Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $390 Billion
  • Q3 2025

Ria Advisory Group LLC has filed its 13F form on December 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $390 Billion distributed in 151 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 $37.7B, Vanguard Total Stock Market Et with a value of $32.5B, Vanguard Bd Index Fd Inc Total with a value of $30.7B, Ishares S&P 100 ETF with a value of $30.7B, and I Shares Silver Trust with a value of $23.8B.

Examining the 13F form we can see an increase of $50B in the current position value, from $340B to 390B.

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 $390 Billion
ETFs: $240 Billion
Technology: $38.8 Billion
Consumer Cyclical: $21.5 Billion
Communication Services: $20.1 Billion
Consumer Defensive: $18.4 Billion
Financial Services: $15.8 Billion
Industrials: $8.76 Billion
Utilities: $6.28 Billion
Other: $6.49 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$205M
$33.3 Million 0.01% of portfolio
15,700
Q4 2024 Reduced 20.3%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $390 Billion
  • Prior Value $340 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 01, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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