Rocky Mountain Advisers, LLC Incresed Positions in Q2 2025

Rocky Mountain Advisers, LLC

  • $119 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16
+ 0.0%
$19.1 - $23.83 $306 - $381
388K $9.24M
AVLV
American Centy ETF Tr Avantis
8.45K
+ 29.35%
$56.85 - $68.21 $480K - $576K
37.2K $2.54M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
32
+ 0.01%
$22.63 - $26.95 $724 - $862
408K $11M
IVV
Ishares Core S&P 500 ETF

ETFs
202
+ 4.32%
$498.8 - $620.9 $101K - $125K
4.88K $3.03M
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.04%
$81.79 - $99.98 $654 - $800
18.2K $1.78M
META
Meta Platforms, Inc.

Communication Services
20
+ 3.51%
$484.66 - $738.09 $9.69K - $14.8K
589 $434K
STEW
Boulder Growth & Income Fund

Financial Services
842
+ 0.45%
$15.52 - $17.85 $13.1K - $15K
188K $3.32M
DKNG
Draft Kings Inc.

Consumer Cyclical
420
+ 5.81%
$31.67 - $42.89 $13.3K - $18K
7.64K $327K
GFL
Gfl Environmental Inc.

Industrials
1K
+ 33.33%
$42.93 - $51.58 $42.9K - $51.6K
4K $201K
AMZN
Amazon Com Inc

Consumer Cyclical
170
+ 34.69%
$167.32 - $223.3 $28.4K - $38K
660 $144K
MS
Morgan Stanley

Financial Services
5
+ 0.62%
$99.83 - $140.86 $499 - $704
806 $113K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.04%
$59.52 - $79.36 $59.5 - $79.4
2.55K $190K
IBP
Installed Building Products, Inc.

Consumer Cyclical
85
+ 70.83%
$153.99 - $182.0 $13.1K - $15.5K
205 $36K
UNH
Unitedhealth Group Inc

Healthcare
34
+ 188.89%
$274.35 - $599.47 $9.33K - $20.4K
52 $16K
SWK
Stanley Black & Decker, Inc.

Industrials
526
+ 16.53%
$55.86 - $76.98 $29.4K - $40.5K
3.71K $251K
GPC
Genuine Parts CO

Consumer Cyclical
13
+ 0.86%
$105.54 - $129.09 $1.37K - $1.68K
1.53K $185K
T
At&T Inc.

Communication Services
12
+ 0.28%
$26.33 - $28.94 $316 - $347
4.33K $125K
FAST
Fastenal CO

Industrials
400
+ 100.0%
$40.65 - $83.16 $16.3K - $33.3K
800 $33K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12
+ 0.46%
$18.94 - $21.67 $227 - $260
2.6K $55K
SRHQ
Elevation Ser Tr Srh U S Quali
2.76K
+ 0.06%
N/A
4.31M $0
Elevation Series Trust
48
+ 0.01%
N/A
878K $0
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.18%
$335.24 - $380.78 $335 - $381
572 $209K
EQBK
Equity Bancshares Inc

Financial Services
8
+ 0.38%
N/A
2.09K $72K
KO
Coca Cola CO

Consumer Defensive
17
+ 0.22%
$68.37 - $73.9 $1.16K - $1.26K
7.62K $538K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
38
+ 1.68%
$45.92 - $50.78 $1.74K - $1.93K
2.31K $107K
GTY
Getty Realty Corp

Real Estate
66
+ 1.69%
$27.38 - $30.93 $1.81K - $2.04K
3.97K $109K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.15%
$157.66 - $172.39 $631 - $690
2.66K $423K
AAPL
Apple Inc.

Technology
1
+ 0.01%
$172.42 - $223.89 $172 - $224
6.76K $1.39M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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