RBA Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    newport beach, CA
  • Num holdings

    89

  • Value ($000)

    $262,651

  • Date Filed
    01/24/2025
  • Form type
    13F-HR
  • CIK
    0001776296
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$11.94M
5 %

51,499

AAPL
AAPL

APPLE INC

COM
037833100
$10.52M
4 %

41,996

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.89M
3 %

46,951

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.61M
3 %

20,420

AZO
AZO

AUTOZONE INC

COM
053332102
$7.58M
3 %

2,366

CMI
CMI

CUMMINS INC

COM
231021106
$7.26M
3 %

20,835

V
V

VISA INC

COM CL A
92826C839
$6.97M
3 %

22,051

WM
WM

WASTE MGMT INC DEL

COM
94106L109
$6.40M
2 %

31,707

MET
MET

METLIFE INC

COM
59156R108
$6.32M
2 %

77,203

BSX
BSX

BOSTON SCIENTIFIC CORP

COM
101137107
$6.02M
2 %

67,403

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