RAFFA WEALTH MANAGEMENT, LLC

Q3 2024 13F-HR Holdings

Location
Washington, DC
Holdings as of
9/30/2024
Date filed
7/27/2026
Form type
13F-HR
Num holdings
1,082
Total value ($000)
$414,280
Net value change ($000)
+61,907 (17.6%)
New positions
13
Sold out positions
82
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
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)
SGOV 29,634 136.9%
AVUS 11,090 130.5%
VUSB 10,667 195.1%
VTI 3,267 9.6%
BND 3,239 5.0%
VEA 3,012 7.4%
DFAC 2,775 13.3%
ESGV 2,678 192.8%
BSV 2,561 98.4%
AVDE 2,358 39.2%
Top Reduces (Value $000, Stocks/ETFs)
IVV -6,133 -76.8%
DGRW -1,874 -100.0%
EEM -1,496 -96.6%
IEFA -788 -21.4%
SPY -715 -14.5%
ESGD -599 -10.8%
MSFT -471 -33.2%
IJH -384 -96.2%
TJX -304 -90.2%
ESGE -303 -12.2%
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