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Raffa Wealth Management, LLC

Q4 2022 Holdings

Filed 2026-07-27 | 1066 holdings | $244.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Southern Copper Corp COM(SCCO)Stock84265V105$725120.0%
GXO Logistics Incorporated Common Stock(GXO)Stock36262G101$726170.0%
Netease COM Inc Sponsored ADS(NTES)ADR64110W102$726100.0%
Pldt Inc Sponsored ADR(PHI)ADR69344D408$730320.0%
Twilio Inc CL A(TWLO)Stock90138F102$734150.0%
Arcelormittal SA Luxembourg NY Registry SH(MT)ADR03938L203$734280.0%
Axalta Coating SYS LTD COM(AXTA)StockG0750C108$739290.0%
Crown Hldgs Inc COM(CCK)Stock228368106$74090.0%
Petroleo Brasileiro S A Sponsored ADR(PBR)ADR71654V408$746700.0%
Primis Financial Corp COM(FRST)Stock74167B109$747630.0%
AES Corp COM(AES)Stock00130H105$748260.0%
Provident Finl Svcs Inc COM(PFS)Stock74386T105$748350.0%
Barrick MNG Corp COM SHS(B)Stock06849F108$756440.0%
Argenx SE Sponsored ADR(ARGX)ADR04016X101$75820.0%
First Ctzns Bancshares Inc del CL A(FCNCA)Stock31946M103$75810.0%
Midwestone Finl Group Inc New COM(MOFG)Stock598511103$762240.0%
Itau Unibanco Hldg S A Spon ADR REP PFD(BVXB)ADR465562106$7721640.0%
Equity Lifestyle Properties COM(ELS)REIT29472R108$775120.0%
Farmers National Banc Corp COM(FMNB)Stock309627107$777550.0%
Vici Pptys Inc COM(VICI)REIT925652109$778240.0%
Fomento Economico Mexicano S A Spon ADR Units(FMX)ADR344419106$781100.0%
Delek US Hldgs Inc New COM(DK)Stock24665A103$783290.0%
Wyndham Hotels & Resorts Inc COM(WH)Stock98311A105$784110.0%
Hyster-Yale Inc CL A(HY)Stock449172105$785310.0%
KKR & Co Inc COM(KKR)Stock48251W104$789170.0%
Harley Davidson Inc COM(HOG)Stock412822108$790190.0%
Americas Car-Mart Inc COM(CRMT)Stock03062T105$795110.0%
Firstenergy Corp COM(FE)Stock337932107$797190.0%
Deckers Outdoor Corp COM(DECK)Stock243537107$79820.0%
Myers Inds Inc COM(MYE)Stock628464109$800360.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$807440.0%
Sensata Technologies Hldg PLC SHS(ST)StockG8060N102$808200.0%
Okta Inc CL A(OKTA)Stock679295105$820120.0%
Wheaton Precious Metals Corp COM(WPM)Stock962879102$821210.0%
Otter Tail Corp COM(OTTR)Stock689648103$822140.0%
Honda Motor Co LTD ADR ECH CNV in 3(HMC)ADR438128308$823360.0%
Tvardi Therapeutics Inc COM(TVRD)Stock140755307$827770.0%
Acuity Inc COM(AYI)Stock00508Y102$82850.0%
Plug PWR Inc COM New(PLUG)Stock72919P202$829670.0%
Coca-Cola Europacific Partners SHS(KO)StockG25839104$830150.0%
Elanco Animal Health Inc COM(ELAN)Stock28414H103$831680.0%
Bridgewater Bancshares Inc COM(BWB)Stock108621103$834470.0%
Arrow Electrs Inc COM(ARW)Stock042735100$83780.0%
Paramount Global Class B COM(0VVB)Stock92556H206$844500.0%
Reinsurance Group Amer Inc COM New(RGA)Stock759351604$85360.0%
Smith A O Corp COM(AOS)Stock831865209$859150.0%
CGI Inc CL A SUB VTG(GIB)Stock12532H104$861100.0%
Univest Financial Corporation COM(UVSP)Stock915271100$862330.0%
Fidelity Natl Finl Inc COM SHS(FNF)Stock31620R303$865230.0%
TC Energy Corp COM(TRP)Stock87807B107$877220.0%
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