RWQ FINANCIAL MANAGEMENT SERVICES, INC.
RWQ FINANCIAL MANAGEMENT SERVICES, INC. runs RWQ FINANCIAL MANAGEMENT SERVICES, INC. and currently holds 24 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $207.34M. Their top holdings are TSM, BRK-B, NVDA, GE, ABBV. The top five represent 35.3% of reported portfolio weight. RWQ FINANCIAL MANAGEMENT SERVICES, INC. ranks #102 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RWQ FINANCIAL MANAGEMENT SERVICES, INC. initiated 4 new positions. They added to 11 existing positions. They trimmed 9 positions. Their current best-performing preview position is MU with returns of +241.67%.
24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
TSM TAIWAN SEMICONDUCTOR MANUFAC | 7.68% | $196.93 | $418.87 | +112.70% | Trimmed -15.53% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 7.37% | $491.44 | $495.77 | +0.88% | Added +136.74% |
NVDA NVIDIA CORPORATION | 6.86% | $86.82 | $214.76 | +147.36% | Added +7.70% |
GE GE AEROSPACE | 6.75% | $312.45 | $348.41 | +11.51% | Added +126.17% |
ABBV ABBVIE INC | 6.64% | $237.16 | $265.01 | +11.74% | Added +135.88% |
AVGO BROADCOM INC | 5.40% | $289.67 | $368.45 | +27.20% | Added +56.39% |
GEV GE VERNOVA INC | 5.25% | $766.85 | $956.64 | +24.75% | Trimmed -30.82% |
AAPL APPLE INC | 4.84% | $253.75 | $309.35 | +21.91% | Trimmed -37.10% |
SMH VANECK ETF TRUST | 4.72% | $360.13 | $560.42 | +55.62% | Trimmed -59.42% |
MSFT MICROSOFT CORP | 4.60% | $408.24 | $483.24 | +18.37% | Added +88.09% |
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