Rocky Mountain Advisers, LLC Purchases in Q4 2024

Rocky Mountain Advisers, LLC

  • $121 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
256K
+ 203.29%
$22.01 - $66.82 $5.63M - $17.1M
381K $8.66M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
5.58K
+ 84.34%
$13.3 - $21.42 $74.1K - $119K
12.2K $226K
AAPL
Apple Inc.

Technology
1
+ 0.01%
$221.69 - $259.02 $222 - $259
6.76K $1.69M
GFL
Gfl Environmental Inc.

Industrials
2K
New
$39.53 - $47.1 $79.1K - $94.2K
2K $89K
QUBT
Quantum Computing Inc.

Technology
4.15K
New
$0.64 - $21.61 $2.66K - $89.7K
4.15K $72K
IPAR
Inter Parfums Inc

Consumer Defensive
475
+ 791.67%
$118.08 - $139.92 $56.1K - $66.5K
535 $70K
STEW
Boulder Growth & Income Fund

Financial Services
796
+ 0.42%
$15.33 - $16.73 $12.2K - $13.3K
192K $3.08M
ET
Energy Transfer LP

Energy
2.33K
New
$16.05 - $19.86 $37.3K - $46.2K
2.33K $45K
PYPL
Pay Pal Holdings, Inc.

Financial Services
110
+ 2.55%
$77.25 - $91.3 $8.5K - $10K
4.42K $377K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.9K
+ 300.0%
$25.93 - $105.3 $412K - $1.67M
21.2K $589K
IBKR
Interactive Brokers Group, Inc.

Financial Services
160
New
$138.3 - $192.95 $22.1K - $30.9K
160 $28K
EXPE
Expedia Group, Inc.

Consumer Cyclical
150
New
$146.47 - $191.01 $22K - $28.7K
150 $27K
G
Genpact LTD

Technology
600
New
$38.17 - $46.82 $22.9K - $28.1K
600 $25K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
240
New
$97.09 - $120.01 $23.3K - $28.8K
240 $25K
EME
Emcor Group, Inc.

Industrials
50
New
$427.96 - $526.95 $21.4K - $26.3K
50 $22K
URI
United Rentals, Inc.

Industrials
29
New
$704.44 - $880.32 $20.4K - $25.5K
29 $20K
MS
Morgan Stanley

Financial Services
5
+ 0.63%
$104.42 - $134.99 $522 - $675
796 $100K
SYM
Symbotic Inc.

Financial Services
650
New
$22.73 - $38.78 $14.8K - $25.2K
650 $15K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
80
+ 17.98%
$56.06 - $61.35 $4.48K - $4.91K
525 $29K
T
At&T Inc.

Communication Services
14
+ 0.31%
$21.22 - $23.88 $297 - $334
4.48K $102K
SRHQ
Elevation Ser Tr Srh U S Quali
384K
+ 9.78%
N/A
4.31M $0
Elevation Series Trust
32
+ 0.0%
N/A
878K $0
EQBK
Equity Bancshares Inc

Financial Services
8
+ 0.39%
N/A
2.07K $72K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.01%
N/A
13.5K $2.46M
RYT
Invesco S&P 500 Equal Weight T

ETFs
220
+ 18.17%
N/A
1.43K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.76K
+ 200.0%
$25.79 - $80.4 $71.2K - $222K
4.14K $107K
SCHO
Schwab Short Term Us Treasury

ETFs
4.03K
+ 100.0%
$24.06 - $48.88 $97K - $197K
8.06K $193K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
17
+ 0.66%
$20.55 - $23.26 $349 - $395
2.58K $54K
GTY
Getty Realty Corp

Real Estate
55
+ 1.45%
$29.81 - $33.31 $1.64K - $1.83K
3.84K $115K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
35
+ 1.59%
$46.46 - $51.66 $1.63K - $1.81K
2.23K $107K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.04%
$57.51 - $67.17 $57.5 - $67.2
2.55K $158K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.55K
+ 100.0%
$22.63 - $47.53 $103K - $216K
9.11K $206K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.1%
$161.05 - $179.7 $644 - $719
4.15K $696K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.28K
+ 101.31%
$18.41 - $40.87 $134K - $297K
14.5K $267K
KO
Coca Cola CO

Consumer Defensive
34
+ 0.45%
$61.74 - $71.71 $2.1K - $2.44K
7.6K $473K
SWK
Stanley Black & Decker, Inc.

Industrials
9
+ 0.34%
$79.07 - $109.36 $712 - $984
2.67K $214K
SCHP
Schwab Strategic Us Tips ETF

ETFs
16.3K
+ 75.29%
$25.74 - $53.78 $418K - $874K
37.8K $977K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
653K
+ 199.14%
$26.93 - $84.95 $17.6M - $55.4M
980K $26.8M
Activity Summary
Buys All Purchases 39 New Holdings 10 Increased Positions 29 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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