Ruggaard & Associates LLC Sells in Q1 2025

Ruggaard & Associates LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-965
- 3.11%
$209.68 - $247.1 $202K - $238K
30K $6.67B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-167
- 0.8%
$360.07 - $417.26 $60.1K - $69.7K
20.6K $7.45B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.89K
- 1.4%
N/A
133K $11.7B
VO
Vanguard Mid Cap ETF

ETFs
-633
- 1.25%
$251.87 - $277.95 $159K - $176K
50.1K $12.9B
MSFT
Microsoft Corp

Technology
-400
- 6.39%
$375.39 - $447.2 $150K - $179K
5.86K $2.2B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.96K
- 30.7%
$120.29 - $134.6 $235K - $263K
4.42K $539M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-315
- 0.56%
$169.43 - $182.84 $53.4K - $57.6K
55.7K $9.65B
VUG
Vanguard Growth ETF

ETFs
-24
- 0.66%
$369.1 - $427.61 $8.86K - $10.3K
3.59K $1.33B
JPM
Jpmorgan Chase & CO

Financial Services
-581
- 15.29%
$225.19 - $279.95 $131K - $163K
3.22K $789M
GOOGL
Alphabet Inc.

Communication Services
-5
- 0.17%
$154.33 - $206.19 $772 - $1.03K
2.91K $449M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-570
- 3.37%
$23.16 - $27.04 $13.2K - $15.4K
16.3K $383M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9
- 0.19%
$102.49 - $119.96 $922 - $1.08K
4.67K $488M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-350
- 1.61%
$25.58 - $29.24 $8.95K - $10.2K
21.4K $562M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 1.61%
$497.6 - $606.74 $7.46K - $9.1K
915 $455M
WMT
Walmart Inc.

Consumer Defensive
-50
- 0.62%
$84.5 - $105.05 $4.23K - $5.25K
8.08K $709M
COST
Costco Wholesale Corp

Consumer Defensive
-52
- 6.23%
$890.62 - $1076.86 $46.3K - $56K
783 $741M
INGR
Ingredion Inc

Consumer Defensive
-47
- 0.75%
$125.6 - $137.36 $5.9K - $6.46K
6.21K $839M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-36
- 0.27%
$21.23 - $23.75 $764 - $855
13.4K $289M
PEP
Pepsico Inc

Consumer Defensive
-52
- 1.79%
$142.64 - $156.42 $7.42K - $8.13K
2.85K $427M
BHP
Bhp Group LTD

Basic Materials
-200
- 4.32%
$48.18 - $52.11 $9.64K - $10.4K
4.43K $215M
GATX
Gatx Corp

Industrials
-67
- 2.48%
$149.94 - $167.38 $10K - $11.2K
2.63K $409M
LADR
Ladder Capital Corp

Real Estate
-510
- 1.13%
$10.81 - $11.87 $5.51K - $6.05K
44.8K $511M
CSCO
Cisco Systems, Inc.

Technology
-200
- 2.66%
$58.74 - $64.87 $11.7K - $13K
7.33K $452M
NTR
Nutrien Ltd.

Basic Materials
-50
- 0.92%
$45.28 - $53.84 $2.26K - $2.69K
5.41K $268M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.37%
$442.66 - $534.52 $1.33K - $1.6K
811 $432M
JNJ
Johnson & Johnson

Healthcare
-125
- 3.05%
$142.06 - $167.7 $17.8K - $21K
3.98K $660M
CVX
Chevron Corp

Energy
-23
- 0.52%
$146.71 - $167.97 $3.37K - $3.86K
4.43K $740M
AEM
Agnico Eagle Mines LTD

Basic Materials
-62
- 0.46%
$79.66 - $108.41 $4.94K - $6.72K
13.4K $1.45B
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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