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Home > Institutional Investor > Rpg Family Wealth Advisory, Llc > 13F Holdings

Instuitional Investor - Rpg Family Wealth Advisory, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 225,964 $30,893,798 5.04%
2.
Intel Corp
 INTC 160,779 $22,449,572 3.66%
3.
Berkshire Hathaway Inc
 BRK-B 43,432 $21,733,060 3.55%
4.
Embraer S.a.
 EMBJ 289,032 $18,440,242 3.01%
5.
Etf Ser Solutions Defiance Quant
 102,063 $16,879,179 2.75%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.