Rocky Mountain Advisers, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Million distributed in 281 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $26.8M, Jpmorgan Chase & CO with a value of $13.7M, Cohen & Steers Infrastructure Fund Inc with a value of $9.8M, Schwab Strategic Tr Us Broad M with a value of $8.66M, and Vanguard Index Fds S&P 500 ETF with a value of $4.84M.
Examining the 13F form we can see an decrease of $789K in the current position value, from $122M to 121M.
Below you can find more details about Rocky Mountain Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$121 Million
ETFs: $55.5 Million
Financial Services: $42.5 Million
Technology: $6.35 Million
Consumer Defensive: $4.77 Million
Consumer Cyclical: $2.71 Million
Utilities: $2.31 Million
Communication Services: $2.29 Million
Industrials: $2.05 Million
Other: $2.77 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
