Rinkey Investments Portfolio Holdings

Rinkey Investments

$310 Million
Q4 2024

Rinkey Investments has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $310 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $44.1M, Spdr Portfolio S&P 1500 Compos with a value of $28.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $25.6M, Spdr Portfolio Aggregate Bond with a value of $14.3M, and Vanguard Value ETF with a value of $13.2M.

Examining the 13F form we can see an increase of $2.5M in the current position value, from $307M to 310M.

Rinkey Investments is based out at San Diego, CA

Below you can find more details about Rinkey Investments portfolio as well as his latest detailed transactions.

Portfolio value $310 Million

ETFs: $277 Million

Technology: $12.4 Million

Financial Services: $6.2 Million

Communication Services: $3.35 Million

Consumer Defensive: $2.51 Million

Healthcare: $2.41 Million

Energy: $1.95 Million

Consumer Cyclical: $1.93 Million

Other: $1.68 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GPK Graphic Packaging Holding CO Consumer Cyclical	$8.19B	$279,000 0.09% of portfolio	10,275	Q4 2024 New

Summary

Portfolio
No. of Stocks 90
Current Value $310 Million
Prior Value $307 Million
Filing
Period Q4 2024
Filing Date February 14, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 17 stocks
Additional Purchases 43 stocks
Sold out of 0 stocks
Reduced holdings in 21 stocks

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Rinkey Investments Portfolio Holdings