RAFFA WEALTH MANAGEMENT, LLC

Q1 2015 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2015
Date filed
7/27/2026
Form type
13F-HR
Num holdings
811
Total value ($000)
$169,739
Net value change ($000)
+4,360 (2.6%)
New positions
84
Sold out positions
25
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,394 4.5%
VEU 1,780 6.3%
VTI 327 15.3%
HEDJ 215 NEW
VZ 196 116.0%
DE 149 14900.0%
XLV 135 33.9%
IWB 71 NEW
IWR 55 NEW
GVI 44 0.2%
Top Reduces (Value $000, Stocks/ETFs)
AGG -407 -7.2%
DLX -174 -100.0%
MSFT -164 -11.7%
NTAP -148 -100.0%
MYGN -138 -35.1%
QCOM -123 -31.7%
V -115 -21.5%
COF -101 -25.1%
DHR -97 -24.1%
MRC GLOBAL INC. -94 -100.0%
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