Equal-WT
WhaleScore 2.0
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RWQ Financial Management Services is based out of Naples. RWQ Financial Management Services is a large advisory firm with 188 clients and discretionary assets under management (AUM) of $255,727,897 (Form ADV from 2025-05-30). Their last reported 13F filing for Q1 2025 included $151,114,211 in managed 13F securities
and a top 10 holdings concentration of 85.97%. RWQ Financial Management Services's largest holding is Meta Platforms Inc with shares held of 50,262. Whalewisdom has at least 18 13F filings
Business Description
We offer discretionary portfolio management services, tailoring investment advice to provide continuous and focused guidance and make investments on your behalf. Our strategy primarily allocates client assets among equity securities and options, customizing advice based on individual investment objectives, risk tolerance, and other relevant information gathered during an initial meeting.
Additionally, we may provide pension consulting services to plans on an individually negotiated basis, with all services detailed in a written agreement consistent with plan documents. Either party can terminate the agreement with written notice, and unearned fees will be refunded. We do not participate in any wrap fee programs.
Investment Strategy
The firm uses charting analysis, which involves gathering and processing price and volume pattern information for a security, sector, index, or commodity. This data is analyzed to detect departures from expected performance and diversification, and to predict future price movements and trends.
The firm also offers discretionary portfolio management services, tailoring investment advice to provide continuous and focused guidance and/or to make investments on the client's behalf. The strategy primarily allocates client assets among equity securities and options, adjusting the size of positions and the amount of options to grow the portfolio based on the client's investment objectives and risk tolerance.
Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| NFLX Netflix Inc | 7.3% |
| NVDA NVIDIA Corp | 5.43% |
| GE GE Aerospace | 4.38% |
| TSLA Tesla Inc | 3.07% |
| VUG VANGUARD GROWTH INDE | 0.8% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| AMZN Amazon.com Inc | 8.81% |
| AAPL Apple Inc | 7.58% |
| IBIT iShares Bitcoin Trus | 3.51% |
| JPM JPMorgan Chase & Co. | 3.1% |
| SMH VanEck Semiconductor | 2.8% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| META Meta Platforms Inc | 19.17% |
| NVDA NVIDIA Corp | 13.18% |
| TSLA Tesla Inc | 9.31% |
| NFLX Netflix Inc | 8.29% |
| CRWD Crowdstrike Holdings | 7.84% |
2025-03-31
13F Activity
| Market Value | $151m, Prior: $256m |
| Inflows (Outflows) as % of Total MV | (-38.502)% |
| New Purchases | 8 stocks |
| Added To | 4 stocks |
| Sold out of | 8 stocks |
| Reduced holdings in | 11 stocks |
| Top 10 Holdings % | 85.97% |
| Turnover %[1] | 51.61% |
| Turnover Alt %[2] | 19.22% |
| Time Held Top 20 | 5.6 quarters |
| Time Held Top 10 | 4.5 quarters |
| Time Held All | 6.22 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31