Reston Wealth Management LLC Top Holdings and 13F Report (2024) → This Apple-like Innovator is Revolutionizing Healthcare (From Wall Street Star) (Ad) About Reston Wealth Management LLCInvestment ActivityReston Wealth Management LLC has $246.27 million in total holdings as of March 31, 2024.Reston Wealth Management LLC owns shares of 52 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 11.80% of the portfolio was purchased this quarter.About 6.60% of the portfolio was sold this quarter.This quarter, Reston Wealth Management LLC has purchased 49 new stocks and bought additional shares in 18 stocks.Reston Wealth Management LLC sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $49,328,187Schwab Fundamental U.S. Large Company Index ETF $43,915,942SPDR Portfolio Aggregate Bond ETF $26,321,640SPDR Portfolio Developed World ex-US ETF $25,782,761SPDR Portfolio S&P 400 Mid Cap ETF $18,838,409 Largest New Holdings this Quarter iShares U.S. Small Cap Equity Factor ETF $14,540,786 HoldingiShares National Muni Bond ETF $8,426,151 HoldingMarathon Petroleum $272,691 HoldingArista Networks $231,984 HoldingSPDR Portfolio S&P 600 Small Cap ETF $220,346 Holding Largest Purchases this Quarter iShares U.S. Small Cap Equity Factor ETF 228,701 shares (about $14.54M)iShares National Muni Bond ETF 78,310 shares (about $8.43M)Schwab Fundamental U.S. Small Company Index ETF 27,277 shares (about $1.56M)SPDR Portfolio Aggregate Bond ETF 42,297 shares (about $1.07M)Schwab Fundamental U.S. Large Company Index ETF 15,658 shares (about $1.06M) Largest Sales this Quarter SPDR S&P 600 Small CapValue ETF 142,886 shares (about $11.86M)SPDR Portfolio S&P 500 Growth ETF 10,227 shares (about $748.10K)Schwab U.S. Large-Cap Growth ETF 6,000 shares (about $556.32K)SPDR Portfolio S&P 500 Value ETF 9,782 shares (about $490.08K)SPDR Portfolio Developed World ex-US ETF 6,153 shares (about $220.52K) 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$49,328,187$748,105 ▼-1.5%674,34320.0%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$43,915,942$1,055,192 ▲2.5%651,66917.8%ETFSPABSPDR Portfolio Aggregate Bond ETF$26,321,640$1,069,268 ▲4.2%1,041,20410.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$25,782,761$220,524 ▼-0.8%719,38510.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$18,838,409$14,562 ▼-0.1%353,1767.6%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$14,540,786$14,540,786 ▲New Holding228,7015.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$12,672,987$490,078 ▼-3.7%252,9545.1%ETFMUBiShares National Muni Bond ETF$8,426,151$8,426,151 ▲New Holding78,3103.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$5,878,894$452,686 ▲8.3%127,8022.4%ETFSCHFSchwab International Equity ETF$4,763,243$187,881 ▲4.1%122,0721.9%ETFSCHMSchwab U.S. Mid-Cap ETF$3,708,548$244 ▲0.0%45,5431.5%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$3,157,518$1,555,605 ▲97.1%55,3661.3%ETFBNDVanguard Total Bond Market ETF$2,729,797$100,810 ▲3.8%37,5851.1%ETFSCHESchwab Emerging Markets Equity ETF$2,552,639$107,918 ▼-4.1%101,0951.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,861,813$142,744 ▼-7.1%29,3990.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,796,735$556,322 ▼-23.6%19,3780.7%ETFRPGInvesco S&P 500 Pure Growth ETF$1,682,972$208,568 ▼-11.0%45,8330.7%ETFMSFTMicrosoft$1,558,676$2,103 ▲0.1%3,7050.6%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$1,333,341$168,650 ▲14.5%33,2920.5%ETFJPMJPMorgan Chase & Co.$937,651$105,764 ▼-10.1%4,6810.4%FinanceGOOGAlphabet$927,720$76,130 ▼-7.6%6,0930.4%Computer and TechnologyAOMiShares Core Moderate Allocation ETF$848,216$26,524 ▼-3.0%19,8270.3%ETFIWFiShares Russell 1000 Growth ETF$775,075$1,011 ▲0.1%2,3000.3%ETFAAPLApple$743,136$55,041 ▼-6.9%4,3340.3%Computer and TechnologyVXFVanguard Extended Market ETF$703,817$1,928 ▲0.3%4,0160.3%ETFEFAiShares MSCI EAFE ETF$685,434$42,885 ▼-5.9%8,5830.3%FinanceNVDANVIDIA$675,3820.0%7470.3%Computer and TechnologyGOOGLAlphabet$665,7520.0%4,4110.3%Computer and TechnologyAMZNAmazon.com$563,507$21,465 ▼-3.7%3,1240.2%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$556,849$1,345 ▲0.2%6,6220.2%ETFSLYVSPDR S&P 600 Small CapValue ETF$547,550$11,855,922 ▼-95.6%6,5990.2%ETFAORiShares Core Growth Allocation ETF$544,417$140,962 ▲34.9%9,7790.2%ETFMARMarriott International$519,732$1,514 ▲0.3%2,0600.2%Consumer DiscretionaryLLYEli Lilly and Company$494,129$778 ▲0.2%6350.2%MedicalUNPUnion Pacific$465,274$30,248 ▼-6.1%1,8920.2%TransportationITOTiShares Core S&P Total U.S. Stock Market ETF$433,949$1,153 ▲0.3%3,7640.2%ETFNOCNorthrop Grumman$391,5440.0%8180.2%AerospaceSPYSPDR S&P 500 ETF Trust$356,334$103,080 ▼-22.4%6810.1%FinanceAOKiShares Core Conservative Allocation ETF$348,469$30,159 ▼-8.0%9,4630.1%ETFELVElevance Health$322,212$519 ▲0.2%6210.1%MedicalCOSTCostco Wholesale$289,806$5,123 ▲1.8%3960.1%Retail/WholesaleMPCMarathon Petroleum$272,691$272,691 ▲New Holding1,3530.1%Oils/EnergyPSEPInnovator U.S. Equity Power Buffer ETF - September$269,7350.0%7,3900.1%ETFBRK.BBerkshire Hathaway$262,4040.0%6240.1%FinanceABBVAbbVie$262,166$15,839 ▼-5.7%1,4400.1%MedicalKOCoca-Cola$246,3550.0%4,0270.1%Consumer StaplesLMTLockheed Martin$237,739$5,000 ▼-2.1%5230.1%AerospaceANETArista Networks$231,984$231,984 ▲New Holding8000.1%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$220,346$220,346 ▲New Holding5,1200.1%ETFADPAutomatic Data Processing$214,277$214,277 ▲New Holding8580.1%Business ServicesIJHiShares Core S&P Mid-Cap ETF$208,967$208,967 ▲New Holding3,4400.1%ETFXOMExxon Mobil$200,686$200,686 ▲New Holding1,7260.1%Oils/EnergyUNHUnitedHealth Group$0$347,402 ▼-100.0%00.0%MedicalAGGiShares Core U.S. Aggregate Bond ETF$0$317,285 ▼-100.0%00.0%FinanceTSLATesla$0$270,843 ▼-100.0%00.0%Auto/Tires/TrucksEEMiShares MSCI Emerging Markets ETF$0$241,859 ▼-100.0%00.0%FinanceMCDMcDonald's$0$211,996 ▼-100.0%00.0%Retail/WholesaleShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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