RIP
Reliant Investment Partners Portfolio holdings
AUM
$115M
This Quarter Return
+7.29%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.19%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$12.5M |
| 2 |
Duke Energy
DUK
|
$7.61M |
| 3 |
Truist Financial
TFC
|
$6.88M |
| 4 |
Apple
AAPL
|
$5.84M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$5.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 29.58% |
| 2 | Financials | 11.41% |
| 3 | Consumer Discretionary | 8.43% |
| 4 | Utilities | 7.79% |
| 5 | Healthcare | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Verizon
VZ
$186B
| $891K | 0.79% |
+22,282
| New | +$891K |
|
27
Invesco S&P MidCap Quality ETF
XMHQ
$5.06B
| $847K | 0.75% |
+8,599
| New | +$847K |
|
28
Advanced Micro Devices
AMD
$260B
| $821K | 0.73% |
+6,798
| New | +$821K |
|
29
Meta Platforms (Facebook)
META
$1.88T
| $800K | 0.71% |
+1,366
| New | +$800K |
|
30
KLA
KLAC
$115B
| $784K | 0.69% |
+1,244
| New | +$784K |
|
31
Dell
DELL
$85B
| $779K | 0.69% |
+6,762
| New | +$779K |
|
32
Pfizer
PFE
$139B
| $760K | 0.67% |
+28,663
| New | +$760K |
|
33
Astera Labs
ALAB
$30.8B
| $732K | 0.65% |
+5,530
| New | +$732K |
|
34
SPDR Portfolio S&P 500 ETF
SPLG
$83.7B
| $723K | 0.64% |
+10,494
| New | +$723K |
|
35
Credo Technology Group
CRDO
$23.1B
| $722K | 0.64% |
+10,739
| New | +$722K |
|
36
First Trust Cloud Computing ETF
SKYY
$3.03B
| $674K | 0.6% |
+5,661
| New | +$674K |
|
37
Vertiv
VRT
$47.8B
| $673K | 0.6% |
+5,928
| New | +$673K |
|
38
Cisco
CSCO
$270B
| $667K | 0.59% |
+11,268
| New | +$667K |
|
39
Abbott
ABT
$232B
| $650K | 0.58% |
+5,744
| New | +$650K |
|
40
Caterpillar
CAT
$195B
| $606K | 0.54% |
+1,670
| New | +$606K |
|
41
Johnson & Johnson
JNJ
$428B
| $606K | 0.54% |
+4,189
| New | +$606K |
|
42
Costco
COST
$424B
| $597K | 0.53% |
+652
| New | +$597K |
|
43
Alkami Technology
ALKT
$2.59B
| $591K | 0.52% |
+16,115
| New | +$591K |
|
44
SPDR Gold Trust
GLD
$110B
| $588K | 0.52% |
+2,430
| New | +$588K |
|
45
Trade Desk
TTD
$25.4B
| $581K | 0.52% |
+4,943
| New | +$581K |
|
46
Palo Alto Networks
PANW
$130B
| $540K | 0.48% |
+2,968
| New | +$540K |
|
47
Salesforce
CRM
$231B
| $532K | 0.47% |
+1,590
| New | +$532K |
|
48
JPMorgan Chase
JPM
$833B
| $528K | 0.47% |
+2,201
| New | +$528K |
|
49
Vanguard Short-Term Bond ETF
BSV
$38.4B
| $513K | 0.45% |
+6,635
| New | +$513K |
|
50
Arista Networks
ANET
$177B
| $512K | 0.45% |
+4,631
| New | +$512K |
|