RAFFA WEALTH MANAGEMENT, LLC

Q2 2015 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2015
Date filed
7/27/2026
Form type
13F-HR
Num holdings
826
Total value ($000)
$167,771
Net value change ($000)
-1,968 (-1.2%)
New positions
26
Sold out positions
11
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2015
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 1,910 6.4%
COF 390 129.1%
JPM 201 48.3%
META 172 373.9%
AXP 156 15600.0%
GILD 123 19.4%
EEM 110 297.3%
BAC 86 1720.0%
ABBV 84 4200.0%
VEA 77 3.3%
Top Reduces (Value $000, Stocks/ETFs)
BND -5,142 -6.6%
GVI -767 -3.7%
MET -113 -28.2%
RMD -111 -36.6%
SPY -68 -4.4%
BRK-B -67 -4.8%
AMGN -59 -3.9%
AGG -58 -1.1%
MFIN -46 -100.0%
DXJ -42 -64.6%
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