Reston Wealth Management LLC Top Holdings and 13F Report (2024) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $276.28 million in total holdings as of September 30, 2024.Reston Wealth Management LLC owns shares of 454 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.91% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 53 new stocks and bought additional shares in 34 stocks.Reston Wealth Management LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $56,070,527Schwab Fundamental U.S. Large Company Index ETF $48,372,126SPDR Portfolio Developed World ex-US ETF $28,224,566SPDR Portfolio Aggregate Bond ETF $28,108,270SPDR Portfolio S&P 400 Mid Cap ETF $19,384,165 Largest New Holdings this Quarter Intuitive Surgical $204,860 HoldingMcDonald's $193,518 HoldingiShares S&P 100 ETF $191,972 HoldingMercadoLibre $184,676 HoldingProcter & Gamble $181,474 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company Index ETF 19,239 shares (about $1.38M)iShares U.S. Small Cap Equity Factor ETF 8,022 shares (about $532.26K)SPDR Portfolio S&P 500 Growth ETF 6,030 shares (about $500.13K)SPDR Portfolio Developed World ex-US ETF 11,707 shares (about $439.71K)SPDR Portfolio Aggregate Bond ETF 15,769 shares (about $412.20K) Largest Sales this Quarter Schwab Emerging Markets Equity ETF 77,174 shares (about $2.25M)iShares Core Moderate Allocation ETF 18,889 shares (about $850.17K)iShares Core Growth Allocation ETF 7,454 shares (about $441.49K)iShares Core Conservative Allocation ETF 9,470 shares (about $366.60K)Schwab U.S. Large-Cap Growth ETF 687 shares (about $71.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofReston Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$56,070,527$500,128 ▲0.9%676,03720.3%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$48,372,126$1,380,591 ▲2.9%674,08217.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$28,224,566$439,715 ▲1.6%751,45310.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$28,108,270$412,202 ▲1.5%1,075,29710.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$19,384,165$45,166 ▼-0.2%354,5027.0%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$16,404,676$532,259 ▲3.4%247,2455.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$13,330,148$144,572 ▲1.1%252,1784.8%ETFMUBiShares National Muni Bond ETF$8,896,767$188,907 ▲2.2%81,9003.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$6,392,810$272,479 ▲4.5%134,5292.3%ETFSCHFSchwab International Equity ETF$5,123,790$248,035 ▲5.1%124,6061.9%ETFSCHMSchwab U.S. Mid-Cap ETF$3,910,933$189,776 ▲5.1%47,0691.4%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$3,550,405$181,806 ▲5.4%59,6011.3%ETFBNDVanguard Total Bond Market ETF$2,886,968$41,535 ▲1.5%38,4371.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,955,403$71,573 ▼-3.5%18,7690.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,936,842$48,338 ▲2.6%28,6090.7%ETFRPGInvesco S&P 500 Pure Growth ETF$1,748,368$3,063 ▼-0.2%44,5220.6%ETFMSFTMicrosoft$1,725,975$80,038 ▲4.9%4,0110.6%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$1,473,303$64,915 ▲4.6%35,5870.5%ETFGOOGAlphabet$1,094,792$34,609 ▲3.3%6,5480.4%Computer and TechnologyAAPLApple$1,038,575$25,399 ▲2.5%4,4570.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$906,841$42,790 ▲5.0%2,4160.3%ETFNVDANVIDIA$849,717$62,420 ▼-6.8%6,9970.3%Computer and TechnologyJPMJPMorgan Chase & Co.$806,051$26,777 ▲3.4%3,8230.3%FinanceGOOGLAlphabet$733,223$829 ▲0.1%4,4210.3%Computer and TechnologyVXFVanguard Extended Market ETF$733,209$2,366 ▲0.3%4,0290.3%ETFEFAiShares MSCI EAFE ETF$687,331$14,384 ▼-2.0%8,2190.2%FinanceSCHESchwab Emerging Markets Equity ETF$630,729$2,251,949 ▼-78.1%21,6150.2%ETFAMZNAmazon.com$571,847$2,795 ▼-0.5%3,0690.2%Retail/WholesaleLLYEli Lilly and Company$561,528$886 ▲0.2%6340.2%MedicalIWRiShares Russell Mid-Cap ETF$559,618$2,204 ▲0.4%6,3490.2%ETFMARMarriott International$512,949$497 ▲0.1%2,0630.2%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$475,903$1,759 ▲0.4%3,7880.2%ETFNOCNorthrop Grumman$431,9610.0%8180.2%AerospaceSPYSPDR S&P 500 ETF Trust$364,659$1,720 ▲0.5%6360.1%FinanceUNPUnion Pacific$357,396$6,408 ▲1.8%1,4500.1%TransportationBRK.BBerkshire Hathaway$311,1360.0%6760.1%FinanceANETArista Networks$307,0560.0%8000.1%Computer and TechnologyLMTLockheed Martin$297,909$584 ▲0.2%5100.1%AerospaceCOSTCostco Wholesale$293,7810.0%3310.1%Retail/WholesaleKOCoca-Cola$293,583$2,012 ▲0.7%4,0850.1%Consumer StaplesPSEPInnovator U.S. Equity Power Buffer ETF - September$284,7370.0%7,3900.1%ETFTSLATesla$283,0840.0%1,0820.1%Auto/Tires/TrucksABBVAbbVie$278,927$1,975 ▲0.7%1,4120.1%MedicalXOMExxon Mobil$247,609$15,945 ▲6.9%2,1120.1%Oils/EnergyADPAutomatic Data Processing$244,6290.0%8840.1%Business ServicesMPCMarathon Petroleum$236,289$14,666 ▲6.6%1,4500.1%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$215,829$810 ▲0.4%3,4630.1%ETFELVElevance Health$206,339$2,079 ▼-1.0%3970.1%MedicalISRGIntuitive Surgical$204,860$204,860 ▲New Holding4170.1%MedicalBGTBlackRock Floating Rate Income Trust$204,128$5,603 ▲2.8%15,7750.1%Financial ServicesSLYVSPDR S&P 600 Small CapValue ETF$193,843$42,710 ▼-18.1%2,2330.1%ETFMCDMcDonald's$193,518$193,518 ▲New Holding6360.1%Retail/WholesaleOEFiShares S&P 100 ETF$191,972$191,972 ▲New Holding6940.1%ETFMELIMercadoLibre$184,676$184,676 ▲New Holding900.1%Retail/WholesalePGProcter & Gamble$181,474$181,474 ▲New Holding1,0480.1%Consumer StaplesHDHome Depot$168,298$168,298 ▲New Holding4150.1%Retail/WholesaleVRTXVertex Pharmaceuticals$163,708$163,708 ▲New Holding3520.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$163,629$163,629 ▲New Holding1,6160.1%FinanceXLEEnergy Select Sector SPDR Fund$156,274$156,274 ▲New Holding1,7800.1%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$155,922$155,922 ▲New Holding6,6480.1%ETFPEGPublic Service Enterprise Group$155,891$155,891 ▲New Holding1,7470.1%UtilitiesBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$154,351$154,351 ▲New Holding6,6760.1%ETFMCKMcKesson$148,678$148,678 ▲New Holding3010.1%MedicalAMATApplied Materials$144,466$144,466 ▲New Holding7150.1%Computer and TechnologyBXBlackstone$140,467$140,467 ▲New Holding9170.1%FinanceAORiShares Core Growth Allocation ETF$137,056$441,493 ▼-76.3%2,3140.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$133,114$133,114 ▲New Holding2,9250.0%ETFMSMorgan Stanley$133,097$133,097 ▲New Holding1,2770.0%FinanceSHOPShopify$127,984$127,984 ▲New Holding1,5970.0%Computer and TechnologyAVGOBroadcom$126,712$126,712 ▲New Holding7350.0%Computer and TechnologyRCLRoyal Caribbean Cruises$125,571$125,571 ▲New Holding7080.0%Consumer DiscretionaryCATCaterpillar$122,531$122,531 ▲New Holding3130.0%Industrial ProductsJNJJohnson & Johnson$120,838$120,838 ▲New Holding7460.0%MedicalUNHUnitedHealth Group$118,759$118,759 ▲New Holding2030.0%MedicalNFLXNetflix$117,030$117,030 ▲New Holding1650.0%Consumer DiscretionaryCSCOCisco Systems$115,098$115,098 ▲New Holding2,1630.0%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$111,558$111,558 ▲New Holding2,7460.0%ETFEEMiShares MSCI Emerging Markets ETF$111,129$111,129 ▲New Holding2,4230.0%FinanceMAMastercard$108,606$108,606 ▲New Holding2200.0%Business ServicesGRMNGarmin$107,693$107,693 ▲New Holding6120.0%Computer and TechnologyBABoeing$106,371$106,371 ▲New Holding7000.0%AerospaceVLOValero Energy$103,927$103,927 ▲New Holding7700.0%Oils/EnergyBSEPInnovator U.S. Equity Buffer ETF - September$103,539$103,539 ▲New Holding2,4580.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$100,060$100,060 ▲New Holding1,6370.0%ManufacturingBACBank of America$99,279$99,279 ▲New Holding2,5020.0%FinanceBALLBall$99,013$99,013 ▲New Holding1,4580.0%Industrial ProductsGEGeneral Electric$98,638$98,638 ▲New Holding5230.0%TransportationXLKTechnology Select Sector SPDR Fund$94,683$94,683 ▲New Holding4190.0%ETFUSEPInnovator U.S. Equity Ultra Buffer ETF - September$93,103$93,103 ▲New Holding2,6800.0%ETFSYYSysco$92,583$92,583 ▲New Holding1,1860.0%Consumer StaplesCFRCullen/Frost Bankers$92,343$92,343 ▲New Holding8260.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$90,035$90,035 ▲New Holding1,1210.0%ETFPEPPepsiCo$87,481$87,481 ▲New Holding5140.0%Consumer StaplesWMTWalmart$86,063$86,063 ▲New Holding1,0660.0%Retail/WholesaleCCLCarnival Co. &$85,100$85,100 ▲New Holding4,6050.0%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$84,604$84,604 ▲New Holding1,2470.0%ETFPFEPfizer$82,836$82,836 ▲New Holding2,8620.0%MedicalPSAPublic Storage$80,011$80,011 ▲New Holding2200.0%FinanceABTAbbott Laboratories$78,660$78,660 ▲New Holding6900.0%MedicalSUSAiShares MSCI USA ESG Select ETF$78,590$78,590 ▲New Holding6530.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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