Ruggaard & Associates LLC Incresed Positions in Q2 2025

Ruggaard & Associates LLC

  • $249 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
232K
+ 712.58%
$25.31 - $32.17 $5.87M - $7.46M
264K $8.45B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.02K
+ 2.89%
$83.67 - $109.12 $336K - $438K
143K $15.6B
MSFT
Microsoft Corp

Technology
28
+ 0.48%
$354.56 - $497.45 $9.93K - $13.9K
5.88K $2.93B
DGRO
Ishares Core Dividend Growth E

ETFs
8K
+ 39.09%
$55.22 - $63.94 $442K - $512K
28.5K $1.82B
CGCP
Capital Group Core Plus Income

ETFs
22.3K
+ 3.42%
$21.92 - $22.56 $489K - $503K
674K $15.2B
NVDA
Nvidia Corp

Technology
1.12K
+ 29.86%
$94.31 - $157.99 $105K - $177K
4.86K $768M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.98K
+ 31.65%
$73.7 - $90.98 $220K - $271K
12.4K $1.13B
DNL
Wiswisdomtree Tr

ETFs
6.03K
+ 32.5%
$32.16 - $40.27 $194K - $243K
24.6K $990M
AEM
Agnico Eagle Mines LTD

Basic Materials
642
+ 4.79%
$99.48 - $124.46 $63.9K - $79.9K
14K $1.67B
AVGO
Broadcom Inc.

Technology
89
+ 5.68%
$146.29 - $275.65 $13K - $24.5K
1.66K $456M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.19%
$416.06 - $551.64 $1.66K - $2.21K
2.16K $1.19B
TXN
Texas Instruments Inc

Technology
108
+ 2.03%
N/A
5.44K $1.13B
VTI
Vanguard Total Stock Market Et

ETFs
227
+ 8.81%
$243.75 - $303.93 $55.3K - $69K
2.81K $853M
SCHG
Schwab Strategic Tr Us Large C

ETFs
155
+ 0.61%
$22.27 - $29.21 $3.45K - $4.53K
25.4K $743M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
556
+ 3.65%
$71.28 - $83.74 $39.6K - $46.6K
15.8K $1.32B
ABT
Abbott Laboratories

Healthcare
601
+ 19.82%
$123.95 - $138.08 $74.5K - $83K
3.63K $494M
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 6.67%
$1794.73 - $2613.63 $12.6K - $18.3K
112 $293M
DG
Dollar General Corp

Consumer Defensive
130
+ 5.08%
$86.02 - $114.95 $11.2K - $14.9K
2.69K $308M
SPY
Spdr S&P 500 ETF Trust

ETFs
29
+ 3.01%
$496.48 - $617.85 $14.4K - $17.9K
992 $613M
AVLV
American Centy ETF Tr Avantis
121
+ 0.61%
$56.85 - $68.21 $6.88K - $8.25K
19.9K $1.36B
GOOGL
Alphabet Inc.

Communication Services
19
+ 0.65%
$144.7 - $178.6 $2.75K - $3.39K
2.92K $515M
DE
Deere & CO

Industrials
7
+ 0.84%
$412.99 - $531.48 $2.89K - $3.72K
844 $429M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.13%
$908.13 - $1056.85 $908 - $1.06K
784 $776M
TRV
Travelers Companies, Inc.

Financial Services
100
+ 9.96%
$233.83 - $276.34 $23.4K - $27.6K
1.1K $295M
J P Morgan Exchange Traded F
129
+ 0.06%
N/A
227K $12.2B
KRP
Kimbell Royalty Partners, LP

Energy
950
+ 8.06%
$11.58 - $14.61 $11K - $13.9K
12.7K $178M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
164
+ 1.26%
$49.79 - $50.75 $8.17K - $8.32K
13.2K $671M
DHI
Horton D R Inc

Consumer Cyclical
32
+ 1.82%
$115.1 - $129.63 $3.68K - $4.15K
1.79K $230M
MSI
Motorola Solutions, Inc.

Technology
9
+ 1.24%
$394.72 - $440.39 $3.55K - $3.96K
737 $310M
ORI
Old Republic International Corp

Financial Services
87
+ 0.42%
$35.25 - $39.79 $3.07K - $3.46K
20.9K $803M
SU
Suncor Energy Inc

Energy
15
+ 0.13%
$31.54 - $41.04 $473 - $616
11.3K $425M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 3.08%
$483.48 - $539.8 $12.1K - $13.5K
836 $406M
XOM
Exxon Mobil Corp

Energy
10
+ 0.18%
$99.93 - $119.04 $999 - $1.19K
5.58K $602M
CIVI
Civitas Resources, Inc.

Energy
142
+ 1.55%
$24.28 - $35.09 $3.45K - $4.98K
9.29K $256M
CVX
Chevron Corp

Energy
175
+ 3.95%
$133.73 - $168.51 $23.4K - $29.5K
4.6K $659M
AAPL
Apple Inc.

Technology
7
+ 0.02%
$172.42 - $223.89 $1.21K - $1.57K
30.1K $6.17B
Activity Summary
Buys All Purchases 43 New Holdings 6 Increased Positions 37 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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