River Street Advisors LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 243 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $11B, Apple Inc. with a value of $5.25B, Microsoft Corp with a value of $4.85B, Nvidia Corp with a value of $4.78B, and Global X Fds S&P 500 Covered C with a value of $4.3B.
Examining the 13F form we can see an increase of $22.8B in the current position value, from $125B to 148B.
River Street Advisors LLC is based out at Aurora, IL
Below you can find more details about River Street Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$148 Billion
ETFs: $54.9 Billion
Technology: $24 Billion
Financial Services: $13.9 Billion
Industrials: $12.5 Billion
Healthcare: $10.3 Billion
Consumer Cyclical: $8.91 Billion
Consumer Defensive: $6.35 Billion
Communication Services: $4.44 Billion
Other: $7.68 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions