Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $340 Billion
  • Q2 2025

Ria Advisory Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $340 Billion distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $36.6B, Vanguard Total Stock Market Et with a value of $28.9B, Vanguard Bd Index Fd Inc Total with a value of $28.8B, Ishares S&P 100 ETF with a value of $27.1B, and I Shares Silver Trust with a value of $15.3B.

Examining the 13F form we can see an increase of $32.8B in the current position value, from $307B to 340B.

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 $340 Billion
ETFs: $203 Billion
Technology: $39 Billion
Consumer Defensive: $17.3 Billion
Financial Services: $14.8 Billion
Communication Services: $13.5 Billion
Consumer Cyclical: $13 Billion
Industrials: $12.1 Billion
Healthcare: $7.2 Billion
Other: $5.67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.6 Billion 10.76% of portfolio
66,379
Q2 2025 Added 482.89%
$0
$28.9 Billion 8.49% of portfolio
94,983
Q2 2025 Added 1,807.67%
$0
$28.8 Billion 8.47% of portfolio
391,417
Q2 2025 Reduced 1.13%
$0
$27.1 Billion 7.96% of portfolio
89,011
Q2 2025 Added 11,311.67%
$18B
$15.3 Billion 4.51% of portfolio
467,441
Q2 2025 Reduced 7.11%
$0
$13.6 Billion 3.99% of portfolio
21,992
Q2 2025 Added 20.18%
$0
$9.77 Billion 2.87% of portfolio
106,460
Q2 2025 Reduced 6.56%
$1.78T
$8.97 Billion 2.64% of portfolio
12,148
Q2 2025 Added 81.75%
-
$8.75 Billion 2.57% of portfolio
-
Q2 2025 Added 7.64%
$293B
$7.03 Billion 2.07% of portfolio
101,391
Q2 2025 Added 15.44%
$0
$6.73 Billion 1.98% of portfolio
57,163
Q2 2025 New
$456B
$6.33 Billion 1.86% of portfolio
40,046
Q2 2025 Added 17.55%
$3.95T
$6.28 Billion 1.85% of portfolio
12,626
Q2 2025 Added 8.03%
$0
$6.27 Billion 1.84% of portfolio
64,118
Q2 2025 New
$0
$5.85 Billion 1.72% of portfolio
52,942
Q2 2025 Reduced 13.98%
$306B
$5.75 Billion 1.69% of portfolio
81,292
Q2 2025 Reduced 5.86%
$452B
$5.58 Billion 1.64% of portfolio
36,521
Q2 2025 Added 2.22%
$2.26T
$5.52 Billion 1.62% of portfolio
25,154
Q2 2025 Added 31.05%
$368B
$5.49 Billion 1.61% of portfolio
34,449
Q2 2025 Added 16.25%
$3.69T
$4.37 Billion 1.28% of portfolio
21,295
Q2 2025 Added 18.93%
$1.08T
$4.22 Billion 1.24% of portfolio
13,284
Q2 2025 Added 310.76%
$0
$3.81 Billion 1.12% of portfolio
73,058
Q2 2025 Reduced 1.15%
$282B
$3.31 Billion 0.97% of portfolio
23,348
Q2 2025 New
$207B
$2.98 Billion 0.88% of portfolio
24,015
Q2 2025 New
$94.4B
$2.62 Billion 0.77% of portfolio
36,922
Q2 2025 New
$89.6B
$2.45 Billion 0.72% of portfolio
109,218
Q2 2025 New
$0
$2.45 Billion 0.72% of portfolio
100,406
Q2 2025 Added 4.95%
$63.8B
$2.43 Billion 0.71% of portfolio
24,052
Q2 2025 Added 866.72%
$0
$2.31 Billion 0.68% of portfolio
87,272
Q2 2025 Added 4.15%
$60B
$2.25 Billion 0.66% of portfolio
9,899
Q2 2025 New
$3.72B
$2.19 Billion 0.64% of portfolio
89,850
Q1 2023 New
$124B
$1.92 Billion 0.57% of portfolio
6,232
Q2 2025 Reduced 13.18%
$87.3B
$1.74 Billion 0.51% of portfolio
11,436
Q2 2025 Reduced 0.34%
$367B
$1.63 Billion 0.48% of portfolio
11,966
Q2 2025 Reduced 63.45%
Ishares Bitcoin Trust ETF
-
$1.6 Billion 0.47% of portfolio
-
Q2 2025 Added 22.62%
$0
$1.54 Billion 0.45% of portfolio
15,330
Q2 2025 Reduced 0.29%
$0
$1.47 Billion 0.43% of portfolio
120,498
Q2 2025 Reduced 4.14%
$0
$1.42 Billion 0.42% of portfolio
55,323
Q2 2025 Added 4.77%
$302B
$1.43 Billion 0.42% of portfolio
17,846
Q2 2025 Added 0.02%
$0
$1.43 Billion 0.42% of portfolio
53,617
Q2 2025 Added 4.98%
Ishares Tr
-
$1.33 Billion 0.39% of portfolio
-
Q2 2025 Added 34.49%
$0
$1.32 Billion 0.39% of portfolio
52,178
Q2 2025 Added 7.85%
$0
$1.26 Billion 0.37% of portfolio
49,569
Q2 2025 Added 9.03%
$439B
$1.25 Billion 0.37% of portfolio
1,265
Q2 2025 Reduced 15.04%
$13B
$1.21 Billion 0.36% of portfolio
30,386
Q2 2025 Added 19.39%
$40.8B
$1.24 Billion 0.36% of portfolio
3,979
Q2 2025 Added 55.86%
Linde PLC
-
$1.2 Billion 0.35% of portfolio
-
Q2 2025 Added 54.21%
$0
$1.12 Billion 0.33% of portfolio
4,948
Q2 2025 Added 243.61%
$8.57B
$1.09 Billion 0.32% of portfolio
25,407
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $340 Billion
  • Prior Value $307 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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