Ranch Capital Advisors Inc. Portfolio Holdings

Ranch Capital Advisors Inc.

  • $209 Million
  • Q1 2025

Ranch Capital Advisors Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $209 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $13.3M, Apple Inc. with a value of $8.62M, Microsoft Corp with a value of $6.69M, Vanguard Whitehall Fds (Vangua with a value of $6.62M, and Nvidia Corp with a value of $5.76M.

Examining the 13F form we can see an decrease of $561K in the current position value, from $210M to 209M.

Ranch Capital Advisors Inc. is based out at Sarasota, FL

Below you can find more details about Ranch Capital Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $209 Million
ETFs: $80.2 Million
Technology: $33 Million
Financial Services: $20.3 Million
Healthcare: $17 Million
Utilities: $10.5 Million
Communication Services: $10.3 Million
Consumer Cyclical: $10.1 Million
Consumer Defensive: $10 Million
Other: $18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.1B
$420,000 0.2% of portfolio
4,016
Q1 2025 Added 3.99%
$38.8B
$420,000 0.2% of portfolio
3,769
Q1 2025 Added 0.21%
$56B
$418,000 0.2% of portfolio
3,833
Q1 2025 Added 0.03%
$107B
$418,000 0.2% of portfolio
6,973
Q1 2025 Added 0.1%
$0
$388,000 0.19% of portfolio
1,838
Q1 2025 Reduced 6.18%
$1.58T
$389,000 0.19% of portfolio
676
Q1 2025 Added 0.15%
$94.7B
$406,000 0.19% of portfolio
1,754
Q1 2025 Added 0.11%
$23.5B
$370,000 0.18% of portfolio
2,505
Q3 2024 Reduced 0.6%
$136B
$384,000 0.18% of portfolio
6,407
Q1 2025 Added 0.03%
$0
$384,000 0.18% of portfolio
12,513
Q1 2025 Reduced 3.17%
$0
$386,000 0.18% of portfolio
10,780
Q1 2025 Reduced 4.76%
$54.7B
$364,000 0.17% of portfolio
2,136
Q4 2023 New
$0
$337,000 0.16% of portfolio
2,400
Q1 2023 New
$142B
$337,000 0.16% of portfolio
13,304
Q1 2025 Added 2.5%
$107B
$339,000 0.16% of portfolio
1,179
Q1 2025 Reduced 6.65%
$0
$329,000 0.16% of portfolio
26,941
Q1 2025 Reduced 0.62%
$0
$337,000 0.16% of portfolio
3,703
Q1 2025 Added 5.08%
$0
$308,000 0.15% of portfolio
549
Q1 2025 Reduced 10.73%
$71.9B
$307,000 0.15% of portfolio
377
Q1 2025 Added 7.71%
$0
$319,000 0.15% of portfolio
760
Q1 2025 Reduced 1.04%
$51.8B
$279,000 0.13% of portfolio
1,954
Q1 2025 Added 0.05%
$0
$277,000 0.13% of portfolio
2,800
Q1 2025 Added 0.39%
$74.8B
$277,000 0.13% of portfolio
2,522
Q1 2025 Reduced 4.83%
$34.6B
$271,000 0.13% of portfolio
6,597
Q1 2025 Reduced 0.87%
$0
$259,000 0.12% of portfolio
6,000
Q4 2024 Reduced 2.22%
$0
$258,000 0.12% of portfolio
5,615
Q1 2025 New
$53.1B
$223,000 0.11% of portfolio
910
Q4 2023 New
$220B
$227,000 0.11% of portfolio
370
Q1 2025 Reduced 11.48%
$86.8B
$212,000 0.1% of portfolio
1,934
Q4 2024 Added 0.05%
$0
$183,000 0.09% of portfolio
31,726
Q1 2025 Added 0.15%
$0
$198,000 0.09% of portfolio
18,848
Q1 2025 Added 0.18%
$0
$182,000 0.09% of portfolio
16,731
Q1 2025 Reduced 1.3%
$0
$149,000 0.07% of portfolio
11,941
Q1 2025 Added 0.34%
$0
$157,000 0.07% of portfolio
15,163
Q1 2025 Added 0.2%
$0
$127,000 0.06% of portfolio
10,891
Q1 2025 Added 0.03%
$0
$120,000 0.06% of portfolio
10,476
Q4 2024 Reduced 21.42%
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.0%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.76%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $209 Million
  • Prior Value $210 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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