RAFFA WEALTH MANAGEMENT, LLC

Q3 2014 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2014
Date filed
7/27/2026
Form type
13F-HR
Num holdings
746
Total value ($000)
$132,524
Net value change ($000)
+1,689 (1.3%)
New positions
483
Sold out positions
17
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BND 1,140 2.6%
AMGN 210 18.9%
LKQ 179 1988.9%
GWW 172 NEW
GILD 155 29.1%
RJF 143 NEW
BRK-B 124 9.9%
AAPL 96 9.3%
LOW 38 11.7%
PG 37 8.5%
Top Reduces (Value $000, Stocks/ETFs)
VEU -430 -1.4%
ONIT -160 -100.0%
VWO -116 -2.6%
VEA -87 -7.1%
VCSH -80 -67.2%
VGSH -61 -100.0%
SLB -50 -11.0%
COP -47 -8.5%
DBC -42 -12.5%
MRC GLOBAL INC. -39 -17.6%
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