Ria Advisory Group LLC Reduced Holdings in Q1 2025

Ria Advisory Group LLC

  • $307 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-131K
- 96.35%
$271.18 - $303.12 $35.6M - $39.8M
4.98K $1.37B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-335K
- 95.61%
$100.34 - $100.68 $33.6M - $33.7M
15.4K $1.55B
Proshares Tr
-391K
- 90.27%
N/A
42.1K $1.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27K
- 70.31%
$468.34 - $539.52 $12.6M - $14.6M
11.4K $5.34B
OEF
Ishares S&P 100 ETF

ETFs
-20.1K
- 96.26%
N/A
780 $211M
HON
Honeywell International Inc

Industrials
-25.2K
- 84.93%
$202.75 - $226.52 $5.12M - $5.72M
4.48K $948M
SLV
I Shares Silver Trust

ETFs
-256K
- 33.72%
$26.93 - $31.32 $6.89M - $8.02M
503K $15.6B
IBM
International Business Machines Corp

Technology
-20.5K
- 76.63%
$217.4 - $264.74 $4.45M - $5.42M
6.24K $1.55B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-37.6K
- 88.67%
$85.29 - $92.57 $3.2M - $3.48M
4.8K $437M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-89.2K
- 91.92%
$31.51 - $33.34 $2.81M - $2.97M
7.84K $248M
NVDA
Nvidia Corp

Technology
-311
- 0.9%
$106.98 - $149.43 $33.3K - $46.5K
34.1K $3.69B
KOD
Kodiak Sciences Inc.

Healthcare
-18.1K
- 15.24%
$2.81 - $9.57 $50.8K - $173K
100K $282M
ORI
Old Republic International Corp

Financial Services
-14.4K
- 66.82%
$33.46 - $39.22 $481K - $564K
7.14K $280M
Ishares Bitcoin Trust ETF
-5.48K
- 20.43%
N/A
21.4K $1B
PFG
Principal Financial Group Inc

Financial Services
-4.63K
- 60.9%
$76.34 - $89.04 $354K - $412K
2.97K $251M
PG
Procter & Gamble CO

Consumer Defensive
-2.19K
- 6.89%
$158.56 - $176.26 $348K - $387K
29.6K $5.05B
PCT
Pure Cycle Technologies, Inc.

Industrials
-6.42K
- 9.95%
$6.92 - $10.9 $44.4K - $70K
58.1K $402M
NEE
Nextera Energy Inc

Utilities
-2.78K
- 45.13%
$66.96 - $76.16 $186K - $212K
3.38K $240M
WFC
Wells Fargo & Company

Financial Services
-3.01K
- 14.42%
$66.78 - $81.42 $201K - $245K
17.8K $1.28B
WMT
Walmart Inc.

Consumer Defensive
-1.42K
- 7.35%
$84.5 - $105.05 $120K - $149K
17.8K $1.57B
WK
Workiva Inc

Technology
-103
- 2.55%
$75.91 - $114.09 $7.82K - $11.8K
3.94K $299M
GOOG
Alphabet Inc.

Communication Services
-476
- 24.84%
$156.06 - $207.71 $74.3K - $98.9K
1.44K $225M
FISV
Fiserv Inc

Technology
-1.12K
- 15.27%
N/A
6.23K $1.37B
VRSK
Verisk Analytics, Inc.

Industrials
-689
- 21.25%
$268.63 - $301.33 $185K - $208K
2.55K $760M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.5K
- 7.2%
$27.01 - $28.54 $176K - $186K
83.8K $2.34B
Capital Group Core Balanced
-3.16K
- 9.62%
N/A
29.6K $918M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.51K
- 12.04%
$76.94 - $78.28 $116K - $118K
11.1K $865M
GOOGL
Alphabet Inc.

Communication Services
-44
- 2.29%
$154.33 - $206.19 $6.79K - $9.07K
1.88K $290M
Knife River Corp
-166
- 4.97%
N/A
3.17K $286M
UBSI
United Bankshares Inc

Financial Services
-224
- 1.77%
$34.03 - $39.27 $7.62K - $8.8K
12.5K $432M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-794
- 6.52%
$39.4 - $42.61 $31.3K - $33.8K
11.4K $460M
COST
Costco Wholesale Corp

Consumer Defensive
-77
- 4.92%
$890.62 - $1076.86 $68.6K - $82.9K
1.49K $1.41B
ADM
Archer Daniels Midland CO

Consumer Defensive
-59
- 1.13%
$45.22 - $52.17 $2.67K - $3.08K
5.15K $247M
SON
Sonoco Products CO

Consumer Cyclical
-112
- 2.33%
$44.71 - $49.22 $5.01K - $5.51K
4.7K $222M
EA
Electronic Arts Inc.

Communication Services
-15
- 0.62%
$116.53 - $146.29 $1.75K - $2.19K
2.42K $349M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1
- 0.12%
$408.78 - $448.82 $409 - $449
830 $349M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
-2K
- 12.5%
$0.17 - $0.42 $340 - $840
14K $2.82M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-35
- 1.65%
$126.11 - $135.06 $4.41K - $4.73K
2.09K $270M
BKH
Black Hills Corp

Utilities
-207
- 2.91%
$55.74 - $61.86 $11.5K - $12.8K
6.92K $419M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-236
- 13.21%
$442.66 - $534.52 $104K - $126K
1.55K $826M
TMUS
T Mobile Us, Inc.

Communication Services
-1.04K
- 16.2%
$211.3 - $272.83 $220K - $284K
5.39K $1.44B
SO
Southern CO

Utilities
-4
- 0.04%
$80.96 - $92.96 $324 - $372
10.2K $941M
XOM
Exxon Mobil Corp

Energy
-145
- 1.4%
$105.44 - $118.93 $15.3K - $17.2K
10.2K $1.21B
PSLV
Sprott Physical Silver Trust

Financial Services
-6.94K
- 5.23%
$9.86 - $11.68 $68.4K - $81K
126K $1.46B
JNJ
Johnson & Johnson

Healthcare
-1.62K
- 4.33%
$142.06 - $167.7 $230K - $271K
35.7K $5.92B
KO
Coca Cola CO

Consumer Defensive
-3.72K
- 4.13%
$60.81 - $72.32 $226K - $269K
86.3K $6.18B
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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