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  Name: RBA Wealth Management LLC
  City: NEWPORT BEACH
  State: CA
  Zip: 92660
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $246,755,000
  Total Value Change : $17,685,000
  Securities Held Change : 1
   
All Securities Held : 91
  New Positions : 6
  Closed Positions : 5
  Increased Positions : 50
  Unchanged Positions : 4
  Decreased Positions : 31

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 61 - $177.81 $557,000 3,168 0.23% -230,000 0 0    Auto Manufacturers
   (CPRT)1 Year Chart         CPRT Copart Inc 73 - $54.50 $322,000 5,556 0.13% 50,000 0 0.001    Auto Dealerships
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 75 - $416.94 $317,000 755 0.13% 48,000 0 0    Property & Casualty I...
   (FDX)1 Year Chart         FDX Fedex Corp 77 - $257.25 $310,000 1,070 0.13% 39,000 0 0    AirDelivery & Freight...

      4 Records Found
  1    
Page 1 of 1
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