Ria Advisory Group LLC Reduced Holdings in Q2 2025

Ria Advisory Group LLC

  • $340 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-407K
- 99.11%
$152.93 - $181.74 $62.3M - $74M
3.66K $666M
PLTR
Palantir Technologies Inc.

Technology
-20.8K
- 63.45%
$74.01 - $144.25 $1.54M - $3M
12K $1.63B
CTAS
Cintas Corp

Industrials
-5.2K
- 84.57%
$190.11 - $227.66 $989K - $1.18M
949 $212M
SHV
Ishares Tr

ETFs
-8.6K
- 13.98%
$110.06 - $110.46 $947K - $950K
52.9K $5.85B
AFL
Aflac Inc

Financial Services
-7.16K
- 78.53%
$99.77 - $112.45 $714K - $805K
1.96K $206M
TMUS
T Mobile Us, Inc.

Communication Services
-2.67K
- 49.55%
$220.99 - $268.54 $590K - $717K
2.72K $648M
WMT
Walmart Inc.

Consumer Defensive
-9.32K
- 52.25%
$81.79 - $99.98 $762K - $932K
8.52K $833M
CAH
Cardinal Health Inc

Healthcare
-5.59K
- 81.14%
$125.0 - $168.0 $698K - $938K
1.3K $218M
MO
Altria Group, Inc.

Consumer Defensive
-11.2K
- 44.37%
$55.56 - $60.91 $624K - $684K
14.1K $826M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.48K
- 6.56%
$91.43 - $91.74 $684K - $686K
106K $9.77B
PNR
Pentair PLC

Industrials
-7.49K
- 79.15%
$76.17 - $103.58 $571K - $776K
1.97K $203M
KMB
Kimberly Clark Corp

Consumer Defensive
-4.09K
- 60.2%
$126.84 - $145.22 $519K - $594K
2.71K $349M
FISV
Fiserv Inc

Technology
-1.75K
- 28.08%
N/A
4.48K $772M
KO
Coca Cola CO

Consumer Defensive
-5.06K
- 5.86%
$68.37 - $73.9 $346K - $374K
81.3K $5.75B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.98K
- 35.87%
$63.54 - $68.5 $316K - $341K
8.91K $601M
PEP
Pepsico Inc

Consumer Defensive
-1.04K
- 13.38%
$128.02 - $151.37 $134K - $158K
6.75K $891M
ADP
Automatic Data Processing Inc

Industrials
-946
- 13.18%
$276.76 - $326.81 $262K - $309K
6.23K $1.92B
HON
Honeywell International Inc

Industrials
-1.54K
- 34.5%
$182.86 - $232.88 $282K - $360K
2.93K $683M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.49K
- 1.13%
$72.02 - $73.82 $324K - $332K
391K $28.8B
SLV
I Shares Silver Trust

ETFs
-35.8K
- 7.11%
$27.08 - $33.74 $968K - $1.21M
467K $15.3B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.63K
- 23.84%
$77.74 - $78.78 $205K - $208K
8.42K $662M
XOM
Exxon Mobil Corp

Energy
-519
- 5.09%
$99.93 - $119.04 $51.9K - $61.8K
9.68K $1.04B
HPQ
Hp Inc

Technology
-3.93K
- 21.2%
$21.88 - $29.32 $86K - $115K
14.6K $357M
COST
Costco Wholesale Corp

Consumer Defensive
-224
- 15.04%
$908.13 - $1056.85 $203K - $237K
1.27K $1.25B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.53K
- 31.81%
$83.97 - $92.85 $128K - $142K
3.28K $289M
CVX
Chevron Corp

Energy
-381
- 14.8%
$133.73 - $168.51 $51K - $64.2K
2.19K $314M
SO
Southern CO

Utilities
-1K
- 9.79%
$84.91 - $92.56 $85.1K - $92.7K
9.23K $848M
BKH
Black Hills Corp

Utilities
-940
- 13.59%
$55.66 - $61.75 $52.3K - $58K
5.98K $335M
WK
Workiva Inc

Technology
-400
- 10.15%
$61.91 - $77.12 $24.8K - $30.8K
3.54K $242M
UBSI
United Bankshares Inc

Financial Services
-1.75K
- 14.02%
$31.5 - $37.32 $55K - $65.2K
10.7K $390M
Knife River Corp
-160
- 5.04%
N/A
3.01K $246M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-843
- 22.43%
$55.54 - $69.09 $46.8K - $58.2K
2.92K $201M
NEE
Nextera Energy Inc

Utilities
-382
- 11.29%
$64.11 - $75.0 $24.5K - $28.7K
3K $208M
GGG
Graco Inc

Industrials
-461
- 13.29%
$74.02 - $87.26 $34.1K - $40.2K
3.01K $259M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-225
- 5.59%
$90.85 - $102.31 $20.4K - $23K
3.8K $383M
MKC
Mccormick & CO Inc

Consumer Defensive
-57
- 1.68%
$71.11 - $82.25 $4.05K - $4.69K
3.34K $253M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-1.13K
- 14.38%
$29.36 - $33.11 $33.1K - $37.3K
6.71K $222M
VIG
Vanguard Dividend Appreciation

ETFs
-157
- 6.56%
N/A
2.24K $458M
EVCM
Ever Commerce Inc.

Technology
-1.46K
- 6.29%
$9.32 - $11.37 $13.6K - $16.6K
21.8K $229M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-44
- 0.29%
$100.35 - $100.71 $4.42K - $4.43K
15.3K $1.54B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-570
- 5.01%
$35.77 - $42.27 $20.4K - $24.1K
10.8K $457M
BSX
Boston Scientific Corp

Healthcare
-209
- 6.61%
$89.7 - $107.41 $18.7K - $22.4K
2.95K $317M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.12K
- 8.9%
$19.1 - $23.83 $40.5K - $50.5K
21.7K $518M
ADM
Archer Daniels Midland CO

Consumer Defensive
-283
- 5.5%
$41.79 - $54.16 $11.8K - $15.3K
4.87K $257M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-12
- 1.45%
$376.48 - $440.65 $4.52K - $5.29K
818 $360M
PSLV
Sprott Physical Silver Trust

Financial Services
-5.2K
- 4.14%
$9.98 - $12.51 $51.9K - $65.1K
120K $1.47B
PHYS
Sprott Physical Gold Trust

Financial Services
-354
- 1.51%
$22.82 - $26.29 $8.08K - $9.31K
23K $584M
IWV
Ishares Russell 3000 ETF

ETFs
-8
- 1.06%
$281.67 - $351.0 $2.25K - $2.81K
750 $263M
RUM
Rumble Inc.

Technology
-200
- 1.32%
$6.94 - $10.56 $1.39K - $2.11K
14.9K $134M
Activity Summary
Buys All Purchases 72 New Holdings 20 Increased Positions 52 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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