Rocky Mountain Advisers, LLC Purchases and Sells in Q2 2025

Rocky Mountain Advisers, LLC

$119 Million
Q2 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	16 + 0.0%	$19.1 - $23.83 $306 - $381	388K $9.24M
AVLV	8.45K + 29.35%	$56.85 - $68.21 $480K - $576K	37.2K $2.54M
UTF	32 + 0.01%	$22.63 - $26.95 $724 - $862	408K $11M
IVV	202 + 4.32%	$498.8 - $620.9 $101K - $125K	4.88K $3.03M
WMT	8 + 0.04%	$81.79 - $99.98 $654 - $800	18.2K $1.78M
META	20 + 3.51%	$484.66 - $738.09 $9.69K - $14.8K	589 $434K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LYFT	3.93K New	$9.97 - $17.21 $39.1K - $67.5K	3.93K $61K
JEPI	280 New	$51.14 - $57.0 $14.3K - $16K	280 $15K
SAIA	40 New	$236.65 - $374.8 $9.47K - $15K	40 $10K
FORWARD AIR CORP	4.39K New	N/A	4.39K $0
MAPLEBEAR INC	1.35K New	N/A	1.35K $0
NEWSMAX INC	20 New	N/A	20 $0

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	-5 - 71.43%	$725400.0 - $809350.0 $3.63M - $4.05M	2 $1.46M
SCHD	-16.3K - 1.72%	$24.32 - $27.87 $395K - $453K	926K $24.5M
VOO	-3.88K - 43.07%	$456.74 - $568.03 $1.77M - $2.2M	5.12K $2.91M
KMB	-1.15K - 26.9%	$126.84 - $145.22 $146K - $167K	3.13K $402K
GOOGL	-1.23K - 35.11%	$144.7 - $178.6 $178K - $220K	2.27K $400K
FWRG	-4K - 12.74%	$14.92 - $20.09 $59.7K - $80.4K	27.4K $439K

Activity Summary All Purchases 36 New Holdings 7 Increased Positions 29 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rocky Mountain Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rocky Mountain Advisers, LLC with notifications on news.