RAFFA WEALTH MANAGEMENT, LLC

Q2 2017 13F-HR Holdings

Location
Washington, DC
Holdings as of
6/30/2017
Date filed
7/27/2026
Form type
13F-HR
Num holdings
398
Total value ($000)
$231,193
Net value change ($000)
+25,636 (12.5%)
New positions
37
Sold out positions
12
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2017
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)
EFAV 2,824 NEW
GVI 2,558 10.4%
IWV 2,407 320.1%
MDY 2,393 NEW
VEA 2,117 7.0%
IEFA 2,058 5019.5%
IWF 1,795 2063.2%
VGT 1,161 8292.9%
IGHG 1,017 NEW
SPHD 984 NEW
Top Reduces (Value $000, Stocks/ETFs)
VEU -2,403 -25.0%
BND -1,354 -1.6%
COF -200 -49.1%
GWW -66 -69.5%
SLB -64 -15.7%
VZ -58 -13.6%
IGSB -57 -14.9%
FFIV -49 -10.7%
COP -41 -11.8%
HYG -35 -59.3%
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