Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $294 Billion
  • Q4 2024

Ria Advisory Group LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $294 Billion distributed in 135 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 $39.5B, Ishares Trishares 0 3 Mnth Tre with a value of $35.2B, I Shares Silver Trust with a value of $20B, Invesco Qqq Trust, Series 1 with a value of $19.6B, and Proshares Tr with a value of $16.3B.

Examining the 13F form we can see an increase of $10.9B in the current position value, from $283B to 294B.

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 $294 Billion
ETFs: $158 Billion
Technology: $27.9 Billion
Consumer Defensive: $18.1 Billion
Industrials: $13.1 Billion
Financial Services: $9.59 Billion
Healthcare: $7.79 Billion
Energy: $5.88 Billion
Communication Services: $5.83 Billion
Other: $10.3 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77B
$2.15 Billion 0.73% of portfolio
89,850
Q1 2023 New
$5.11B
$476 Million 0.16% of portfolio
12,675
Q4 2024 Reduced 5.03%
$4.32B
$443 Million 0.15% of portfolio
4,043
Q4 2024 Reduced 2.48%
$3.88B
$417 Million 0.14% of portfolio
7,122
Q4 2024 Reduced 2.76%
$9.12B
$272 Million 0.09% of portfolio
956
Q4 2024 Reduced 9.9%
$2.61B
$271 Million 0.09% of portfolio
4,701
Q4 2024 Added 1.05%
$2.09B
$256 Million 0.09% of portfolio
23,243
Q4 2024 Reduced 0.11%
$4.66B
$235 Million 0.08% of portfolio
4,809
Q4 2024 Added 2.25%
$3.08B
$197 Million 0.07% of portfolio
15,125
Q3 2024 Reduced 35.72%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $294 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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