Rocky Mountain Advisers, LLC Reduced Holdings in Q1 2025

Rocky Mountain Advisers, LLC

  • $120 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-4.89K
- 49.11%
$96.87 - $114.0 $474K - $557K
5.07K $499K
MSFT
Microsoft Corp

Technology
-498
- 8.22%
$375.39 - $447.2 $187K - $223K
5.56K $2.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-37.9K
- 3.86%
$27.01 - $28.54 $1.02M - $1.08M
943K $26.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-17K
- 44.94%
$25.69 - $26.89 $437K - $457K
20.8K $560K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.55K
- 36.33%
$128.74 - $138.67 $328K - $353K
4.46K $605K
PG
Procter & Gamble CO

Consumer Defensive
-1.5K
- 36.04%
$158.56 - $176.26 $237K - $264K
2.66K $452K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2K
- 20.0%
$76.94 - $78.28 $154K - $157K
8K $626K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.13K
- 8.46%
$126.11 - $135.06 $143K - $153K
12.3K $1.58M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-2.1K
- 34.01%
$59.15 - $62.71 $124K - $132K
4.08K $251K
JNJ
Johnson & Johnson

Healthcare
-1K
- 42.02%
$142.06 - $167.7 $142K - $168K
1.38K $228K
VIG
Vanguard Dividend Appreciation

ETFs
-630
- 4.67%
N/A
12.9K $2.34M
MMM
3 M CO

Industrials
-1K
- 50.0%
$129.7 - $155.12 $130K - $155K
1K $146K
NRG
Nrg Energy, Inc.

Utilities
-1.5K
- 15.79%
$84.82 - $113.33 $127K - $170K
8K $763K
IBM
International Business Machines Corp

Technology
-500
- 45.45%
$217.4 - $264.74 $109K - $132K
600 $149K
INTC
Intel Corp

Technology
-4.38K
- 38.94%
$19.1 - $27.39 $83.6K - $120K
6.86K $155K
SCHW
Schwab Charles Corp

Financial Services
-1K
- 35.03%
$71.24 - $83.64 $71.2K - $83.6K
1.86K $145K
CINF
Cincinnati Financial Corp

Financial Services
-500
- 21.13%
$133.67 - $147.81 $66.8K - $73.9K
1.87K $275K
STAG
Stag Industrial, Inc.

Real Estate
-2K
- 44.44%
$32.39 - $37.07 $64.8K - $74.1K
2.5K $90K
AMZN
Amazon Com Inc

Consumer Cyclical
-96
- 16.38%
$190.26 - $242.06 $18.3K - $23.2K
490 $93K
VZ
Verizon Communications Inc

Communication Services
-1K
- 28.45%
$37.81 - $46.49 $37.8K - $46.5K
2.52K $114K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-175
- 63.64%
$132.75 - $177.12 $23.2K - $31K
100 $15K
G
Genpact LTD

Technology
-479
- 79.83%
$42.88 - $55.54 $20.5K - $26.6K
121 $6K
OMER
Omeros Corp

Healthcare
-1.6K
- 96.97%
$7.04 - $11.21 $11.3K - $17.9K
50 $0
IPAR
Inter Parfums Inc

Consumer Defensive
-60
- 11.21%
$113.87 - $144.54 $6.83K - $8.67K
475 $54K
VTI
Vanguard Total Stock Market Et

ETFs
-12
- 1.59%
$271.18 - $303.12 $3.25K - $3.64K
741 $203K
STLA
Stellantis N.V.

Consumer Cyclical
-1.04K
- 89.07%
$11.21 - $14.21 $11.6K - $14.7K
127 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1K
- 57.34%
$10.61 - $16.49 $10.6K - $16.5K
744 $9K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-200
- 10.47%
N/A
1.71K $95K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-200
- 3.25%
$77.7 - $78.94 $15.5K - $15.8K
5.96K $470K
SCHO
Schwab Short Term Us Treasury

ETFs
-452
- 5.61%
$24.1 - $24.34 $10.9K - $11K
7.61K $185K
VEA
Vanguard Ftse Developed Market

ETFs
-44
- 55.7%
$47.4 - $52.99 $2.09K - $2.33K
35 $1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-29
- 56.86%
$42.5 - $46.71 $1.23K - $1.35K
22 $0
EMB
Ishares Tr

ETFs
-10
- 55.56%
$88.64 - $92.03 $886 - $920
8 $0
SRHQ
Elevation Ser Tr Srh U S Quali
-375
- 0.01%
N/A
4.31M $0
Solventum Corp
-250
- 66.67%
N/A
125 $0
VNQ
Vanguard Specialized Funds Van

ETFs
-9
- 6.72%
$85.55 - $94.34 $770 - $849
125 $11K
Siriusxm Holdings Inc
-206K
- 99.74%
N/A
544 $0
EVRG
Evergy, Inc.

Utilities
-45
- 5.34%
$59.9 - $69.52 $2.7K - $3.13K
797 $54K
T
At&T Inc.

Communication Services
-159
- 3.55%
$21.56 - $28.28 $3.43K - $4.5K
4.32K $122K
STEW
Boulder Growth & Income Fund

Financial Services
-5.25K
- 2.73%
$15.76 - $17.3 $82.7K - $90.8K
187K $3.23M
Activity Summary
Buys All Purchases 31 New Holdings 9 Increased Positions 22 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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