Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $283 Billion
  • Q3 2024

Ria Advisory Group LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $283 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $47.9B, Spdr Bloomberg 1 3 Month T Bil with a value of $37.6B, Vanguard Bd Index Fd Inc Total with a value of $33.9B, I Shares Silver Trust with a value of $20.8B, and Ishares Barclays 20+ Year Trea with a value of $12.2B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $247B to 283B.

Ria Advisory Group LLC is based out at Ames, IA

Below you can find more details about Ria Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
ETFs: $196 Billion
Technology: $20.6 Billion
Consumer Defensive: $18 Billion
Industrials: $12.3 Billion
Healthcare: $7.53 Billion
Energy: $7.47 Billion
Financial Services: $6.68 Billion
Utilities: $3.68 Billion
Other: $7.8 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$405 Million 0.14% of portfolio
42,639
Q3 2024 Reduced 2.01%
$307M
$191 Million 0.07% of portfolio
73,257
Q3 2024 Reduced 21.17%
$1.8B
$81.1 Million 0.03% of portfolio
15,125
Q3 2024 Reduced 35.72%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $283 Billion
  • Prior Value $247 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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