0.49%2025-12-312026-02-02 AVUS AMERICAN CENTY ETF TR36.9K shares16.92%2025-12-312026-02-02 SPYV SPDR SERIES TRUST47.5K shares0.00%2025-12-312026-02-02 IBDS ISHARES TR109.1K shares44.74%2025-12-312026-02-02 IBDR ISHARES TR105.3K shares7.85%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS40.6K shares0.00%2025-12-312026-02-02 WFC WELLS FARGO CO NEW26.9K shares-9.26%2025-12-312026-02-02 FNDX SCHWAB STRATEGIC TR86.1K shares0.00%2025-12-312026-02-02 PFEB INNOVATOR ETFS TRUST55.7K shares0.00%2025-12-312026-02-02 VTV VANGUARD INDEX FDS11.2K shares-4.67%2025-12-312026-02-02 IBDT ISHARES TR66.4K shares452.13%2025-12-312026-02-02 SCHB SCHWAB STRATEGIC TR57.2K shares0.00%2025-12-312026-02-02 IBTG ISHARES TR60.9K shares27.73%2025-12-312026-02-02 USFR WISDOMTREE TR27.4K shares-33.90%2025-12-312026-02-02 PAAA PGIM ETF TR25.1K shares90.03%2025-12-312026-02-02 AVDE AMERICAN CENTY ETF TR15.5K shares21.08%2025-12-312026-02-02 DFIV DIMENSIONAL ETF TRUST25.2K shares14.43%2025-12-312026-02-02 IJR ISHARES TR10.0K shares0.00%2025-12-312026-02-02 DFAI DIMENSIONAL ETF TRUST30.6K shares0.70%2025-12-312026-02-02 PJUN INNOVATOR ETFS TRUST27.3K shares0.00%2025-12-312026-02-02 QUAL ISHARES TR5.6K shares-7.81%2025-12-312026-02-02 IBTH ISHARES TR46.5K shares30.94%2025-12-312026-02-02 DFSV DIMENSIONAL ETF TRUST31.1K shares10.56%2025-12-312026-02-02 FNDF SCHWAB STRATEGIC TR19.9K shares0.00%2025-12-312026-02-02 MSFT MICROSOFT CORP1.8K shares0.11%2025-12-312026-02-02 DIHP DIMENSIONAL ETF TRUST26.8K shares0.00%2025-12-312026-02-02 HEGD LISTED FDS TR32.8K shares-1.89%2025-12-312026-02-02 EEMV ISHARES INC12.7K shares0.00%2025-12-312026-02-02 IJH ISHARES TR12.3K shares0.00%2025-12-312026-02-02 MGC VANGUARD WORLD FD3.2K shares0.00%2025-12-312026-02-02 EELV INVESCO EXCH TRADED FD TR II24.3K shares0.00%2025-12-312026-02-02 AVLV AMERICAN CENTY ETF TR8.6K shares12.79%2025-12-312026-02-02 HYDB ISHARES TR13.8K shares6.16%2025-12-312026-02-02 FNDE SCHWAB STRATEGIC TR17.0K shares0.00%2025-12-312026-02-02 KDP KEURIG DR PEPPER INC21.7K shares0.00%2025-12-312026-02-02 IBTI ISHARES TR26.2K sharesnew addition2025-12-312026-02-02 DISV DIMENSIONAL ETF TRUST14.0K sharesnew addition2025-12-312026-02-02 IBMO ISHARES TR20.7K shares7.51%2025-12-312026-02-02 JEPI J P MORGAN EXCHANGE TRADED F8.5K shares0.41%2025-12-312026-02-02 DGRO ISHARES TR6.8K shares0.00%2025-12-312026-02-02 PSEP INNOVATOR ETFS TRUST10.8K shares0.00%2025-12-312026-02-02 PJUL INNOVATOR ETFS TRUST9.9K shares0.00%2025-12-312026-02-02 DASH DOORDASH INC2.0K shares0.00%2025-12-312026-02-02 AVEM AMERICAN CENTY ETF TR5.6K shares0.00%2025-12-312026-02-02 FNDA SCHWAB STRATEGIC TR13.2K shares0.00%2025-12-312026-02-02 USEP INNOVATOR ETFS TRUST10.4K shares0.00%2025-12-312026-02-02 POCT INNOVATOR ETFS TRUST8.7K shares0.00%2025-12-312026-02-02 DFAU DIMENSIONAL ETF TRUST8.0K shares0.35%2025-12-312026-02-02 NXTG FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2025-12-312026-02-02 XOM EXXON MOBIL CORP2.9K shares0.00%2025-12-312026-02-02 SMH VANECK ETF TRUST810 shares1.12%2025-12-312026-02-02 MINT PIMCO ETF TR2.6K sharesnew addition2025-12-312026-02-02 ISEP INNOVATOR ETFS TRUST8.0K shares0.00%2025-12-312026-02-02 DFAE DIMENSIONAL ETF TRUST7.6K shares0.00%2025-12-312026-02-02 SUN SUNOCO LP/SUNOCO FIN CORP4.7K shares0.00%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS786 shares0.00%2025-12-312026-02-02 AMAT APPLIED MATLS INC855 sharesnew addition2025-12-312026-02-02 UFPT UFP TECHNOLOGIES INC979 shares-14.80%2025-12-312026-02-02 IQLT ISHARES TR4.7K shares-23.06%2025-12-312026-02-02 PID INVESCO EXCHANGE TRADED FD T9.4K sharesnew addition2025-12-312026-02-02 UJUL INNOVATOR ETFS TRUST5.3K shares0.00%2025-12-312026-02-02 ORCL ORACLE CORP1.0K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available