Rwq Financial Management Services, Inc. Top Holdings and 13F Report (2025) About Rwq Financial Management Services, Inc.Investment ActivityRwq Financial Management Services, Inc. has $255.59 million in total holdings as of December 31, 2024.Rwq Financial Management Services, Inc. owns shares of 23 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 26.56% of the portfolio was purchased this quarter.About 47.42% of the portfolio was sold this quarter.This quarter, Rwq Financial Management Services, Inc. has purchased 25 new stocks and bought additional shares in 9 stocks.Rwq Financial Management Services, Inc. sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Meta Platforms $30,443,657JPMorgan Chase & Co. $24,299,058Amazon.com $22,527,671NVIDIA $19,812,612Apple $19,370,256 Largest New Holdings this Quarter CrowdStrike $15,987,426 HoldingBoeing $3,393,975 HoldingNU $150,220 Holding Largest Purchases this Quarter Broadcom 70,285 shares (about $16.29M)CrowdStrike 46,725 shares (about $15.99M)Alphabet 54,726 shares (about $10.36M)ISHARES BITCOIN TRUST ETF 161,394 shares (about $8.56M)VanEck Semiconductor ETF 20,777 shares (about $5.03M) Largest Sales this Quarter NVIDIA 197,944 shares (about $26.58M)Advanced Micro Devices 158,981 shares (about $19.20M)Tesla 41,194 shares (about $16.64M)Home Depot 39,639 shares (about $15.42M)Meta Platforms 22,937 shares (about $13.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRwq Financial Management Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$30,443,657$13,429,871 ▼-30.6%51,99511.9%Computer and TechnologyJPMJPMorgan Chase & Co.$24,299,058$3,823,837 ▲18.7%101,3699.5%FinanceAMZNAmazon.com$22,527,671$2,184,910 ▼-8.8%102,6838.8%Retail/WholesaleNVDANVIDIA$19,812,612$26,581,903 ▼-57.3%147,5367.8%Computer and TechnologyAAPLApple$19,370,256$12,996,059 ▼-40.2%77,3517.6%Computer and TechnologyMSFTMicrosoft$19,138,890$5,163,753 ▼-21.2%45,4077.5%Computer and TechnologyAVGOBroadcom$18,706,794$16,294,951 ▲675.6%80,6887.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$16,017,774$2,203,389 ▲15.9%81,1076.3%Computer and TechnologyCRWDCrowdStrike$15,987,426$15,987,426 ▲New Holding46,7256.3%Computer and TechnologyTSLATesla$15,953,747$16,635,835 ▼-51.0%39,5056.2%Auto/Tires/TrucksGOOGLAlphabet$14,713,854$10,359,592 ▲237.9%77,7285.8%Computer and TechnologySMHVanEck Semiconductor ETF$10,315,920$5,031,548 ▲95.2%42,5984.0%ManufacturingISHARES BITCOIN TRUST ETF$8,975,742$8,561,952 ▲2,069.2%169,1943.5%SHS BEN INTJEPQJPMorgan Nasdaq Equity Premium Income ETF$6,270,156$759,441 ▲13.8%111,2122.5%ETFHDHome Depot$4,921,731$15,418,675 ▼-75.8%12,6531.9%Retail/WholesaleBABoeing$3,393,975$3,393,975 ▲New Holding19,1751.3%AerospaceNFLXNetflix$2,540,720$1,006,129 ▲65.6%2,8511.0%Consumer DiscretionaryQQQInvesco QQQ$720,8340.0%1,4100.3%FinanceASMLASML$606,445$311,886 ▲105.9%8750.2%Computer and TechnologyAMDAdvanced Micro Devices$287,480$19,203,302 ▼-98.5%2,3800.1%Computer and TechnologyGOOGAlphabet$229,6710.0%1,2060.1%Computer and TechnologyBRK.BBerkshire Hathaway$203,9760.0%4500.1%FinanceNUNU$150,220$150,220 ▲New Holding14,5000.1%FinanceORCLOracle$0$3,568,176 ▼-100.0%00.0%Computer and TechnologyINTCIntel$0$3,537,768 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$1,270,448 ▼-100.0%00.0%Computer and TechnologyCOSTCostco Wholesale$0$930,846 ▼-100.0%00.0%Retail/WholesaleGEGeneral Electric$0$273,441 ▼-100.0%00.0%TransportationShowing 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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