Ria Advisory Group LLC Purchases in Q1 2025

Ria Advisory Group LLC

  • $307 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.33K
+ 30.31%
$30.38 - $34.94 $162K - $186K
22.9K $784M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
423
New
$507.05 - $563.67 $214K - $238K
423 $217M
PEP
Pepsico Inc

Consumer Defensive
1.52K
+ 24.31%
$142.64 - $156.42 $217K - $238K
7.79K $1.17B
Solventum Corp
2.81K
New
N/A
2.81K $214M
NVO
Novo Nordisk A S

Healthcare
3.06K
New
$69.3 - $90.95 $212K - $278K
3.06K $212M
JNPR
Juniper Networks Inc

Technology
6.47K
+ 34.11%
$34.38 - $39.03 $223K - $253K
25.5K $921M
D
Dominion Energy, Inc

Utilities
3.68K
New
$52.85 - $57.43 $194K - $211K
3.68K $206M
MMM
3 M CO

Industrials
1
+ 0.01%
$129.7 - $155.12 $130 - $155
11.5K $1.69B
WELL
Welltower Inc.

Real Estate
1.33K
New
$124.05 - $156.86 $165K - $208K
1.33K $204M
AEP
American Electric Power CO Inc

Utilities
1.14K
+ 28.21%
$90.32 - $109.27 $103K - $125K
5.2K $568M
IBMP
Ishares Tr Ibonds December 202

ETFs
5.15K
+ 11.92%
$25.1 - $25.34 $129K - $131K
48.4K $1.22B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.72K
+ 10.18%
$26.63 - $26.75 $126K - $126K
51.1K $1.37B
CVX
Chevron Corp

Energy
435
+ 20.33%
$146.71 - $167.97 $63.8K - $73.1K
2.58K $431M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.33K
+ 10.81%
$21.75 - $24.28 $203K - $227K
95.7K $2.11B
MSFT
Microsoft Corp

Technology
1.54K
+ 15.15%
$375.39 - $447.2 $577K - $688K
11.7K $4.39B
VIG
Vanguard Dividend Appreciation

ETFs
372
+ 18.4%
N/A
2.39K $465M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
273
+ 10.78%
$123.11 - $130.57 $33.6K - $35.6K
2.81K $356M
XLU
Utilities Sector Spdr

ETFs
275
+ 5.37%
$74.7 - $80.27 $20.5K - $22.1K
5.39K $425M
JPM
Jpmorgan Chase & CO

Financial Services
89
+ 4.87%
$225.19 - $279.95 $20K - $24.9K
1.92K $471M
CTVA
Corteva, Inc.

Basic Materials
13
+ 0.27%
$55.94 - $66.15 $727 - $860
4.87K $306M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
145
+ 3.74%
$97.38 - $104.52 $14.1K - $15.2K
4.03K $411M
GGG
Graco Inc

Industrials
281
+ 8.82%
$80.53 - $87.54 $22.6K - $24.6K
3.47K $290M
IWV
Ishares Russell 3000 ETF

ETFs
8
+ 1.07%
$313.1 - $349.83 $2.5K - $2.8K
758 $241M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
38
+ 2.71%
$192.82 - $222.1 $7.33K - $8.44K
1.44K $278M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
214
+ 0.91%
$21.23 - $23.75 $4.54K - $5.08K
23.8K $513M
UPS
United Parcel Service Inc

Industrials
34
+ 1.39%
$109.66 - $136.26 $3.73K - $4.63K
2.49K $274M
CSX
Csx Corp

Industrials
65
+ 0.48%
$29.11 - $33.67 $1.89K - $2.19K
13.7K $403M
CGGR
Capital Group Growth ETF Shs C

ETFs
57
+ 0.42%
$33.98 - $39.84 $1.94K - $2.27K
13.8K $472M
BX
Blackstone Inc.

Financial Services
14
+ 0.72%
$136.53 - $186.74 $1.91K - $2.61K
1.95K $273M
DWAC
Digital World Acquisition Corp.

Financial Services
3.3K
+ 33.5%
N/A
13.1K $257M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 2.3%
$45.72 - $51.73 $76.1K - $86.1K
73.9K $3.4B
AMZN
Amazon Com Inc

Consumer Cyclical
572
+ 3.07%
$190.26 - $242.06 $109K - $138K
19.2K $3.65B
Activity Summary
Buys All Purchases 83 New Holdings 37 Increased Positions 46 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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