RAFFA WEALTH MANAGEMENT, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 50 quarters from 2013-12-31 to 2026-06-30, RAFFA WEALTH MANAGEMENT, LLC opened 3,169 positions, added to 5,001, reduced 3,031 and sold out of 2,459.
- Q2 2026: Stock MSFT; Country of operation United States; Class Stock; Shares before 2,299.
- Q2 2026: Stock AMAT; Country of operation United States; Class Stock; Shares before 197.
- Q2 2026: Stock XOM; Country of operation United States; Class Stock; Shares before 1,656.
- Q2 2026: Stock INTC; Country of operation United States; Class Stock; Shares before 751.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1631073), 50 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-07-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-07-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-07-27); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-07-27); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-07-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2026-07-27); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-07-27); Q1 2024 (2023-12-31 to 2024-03-31, filed 2026-07-27); Q4 2023 (2023-09-30 to 2023-12-31, filed 2026-07-27); Q3 2023 (2023-06-30 to 2023-09-30, filed 2026-07-27); Q2 2023 (2023-03-31 to 2023-06-30, filed 2026-07-27); Q1 2023 (2022-12-31 to 2023-03-31, filed 2026-07-27); Q4 2022 (2022-09-30 to 2022-12-31, filed 2026-07-27); Q3 2022 (2022-06-30 to 2022-09-30, filed 2026-07-27); Q2 2022 (2022-03-31 to 2022-06-30, filed 2026-07-27); Q1 2022 (2021-12-31 to 2022-03-31, filed 2026-07-27); Q4 2021 (2021-09-30 to 2021-12-31, filed 2026-07-27); Q3 2021 (2021-06-30 to 2021-09-30, filed 2026-07-27); Q2 2021 (2021-03-31 to 2021-06-30, filed 2026-07-27); Q1 2021 (2020-12-31 to 2021-03-31, filed 2026-07-27); Q4 2020 (2020-09-30 to 2020-12-31, filed 2026-07-27); Q3 2020 (2020-06-30 to 2020-09-30, filed 2026-07-27); Q2 2020 (2020-03-31 to 2020-06-30, filed 2026-07-27); Q1 2020 (2019-12-31 to 2020-03-31, filed 2026-07-27); Q4 2019 (2019-09-30 to 2019-12-31, filed 2026-07-27); Q3 2019 (2019-06-30 to 2019-09-30, filed 2026-07-27); Q2 2019 (2019-03-31 to 2019-06-30, filed 2026-07-27); Q1 2019 (2018-12-31 to 2019-03-31, filed 2026-07-27); Q4 2018 (2018-09-30 to 2018-12-31, filed 2026-07-27); Q3 2018 (2018-06-30 to 2018-09-30, filed 2026-07-27); Q2 2018 (2018-03-31 to 2018-06-30, filed 2026-07-27); Q1 2018 (2017-12-31 to 2018-03-31, filed 2026-07-27); Q4 2017 (2017-09-30 to 2017-12-31, filed 2026-07-27); Q3 2017 (2017-06-30 to 2017-09-30, filed 2026-07-27); Q2 2017 (2017-03-31 to 2017-06-30, filed 2026-07-27); Q1 2017 (2016-12-31 to 2017-03-31, filed 2026-07-27); Q4 2016 (2016-09-30 to 2016-12-31, filed 2026-07-27); Q3 2016 (2016-06-30 to 2016-09-30, filed 2026-07-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2026-07-27); Q1 2016 (2015-12-31 to 2016-03-31, filed 2026-07-27); Q4 2015 (2015-09-30 to 2015-12-31, filed 2026-07-27); Q3 2015 (2015-06-30 to 2015-09-30, filed 2026-07-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2026-07-27); Q1 2015 (2014-12-31 to 2015-03-31, filed 2026-07-27); Q4 2014 (2014-09-30 to 2014-12-31, filed 2026-07-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2026-07-27); Q2 2014 (2014-03-31 to 2014-06-30, filed 2026-07-27); Q1 2014 (2013-12-31 to 2014-03-31, filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | MSFT
Microsoft | United States | Stock | 2,299 | 1,907 | -392 | $850,913 | $711,290 | -$139,623 | 2026-07-27 |
|---|
| Q2 2026 | AMAT
APPLIED MATLS INC COM | United States | Stock | 197 | 194 | -3 | $67,333 | $140,262 | +$72,929 | 2026-07-27 |
|---|
| Q2 2026 | XOM
EXXONMOBIL HOLDINGS CORP COM SHS | United States | Stock | 1,656 | 1,583 | -73 | $280,957 | $216,428 | -$64,529 | 2026-07-27 |
|---|
| Q2 2026 | INTC
INTEL CORP COM | United States | Stock | 751 | 545 | -206 | $33,142 | $76,098 | +$42,956 | 2026-07-27 |
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| Q2 2026 | WMT
WALMART INC COM | United States | Stock | 2,404 | 2,304 | -100 | $298,711 | $260,932 | -$37,779 | 2026-07-27 |
|---|
| Q2 2026 | UNH
UnitedHealth Group | United States | Stock | 291 | 277 | -14 | $78,742 | $115,130 | +$36,388 | 2026-07-27 |
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| Q2 2026 | NEE
NEXTERA ENERGY INC COM | United States | Stock | 431 | 113 | -318 | $40,031 | $9,918 | -$30,113 | 2026-07-27 |
|---|
| Q2 2026 | CAT
CATERPILLAR INC COM | United States | Stock | 81 | 27 | -54 | $57,385 | $28,752 | -$28,633 | 2026-07-27 |
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| Q2 2026 | PLTR
PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 314 | 149 | -165 | $45,932 | $17,384 | -$28,548 | 2026-07-27 |
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| Q2 2026 | MCD
MCDONALDS CORP COM | United States | Stock | 130 | 52 | -78 | $40,403 | $14,056 | -$26,347 | 2026-07-27 |
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| Q2 2026 | WDC
WESTERN DIGITAL CORP COM | United States | Stock | 97 | 77 | -20 | $26,238 | $49,181 | +$22,943 | 2026-07-27 |
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| Q2 2026 | AMZN
AMAZON COM INC COM | United States | Stock | 2,691 | 2,258 | -433 | $560,455 | $538,172 | -$22,283 | 2026-07-27 |
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| Q2 2026 | KEYS
KEYSIGHT TECHNOLOGIES INC COM | United States | Stock | 104 | 28 | -76 | $29,366 | $9,802 | -$19,564 | 2026-07-27 |
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| Q2 2026 | VZ
Verizon Communications | United States | Stock | 1,209 | 1,032 | -177 | $60,716 | $44,045 | -$16,671 | 2026-07-27 |
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| Q2 2026 | GLW
CORNING INC COM | United States | Stock | 141 | 128 | -13 | $19,172 | $32,695 | +$13,523 | 2026-07-27 |
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| Q2 2026 | TXN
TEXAS INSTRS INC COM | United States | Stock | 127 | 125 | -2 | $24,656 | $37,259 | +$12,603 | 2026-07-27 |
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| Q2 2026 | TEL
TE CONNECTIVITY PLC ORD SHS | | Stock | 86 | 29 | -57 | $17,976 | $5,847 | -$12,129 | 2026-07-27 |
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| Q2 2026 | MRK
MERCK & CO INC COM | United States | Stock | 1,707 | 1,691 | -16 | $205,335 | $217,294 | +$11,959 | 2026-07-27 |
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| Q2 2026 | PH
Parker Hannifin Corp | United States | Stock | 40 | 25 | -15 | $35,810 | $24,453 | -$11,357 | 2026-07-27 |
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| Q2 2026 | QCOM
Qualcomm Inc. | United States | Stock | 207 | 203 | -4 | $26,657 | $37,512 | +$10,855 | 2026-07-27 |
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| Q2 2026 | MSI
MOTOROLA SOLUTIONS INC COM NEW | United States | Stock | 45 | 21 | -24 | $19,529 | $8,721 | -$10,808 | 2026-07-27 |
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| Q2 2026 | T
AT&T INC COM | United States | Stock | 969 | 837 | -132 | $28,091 | $17,326 | -$10,765 | 2026-07-27 |
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| Q2 2026 | HON
HONEYWELL INTL INC COM | United States | Stock | 48 | 1 | -47 | $10,849 | $224 | -$10,625 | 2026-07-27 |
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| Q2 2026 | CSCO
Cisco Systems | United States | Stock | 1,143 | 667 | -476 | $88,685 | $78,346 | -$10,339 | 2026-07-27 |
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| Q2 2026 | C
CITIGROUP INC COM NEW | United States | Stock | 392 | 389 | -3 | $44,457 | $54,444 | +$9,987 | 2026-07-27 |
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| Q2 2026 | EFX
EQUIFAX INC COM | United States | Stock | 82 | 31 | -51 | $14,766 | $4,920 | -$9,846 | 2026-07-27 |
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| Q2 2026 | COP
Conoco Phillips | United States | Stock | 146 | 93 | -53 | $19,272 | $9,668 | -$9,604 | 2026-07-27 |
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| Q2 2026 | PM
PHILIP MORRIS INTL INC COM | United States | Stock | 105 | 43 | -62 | $17,361 | $7,779 | -$9,582 | 2026-07-27 |
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| Q2 2026 | DIS
Walt Disney | United States | Stock | 1,027 | 929 | -98 | $98,982 | $89,416 | -$9,566 | 2026-07-27 |
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| Q2 2026 | KMI
KINDER MORGAN INC DEL COM | United States | Stock | 299 | 15 | -284 | $10,025 | $480 | -$9,545 | 2026-07-27 |
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| Q2 2026 | GOOGL
Alphabet Class A | United States | Stock | 1,415 | 1,112 | -303 | $406,877 | $397,370 | -$9,507 | 2026-07-27 |
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| Q2 2026 | STX
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | | Stock | 26 | 20 | -6 | $10,186 | $19,300 | +$9,114 | 2026-07-27 |
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| Q2 2026 | VLO
VALERO ENERGY CORP COM | United States | Stock | 157 | 114 | -43 | $38,792 | $29,690 | -$9,102 | 2026-07-27 |
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| Q2 2026 | CMCSA
COMCAST CORP NEW CL A | United States | Stock | 1,235 | 1,092 | -143 | $35,522 | $26,690 | -$8,832 | 2026-07-27 |
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| Q2 2026 | SBUX
Starbucks | United States | Stock | 238 | 123 | -115 | $21,322 | $12,569 | -$8,753 | 2026-07-27 |
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| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 227 | 166 | -61 | $55,023 | $46,681 | -$8,342 | 2026-07-27 |
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| Q2 2026 | LMT
LOCKHEED MARTIN CORP COM | United States | Stock | 42 | 34 | -8 | $25,384 | $17,322 | -$8,062 | 2026-07-27 |
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| Q2 2026 | PEP
PepsiCo | United States | Stock | 354 | 353 | -1 | $54,973 | $47,796 | -$7,177 | 2026-07-27 |
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| Q2 2026 | BLK
BLACKROCK INC COM | United States | Stock | 41 | 34 | -7 | $39,430 | $32,693 | -$6,737 | 2026-07-27 |
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| Q2 2026 | APH
AMPHENOL CORP CL A | United States | Stock | 221 | 196 | -25 | $27,923 | $34,559 | +$6,636 | 2026-07-27 |
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| Q2 2026 | AXP
American Express | United States | Stock | 211 | 208 | -3 | $63,959 | $70,507 | +$6,548 | 2026-07-27 |
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| Q2 2026 | WM
WASTE MGMT INC DEL COM | United States | Stock | 194 | 172 | -22 | $44,579 | $38,335 | -$6,244 | 2026-07-27 |
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| Q2 2026 | EPM
EVOLUTION PETE CORP COM | United States | Stock | 2,436 | 1,350 | -1,086 | $11,157 | $4,968 | -$6,189 | 2026-07-27 |
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| Q2 2026 | DOW
DOW HLDGS INC COM | United States | Stock | 173 | 39 | -134 | $7,205 | $1,067 | -$6,138 | 2026-07-27 |
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| Q2 2026 | HPQ
HP INC COM | United States | Stock | 509 | 170 | -339 | $9,778 | $3,730 | -$6,048 | 2026-07-27 |
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| Q2 2026 | MS
MORGAN STANLEY COM NEW | United States | Stock | 146 | 143 | -3 | $24,027 | $29,893 | +$5,866 | 2026-07-27 |
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| Q2 2026 | SO
SOUTHERN CO COM | United States | Stock | 82 | 23 | -59 | $7,915 | $2,201 | -$5,714 | 2026-07-27 |
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| Q2 2026 | GD
GENERAL DYNAMICS CORP COM | United States | Stock | 30 | 13 | -17 | $10,297 | $4,605 | -$5,692 | 2026-07-27 |
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| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC COM | United States | Stock | 46 | 36 | -10 | $15,877 | $10,461 | -$5,416 | 2026-07-27 |
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| Q2 2026 | ABT
ABBOTT LABORATORIES COM | United States | Stock | 344 | 337 | -7 | $35,318 | $30,579 | -$4,739 | 2026-07-27 |
|---|
| Q2 2026 | MMM
3M CO COM | United States | Stock | 300 | 298 | -2 | $43,569 | $48,249 | +$4,680 | 2026-07-27 |
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| Q2 2026 | GIS
GENERAL MILLS INC COM | United States | Stock | 283 | 170 | -113 | $10,533 | $5,916 | -$4,617 | 2026-07-27 |
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| Q2 2026 | FERG
FERGUSON ENTERPRISES INC COMMON STOCK NEW | | Stock | 39 | 19 | -20 | $9,097 | $4,509 | -$4,588 | 2026-07-27 |
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| Q2 2026 | CMI
CUMMINS INC COM | United States | Stock | 54 | 47 | -7 | $29,053 | $33,521 | +$4,468 | 2026-07-27 |
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| Q2 2026 | TT
TRANE TECHNOLOGIES PLC SHS | | Stock | 73 | 71 | -2 | $30,422 | $34,872 | +$4,450 | 2026-07-27 |
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| Q2 2026 | PFE
PFIZER INC COM | United States | Stock | 734 | 674 | -60 | $20,611 | $16,230 | -$4,381 | 2026-07-27 |
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| Q2 2026 | KR
KROGER CO COM | United States | Stock | 211 | 202 | -9 | $15,268 | $11,217 | -$4,051 | 2026-07-27 |
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| Q2 2026 | ICE
INTERCONTINENTAL EXCHANGE INC COM | United States | Stock | 109 | 107 | -2 | $17,144 | $13,173 | -$3,971 | 2026-07-27 |
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| Q2 2026 | AVT
AVNET INC COM | United States | Stock | 83 | 13 | -70 | $5,114 | $1,155 | -$3,959 | 2026-07-27 |
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| Q2 2026 | PNR
PENTAIR PLC SHS | | Stock | 69 | 28 | -41 | $6,005 | $2,144 | -$3,861 | 2026-07-27 |
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| Q2 2026 | CF
CF INDUSTRIES HOLD COM | United States | Stock | 46 | 21 | -25 | $5,973 | $2,273 | -$3,700 | 2026-07-27 |
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| Q2 2026 | MDT
Medtronic PLC | Ireland | Stock | 298 | 283 | -15 | $25,822 | $22,139 | -$3,683 | 2026-07-27 |
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| Q2 2026 | GILD
GILEAD SCIENCES INC COM | United States | Stock | 195 | 186 | -9 | $27,177 | $23,499 | -$3,678 | 2026-07-27 |
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| Q2 2026 | GM
GENERAL MTRS CO COM | United States | Stock | 132 | 81 | -51 | $9,834 | $6,243 | -$3,591 | 2026-07-27 |
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| Q2 2026 | HD
HOME DEPOT INC COM | United States | Stock | 250 | 223 | -27 | $82,223 | $78,648 | -$3,575 | 2026-07-27 |
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| Q2 2026 | PLD
PROLOGIS INC. COM | United States | REIT | 322 | 288 | -34 | $42,562 | $39,015 | -$3,547 | 2026-07-27 |
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| Q2 2026 | AJG
GALLAGHER ARTHUR J & CO COM | United States | Stock | 63 | 44 | -19 | $13,645 | $10,101 | -$3,544 | 2026-07-27 |
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| Q2 2026 | LOGI
LOGITECH INTL S A SHS | United States | Stock | 100 | 60 | -40 | $9,112 | $5,642 | -$3,470 | 2026-07-27 |
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| Q2 2026 | FLEX
FLEX LTD ORD | | Stock | 80 | 53 | -27 | $5,237 | $8,590 | +$3,353 | 2026-07-27 |
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| Q2 2026 | NTAP
NETAPP INC COM | United States | Stock | 129 | 65 | -64 | $13,208 | $10,059 | -$3,149 | 2026-07-27 |
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| Q2 2026 | MNST
MONSTER BEVERAGE CORP NEW COM | United States | Stock | 221 | 199 | -22 | $16,014 | $19,128 | +$3,114 | 2026-07-27 |
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| Q2 2026 | PEG
PUBLIC SVC ENTERPRISE GROUP COM | United States | Stock | 122 | 84 | -38 | $9,876 | $6,817 | -$3,059 | 2026-07-27 |
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| Q2 2026 | VNT
VONTIER CORPORATION COM | United States | Stock | 117 | 40 | -77 | $4,150 | $1,160 | -$2,990 | 2026-07-27 |
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| Q2 2026 | CTS
CTS CORP COM | United States | Stock | 80 | 13 | -67 | $3,821 | $847 | -$2,974 | 2026-07-27 |
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| Q2 2026 | RSG
REPUBLIC SVCS INC COM | United States | Stock | 62 | 50 | -12 | $13,579 | $10,654 | -$2,925 | 2026-07-27 |
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| Q2 2026 | VRSK
VERISK ANALYTICS INC COM | United States | Stock | 35 | 21 | -14 | $6,641 | $3,770 | -$2,871 | 2026-07-27 |
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| Q2 2026 | CCI
CROWN CASTLE INC COM | United States | REIT | 111 | 82 | -29 | $9,025 | $6,210 | -$2,815 | 2026-07-27 |
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| Q2 2026 | WPC
WP CAREY INC COM | United States | REIT | 55 | 14 | -41 | $3,738 | $1,001 | -$2,737 | 2026-07-27 |
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| Q2 2026 | MET
METLIFE INC COM | United States | Stock | 275 | 198 | -77 | $19,448 | $16,753 | -$2,695 | 2026-07-27 |
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| Q2 2026 | WFC
WELLS FARGO & CO COM | United States | Stock | 504 | 453 | -51 | $40,123 | $37,436 | -$2,687 | 2026-07-27 |
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| Q2 2026 | PLXS
PLEXUS CORP COM | United States | Stock | 23 | 7 | -16 | $4,658 | $2,105 | -$2,553 | 2026-07-27 |
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| Q2 2026 | FITB
FIFTH THIRD BANCORP COM | United States | Stock | 246 | 158 | -88 | $11,429 | $8,906 | -$2,523 | 2026-07-27 |
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| Q2 2026 | TDY
TELEDYNE TECHNOLOGIES INC COM | United States | Stock | 14 | 9 | -5 | $8,470 | $6,002 | -$2,468 | 2026-07-27 |
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| Q2 2026 | DAL
DELTA AIR LINES INC COM NEW | United States | Stock | 203 | 118 | -85 | $13,495 | $11,052 | -$2,443 | 2026-07-27 |
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| Q2 2026 | UPS
UNITED PARCEL SVCS INC CL B | United States | Stock | 276 | 275 | -1 | $27,153 | $29,563 | +$2,410 | 2026-07-27 |
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| Q2 2026 | BDX
BECTON DICKINSON & CO COM | United States | Stock | 67 | 54 | -13 | $10,534 | $8,172 | -$2,362 | 2026-07-27 |
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| Q2 2026 | USB
US BANCORP COM NEW | United States | Stock | 318 | 237 | -81 | $16,539 | $14,315 | -$2,224 | 2026-07-27 |
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| Q2 2026 | OVV
OVINTIV INC COM | | Stock | 40 | 4 | -36 | $2,374 | $211 | -$2,163 | 2026-07-27 |
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| Q2 2026 | ESLT
ELBIT SYS LTD ORD | | Stock | 7 | 5 | -2 | $5,944 | $3,794 | -$2,150 | 2026-07-27 |
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| Q2 2026 | CL
COLGATE PALMOLIVE CO COM | United States | Stock | 198 | 161 | -37 | $16,876 | $14,760 | -$2,116 | 2026-07-27 |
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| Q2 2026 | MP
MP MATERIALS CORP COM CL A | United States | Stock | 91 | 42 | -49 | $4,392 | $2,352 | -$2,040 | 2026-07-27 |
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| Q2 2026 | ADP
AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 108 | 107 | -1 | $21,943 | $23,963 | +$2,020 | 2026-07-27 |
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| Q2 2026 | FISV
FISERV INC COM | United States | Stock | 78 | 48 | -30 | $4,352 | $2,354 | -$1,998 | 2026-07-27 |
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| Q2 2026 | LNG
CHENIERE ENERGY INC COM NEW | United States | Stock | 39 | 38 | -1 | $11,067 | $9,082 | -$1,985 | 2026-07-27 |
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| Q2 2026 | CFG
CITIZENS FINL GROUP INC COM | United States | Stock | 97 | 55 | -42 | $5,817 | $3,854 | -$1,963 | 2026-07-27 |
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| Q2 2026 | MRSH
MARSH & MCLENNAN COS INC COM | United States | Stock | 114 | 107 | -7 | $19,773 | $17,834 | -$1,939 | 2026-07-27 |
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| Q2 2026 | NOVT
NOVANTA INC COM | United States | Stock | 23 | 5 | -18 | $2,717 | $811 | -$1,906 | 2026-07-27 |
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| Q2 2026 | FNF
FIDELITY NATL FINL INC COM SHS | United States | Stock | 67 | 26 | -41 | $3,107 | $1,226 | -$1,881 | 2026-07-27 |
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| Q2 2026 | JCI
JOHNSON CTLS INTL PLC SHS | | Stock | 245 | 232 | -13 | $32,083 | $33,898 | +$1,815 | 2026-07-27 |
|---|
| Q2 2026 | CDW
CDW CORP COM | United States | Stock | 44 | 25 | -19 | $5,325 | $3,516 | -$1,809 | 2026-07-27 |
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