Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $307 Billion
  • Q1 2025

Ria Advisory Group LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $307 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $71.2B, Vanguard Bd Index Fd Inc Total with a value of $29.1B, I Shares Silver Trust with a value of $15.6B, Spdr Bloomberg 1 3 Month T Bil with a value of $10.5B, and Spdr S&P 500 ETF Trust with a value of $10.2B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $294B to 307B.

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 $307 Billion
ETFs: $173 Billion
Technology: $26.1 Billion
Consumer Defensive: $20.8 Billion
Financial Services: $16.1 Billion
Industrials: $9.39 Billion
Utilities: $7.89 Billion
Healthcare: $7.69 Billion
Communication Services: $6.15 Billion
Other: $7.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$8.13 Billion 2.65% of portfolio
-
Q1 2025 New
$300B
$6.18 Billion 2.01% of portfolio
86,349
Q1 2025 Reduced 4.13%
$409B
$5.92 Billion 1.93% of portfolio
35,727
Q1 2025 Reduced 4.33%
$284B
$5.42 Billion 1.76% of portfolio
87,829
Q1 2025 Added 459.63%
$373B
$5.05 Billion 1.64% of portfolio
29,633
Q1 2025 Reduced 6.89%
$585B
$4.89 Billion 1.59% of portfolio
13,951
Q1 2025 Added 2,017.0%
$3.75T
$4.39 Billion 1.43% of portfolio
11,688
Q1 2025 Added 15.15%
$3.39T
$3.98 Billion 1.29% of portfolio
17,905
Q1 2025 Added 25.87%
$1.62T
$3.85 Billion 1.25% of portfolio
6,684
Q1 2025 Added 17.7%
$406B
$3.69 Billion 1.2% of portfolio
34,068
Q1 2025 Reduced 0.9%
$2.27T
$3.65 Billion 1.19% of portfolio
19,194
Q1 2025 Added 3.07%
$281B
$2.76 Billion 0.9% of portfolio
32,739
Q1 2025 Added 104.71%
$128B
$2.19 Billion 0.71% of portfolio
7,178
Q1 2025 Added 152.75%
$3.86B
$2.02 Billion 0.66% of portfolio
89,850
Q1 2023 New
$86.2B
$1.69 Billion 0.55% of portfolio
11,475
Q1 2025 Added 0.01%
$263B
$1.57 Billion 0.51% of portfolio
17,836
Q1 2025 Reduced 7.35%
$103B
$1.52 Billion 0.49% of portfolio
25,321
Q1 2025 Added 84.93%
$289B
$1.44 Billion 0.47% of portfolio
5,389
Q1 2025 Reduced 16.2%
$0
$1.46 Billion 0.47% of portfolio
125,698
Q1 2025 Reduced 5.23%
$435B
$1.41 Billion 0.46% of portfolio
1,489
Q1 2025 Reduced 4.92%
$79.5B
$1.37 Billion 0.45% of portfolio
6,226
Q1 2025 Reduced 15.27%
$310B
$1.28 Billion 0.42% of portfolio
17,843
Q1 2025 Reduced 14.42%
$22B
$1.26 Billion 0.41% of portfolio
6,149
Q1 2025 Added 78.44%
$474B
$1.21 Billion 0.39% of portfolio
10,202
Q1 2025 Reduced 1.4%
$185B
$1.17 Billion 0.38% of portfolio
7,793
Q1 2025 Added 24.31%
$30.5B
$1.11 Billion 0.36% of portfolio
8,954
Q1 2025 New
$64.4B
$1.01 Billion 0.33% of portfolio
9,118
Q1 2025 New
$44.4B
$967 Million 0.31% of portfolio
6,799
Q1 2025 New
$100B
$941 Million 0.31% of portfolio
10,233
Q1 2025 Reduced 0.04%
$43B
$948 Million 0.31% of portfolio
6,883
Q1 2025 New
$21.4B
$940 Million 0.31% of portfolio
6,084
Q1 2025 New
$91.6B
$942 Million 0.31% of portfolio
13,887
Q1 2025 Added 15.59%
$160B
$948 Million 0.31% of portfolio
4,476
Q1 2025 Reduced 84.93%
$23.4B
$932 Million 0.3% of portfolio
6,309
Q1 2025 New
$13B
$921 Million 0.3% of portfolio
25,452
Q1 2025 Added 34.11%
$90.2B
$882 Million 0.29% of portfolio
7,232
Q1 2025 Added 55.86%
$17.6B
$828 Million 0.27% of portfolio
9,464
Q1 2025 New
$631B
$826 Million 0.27% of portfolio
1,551
Q1 2025 Reduced 13.21%
$934B
$838 Million 0.27% of portfolio
3,234
Q1 2025 New
$47.7B
$784 Million 0.26% of portfolio
22,921
Q1 2025 Added 30.31%
$47.7B
$760 Million 0.25% of portfolio
2,553
Q1 2025 Reduced 21.25%
$10.2B
$704 Million 0.23% of portfolio
7,387
Q1 2025 New
$20.2B
$717 Million 0.23% of portfolio
9,542
Q1 2025 New
$15.8B
$701 Million 0.23% of portfolio
10,170
Q1 2025 New
$15.5B
$705 Million 0.23% of portfolio
10,951
Q1 2025 New
$26.9B
$688 Million 0.22% of portfolio
8,337
Q1 2025 New
$42.9B
$647 Million 0.21% of portfolio
14,046
Q1 2025 Added 24.44%
$53.8B
$568 Million 0.18% of portfolio
5,200
Q1 2025 Added 28.21%
$0
$563 Million 0.18% of portfolio
23,400
Q1 2025 Added 91.66%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $307 Billion
  • Prior Value $294 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 37 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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