Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $340 Billion
  • Q2 2025

Ria Advisory Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $340 Billion distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $36.6B, Vanguard Total Stock Market Et with a value of $28.9B, Vanguard Bd Index Fd Inc Total with a value of $28.8B, Ishares S&P 100 ETF with a value of $27.1B, and I Shares Silver Trust with a value of $15.3B.

Examining the 13F form we can see an increase of $32.8B in the current position value, from $307B to 340B.

Ria Advisory Group LLC is based out at Ames, IA

Below you can find more details about Ria Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $340 Billion
ETFs: $203 Billion
Technology: $39 Billion
Consumer Defensive: $17.3 Billion
Financial Services: $14.8 Billion
Communication Services: $13.5 Billion
Consumer Cyclical: $13 Billion
Industrials: $12.1 Billion
Healthcare: $7.2 Billion
Other: $5.67 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.78T
$8.97 Billion 2.64% of portfolio
12,148
Q2 2025 Added 81.75%
-
$8.75 Billion 2.57% of portfolio
-
Q2 2025 Added 7.64%
$293B
$7.03 Billion 2.07% of portfolio
101,391
Q2 2025 Added 15.44%
$456B
$6.33 Billion 1.86% of portfolio
40,046
Q2 2025 Added 17.55%
$3.95T
$6.28 Billion 1.85% of portfolio
12,626
Q2 2025 Added 8.03%
$306B
$5.75 Billion 1.69% of portfolio
81,292
Q2 2025 Reduced 5.86%
$551B
$5.73 Billion 1.68% of portfolio
16,135
Q2 2025 Added 15.65%
$452B
$5.58 Billion 1.64% of portfolio
36,521
Q2 2025 Added 2.22%
$2.26T
$5.52 Billion 1.62% of portfolio
25,154
Q2 2025 Added 31.05%
$368B
$5.49 Billion 1.61% of portfolio
34,449
Q2 2025 Added 16.25%
$3.69T
$4.37 Billion 1.28% of portfolio
21,295
Q2 2025 Added 18.93%
$1.08T
$4.22 Billion 1.24% of portfolio
13,284
Q2 2025 Added 310.76%
$282B
$3.31 Billion 0.97% of portfolio
23,348
Q2 2025 New
$207B
$2.98 Billion 0.88% of portfolio
24,015
Q2 2025 New
$94.4B
$2.62 Billion 0.77% of portfolio
36,922
Q2 2025 New
$89.6B
$2.45 Billion 0.72% of portfolio
109,218
Q2 2025 New
$60B
$2.25 Billion 0.66% of portfolio
9,899
Q2 2025 New
$3.72B
$2.19 Billion 0.64% of portfolio
89,850
Q1 2023 New
$124B
$1.92 Billion 0.57% of portfolio
6,232
Q2 2025 Reduced 13.18%
$87.3B
$1.74 Billion 0.51% of portfolio
11,436
Q2 2025 Reduced 0.34%
$367B
$1.63 Billion 0.48% of portfolio
11,966
Q2 2025 Reduced 63.45%
$0
$1.47 Billion 0.43% of portfolio
120,498
Q2 2025 Reduced 4.14%
$302B
$1.43 Billion 0.42% of portfolio
17,846
Q2 2025 Added 0.02%
$439B
$1.25 Billion 0.37% of portfolio
1,265
Q2 2025 Reduced 15.04%
$13B
$1.21 Billion 0.36% of portfolio
30,386
Q2 2025 Added 19.39%
$40.8B
$1.24 Billion 0.36% of portfolio
3,979
Q2 2025 Added 55.86%
$8.57B
$1.09 Billion 0.32% of portfolio
25,407
Q2 2025 New
$44.3B
$1.04 Billion 0.31% of portfolio
24,040
Q2 2025 Added 71.15%
$442B
$1.04 Billion 0.31% of portfolio
9,683
Q2 2025 Reduced 5.09%
$1.95B
$909 Million 0.27% of portfolio
76,627
Q2 2025 New
$210B
$919 Million 0.27% of portfolio
3,118
Q2 2025 Reduced 50.05%
$202B
$891 Million 0.26% of portfolio
6,750
Q2 2025 Reduced 13.38%
$102B
$848 Million 0.25% of portfolio
9,231
Q2 2025 Reduced 9.79%
$57.5B
$841 Million 0.25% of portfolio
8,106
Q2 2025 Added 55.88%
$118B
$826 Million 0.24% of portfolio
14,085
Q2 2025 Reduced 44.37%
$281B
$833 Million 0.24% of portfolio
8,517
Q2 2025 Reduced 52.25%
$79.5B
$772 Million 0.23% of portfolio
4,478
Q2 2025 Reduced 28.08%
$621B
$791 Million 0.23% of portfolio
1,629
Q2 2025 Added 5.03%
$49.3B
$765 Million 0.22% of portfolio
23,150
Q2 2025 Added 1.0%
$6.4B
$669 Million 0.2% of portfolio
7,419
Q2 2025 Added 3,466.83%
$146B
$683 Million 0.2% of portfolio
2,932
Q2 2025 Reduced 34.5%
$314B
$648 Million 0.19% of portfolio
2,719
Q2 2025 Reduced 49.55%
$443M
$610 Million 0.18% of portfolio
163,465
Q2 2025 Added 62.69%
$1.27T
$614 Million 0.18% of portfolio
2,713
Q2 2025 Added 54.94%
$84.1B
$601 Million 0.18% of portfolio
8,906
Q2 2025 Reduced 35.87%
$0
$584 Million 0.17% of portfolio
23,046
Q2 2025 Reduced 1.51%
$859B
$534 Million 0.16% of portfolio
1,841
Q2 2025 Reduced 4.01%
$75.3B
$460 Million 0.14% of portfolio
14,092
Q2 2025 Added 2.91%
$51B
$363 Million 0.11% of portfolio
4,869
Q1 2025 Added 0.27%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $340 Billion
  • Prior Value $307 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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