Rwq Financial Management Services, Inc. Top Holdings and 13F Report (2025) About Rwq Financial Management Services, Inc.Investment ActivityRwq Financial Management Services, Inc. has $151.11 million in total holdings as of March 31, 2025.Rwq Financial Management Services, Inc. owns shares of 23 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 19.22% of the portfolio was purchased this quarter.About 72.77% of the portfolio was sold this quarter.This quarter, Rwq Financial Management Services, Inc. has purchased 23 new stocks and bought additional shares in 4 stocks.Rwq Financial Management Services, Inc. sold shares of 11 stocks and completely divested from 8 stocks this quarter.Largest Holdings Meta Platforms $28,968,852NVIDIA $19,919,954Tesla $14,068,760Netflix $12,533,203CrowdStrike $11,854,445 Largest New Holdings this Quarter 369604301 - GE Aerospace $6,619,961 Holding922908736 - Vanguard Growth ETF $1,206,648 Holding808524797 - Schwab US Dividend Equity ETF $990,623 Holding86800U302 - SUPER MICRO COMPUTER INC $820,048 Holding36828A101 - GE VERNOVA INC $686,880 Holding Largest Purchases this Quarter Netflix 10,589 shares (about $9.87M)GE Aerospace 33,075 shares (about $6.62M)NVIDIA 36,261 shares (about $3.93M)Tesla 14,781 shares (about $3.83M)Vanguard Growth ETF 3,254 shares (about $1.21M) Largest Sales this Quarter JPMorgan Chase & Co. 61,919 shares (about $15.19M)Microsoft 26,376 shares (about $9.90M)VanEck Semiconductor ETF 33,743 shares (about $7.14M)Taiwan Semiconductor Manufacturing 34,576 shares (about $5.74M)CrowdStrike 13,103 shares (about $4.62M) 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$28,968,852$998,827 ▼-3.3%50,26219.2%Computer and TechnologyNVDANVIDIA$19,919,954$3,929,974 ▲24.6%183,79713.2%Computer and TechnologyTSLATesla$14,068,760$3,830,644 ▲37.4%54,2869.3%Auto/Tires/TrucksNFLXNetflix$12,533,203$9,874,560 ▲371.4%13,4408.3%Consumer DiscretionaryCRWDCrowdStrike$11,854,445$4,619,856 ▼-28.0%33,6227.8%Computer and TechnologyJPMJPMorgan Chase & Co.$9,677,085$15,188,731 ▼-61.1%39,4506.4%FinanceAVGOBroadcom$9,078,892$4,430,700 ▼-32.8%54,2256.0%Computer and TechnologyGOOGLAlphabet$8,949,860$3,070,092 ▼-25.5%57,8755.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,724,146$5,739,616 ▼-42.6%46,5315.1%Computer and TechnologyMSFTMicrosoft$7,144,039$9,901,275 ▼-58.1%19,0314.7%Computer and TechnologyGEGE Aerospace$6,619,961$6,619,961 ▲New Holding33,0754.4%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,073,792$1,684,766 ▼-29.3%78,6752.7%ETFHDHome Depot$3,148,149$1,489,049 ▼-32.1%8,5902.1%Retail/WholesaleSMHVanEck Semiconductor ETF$1,872,567$7,135,633 ▼-79.2%8,8551.2%ManufacturingVUGVanguard Growth ETF$1,206,648$1,206,648 ▲New Holding3,2540.8%ETFSCHDSchwab US Dividend Equity ETF$990,623$990,623 ▲New Holding35,4300.7%ETFSUPER MICRO COMPUTER INC$820,048$820,048 ▲New Holding23,9500.5%COM NEWGE VERNOVA INC$686,880$686,880 ▲New Holding2,2500.5%COMDDECFT Vest U.S. Equity Deep Buffer ETF - December$554,850$554,850 ▲New Holding14,1760.4%ETFASMLASML$510,225$69,576 ▼-12.0%7700.3%Computer and TechnologyGSThe Goldman Sachs Group$273,145$273,145 ▲New Holding5000.2%FinanceVOVanguard Mid-Cap ETF$234,051$234,051 ▲New Holding9050.2%ETFGOOGAlphabet$204,036$15,623 ▲8.3%1,3060.1%Computer and TechnologyAMZNAmazon.com$0$22,527,671 ▼-100.0%00.0%Retail/WholesaleAAPLApple$0$19,370,256 ▼-100.0%00.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$0$8,975,742 ▼-100.0%00.0%SHS BEN INTBABoeing$0$3,393,975 ▼-100.0%00.0%AerospaceQQQInvesco QQQ$0$720,834 ▼-100.0%00.0%FinanceAMDAdvanced Micro Devices$0$287,480 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$203,976 ▼-100.0%00.0%FinanceNUNU$0$150,220 ▼-100.0%00.0%FinanceShowing 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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