Rocky Mountain Advisers, LLC Reduced Holdings in Q3 2025

Rocky Mountain Advisers, LLC

  • $126 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
-1.23K
- 39.2%
$121.72 - $136.77 $149K - $168K
1.9K $236K
INTC
Intel Corp

Technology
-5.85K
- 85.25%
$19.31 - $35.5 $113K - $208K
1.01K $33K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.14K
- 25.78%
$65.64 - $78.22 $74.8K - $89.2K
3.28K $220K
PAYX
Paychex Inc

Industrials
-167
- 5.27%
$126.69 - $147.99 $21.2K - $24.7K
3K $380K
KR
Kroger CO

Consumer Defensive
-175
- 2.44%
$64.52 - $74.35 $11.3K - $13K
7K $471K
GPC
Genuine Parts CO

Consumer Cyclical
-487
- 31.91%
$122.23 - $142.77 $59.5K - $69.5K
1.04K $144K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
-1.38K
- 5.02%
$15.64 - $19.17 $21.5K - $26.4K
26K $406K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-813
- 6.63%
$132.9 - $142.03 $108K - $115K
11.4K $1.61M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-700
- 94.09%
$11.64 - $15.79 $8.15K - $11.1K
44 $0
DUK
Duke Energy Corp

Utilities
-75
- 42.86%
$116.31 - $125.93 $8.72K - $9.44K
100 $12K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-370
- 1.78%
$26.44 - $27.1 $9.78K - $10K
20.5K $551K
Siriusxm Holdings Inc
-42
- 7.72%
N/A
502 $0
Forward Air Corp
-350
- 7.97%
N/A
4.04K $0
SRHQ
Elevation Ser Tr Srh U S Quali
-1.49K
- 0.03%
N/A
4.31M $0
VTI
Vanguard Total Stock Market Et

ETFs
-45
- 6.07%
$303.93 - $329.86 $13.7K - $14.8K
696 $228K
ZIG
ETF Ser Solutions Acquirers Fd

ETFs
-1.39K
- 5.92%
$36.05 - $39.56 $49.9K - $54.8K
22K $829K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-30
- 14.63%
$184.09 - $279.47 $5.52K - $8.38K
175 $43K
JNJ
Johnson & Johnson

Healthcare
-166
- 12.03%
$155.17 - $185.42 $25.8K - $30.8K
1.21K $225K
EBAY
Ebay Inc

Consumer Cyclical
-300
- 11.75%
$75.33 - $100.77 $22.6K - $30.2K
2.25K $205K
SWK
Stanley Black & Decker, Inc.

Industrials
-100
- 2.7%
$66.98 - $79.52 $6.7K - $7.95K
3.61K $268K
WMT
Walmart Inc.

Consumer Defensive
-398
- 2.19%
$94.4 - $104.27 $37.6K - $41.5K
17.8K $1.83M
MSFT
Microsoft Corp

Technology
-99
- 1.79%
$491.09 - $535.64 $48.6K - $53K
5.42K $2.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-100
- 1.03%
$459.11 - $506.91 $45.9K - $50.7K
9.57K $4.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-16.7K
- 1.81%
$26.38 - $27.95 $442K - $468K
910K $24.8M
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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