Rocky Mountain Advisers, LLC Incresed Positions in Q3 2024

Rocky Mountain Advisers, LLC

  • $122 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
32
+ 0.01%
$22.3 - $26.02 $714 - $833
408K $10.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.38K
+ 1.11%
$59.93 - $66.52 $82.7K - $91.8K
126K $8.37M
WMT
Walmart Inc.

Consumer Defensive
25
+ 0.11%
$66.91 - $81.4 $1.67K - $2.04K
21.9K $1.77M
STEW
Boulder Growth & Income Fund

Financial Services
802
+ 0.42%
$14.33 - $15.97 $11.5K - $12.8K
191K $3.02M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$207.23 - $234.82 $207 - $235
6.76K $1.57M
ZIG
ETF Ser Solutions Acquirers Fd

ETFs
1.07K
+ 4.77%
$35.76 - $39.85 $38.1K - $42.4K
23.4K $925K
GOOGL
Alphabet Inc.

Communication Services
800
+ 33.2%
$148.65 - $191.18 $119K - $153K
3.21K $532K
KO
Coca Cola CO

Consumer Defensive
18
+ 0.24%
$62.69 - $73.01 $1.13K - $1.31K
7.56K $543K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
4.25K
+ 180.08%
$14.28 - $17.28 $60.7K - $73.4K
6.61K $103K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.07%
$160.76 - $177.82 $482 - $533
4.15K $718K
GTY
Getty Realty Corp

Real Estate
60
+ 1.61%
$26.57 - $32.57 $1.59K - $1.95K
3.79K $120K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
32
+ 1.48%
$43.9 - $52.34 $1.4K - $1.67K
2.2K $113K
T
At&T Inc.

Communication Services
17
+ 0.38%
$18.21 - $22.28 $310 - $379
4.47K $98K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
25
+ 0.99%
$19.78 - $23.53 $495 - $588
2.56K $59K
MS
Morgan Stanley

Financial Services
6
+ 0.76%
$92.07 - $106.96 $552 - $642
791 $82K
WRB
Berkley W R Corp

Financial Services
54
+ 49.54%
$51.54 - $79.62 $2.78K - $4.3K
163 $9K
EQBK
Equity Bancshares Inc

Financial Services
6
+ 0.29%
$34.9 - $34.9 $209 - $209
2.06K $72K
SRHQ
Elevation Ser Tr Srh U S Quali
8
+ 0.0%
N/A
3.92M $0
Vitesse Energy Inc
740
+ 284.62%
N/A
1K $0
Elevation Series Trust
1.03K
+ 0.12%
N/A
878K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.01%
$182.15 - $182.15 $182 - $182
13.5K $2.46M
INTC
Intel Corp

Technology
2.18K
+ 17.66%
$18.9 - $34.87 $41.2K - $76.1K
14.5K $341K
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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