Ruggaard & Associates LLC Incresed Positions in Q3 2024

Ruggaard & Associates LLC

  • $230 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
478K
+ 1274.45%
$24.78 - $25.11 $11.8M - $12M
515K $12.9B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.48K
+ 1.89%
$85.84 - $85.84 $213K - $213K
133K $12.9B
CGDV
Capital Group Divid Value ETF

ETFs
2.71K
+ 0.7%
$32.96 - $36.48 $89.4K - $99K
388K $14.1B
VO
Vanguard Mid Cap ETF

ETFs
23
+ 0.05%
$237.84 - $263.83 $5.47K - $6.07K
50.6K $13.3B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.19K
+ 3.33%
$80.24 - $91.14 $336K - $382K
130K $11.9B
VOE
Vanguard Mid Cap Value Index F

ETFs
1.34K
+ 3.14%
$149.02 - $167.67 $200K - $225K
44.2K $7.41B
RSP
Invesco S&P 500 Equal Weight E

ETFs
371
+ 0.68%
$162.83 - $179.16 $60.4K - $66.5K
55.1K $9.87B
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.18K
+ 3.99%
$59.25 - $65.33 $248K - $273K
109K $7.06B
VB
Vanguard Small Cap ETF

ETFs
698
+ 2.6%
$214.77 - $237.72 $150K - $166K
27.5K $6.53B
CGCP
Capital Group Core Plus Income

ETFs
3.54K
+ 0.57%
$22.12 - $23.31 $78.3K - $82.5K
628K $14.5B
DGRO
Ishares Core Dividend Growth E

ETFs
5.02K
+ 41.18%
$57.47 - $62.76 $288K - $315K
17.2K $1.08B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.45K
+ 48.69%
$100.09 - $100.69 $345K - $347K
10.5K $1.06B
IVV
Ishares Core S&P 500 ETF

ETFs
111
+ 1.49%
$520.18 - $576.82 $57.7K - $64K
7.55K $4.36B
AEM
Agnico Eagle Mines LTD

Basic Materials
945
+ 7.77%
$65.04 - $84.24 $61.5K - $79.6K
13.1K $1.06B
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.03K
+ 7.22%
$55.81 - $61.01 $113K - $124K
30.2K $1.84B
Columbia ETF Tr I
4.68K
+ 11.24%
N/A
46.3K $1.18B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.22K
+ 9.62%
$75.88 - $83.21 $92.9K - $102K
14K $1.16B
INGR
Ingredion Inc

Consumer Defensive
20
+ 0.32%
$111.98 - $137.59 $2.24K - $2.75K
6.25K $859M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.72K
+ 56.75%
$50.52 - $50.95 $137K - $139K
7.51K $382M
VUG
Vanguard Growth ETF

ETFs
265
+ 8.23%
$341.08 - $391.94 $90.4K - $104K
3.49K $1.34B
WMT
Walmart Inc.

Consumer Defensive
200
+ 2.42%
$66.91 - $81.4 $13.4K - $16.3K
8.48K $685M
BNS
Bank Of Nova Scotia

Financial Services
400
+ 4.66%
$44.71 - $54.78 $17.9K - $21.9K
8.98K $489M
MCD
Mcdonalds Corp

Consumer Cyclical
133
+ 13.41%
$245.82 - $304.51 $32.7K - $40.5K
1.13K $343M
IVW
Ishares S&P 500 Growth ETF

ETFs
790
+ 24.17%
$84.77 - $97.13 $67K - $76.7K
4.06K $389M
NVS
Novartis Ag

Healthcare
73
+ 0.99%
$106.13 - $120.89 $7.75K - $8.82K
7.42K $854M
ALC
Alcon Inc

Healthcare
125
+ 2.56%
$88.07 - $100.79 $11K - $12.6K
5.01K $501M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 1.32%
$1591.44 - $2140.1 $3.18K - $4.28K
153 $314M
ABT
Abbott Laboratories

Healthcare
281
+ 9.05%
$100.07 - $118.13 $28.1K - $33.2K
3.39K $386M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.1K
+ 15.71%
$50.61 - $50.96 $55.7K - $56.1K
8.1K $413M
CGGO
Capital Group Global Growth Eq

ETFs
1.17K
+ 4.33%
$27.25 - $30.52 $32K - $35.8K
28.3K $852M
VTI
Vanguard Total Stock Market Et

ETFs
29
+ 1.18%
$255.18 - $283.2 $7.4K - $8.21K
2.48K $703M
ACWI
Ishares Msci Acwi ETF

ETFs
220
+ 8.48%
$107.24 - $119.84 $23.6K - $26.4K
2.81K $336M
BKH
Black Hills Corp

Utilities
170
+ 3.88%
$53.42 - $61.53 $9.08K - $10.5K
4.55K $278M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
211
+ 6.54%
$147.95 - $191.05 $31.2K - $40.3K
3.44K $596M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.05%
$113.41 - $125.62 $227 - $251
4.42K $555M
DNL
Wiswisdomtree Tr

ETFs
430
+ 3.33%
$36.65 - $40.81 $15.8K - $17.5K
13.3K $526M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$111.9 - $124.28 $112 - $124
1.95K $240M
SU
Suncor Energy Inc

Energy
300
+ 3.56%
$36.06 - $41.7 $10.8K - $12.5K
8.73K $322M
GOOGL
Alphabet Inc.

Communication Services
136
+ 4.28%
$148.65 - $191.18 $20.2K - $26K
3.31K $550M
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 0.51%
$161.02 - $200.0 $4.67K - $5.8K
5.67K $1.06B
COP
Conocophillips

Energy
450
+ 3.32%
$102.3 - $116.61 $46K - $52.5K
14K $1.47B
Activity Summary
Buys All Purchases 45 New Holdings 3 Increased Positions 42 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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