Rocky Mountain Advisers, LLC Reduced Holdings in Q4 2024

Rocky Mountain Advisers, LLC

  • $121 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-568
- 0.14%
$23.17 - $26.26 $13.2K - $14.9K
408K $9.8M
MMM
3 M CO

Industrials
-2K
- 50.0%
$124.74 - $137.12 $249K - $274K
2K $258K
YUM
Yum Brands Inc

Consumer Cyclical
-2.03K
- 78.38%
$130.36 - $139.54 $265K - $283K
560 $75K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-780
- 10.02%
$131.66 - $144.0 $103K - $112K
7.01K $925K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-170
- 1.73%
$442.29 - $483.08 $75.2K - $82.1K
9.66K $4.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-950
- 6.63%
$126.68 - $134.74 $120K - $128K
13.4K $1.71M
INTC
Intel Corp

Technology
-3.3K
- 22.7%
$19.07 - $26.23 $62.9K - $86.6K
11.2K $225K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.3K
- 17.42%
$77.86 - $79.27 $101K - $103K
6.16K $480K
GOOGL
Alphabet Inc.

Communication Services
-750
- 23.36%
$161.86 - $196.66 $121K - $147K
2.46K $465K
VICI
Vici Properties Inc.

Real Estate
-1.23K
- 18.36%
$28.27 - $33.19 $34.7K - $40.8K
5.46K $159K
WMT
Walmart Inc.

Consumer Defensive
-2.94K
- 13.41%
$79.1 - $95.7 $232K - $281K
19K $1.71M
JNJ
Johnson & Johnson

Healthcare
-40
- 1.65%
$143.34 - $165.86 $5.73K - $6.63K
2.38K $344K
NRG
Nrg Energy, Inc.

Utilities
-350
- 3.55%
$85.3 - $101.61 $29.9K - $35.6K
9.5K $857K
VTI
Vanguard Total Stock Market Et

ETFs
-95
- 11.2%
$280.04 - $302.45 $26.6K - $28.7K
753 $218K
MDT
Medtronic PLC

Healthcare
-200
- 50.0%
$79.61 - $92.24 $15.9K - $18.4K
200 $15K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-58
- 18.83%
$96.64 - $101.23 $5.61K - $5.87K
250 $24K
Siriusxm Holdings Inc
-628
- 0.3%
N/A
206K $0
AMZN
Amazon Com Inc

Consumer Cyclical
-28
- 4.56%
$180.88 - $232.93 $5.06K - $6.52K
586 $128K
JPM
Jpmorgan Chase & CO

Financial Services
-20
- 0.03%
$205.18 - $250.29 $4.1K - $5.01K
57.2K $13.7M
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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