RAFFA WEALTH MANAGEMENT, LLC

Q1 2019 13F-HR Holdings

Location
Washington, DC
Holdings as of
3/31/2019
Date filed
7/27/2026
Form type
13F-HR
Num holdings
719
Total value ($000)
$247,689
Net value change ($000)
-14,453 (-5.5%)
New positions
9
Sold out positions
32
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2018
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 4,577 3.5%
VEA 3,558 10.8%
VWO 1,627 12.4%
VTI 802 13.7%
BIV 428 5.2%
V 360 87.2%
RSP 285 14.9%
AAPL 269 24.2%
CSCO 258 85.1%
AMT 257 93.1%
Top Reduces (Value $000, Stocks/ETFs)
IWV -7,172 -95.4%
IWB -5,453 -100.0%
CYRX -2,860 -100.0%
MDY -2,464 -100.0%
XMLV -1,609 -100.0%
IWM -1,342 -98.0%
MSFT -1,272 -53.3%
IGHG -1,176 -100.0%
EFAV -1,129 -100.0%
XCUR -1,094 -92.7%
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