Rocky Mountain Advisers, LLC Incresed Positions in Q3 2025

Rocky Mountain Advisers, LLC

  • $126 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
19.6K
+ 52.74%
$68.33 - $72.69 $1.34M - $1.43M
56.9K $4.11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
81
+ 0.02%
$23.82 - $25.84 $1.93K - $2.09K
388K $9.97M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$202.38 - $256.87 $202 - $257
6.77K $1.72M
UNH
Unitedhealth Group Inc

Healthcare
940
+ 1807.69%
$237.77 - $353.61 $224K - $332K
992 $342K
LYFT
Lyft, Inc.

Technology
4.82K
+ 122.68%
$13.41 - $22.93 $64.6K - $110K
8.74K $192K
STEW
Boulder Growth & Income Fund

Financial Services
808
+ 0.43%
$17.4 - $18.57 $14.1K - $15K
189K $3.43M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.98K
+ 20.54%
$21.69 - $23.34 $64.5K - $69.5K
17.5K $406K
DKNG
Draft Kings Inc.

Consumer Cyclical
3.24K
+ 42.41%
$37.4 - $48.23 $121K - $156K
10.9K $407K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
547
+ 23.73%
$45.54 - $48.43 $24.9K - $26.5K
2.85K $132K
TOL
Toll Brothers, Inc.

Consumer Cyclical
45
+ 6.92%
$113.78 - $148.0 $5.12K - $6.66K
695 $96K
GFL
Gfl Environmental Inc.

Industrials
500
+ 12.5%
$45.97 - $51.03 $23K - $25.5K
4.5K $213K
SYM
Symbotic Inc.

Financial Services
18
+ 2.77%
$39.68 - $63.21 $714 - $1.14K
668 $36K
COIN
Coinbase Global, Inc.

Technology
45
+ 9.0%
$297.99 - $419.78 $13.4K - $18.9K
545 $183K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.01%
N/A
12.9K $2.34M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12
+ 0.46%
$20.76 - $21.78 $249 - $261
2.61K $56K
Tidal Trust Iii
2.17K
+ 69.95%
N/A
5.27K $0
Elevation Series Trust
37
+ 0.0%
N/A
878K $0
Maplebear Inc
2.75K
+ 203.7%
N/A
4.1K $0
GTY
Getty Realty Corp

Real Estate
68
+ 1.71%
$26.45 - $28.87 $1.8K - $1.96K
4.04K $108K
T
At&T Inc.

Communication Services
13
+ 0.3%
$26.94 - $29.62 $350 - $385
4.35K $122K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.15%
$150.47 - $161.22 $602 - $645
2.67K $409K
KO
Coca Cola CO

Consumer Defensive
17
+ 0.22%
$65.67 - $71.67 $1.12K - $1.22K
7.63K $506K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
33
+ 0.01%
$24.0 - $27.1 $792 - $894
408K $10.1M
Activity Summary
Buys All Purchases 42 New Holdings 18 Increased Positions 24 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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