RAFFA WEALTH MANAGEMENT, LLC

Q4 2014 13F-HR Holdings

Location
Washington, DC
Holdings as of
12/31/2014
Date filed
7/27/2026
Form type
13F-HR
Num holdings
752
Total value ($000)
$165,379
Net value change ($000)
+32,855 (24.8%)
New positions
14
Sold out positions
8
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 30,314 68.4%
VEA 1,229 108.0%
VWO 666 15.3%
BSV 358 100.0%
GVI 191 0.9%
AMGN 177 13.4%
AAPL 168 14.9%
RJF 126 88.1%
SDY 113 23.4%
LOW 109 30.1%
Top Reduces (Value $000, Stocks/ETFs)
VEU -1,151 -3.9%
APA -210 -95.5%
MRC GLOBAL INC. -88 -48.4%
GILD -79 -11.5%
BKLN -73 -100.0%
DBC -60 -20.5%
SLB -50 -12.3%
MYGN -46 -10.5%
EQT -38 -14.8%
GIS -35 -97.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type