Ruggaard & Associates LLC Incresed Positions in Q1 2025

Ruggaard & Associates LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.82K
+ 36.49%
$100.32 - $100.76 $484K - $486K
18K $1.81B
CGDV
Capital Group Divid Value ETF

ETFs
5.7K
+ 1.45%
$34.95 - $37.36 $199K - $213K
398K $14.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5K
+ 1.7%
$50.39 - $50.66 $252K - $253K
300K $15.2B
J P Morgan Exchange Traded F
300
+ 0.13%
N/A
227K $12.2B
CGCP
Capital Group Core Plus Income

ETFs
4.67K
+ 0.72%
$21.94 - $22.64 $103K - $106K
652K $14.6B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.5K
+ 1.24%
$25.05 - $25.16 $163K - $163K
532K $13.4B
DGRO
Ishares Core Dividend Growth E

ETFs
3.25K
+ 18.88%
$60.46 - $64.42 $197K - $209K
20.5K $1.26B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
6.59K
+ 1.13%
$23.13 - $23.41 $152K - $154K
587K $13.6B
Pimco ETF Tr
5.99K
+ 23.25%
N/A
31.8K $837M
IVV
Ishares Core S&P 500 ETF

ETFs
640
+ 8.52%
$554.06 - $615.85 $355K - $394K
8.15K $4.58B
ELV
Elevance Health, Inc.

Healthcare
41
+ 2.55%
$365.9 - $436.25 $15K - $17.9K
1.65K $718M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.33K
+ 21.74%
$50.48 - $51.04 $118K - $119K
13.1K $662M
NVS
Novartis Ag

Healthcare
113
+ 1.55%
$97.14 - $115.57 $11K - $13.1K
7.4K $825M
ABT
Abbott Laboratories

Healthcare
487
+ 19.13%
$111.1 - $140.22 $54.1K - $68.3K
3.03K $402M
CGGO
Capital Group Global Growth Eq

ETFs
4.29K
+ 15.18%
$28.33 - $30.84 $121K - $132K
32.5K $922M
COP
Conocophillips

Energy
190
+ 1.49%
$88.6 - $105.85 $16.8K - $20.1K
13K $1.36B
DNL
Wiswisdomtree Tr

ETFs
2.65K
+ 16.63%
$35.56 - $38.21 $94.1K - $101K
18.6K $662M
XOM
Exxon Mobil Corp

Energy
19
+ 0.34%
$105.44 - $118.93 $2K - $2.26K
5.57K $663M
SU
Suncor Energy Inc

Energy
700
+ 6.59%
$34.27 - $40.63 $24K - $28.4K
11.3K $439M
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 6.81%
$279.74 - $321.29 $21.5K - $24.7K
1.21K $377M
Columbia ETF Tr I
530
+ 1.06%
N/A
50.4K $1.27B
LLY
Eli Lilly & CO

Healthcare
3
+ 0.68%
$725.72 - $929.72 $2.18K - $2.79K
446 $368M
AVGO
Broadcom Inc.

Technology
516
+ 49.14%
$167.43 - $244.7 $86.4K - $126K
1.57K $262M
ACWI
Ishares Msci Acwi ETF

ETFs
110
+ 3.91%
$115.16 - $124.13 $12.7K - $13.7K
2.92K $340M
SPGI
S&P Global Inc.

Financial Services
5
+ 1.05%
$478.26 - $543.77 $2.39K - $2.72K
480 $244M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
251
+ 1.68%
$78.0 - $84.37 $19.6K - $21.2K
15.2K $1.22B
VXF
Vanguard Extended Market ETF

ETFs
147
+ 8.95%
$170.36 - $201.04 $25K - $29.6K
1.79K $308M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.3K
+ 7.78%
$54.51 - $63.63 $125K - $146K
31.8K $1.78B
KRP
Kimbell Royalty Partners, LP

Energy
1.3K
+ 12.39%
$13.35 - $16.45 $17.4K - $21.4K
11.8K $165M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.06%
$117.4 - $131.02 $117 - $131
1.74K $208M
VTI
Vanguard Total Stock Market Et

ETFs
97
+ 3.91%
$271.18 - $303.12 $26.3K - $29.4K
2.58K $709M
DHI
Horton D R Inc

Consumer Cyclical
2
+ 0.11%
$125.29 - $147.65 $251 - $295
1.75K $223M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
190
+ 6.34%
$165.25 - $224.62 $31.4K - $42.7K
3.19K $529M
EXP
Eagle Materials Inc

Basic Materials
15
+ 0.56%
$207.49 - $262.13 $3.11K - $3.93K
2.7K $599M
AMZN
Amazon Com Inc

Consumer Cyclical
418
+ 8.25%
$190.26 - $242.06 $79.5K - $101K
5.49K $1.04B
NVDA
Nvidia Corp

Technology
95
+ 2.6%
$106.98 - $149.43 $10.2K - $14.2K
3.74K $406M
CIVI
Civitas Resources, Inc.

Energy
340
+ 3.86%
$32.05 - $54.79 $10.9K - $18.6K
9.14K $319M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.37%
$468.34 - $539.52 $3.75K - $4.32K
2.15K $1.01B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.25K
+ 3.93%
$91.68 - $109.93 $482K - $577K
139K $13B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.92K
+ 2.55%
$58.81 - $68.2 $171K - $199K
117K $7B
VB
Vanguard Small Cap ETF

ETFs
388
+ 1.38%
$217.89 - $252.64 $84.5K - $98K
28.6K $6.34B
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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