Rocky Mountain Advisers, LLC Purchases in Q1 2025

Rocky Mountain Advisers, LLC

  • $120 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
28.8K
New
$63.51 - $70.42 $1.83M - $2.03M
28.8K $1.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.11%
$442.66 - $534.52 $4.87K - $5.88K
9.67K $5.15M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
34
+ 0.01%
$23.43 - $25.55 $797 - $869
408K $10.4M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
19.2K
+ 157.65%
$16.23 - $22.23 $312K - $427K
31.4K $522K
DKNG
Draft Kings Inc.

Consumer Cyclical
7.22K
New
$33.21 - $53.49 $240K - $386K
7.22K $239K
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 42.4%
$154.33 - $206.19 $161K - $215K
3.5K $541K
TOL
Toll Brothers, Inc.

Consumer Cyclical
650
New
$103.02 - $140.69 $67K - $91.4K
650 $68K
GFL
Gfl Environmental Inc.

Industrials
1K
+ 50.0%
$41.72 - $48.8 $41.7K - $48.8K
3K $144K
SHAK
Shake Shack Inc.

Consumer Cyclical
500
New
$82.77 - $133.38 $41.4K - $66.7K
500 $44K
SWK
Stanley Black & Decker, Inc.

Industrials
516
+ 19.35%
$76.43 - $90.41 $39.4K - $46.7K
3.18K $244K
FOUR
Shift4 Payments, Inc.

Technology
320
New
$81.71 - $125.66 $26.1K - $40.2K
320 $26K
IBP
Installed Building Products, Inc.

Consumer Cyclical
120
New
$162.22 - $206.22 $19.5K - $24.7K
120 $20K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
228
+ 95.0%
$93.57 - $120.35 $21.3K - $27.4K
468 $44K
DXCM
Dexcom Inc

Healthcare
275
New
$67.74 - $90.75 $18.6K - $25K
275 $18K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
34
+ 1.52%
$45.62 - $51.12 $1.55K - $1.74K
2.27K $115K
GTY
Getty Realty Corp

Real Estate
62
+ 1.61%
$29.11 - $31.4 $1.8K - $1.95K
3.9K $121K
GPC
Genuine Parts CO

Consumer Cyclical
13
+ 0.87%
$115.91 - $129.02 $1.51K - $1.68K
1.51K $180K
GNTX
Gentex Corp

Consumer Cyclical
184
New
$23.3 - $28.48 $4.29K - $5.24K
184 $4K
FIVE
Five Below, Inc

Consumer Cyclical
52
New
$72.25 - $103.2 $3.76K - $5.37K
52 $3K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8
+ 0.31%
$20.2 - $22.24 $162 - $178
2.59K $55K
Elevation Series Trust
37
+ 0.0%
N/A
878K $0
EQBK
Equity Bancshares Inc

Financial Services
7
+ 0.34%
N/A
2.08K $72K
RLI
Rli Corp

Financial Services
66
+ 100.0%
$71.75 - $163.21 $4.74K - $10.8K
132 $10K
BA
Boeing CO

Industrials
5
+ 1.25%
$148.15 - $186.25 $741 - $931
405 $69K
MTH
Meritage Homes Corp

Consumer Cyclical
500
+ 100.0%
$69.41 - $152.01 $34.7K - $76K
1K $70K
MS
Morgan Stanley

Financial Services
5
+ 0.63%
$111.68 - $141.08 $558 - $705
801 $93K
NVDA
Nvidia Corp

Technology
45
+ 0.77%
$106.98 - $149.43 $4.81K - $6.72K
5.92K $641K
AAPL
Apple Inc.

Technology
1
+ 0.01%
$209.68 - $247.1 $210 - $247
6.76K $1.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 0.2%
$507.05 - $563.67 $9.13K - $10.1K
9K $4.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.29K
+ 1.65%
$21.23 - $23.75 $134K - $149K
388K $8.35M
Activity Summary
Buys All Purchases 31 New Holdings 9 Increased Positions 22 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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