RAFFA WEALTH MANAGEMENT, LLC

Q2 2014 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2014
Date filed
7/27/2026
Form type
13F-HR
Num holdings
280
Total value ($000)
$130,835
Net value change ($000)
+8,010 (6.5%)
New positions
16
Sold out positions
9
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
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)
VWO 2,834 173.4%
GVI 2,286 12.5%
BND 1,967 4.8%
AAPL 209 25.5%
ONIT 160 NEW
AGG 132 2.4%
COP 106 23.7%
VTI 90 4.6%
SLB 84 22.6%
GILD 77 16.9%
Top Reduces (Value $000, Stocks/ETFs)
BSV -308 -47.4%
UPS -227 -90.4%
VOD -166 -100.0%
IGSB -96 -20.0%
JPM -85 -18.8%
QAI -76 -100.0%
VEU -53 -0.2%
AMGN -47 -4.1%
DXJ -25 -45.5%
QCOM -25 -5.9%
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