Latest Rench Wealth Management, Inc. Stock Portfolio

Rench Wealth Management, Inc. Performance:
2025 Q1: -2.04%YTD: -2.04%2024: 13.22%

Performance for 2025 Q1 is -2.04%, and YTD is -2.04%, and 2024 is 13.22%.

About Rench Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Rench Wealth Management, Inc. reported an equity portfolio of $289.6 Millions as of 31 Mar, 2025.

The top stock holdings of Rench Wealth Management, Inc. are NVDA, AAPL, MSFT. The fund has invested 8.1% of it's portfolio in NVIDIA CORPORATION and 7.1% of portfolio in APPLE INC.

The fund managers got completely rid off LAM RESEARCH CORP (LRCX), APPLOVIN CORP (APP) and TESLA INC (TSLA) stocks. They significantly reduced their stock positions in AT&T INC (T), SCHWAB STRATEGIC TR (FNDA) and VERIZON COMMUNICATIONS INC (VZ). Rench Wealth Management, Inc. opened new stock positions in LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to ASML HOLDING N V, D R HORTON INC (DHI) and WALMART INC (WMT).

Rench Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Rench Wealth Management, Inc. made a return of -2.04% in the last quarter. In trailing 12 months, it's portfolio return was 1.28%.
2019202020212022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
lam research corp6,008,910

New stocks bought by Rench Wealth Management, Inc.

Additions to existing portfolio by Rench Wealth Management, Inc.

Reductions

Ticker% Reduced
at&t inc-4.82
schwab strategic tr-4.3
verizon communications inc-2.14
cisco sys inc-1.87
pepsico inc-1.57
paychex inc-1.22
invesco qqq tr-1.14
entergy corp new-1.05

Rench Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
lam research corp-5,891,800
applovin corp-416,122
tesla inc-244,727

Rench Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Rench Wealth Management, Inc. has about 30.1% of it's holdings in Technology sector.

30%14%14%12%
Sector%
Technology30.1
Healthcare13.8
Industrials13.7
Financial Services12.4
Consumer Cyclical7.3
Utilities6.7
Consumer Defensive6
Communication Services4.6
Energy3.9
Others1.2

Market Cap. Distribution

Rench Wealth Management, Inc. has about 98.7% of it's portfolio invested in the large-cap and mega-cap stocks.

51%48%
Category%
MEGA-CAP51
LARGE-CAP47.7
UNALLOCATED1.2

Stocks belong to which Index?

About 96.7% of the stocks held by Rench Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

97%
Index%
S&P 50096.7
Others3.2
Top 5 Winners (%)%
T
at&t inc
23.9 %
AJG
gallagher arthur j & co
21.5 %
RSG
republic svcs inc
19.9 %
ELV
elevance health inc
17.7 %
ABT
abbott labs
17.3 %
Top 5 Winners ($)$
AJG
gallagher arthur j & co
3.0 M
ABT
abbott labs
1.3 M
JNJ
johnson & johnson
1.2 M
RSG
republic svcs inc
1.0 M
PAYX
paychex inc
0.8 M
Top 5 Losers (%)%
NVDA
nvidia corporation
-19.2 %
BAH
booz allen hamilton hldg cor
-18.5 %
GOOG
alphabet inc
-17.9 %
MCHP
microchip technology inc.
-15.5 %
AMZN
amazon com inc
-13.3 %
Top 5 Losers ($)$
NVDA
nvidia corporation
-5.6 M
AAPL
apple inc
-2.6 M
MSFT
microsoft corp
-2.3 M
GOOG
alphabet inc
-1.9 M
AMZN
amazon com inc
-1.5 M

Rench Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

NVDAAAPLMSFTAJGJPMAMZNPGJNJABTGOOGPAYXISRGCOSTMAETRFASTRSGLHXLRCXUNHXOMBAHCVXNEEDPZAMATINTULOWCSCOVZELVSOMCHPMRKPEGUPSBADH..CS..F..I..E....S..I..W..P..T..Q..

Current Stock Holdings of Rench Wealth Management, Inc.

Rench Wealth Management, Inc. has 49 stocks in it's portfolio. About 47.8% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. AJG was the most profitable stock for Rench Wealth Management, Inc. last quarter.

Last Reported on: 15 May, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of NVIDIA CORPORATION Position Held By Rench Wealth Management, Inc.

What % of Portfolio is NVDA?:

No data available

Number of NVDA shares held:

No data available

Change in No. of Shares Held:

No data available