RAFFA WEALTH MANAGEMENT, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, RAFFA WEALTH MANAGEMENT, LLC opened 161 positions, added to 517, reduced 278, sold out of 94 and left 359 unchanged. The largest increase in value was AAPL (+$752,609); the largest decrease was MSFT (-$139,623).
- AAPL: Country of operation United States; Class Stock; Shares 2026-03-31 11,551; Shares 2026-06-30 12,732.
- NVDA: Country of operation United States; Class Stock; Shares 2026-03-31 10,716; Shares 2026-06-30 11,151.
- MU: Country of operation United States; Class Stock; Shares 2026-03-31 215; Shares 2026-06-30 227.
- LLY: Country of operation United States; Class Stock; Shares 2026-03-31 403; Shares 2026-06-30 420.
Two Form 13F-HR filings compared (SEC CIK 1631073): 2026-03-31 (filed 2026-07-27) and 2026-06-30 (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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| AAPL Apple | United States | Stock | 11,551 | 12,732 | +1,181 | $2,931,571 | $3,684,180 | +$752,609 |
| NVDA NVIDIA CORPORATION COM | United States | Stock | 10,716 | 11,151 | +435 | $1,868,813 | $2,231,241 | +$362,428 |
| MU MICRON TECHNOLOGY INC COM | United States | Stock | 215 | 227 | +12 | $72,636 | $262,024 | +$189,388 |
| LLY ELI LILLY & CO COM | United States | Stock | 403 | 420 | +17 | $370,248 | $503,214 | +$132,966 |
| AMD ADVANCED MICRO DEVICES INC COM | United States | Stock | 246 | 313 | +67 | $50,044 | $181,825 | +$131,781 |
| LRCX LAM RESEARCH CORP COM NEW | United States | Stock | 247 | 288 | +41 | $52,774 | $124,799 | +$72,025 |
| V Visa | United States | Stock | 800 | 914 | +114 | $241,792 | $313,584 | +$71,792 |
| PANW PALO ALTO NETWORKS INC COM | United States | Stock | 150 | 260 | +110 | $24,048 | $88,665 | +$64,617 |
| AVGO BROADCOM INC COM | United States | Stock | 698 | 725 | +27 | $216,038 | $273,869 | +$57,831 |
| JPM JPMorgan Chase & Co. | United States | Stock | 1,201 | 1,236 | +35 | $353,377 | $404,681 | +$51,304 |
| ABBV Abbvie Inc | United States | Stock | 1,428 | 1,432 | +4 | $310,504 | $360,265 | +$49,761 |
| TSLA TESLA INC COM | United States | Stock | 461 | 524 | +63 | $171,377 | $220,394 | +$49,017 |
| JNJ JOHNSON & JOHNSON COM | United States | Stock | 1,329 | 1,440 | +111 | $324,747 | $365,599 | +$40,852 |
| BRKB Berkshire Hathaway Inc. Class B | Stock | 1,898 | 1,899 | +1 | $909,522 | $950,241 | +$40,719 | |
| GS GOLDMAN SACHS GROUP INC COM | United States | Stock | 227 | 229 | +2 | $192,040 | $231,604 | +$39,564 |
| MA Mastercard | United States | Stock | 210 | 281 | +71 | $104,929 | $144,322 | +$39,393 |
| SNDK SANDISK CORP COM | United States | Stock | 21 | 22 | +1 | $13,342 | $50,022 | +$36,680 |
| META Facebook Inc. | United States | Stock | 411 | 482 | +71 | $235,145 | $271,506 | +$36,361 |
| EBAY EBAY INC. COM | United States | Stock | 1,000 | 1,130 | +130 | $91,029 | $126,288 | +$35,259 |
| KLAC KLA CORP COM NEW | United States | Stock | 24 | 226 | +202 | $35,338 | $68,186 | +$32,848 |
| FTNT FORTINET INC COM | United States | Stock | 98 | 256 | +158 | $8,009 | $39,327 | +$31,318 |
| CRWD CROWDSTRIKE HLDGS INC CL A | United States | Stock | 27 | 53 | +26 | $10,541 | $40,446 | +$29,905 |
| CDNS CADENCE DESIGN SYSTEM INC COM | United States | Stock | 53 | 118 | +65 | $14,727 | $44,288 | +$29,561 |
| GEV GE VERNOVA INC COM | United States | Stock | 24 | 41 | +17 | $20,950 | $48,169 | +$27,219 |
| MRVL MARVELL TECHNOLOGY INC COM | United States | Stock | 94 | 106 | +12 | $9,311 | $31,576 | +$22,265 |
| ANET ARISTA NETWORKS INC COM SHS | United States | Stock | 196 | 272 | +76 | $24,065 | $46,207 | +$22,142 |
| PG PROCTER & GAMBLE CO COM | United States | Stock | 1,092 | 1,216 | +124 | $157,734 | $178,320 | +$20,586 |
| TTWO TAKE-TWO INTERACTIVE SOFTWARE COM | United States | Stock | 14 | 90 | +76 | $2,765 | $22,498 | +$19,733 |
| ORCL ORACLE CORP COM | United States | Stock | 292 | 414 | +122 | $42,956 | $60,672 | +$17,716 |
| SNOW SNOWFLAKE INC COM SHS | United States | Stock | 32 | 83 | +51 | $4,826 | $21,124 | +$16,298 |
| ADSK AUTODESK INC COM | United States | Stock | 24 | 109 | +85 | $5,746 | $21,192 | +$15,446 |
| COST Costco Wholesale Corp | United States | Stock | 56 | 76 | +20 | $55,800 | $71,096 | +$15,296 |
| WELL WELLTOWER INC COM | United States | REIT | 161 | 207 | +46 | $31,831 | $46,983 | +$15,152 |
| VIK VIKING HOLDINGS LTD ORD SHS | United States | Stock | 9 | 146 | +137 | $661 | $15,282 | +$14,621 |
| VRSN VERISIGN INC COM | United States | Stock | 7 | 65 | +58 | $1,739 | $16,351 | +$14,612 |
| NET CLOUDFLARE INC CL A COM | United States | Stock | 41 | 94 | +53 | $8,460 | $23,056 | +$14,596 |
| KO COCA COLA CO COM | United States | Stock | 849 | 958 | +109 | $64,566 | $77,857 | +$13,291 |
| EA ELECTRONIC ARTS INC COM | United States | Stock | 45 | 106 | +61 | $9,174 | $21,734 | +$12,560 |
| MAR MARRIOTT INTL INC NEW CL A | United States | Stock | 65 | 89 | +24 | $21,260 | $32,983 | +$11,723 |
| CNI Canadian National Railway | Stock | 627 | 637 | +10 | $64,437 | $75,956 | +$11,519 | |
| ETN EATON CORP PLC SHS | Stock | 65 | 81 | +16 | $23,249 | $34,516 | +$11,267 | |
| DDOG DATADOG INC CL A COM | United States | Stock | 40 | 61 | +21 | $4,722 | $15,882 | +$11,160 |
| SNPS SYNOPSYS INC COM | United States | Stock | 29 | 50 | +21 | $11,498 | $22,304 | +$10,806 |
| GE GE AEROSPACE COM NEW | United States | Stock | 56 | 71 | +15 | $15,891 | $26,535 | +$10,644 |
| CVX Chevron | United States | Stock | 391 | 424 | +33 | $80,861 | $70,324 | -$10,537 |
| NFLX NETFLIX INC. COM | United States | Stock | 712 | 812 | +100 | $68,459 | $57,977 | -$10,482 |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A | United States | Stock | 82 | 380 | +298 | $5,031 | $14,717 | +$9,686 |
| URI UNITED RENTALS INC COM | United States | Stock | 21 | 22 | +1 | $15,300 | $24,924 | +$9,624 |
| TJX TJX COS INC NEW COM | United States | Stock | 194 | 268 | +74 | $30,982 | $40,602 | +$9,620 |
| WBTN WEBTOON ENTMT INC COM | United States | Stock | 50 | 873 | +823 | $460 | $9,970 | +$9,510 |
| EMR EMERSON ELEC CO COM | United States | Stock | 105 | 161 | +56 | $13,757 | $23,047 | +$9,290 |
| CIEN CIENA CORP COM NEW | United States | Stock | 15 | 30 | +15 | $5,823 | $14,717 | +$8,894 |
| CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Cayman Islands | Stock | 27 | 42 | +15 | $2,534 | $11,422 | +$8,888 |
| PWR QUANTA SVCS INC COM | United States | Stock | 33 | 37 | +4 | $18,118 | $26,641 | +$8,523 |
| AMGN Amgen Inc | United States | Stock | 545 | 553 | +8 | $191,815 | $200,310 | +$8,495 |
| SCCO SOUTHERN COPPER CORP COM | United States | Stock | 13 | 61 | +48 | $2,237 | $10,630 | +$8,393 |
| CPNG COUPANG INC CL A | United States | Stock | 386 | 894 | +508 | $7,288 | $15,529 | +$8,241 |
| BAC BANK OF AMER CORP COM | United States | Stock | 977 | 979 | +2 | $47,629 | $55,783 | +$8,154 |
| APP APPLOVIN CORP COM CL A | United States | Stock | 29 | 38 | +9 | $11,542 | $19,579 | +$8,037 |
| CVS CVS Health | United States | Stock | 159 | 188 | +29 | $11,419 | $19,449 | +$8,030 |
| ABM ABM INDS INC COM | United States | Stock | 1,323 | 1,333 | +10 | $50,956 | $58,984 | +$8,028 |
| UNP UNION PAC CORP COM | United States | Stock | 129 | 144 | +15 | $31,298 | $39,168 | +$7,870 |
| ADI ANALOG DEVICES INC COM | United States | Stock | 68 | 74 | +6 | $21,634 | $29,391 | +$7,757 |
| FIX COMFORT SYS USA INC COM | United States | Stock | 3 | 6 | +3 | $4,137 | $11,892 | +$7,755 |
| BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | United States | Stock | 65 | 235 | +170 | $2,889 | $10,540 | +$7,651 |
| CARG CARGURUS INC COM CL A | United States | Stock | 25 | 225 | +200 | $851 | $7,670 | +$6,819 |
| HWM HOWMET AEROSPACE INC COM | United States | Stock | 135 | 141 | +6 | $31,112 | $37,909 | +$6,797 |
| TWLO TWILIO INC CL A | United States | Stock | 24 | 47 | +23 | $3,020 | $9,698 | +$6,678 |
| BKNG BOOKING HOLDINGS INC COM | United States | Stock | 7 | 128 | +121 | $29,472 | $22,815 | -$6,657 |
| VRT VERTIV HOLDINGS CO COM CL A | United States | Stock | 67 | 70 | +3 | $16,789 | $23,437 | +$6,648 |
| BE BLOOM ENERGY CORP COM CL A | United States | Stock | 18 | 30 | +12 | $2,439 | $9,081 | +$6,642 |
| LIN LINDE PLC SHS | United Kingdom | Stock | 103 | 111 | +8 | $51,063 | $57,602 | +$6,539 |
| TER TERADYNE INC COM | United States | Stock | 31 | 32 | +1 | $9,190 | $15,483 | +$6,293 |
| MTCH MATCH GROUP INC NEW COM | United States | Stock | 5 | 169 | +164 | $154 | $6,430 | +$6,276 |
| ELV ELEVANCE HEALTH INC FORMERLY A COM | United States | Stock | 49 | 53 | +4 | $14,345 | $20,497 | +$6,152 |
| PPLI PEOPLE INC COM NEW | United States | Stock | 3 | 133 | +130 | $120 | $6,139 | +$6,019 |
| INTU INTUIT COM | United States | Stock | 46 | 54 | +8 | $19,889 | $14,094 | -$5,795 |
| ROK ROCKWELL AUTOMATION INC COM | United States | Stock | 31 | 34 | +3 | $11,125 | $16,833 | +$5,708 |
| GWW WW GRAINGER INC COM | United States | Stock | 11 | 13 | +2 | $11,999 | $17,685 | +$5,686 |
| UBS UBS GROUP AG SHS | Stock | 304 | 348 | +44 | $11,877 | $17,247 | +$5,370 | |
| CARR CARRIER GLOBAL CORPORATION COM | United States | Stock | 252 | 266 | +14 | $14,190 | $19,511 | +$5,321 |
| TD TORONTO DOMINION BK ONT COM NEW | Stock | 78 | 103 | +25 | $7,278 | $12,507 | +$5,229 | |
| BA BOEING CO COM | United States | Stock | 14 | 37 | +23 | $2,786 | $8,009 | +$5,223 |
| VRTX VERTEX PHARMACEUTICALS INC COM | United States | Stock | 62 | 66 | +4 | $27,685 | $32,784 | +$5,099 |
| RKLB ROCKET LAB CORP COM | United States | Stock | 117 | 124 | +7 | $7,514 | $12,605 | +$5,091 |
| YELP YELP INC CL A | United States | Stock | 32 | 239 | +207 | $792 | $5,860 | +$5,068 |
| COF Capital One | United States | Stock | 124 | 138 | +14 | $22,621 | $27,686 | +$5,065 |
| MKSI MKS INC. COM | United States | Stock | 7 | 15 | +8 | $1,609 | $6,672 | +$5,063 |
| NOC Northrop Grumman | United States | Stock | 38 | 41 | +3 | $25,925 | $20,882 | -$5,043 |
| MPWR MONOLITHIC PWR SYS INC COM | United States | Stock | 3 | 6 | +3 | $3,280 | $8,294 | +$5,014 |
| ATI ATI INC COM | United States | Stock | 66 | 74 | +8 | $9,600 | $14,585 | +$4,985 |
| PGR PROGRESSIVE CORP COM | United States | Stock | 149 | 158 | +9 | $29,538 | $34,515 | +$4,977 |
| CRM SALESFORCE INC COM | United States | Stock | 169 | 233 | +64 | $31,547 | $36,502 | +$4,955 |
| CME CME GROUP INC COM | United States | Stock | 78 | 83 | +5 | $23,037 | $18,329 | -$4,708 |
| ACN Accenture PLC | Stock | 260 | 377 | +117 | $51,555 | $46,914 | -$4,641 | |
| LYV LIVE NATION ENTERTAINMENT INC COM | United States | Stock | 118 | 123 | +5 | $17,996 | $22,523 | +$4,527 |
| STT STATE STR CORP COM | United States | Stock | 70 | 78 | +8 | $8,859 | $13,229 | +$4,370 |
| OKTA OKTA INC CL A | United States | Stock | 21 | 44 | +23 | $1,653 | $6,004 | +$4,351 |
| HUM HUMANA INC COM | United States | Stock | 14 | 17 | +3 | $2,427 | $6,753 | +$4,326 |
| COHR COHERENT CORP COM | United States | Stock | 17 | 21 | +4 | $4,050 | $8,284 | +$4,234 |
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