RAINIER FAMILY WEALTH INC 13F Portfolio
RAINIER FAMILY WEALTH INC runs RAINIER FAMILY WEALTH INC and currently holds 102 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $175.75M. Their top holdings are NVDA, MSFT, AAPL, DBEF, GOOGL. The top five represent 21.0% of reported portfolio weight. RAINIER FAMILY WEALTH INC ranks #856 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RAINIER FAMILY WEALTH INC initiated 10 new positions. They added to 44 existing positions. They trimmed 27 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$175.75M
Alpha Score
23.5
#856 of 1000
Holdings
102
RAINIER FAMILY WEALTH INC Current 13F Holdings
Reported holdings from RAINIER FAMILY WEALTH INC's latest SEC 13F filing, ranked by portfolio weight.
102 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | 5.89% | $142.91 | $229.28 | +60.44% | Added +0.03% |
MSFT MICROSOFT CORP | 4.46% | $413.82 | $535.07 | +29.30% | Trimmed -2.65% |
AAPL APPLE INC | 3.96% | $252.45 | $336.68 | +33.37% | Trimmed -1.39% |
DBEF DBX ETF TR | 3.52% | $44.00 | $54.89 | +24.75% | Added +2.88% |
GOOGL ALPHABET INC | 3.14% | $211.01 | $351.66 | +66.66% | Added +0.74% |
SPSM SPDR SERIES TRUST | 2.97% | $45.04 | $53.45 | +18.67% | Added +1.37% |
RSP INVESCO EXCHANGE TRADED FD T | 2.87% | $202.42 | $213.06 | +5.26% | Added +192.13% |
AVGO BROADCOM INC | 2.75% | $245.63 | $361.54 | +47.19% | Trimmed -1.93% |
SPAB SPDR SERIES TRUST | 2.72% | $25.57 | $24.38 | -4.65% | Added +31.21% |
FENI FIDELITY COVINGTON TRUST | 2.70% | $37.78 | $39.71 | +5.10% | Added +24.45% |
Showing 1-10 of 102