RAFFA WEALTH MANAGEMENT, LLC

Q1 2017 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2017
Date filed
7/27/2026
Form type
13F-HR
Num holdings
373
Total value ($000)
$205,557
Net value change ($000)
+14,651 (7.7%)
New positions
14
Sold out positions
524
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 Q4 2016
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)
VEA 7,600 33.8%
VTI 3,205 92.5%
GVI 2,962 13.7%
BND 2,626 3.2%
VWO 1,288 12.0%
AAPL 340 28.6%
MDT 282 1762.5%
AMGN 165 12.0%
MSFT 96 5.4%
V 76 13.1%
Top Reduces (Value $000, Stocks/ETFs)
VEU -3,811 -28.4%
CYRX -277 -27.2%
DE -161 -38.3%
JPM -83 -12.5%
VSS -59 -100.0%
HUM -50 -100.0%
VZ -45 -9.6%
CVX -40 -9.7%
EXXONMOBIL HOLDINGS CORP COM SHS -36 -11.3%
TSLA -36 -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