Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $283 Billion
  • Q3 2024

Ria Advisory Group LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $283 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $47.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $37.6B, Vanguard Bd Index Fd Inc Total with a value of $33.9B, I Shares Silver Trust with a value of $20.8B, and Ishares Barclays 20+ Year Trea with a value of $12.2B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $247B to 283B.

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 $283 Billion
ETFs: $196 Billion
Technology: $20.6 Billion
Consumer Defensive: $18 Billion
Industrials: $12.3 Billion
Healthcare: $7.53 Billion
Energy: $7.47 Billion
Financial Services: $6.68 Billion
Utilities: $3.68 Billion
Other: $7.8 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276B
$5.58 Billion 1.97% of portfolio
77,612
Q3 2024 Added 5.25%
$406B
$5.03 Billion 1.78% of portfolio
31,036
Q3 2024 Added 7.93%
$418B
$4.87 Billion 1.72% of portfolio
28,132
Q3 2024 Added 4.0%
$3.11T
$3.02 Billion 1.07% of portfolio
7,021
Q3 2024 Added 53.63%
$354B
$2.44 Billion 0.86% of portfolio
20,053
Q3 2024 Added 2,186.55%
$3.69T
$2.25 Billion 0.79% of portfolio
9,648
Q3 2024 Added 145.5%
$2.01T
$2.22 Billion 0.78% of portfolio
11,909
Q3 2024 Added 108.02%
$427B
$1.54 Billion 0.54% of portfolio
1,732
Q3 2024 Added 4.02%
$296B
$1.36 Billion 0.48% of portfolio
6,588
Q3 2024 Added 86.21%
$508B
$1.28 Billion 0.45% of portfolio
10,912
Q3 2024 Reduced 4.77%
$288B
$1.2 Billion 0.42% of portfolio
21,260
Q3 2024 Reduced 11.16%
$245B
$1.2 Billion 0.42% of portfolio
14,822
Q3 2024 Reduced 80.94%
$223B
$1.09 Billion 0.39% of portfolio
6,432
Q3 2024 Reduced 14.09%
$240B
$835 Million 0.29% of portfolio
15,691
Q3 2024 Added 104.5%
$1.26T
$763 Million 0.27% of portfolio
1,332
Q3 2024 Added 4.72%
$620B
$704 Million 0.25% of portfolio
1,530
Q3 2024 Reduced 1.35%
$313B
$579 Million 0.2% of portfolio
2,931
Q3 2024 Added 46.4%
$984B
$478 Million 0.17% of portfolio
2,884
Q3 2024 Reduced 9.9%
$729B
$402 Million 0.14% of portfolio
1,909
Q3 2024 Reduced 91.82%
$318B
$313 Million 0.11% of portfolio
2,123
Q3 2024 Added 2.76%
$1.01T
$323 Million 0.11% of portfolio
1,931
Q3 2024 Added 0.21%
$711B
$282 Million 0.1% of portfolio
319
Q3 2024 Reduced 21.23%
$237B
$281 Million 0.1% of portfolio
2,360
Q3 2024 Reduced 7.27%
$986B
$223 Million 0.08% of portfolio
1,283
Q3 2024 New
$507B
$213 Million 0.08% of portfolio
775
Q3 2024 Added 6.02%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $283 Billion
  • Prior Value $247 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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