RBA Wealth Management, LLC

data from 30/09/2025

Capitalization

$ 289.796 M 7.98 %

Average holding period

12 ans

Performance

$ 120.563 M 80.24 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in RBA Wealth Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GOOGL ALPHABET INC 3.64% 10.543 M $ 43367 2019/03/31 3.139 M $ 37.94 %
2025/09/30 AAPL APPLE INC 3.61% 10.472 M $ 41126 2019/03/31 2.086 M $ 24.11 %
2025/09/30 AVGO BROADCOM INC 3.58% 10.376 M $ 31452 2019/03/31 1.766 M $ 19.68 %
2025/09/30 MSFT MICROSOFT CORP 3.56% 10.331 M $ 19945 2021/12/31 414.312 K $ 4.13 %
2025/09/30 CMI CUMMINS INC 2.87% 8.323 M $ 19705 2021/12/31 1.973 M $ 28.97 %
2025/09/30 ASML ASML HOLDING N V 2.50% 7.231 M $ 7469 2023/12/31 1.233 M $ 20.80 %
2025/09/30 V VISA INC 2.43% 7.038 M $ 20617 2021/12/31 -292.893 K $ -3.85 %
2025/09/30 WM WASTE MGMT INC DEL 2.43% 7.031 M $ 31837 2021/12/31 -253.051 K $ -3.49 %
2025/09/30 URI UNITED RENTALS INC 2.36% 6.848 M $ 7173 2025/03/31 1.428 M $ 26.71 %
2025/09/30 META META PLATFORMS INC 2.34% 6.791 M $ 9248 2024/09/30 -35.052 K $ -0.50 %
2025/09/30 AZO AUTOZONE INC 2.26% 6.543 M $ 1525 2019/03/31 886.089 K $ 15.57 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 2.22% 6.439 M $ 23054 2024/06/30 1.213 M $ 23.31 %
2025/09/30 MET METLIFE INC 2.21% 6.413 M $ 77862 2021/12/31 151.355 K $ 2.42 %
2025/09/30 EWBC EAST WEST BANCORP INC 2.20% 6.367 M $ 59814 2023/03/31 334.802 K $ 5.42 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 2.16% 6.272 M $ 7876 2025/06/30 706.053 K $ 12.52 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 2.12% 6.151 M $ 25082 2025/03/31 302.781 K $ 5.16 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 2.09% 6.070 M $ 62171 2019/06/30 -619.152 K $ -9.11 %
2025/09/30 PSTG PURE STORAGE INC 2.06% 5.964 M $ 71157 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMAT APPLIED MATLS INC 2.04% 5.903 M $ 28829 2024/12/31 616.294 K $ 11.84 %
2025/09/30 ACGL ARCH CAP GROUP LTD 2.04% 5.903 M $ 65056 2019/09/30 -20.758 K $ -0.35 %
2025/09/30 EA ELECTRONIC ARTS INC 1.98% 5.752 M $ 28516 2021/12/31 1.192 M $ 26.30 %
2025/09/30 SNPS SYNOPSYS INC 1.93% 5.598 M $ 11346 2021/12/31 -223.281 K $ -3.76 %
2025/09/30 HD HOME DEPOT INC 1.93% 5.579 M $ 13768 2021/12/31 526.323 K $ 10.51 %
2025/09/30 EXP EAGLE MATLS INC 1.84% 5.320 M $ 22829 2022/03/31 701.863 K $ 15.30 %
2025/09/30 TMUS T-MOBILE US INC 1.80% 5.219 M $ 21803 2023/09/30 24.022 K $ 0.47 %
2025/09/30 QCOM QUALCOMM INC 1.79% 5.193 M $ 31214 2021/12/31 218.814 K $ 4.46 %
2025/09/30 MDT MEDTRONIC PLC 1.79% 5.174 M $ 54330 2021/12/31 430.566 K $ 9.26 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.77% 5.137 M $ 33434 2021/12/31 -172.929 K $ -3.56 %
2025/09/30 PVH PVH CORPORATION 1.73% 5.005 M $ 59751 2025/03/31 892.845 K $ 22.11 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 1.62% 4.687 M $ 41665 2025/03/31 417.990 K $ 8.42 %
2025/09/30 APTV APTIV PLC 1.55% 4.499 M $ 52182 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLS FLOWSERVE CORP 1.53% 4.436 M $ 83478 2024/03/31 64.303 K $ 1.51 %
2025/09/30 BDX BECTON DICKINSON & CO 1.53% 4.435 M $ 23694 2024/09/30 344.875 K $ 8.66 %
2025/09/30 PLD PROLOGIS INC. 1.48% 4.294 M $ 37499 2021/12/31 358.403 K $ 8.94 %
2025/09/30 ADBE ADOBE INC 1.46% 4.223 M $ 11973 2023/06/30 -394.099 K $ -8.82 %
2025/09/30 MHK MOHAWK INDS INC 1.44% 4.178 M $ 32406 2025/03/31 765.117 K $ 22.97 %
2025/09/30 CRM SALESFORCE INC 1.43% 4.138 M $ 17459 2024/03/31 -602.804 K $ -13.09 %
2025/09/30 VGT VANGUARD WORLD FD 1.36% 3.945 M $ 5283 2021/12/31 426.668 K $ 12.57 %
2025/09/30 CI THE CIGNA GROUP 1.30% 3.780 M $ 13113 2023/03/31 -532.765 K $ -12.80 %
2025/09/30 FIS FIDELITY NATL INFORMATION SV 1.26% 3.655 M $ 55422 2022/03/31 -842.480 K $ -19.00 %
2025/09/30 TRGP TARGA RES CORP 1.25% 3.633 M $ 21686 2022/06/30 -149.674 K $ -3.76 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 1.19% 3.459 M $ 15190 2023/06/30 135.504 K $ 4.23 %
2025/09/30 INGR INGREDION INC 1.18% 3.413 M $ 27950 2025/06/30 -278.832 K $ -9.96 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.85% 2.465 M $ 9994 2024/03/31 -432.804 K $ -17.49 %
2025/09/30 EOG EOG RES INC 0.84% 2.444 M $ 21801 2021/12/31 -162.046 K $ -6.26 %
2025/09/30 NRG NRG ENERGY INC 0.84% 2.430 M $ 15004 2025/06/30 19.888 K $ 0.85 %
2025/09/30 VICI VICI PPTYS INC 0.70% 2.042 M $ 62617 2024/12/31 630.000 $ 0.03 %
2025/09/30 AGG ISHARES TR 0.61% 1.774 M $ 17699 2021/12/31 16.895 K $ 1.06 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.61% 1.774 M $ 23849 2022/09/30 16.273 K $ 1.01 %
2025/09/30 VFH VANGUARD WORLD FD 0.56% 1.629 M $ 12410 2021/12/31 47.157 K $ 3.10 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.52% 1.508 M $ 2 2025/03/31 50.800 K $ 3.49 %
2025/09/30 CVX CHEVRON CORP NEW 0.42% 1.218 M $ 7841 2021/12/31 108.960 K $ 8.45 %
2025/09/30 VCR VANGUARD WORLD FD 0.42% 1.209 M $ 3051 2021/12/31 100.272 K $ 9.34 %
2025/09/30 TSLA TESLA INC 0.41% 1.202 M $ 2703 2021/12/31 330.737 K $ 40.00 %
2025/09/30 AMZN AMAZON COM INC 0.41% 1.177 M $ 5360 2019/03/31 967.000 $ 0.08 %
2025/09/30 VOX VANGUARD WORLD FD 0.38% 1.097 M $ 5841 2021/12/31 94.638 K $ 9.76 %
2025/09/30 VIS VANGUARD WORLD FD 0.38% 1.091 M $ 3683 2021/12/31 57.856 K $ 5.79 %
2025/09/30 VHT VANGUARD WORLD FD 0.37% 1.078 M $ 4151 2021/12/31 46.785 K $ 4.53 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.35% 1.027 M $ 3255 2021/12/31 83.501 K $ 8.80 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.30% 863.698 K $ 2501 2021/12/31 110.055 K $ 10.68 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.25% 730.510 K $ 22893 2021/12/31 59.683 K $ 9.24 %
2025/09/30 WMT WALMART INC 0.24% 705.741 K $ 6848 2021/12/31 46.918 K $ 5.40 %
2025/09/30 NVDA NVIDIA CORPORATION 0.20% 590.713 K $ 3166 2024/03/31 101.523 K $ 18.10 %
2025/09/30 CSCO CISCO SYS INC 0.19% 547.275 K $ 7999 2021/12/31 -8.250 K $ -1.38 %
2025/09/30 OTTR OTTER TAIL CORP 0.18% 531.594 K $ 6485 2022/09/30 33.286 K $ 6.33 %
2025/09/30 VDC VANGUARD WORLD FD 0.17% 502.064 K $ 2349 2021/12/31 -11.725 K $ -2.41 %
2025/09/30 QQQ INVESCO QQQ TR 0.16% 455.172 K $ 758 2024/12/31 35.085 K $ 8.83 %
2025/09/30 SCHZ SCHWAB STRATEGIC TR 0.15% 446.899 K $ 19041 2021/12/31 4.057 K $ 0.99 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.15% 437.196 K $ 876 2021/12/31 36.430 K $ 7.79 %
2025/09/30 SPYG SPDR SERIES TRUST 0.14% 418.515 K $ 4005 2023/12/31 35.978 K $ 9.64 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.14% 399.884 K $ 13491 2021/12/31 21.509 K $ 5.67 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.13% 380.389 K $ 571 2024/12/31 27.596 K $ 7.82 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.13% 364.873 K $ 394 2021/12/31 -25.338 K $ -6.49 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.12% 357.641 K $ 1268 2021/12/31 -20.520 K $ -4.28 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.12% 341.629 K $ 12245 2022/12/31 31.111 K $ 10.28 %
2025/09/30 DIS DISNEY WALT CO 0.11% 328.675 K $ 2871 2021/12/31 -30.726 K $ -7.67 %
2025/09/30 VDE VANGUARD WORLD FD 0.11% 327.246 K $ 2600 2021/12/31 19.957 K $ 5.66 %
2025/09/30 CB CHUBB LIMITED 0.11% 326.025 K $ 1155 2021/12/31 -8.627 K $ -2.58 %
2025/09/30 TECK TECK RESOURCES LTD 0.10% 301.568 K $ 6871 2021/12/31 25.910 K $ 8.69 %
2025/09/30 PEP PEPSICO INC 0.10% 293.851 K $ 2092 2021/12/31 19.294 K $ 6.36 %
2025/09/30 IAGG ISHARES TR 0.10% 290.474 K $ 5670 2024/09/30 725.000 $ 0.27 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.10% 276.980 K $ 9515 2021/12/31 13.350 K $ 5.20 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.10% 276.760 K $ 11888 2021/12/31 13.657 K $ 5.34 %
2025/09/30 VPU VANGUARD WORLD FD 0.09% 259.310 K $ 1369 2024/03/31 18.614 K $ 7.31 %
2025/09/30 MCD MCDONALDS CORP 0.09% 252.648 K $ 831 2021/12/31 9.786 K $ 4.01 %
2025/09/30 RJF RAYMOND JAMES FINL INC 0.09% 251.073 K $ 1455 2021/12/31 29.287 K $ 12.54 %
2025/09/30 CPRT COPART INC 0.09% 249.853 K $ 5556 2023/03/31 -22.779 K $ -8.36 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.09% 246.343 K $ 490 2019/06/30 8.315 K $ 3.49 %
2025/09/30 VAW VANGUARD WORLD FD 0.08% 234.158 K $ 1143 2022/12/31 11.012 K $ 5.15 %
2025/09/30 FDX FEDEX CORP 0.08% 232.980 K $ 988 2023/03/31 8.398 K $ 3.74 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.08% 221.887 K $ 2427 2021/12/31 6.777 K $ 2.65 %
2025/09/30 VTV VANGUARD INDEX FDS 0.07% 216.515 K $ 1161 2025/09/30 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.07% 212.759 K $ 1147 2021/12/31 0.000 $ 0.00 %
2025/09/30 TGT TARGET CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2025/09/30 KBH KB HOME 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 TFX TELEFLEX INCORPORATED 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %