RAFFA WEALTH MANAGEMENT, LLC

Q1 2014 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2014
Date filed
7/27/2026
Form type
13F-HR
Num holdings
273
Total value ($000)
$122,825
Net value change ($000)
-42,554 (-25.7%)
New positions
23
Sold out positions
502
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEU 1,634 5.8%
UPS 224 829.6%
APA 179 1790.0%
VOD 163 5433.3%
IGSB 116 31.9%
MRC GLOBAL INC. 116 123.4%
DBC 97 41.6%
QAI 76 NEW
BKLN 74 NEW
VGSH 61 NEW
Top Reduces (Value $000, Stocks/ETFs)
BND -33,421 -44.8%
VWO -3,384 -67.4%
GVI -2,457 -11.8%
VEA -1,195 -50.5%
AAPL -473 -36.6%
AMGN -340 -22.7%
RJF -269 -100.0%
BRK-B -214 -14.7%
LKQ -190 -95.5%
VTI -189 -8.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type