RBA Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Newport Beach, CA
CIK
0001776296
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 90 229,070 AAPL, AVGO, MSFT, GOOGL 13F-HR 2/7/2024 000108514624000852
Q3 2023 86 207,774 AAPL, AZO, GOOGL, MSFT 13F-HR 10/19/2023 000108514623003814
Q2 2023 90 214,499 AAPL, MSFT, AZO, AVGO 13F-HR 7/21/2023 000108514623002811
Q1 2023 93 200,854 AAPL, AZO, MSFT, UNH 13F-HR 4/17/2023 000108514623001735
Q4 2022 91 190,700 AZO, UNH, AAPL, MET 13F-HR 1/25/2023 000108514623000377
Q3 2022 87 173,662 AAPL, AZO, UNH, WM 13F-HR 10/11/2022 000108514622003347
Q2 2022 91 180,417 AAPL, AZO, UNH, GOOGL 13F-HR 7/11/2022 000108514622002321
Q1 2022 106 208,081 AAPL, GOOGL, AZO, UNH 13F-HR 4/13/2022 000108514622001398
Q4 2021 109 211,655 AAPL, UNH, GOOGL, MSFT 13F-HR 2/2/2022 000108514622000481
Q3 2021 21 41,470 AAPL, GOOGL, AZO, AMZN 13F-HR 11/15/2021 000108514621003325
Q2 2021 23 47,086 AAPL, GOOGL, ALXN, AMZN 13F-HR 7/21/2021 000108514621002050
Q1 2021 239 117,838 DIOD, AAPL, CMI, NKE 13F-HR 4/14/2021 000108514621001161
Q4 2020 99 166,011 AAPL, DIOD, NKE, CMI 13F-HR 2/2/2021 000108514621000376
Q3 2020 100 147,909 AAPL, NKE, DIOD, AMZN 13F-HR 11/12/2020 000108514620002900
Q2 2020 99 137,444 AAPL, DIOD, GOOGL, NKE 13F-HR 9/29/2020 000108514620002416
Q1 2020 94 115,594 AAPL, PG, NKE, GOOGL 13F-HR 5/15/2020 000108514620001597
Q4 2019 100 146,740 AAPL, DIOD, PG, NKE 13F-HR 1/9/2020 000108514620000058
Q3 2019 100 131,081 AAPL, PG, NKE, GOOGL 13F-HR 10/24/2019 000108514619002631
Q2 2019 87 129,500 PG, AAPL, MSFT, DIS 13F-HR 8/8/2019 000108514619002150
Q1 2019 82 128,335 PG, AVGO, AAPL, NKE 13F-HR 5/15/2019 000108514619001605