Ria Advisory Group LLC Reduced Holdings in Q4 2024

Ria Advisory Group LLC

  • $294 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-355K
- 86.65%
$91.29 - $91.8 $32.4M - $32.6M
54.6K $5B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-82.1K
- 65.96%
$87.1 - $98.49 $7.15M - $8.09M
42.4K $3.7B
VTI
Vanguard Total Stock Market Et

ETFs
-33K
- 19.49%
$280.04 - $302.45 $9.24M - $9.98M
136K $39.5B
MPC
Marathon Petroleum Corp

Energy
-9.99K
- 81.19%
$131.65 - $174.84 $1.32M - $1.75M
2.31K $323M
COP
Conocophillips

Energy
-14.6K
- 79.25%
$95.12 - $114.72 $1.39M - $1.68M
3.83K $379M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-36.3K
- 27.21%
$31.55 - $32.84 $1.14M - $1.19M
97.1K $3.14B
EOG
Eog Resources Inc

Energy
-7.26K
- 49.3%
$118.22 - $136.54 $858K - $991K
7.46K $915M
PLTR
Palantir Technologies Inc.

Technology
-39K
- 70.91%
$36.46 - $82.38 $1.42M - $3.21M
16K $1.21B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.72K
- 30.77%
$174.22 - $187.62 $300K - $323K
3.88K $680M
SHV
Ishares Tr

ETFs
-2.73K
- 21.26%
$109.92 - $110.57 $300K - $301K
10.1K $1.11B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-272
- 2.21%
$59.25 - $72.99 $16.1K - $19.9K
12K $718M
MMM
3 M CO

Industrials
-681
- 5.6%
$124.74 - $137.12 $84.9K - $93.4K
11.5K $1.48B
WING
Wingstop Inc.

Consumer Cyclical
-105
- 9.9%
$281.09 - $422.95 $29.5K - $44.4K
956 $272M
XOM
Exxon Mobil Corp

Energy
-565
- 5.18%
$105.51 - $125.37 $59.6K - $70.8K
10.3K $1.11B
CTAS
Cintas Corp

Industrials
-375
- 9.81%
$182.7 - $226.47 $68.5K - $84.9K
3.45K $630M
SO
Southern CO

Utilities
-826
- 7.47%
$81.5 - $94.15 $67.3K - $77.8K
10.2K $843M
PEP
Pepsico Inc

Consumer Defensive
-163
- 2.53%
$151.29 - $176.1 $24.7K - $28.7K
6.27K $953M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.42K
- 10.18%
$77.02 - $78.58 $110K - $112K
12.6K $971M
GOOGL
Alphabet Inc.

Communication Services
-963
- 33.39%
$161.86 - $196.66 $156K - $189K
1.92K $364M
VRSN
Verisign Inc

Technology
-686
- 36.84%
$176.68 - $206.96 $121K - $142K
1.18K $243M
CEG
Constellation Energy Corp

Utilities
-257
- 19.12%
$224.28 - $285.52 $57.6K - $73.4K
1.09K $243M
COST
Costco Wholesale Corp

Consumer Defensive
-166
- 9.58%
$873.59 - $994.69 $145K - $165K
1.57K $1.44B
PM
Philip Morris International Inc.

Consumer Defensive
-750
- 13.72%
$118.38 - $133.06 $88.8K - $99.8K
4.72K $568M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-5.64K
- 7.24%
$46.94 - $51.62 $265K - $291K
72.2K $3.61B
NEE
Nextera Energy Inc

Utilities
-131
- 2.08%
$69.77 - $85.43 $9.14K - $11.2K
6.17K $442M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-583
- 13.06%
$99.2 - $108.47 $57.8K - $63.2K
3.88K $386M
VRSK
Verisk Analytics, Inc.

Industrials
-418
- 11.42%
$262.86 - $294.75 $110K - $123K
3.24K $893M
VIG
Vanguard Dividend Appreciation

ETFs
-346
- 14.61%
N/A
2.02K $396M
ORI
Old Republic International Corp

Financial Services
-2.04K
- 8.66%
$34.4 - $38.98 $70.2K - $79.6K
21.5K $779M
XLU
Utilities Sector Spdr

ETFs
-338
- 6.2%
$74.89 - $82.93 $25.3K - $28K
5.12K $387M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-181
- 6.67%
$125.4 - $135.42 $22.7K - $24.5K
2.53K $318M
BKH
Black Hills Corp

Utilities
-202
- 2.76%
$57.6 - $64.66 $11.6K - $13.1K
7.12K $417M
IWV
Ishares Russell 3000 ETF

ETFs
-98
- 11.56%
$323.08 - $349.08 $31.7K - $34.2K
750 $251M
IBMO
Ishares Tr Ibonds December 202

ETFs
-552
- 1.15%
$25.4 - $25.62 $14K - $14.1K
47.4K $1.21B
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-666
- 1.42%
$26.55 - $26.67 $17.7K - $17.8K
46.4K $1.23B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-390
- 3.1%
$40.15 - $42.9 $15.7K - $16.7K
12.2K $491M
UBSI
United Bankshares Inc

Financial Services
-671
- 5.03%
$35.53 - $43.29 $23.8K - $29K
12.7K $476M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-32
- 3.71%
$417.69 - $450.94 $13.4K - $14.4K
831 $353M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-76
- 3.45%
$126.68 - $134.74 $9.63K - $10.2K
2.13K $271M
GPRO
Go Pro, Inc.

Technology
-4K
- 20.3%
$1.09 - $1.65 $4.36K - $6.6K
15.7K $17.1M
V
Visa Inc.

Financial Services
-116
- 14.97%
$273.87 - $320.91 $31.8K - $37.2K
659 $208M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-57
- 3.91%
$198.04 - $221.51 $11.3K - $12.6K
1.4K $295M
EVCM
Ever Commerce Inc.

Technology
-25
- 0.11%
$9.97 - $12.22 $249 - $306
23.2K $256M
JPM
Jpmorgan Chase & CO

Financial Services
-80
- 4.19%
$205.18 - $250.29 $16.4K - $20K
1.83K $438M
Knife River Corp
-46
- 1.36%
N/A
3.34K $339M
GOOG
Alphabet Inc.

Communication Services
-15
- 0.78%
$163.08 - $198.16 $2.45K - $2.97K
1.92K $365M
TMUS
T Mobile Us, Inc.

Communication Services
-157
- 2.38%
$206.1 - $246.94 $32.4K - $38.8K
6.43K $1.42B
WK
Workiva Inc

Technology
-103
- 2.48%
$76.11 - $114.78 $7.84K - $11.8K
4.04K $443M
WFC
Wells Fargo & Company

Financial Services
-411
- 1.93%
$54.98 - $77.35 $22.6K - $31.8K
20.8K $1.46B
Activity Summary
Buys All Purchases 80 New Holdings 24 Increased Positions 56 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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