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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72B
$2.19 Billion 0.64% of portfolio
89,850
Q1 2023 New
$8.57B
$1.09 Billion 0.32% of portfolio
25,407
Q2 2025 New
$6.4B
$669 Million 0.2% of portfolio
7,419
Q2 2025 Added 3,466.83%
$4.98B
$390 Million 0.11% of portfolio
10,705
Q2 2025 Reduced 14.02%
$3.98B
$335 Million 0.1% of portfolio
5,975
Q2 2025 Reduced 13.59%
$3.53B
$242 Million 0.07% of portfolio
3,540
Q2 2025 Reduced 10.15%
$2.06B
$229 Million 0.07% of portfolio
21,780
Q2 2025 Reduced 6.29%
$2.21B
$134 Million 0.04% of portfolio
14,925
Q2 2025 Reduced 1.32%

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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