Raffa Wealth Management, LLC
- SEC CIK
- 0001631073
- Latest filing
- Jul 27, 2026
Holdings in Q4 2013
Holdings as of Dec 31, 2013, filed Jul 27, 2026. Long positions only.
- Positions
- 751
- No 13F data for Q3 2013
- Portfolio value
- $165.4M
- No 13F data for Q3 2013
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 906,342 | $74.7M | 45.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 602,059 | $28.2M | 17.1% | – | – | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 187,845 | $20.8M | 12.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 51,111 | $5.63M | 3.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 125,399 | $5.02M | 3.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 62,483 | $2.37M | 1.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,201 | $2.14M | 1.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,697 | $1.58M | 1.0% | – | – | History |
| AMGNAmgen Inc | Stock | 9,404 | $1.50M | 0.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 9,665 | $1.45M | 0.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 30,204 | $1.40M | 0.8% | – | – | History |
| AAPLApple Inc. | Stock | 11,725 | $1.29M | 0.8% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,958 | $716.2K | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,467 | $611.5K | 0.4% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 6,464 | $609.3K | 0.4% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,927 | $602.5K | 0.4% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,560 | $595.7K | 0.4% | – | – | – |
| VVisa Inc. | Stock | 2,038 | $534.4K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 5,687 | $518.0K | 0.3% | – | – | History |
| COPConocoPhillips | Stock | 6,825 | $471.3K | 0.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 6,849 | $471.2K | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 4,088 | $458.6K | 0.3% | – | – | History |
| JFRNuveen Floating Rate Income Fund | COM | 40,388 | $443.9K | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,736 | $421.5K | 0.3% | – | – | History |
| METMetlife Inc | Stock | 7,772 | $420.4K | 0.3% | – | – | History |
| COFCapital One Financial Corp | Stock | 4,881 | $402.9K | 0.2% | – | – | History |
| DHRDanaher Corp | Stock | 4,690 | $402.0K | 0.2% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,826 | $398.4K | 0.2% | – | – | – |
| MYGNMyriad Genetics Inc | COM | 11,550 | $393.4K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 5,216 | $387.7K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 13,806 | $384.0K | 0.2% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,460 | $363.9K | 0.2% | – | – | – |
| FFIVF5, Inc. | Stock | 2,783 | $363.1K | 0.2% | – | – | History |
| SLBSLB Limited | Stock | 4,157 | $355.0K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 3,798 | $311.6K | 0.2% | – | – | History |
| RMDResmed Inc | COM | 5,425 | $304.1K | 0.2% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 3,293 | $281.1K | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | Stock | 2,997 | $277.1K | 0.2% | – | – | History |
| BALLBALL Corp | COM | 4,059 | $276.7K | 0.2% | – | – | History |
| RJFRaymond James Financial Inc | COM | 4,700 | $269.3K | 0.2% | – | – | History |
| CPRTCopart Inc | COM | 6,675 | $243.6K | 0.1% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,500 | $234.7K | 0.1% | – | – | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 12,622 | $232.9K | 0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 1,184 | $229.5K | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 2,313 | $222.4K | 0.1% | – | – | History |
| EQTEQT Corp | Stock | 2,881 | $218.1K | 0.1% | – | – | History |
| LKQLKQ Corp | COM | 7,061 | $198.6K | 0.1% | – | – | History |
| DLXDeluxe Corp | COM | 2,800 | $174.3K | 0.1% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 682 | $173.8K | 0.1% | – | – | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1,789 | $173.5K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 3,623 | $169.5K | 0.1% | – | – | History |
| PHParker-Hannifin Corp | Stock | 1,273 | $164.2K | 0.1% | – | – | History |
| LVSLas Vegas Sands Corp | COM | 2,710 | $157.6K | 0.1% | – | – | History |
| NTAPNetApp, Inc. | Stock | 3,562 | $147.6K | 0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,201 | $133.9K | 0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,299 | $132.1K | 0.1% | – | – | – |
| ATIAti Inc | Stock | 3,777 | $131.3K | 0.1% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,535 | $129.7K | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,200 | $123.9K | 0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 2,351 | $109.8K | 0.1% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 842 | $107.3K | 0.1% | – | – | History |
| OMEROmeros Corp | COM | 4,114 | $101.9K | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 794 | $98.1K | 0.1% | – | – | – |
| MRCMRC Global Inc. | COM | 6,192 | $93.8K | 0.1% | – | – | History |
| PDIPIMCO Dynamic Income Fund | SHS | 2,000 | $61.5K | <0.1% | – | – | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 1,244 | $61.2K | <0.1% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 545 | $60.1K | <0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 280 | $57.9K | <0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 610 | $57.2K | <0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 719 | $57.1K | <0.1% | – | – | – |
| SPXCSPX Technologies, Inc. | COM | 658 | $56.5K | <0.1% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 882 | $53.0K | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 520 | $52.8K | <0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,061 | $52.0K | <0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 654 | $51.8K | <0.1% | – | – | – |
| MFINMedallion Financial Corp | COM | 5,000 | $50.0K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 461 | $48.8K | <0.1% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 1,000 | $48.8K | <0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 430 | $48.2K | <0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 503 | $47.9K | <0.1% | – | – | – |
| EBAYeBay Inc | COM | 829 | $46.5K | <0.1% | – | – | History |
| PFEPfizer Inc | Stock | 1,459 | $45.4K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 378 | $44.1K | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 563 | $43.9K | <0.1% | – | – | History |
| DDDuPont de Nemours, Inc. | Stock | 582 | $43.0K | <0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 1,017 | $43.0K | <0.1% | – | – | History |
| CNICanadian National Railway Co | Stock | 612 | $42.2K | <0.1% | – | – | History |
| Vanguard Energy ETF92204A306 | ETF | 375 | $41.9K | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 490 | $39.0K | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 435 | $38.9K | <0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 653 | $38.5K | <0.1% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 1,000 | $36.1K | <0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 919 | $36.1K | <0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 342 | $35.7K | <0.1% | – | – | – |
| ABMAbm Industries Inc | COM | 1,234 | $35.4K | <0.1% | – | – | History |
| HUMHumana Inc | Stock | 245 | $35.2K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 700 | $34.5K | <0.1% | – | – | History |
| EIXEdison International | Stock | 510 | $33.4K | <0.1% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 405 | $32.8K | <0.1% | – | – | – |
| DISWalt Disney Co | Stock | 336 | $31.6K | <0.1% | – | – | History |