Rocky Mountain Advisers, LLC Purchases and Sells in Q3 2025

Rocky Mountain Advisers, LLC

$126 Million
Q3 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV	19.6K + 52.74%	$68.33 - $72.69 $1.34M - $1.43M	56.9K $4.11M
SCHB	81 + 0.02%	$23.82 - $25.84 $1.93K - $2.09K	388K $9.97M
AAPL	1 + 0.01%	$202.38 - $256.87 $202 - $257	6.77K $1.72M
UNH	940 + 1807.69%	$237.77 - $353.61 $224K - $332K	992 $342K
LYFT	4.82K + 122.68%	$13.41 - $22.93 $64.6K - $110K	8.74K $192K
STEW	808 + 0.43%	$17.4 - $18.57 $14.1K - $15K	189K $3.43M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	2.77K New	$73.24 - $79.04 $203K - $219K	2.77K $218K
AVDV	1.75K New	$79.24 - $89.03 $138K - $155K	1.75K $155K
TROW	1.06K New	$98.67 - $111.52 $104K - $118K	1.06K $108K
NVO	800 New	$45.38 - $71.7 $36.3K - $57.4K	800 $44K
ITA	142 New	$184.73 - $209.26 $26.2K - $29.7K	142 $29K
QQQE	203 New	$96.83 - $101.71 $19.7K - $20.6K	203 $20K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KMB	-1.23K - 39.2%	$121.72 - $136.77 $149K - $168K	1.9K $236K
INTC	-5.85K - 85.25%	$19.31 - $35.5 $113K - $208K	1.01K $33K
PYPL	-1.14K - 25.78%	$65.64 - $78.22 $74.8K - $89.2K	3.28K $220K
PAYX	-167 - 5.27%	$126.69 - $147.99 $21.2K - $24.7K	3K $380K
KR	-175 - 2.44%	$64.52 - $74.35 $11.3K - $13K	7K $471K
GPC	-487 - 31.91%	$122.23 - $142.77 $59.5K - $69.5K	1.04K $144K

Activity Summary All Purchases 42 New Holdings 18 Increased Positions 24 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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