Rocky Mountain Advisers, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Million distributed in 269 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 $26.4M, Jpmorgan Chase & CO with a value of $14M, Cohen & Steers Infrastructure Fund Inc with a value of $10.4M, Schwab Strategic Tr Us Broad M with a value of $8.35M, and Berkshire Hathaway Inc with a value of $5.59M.
Examining the 13F form we can see an decrease of $1.04M in the current position value, from $121M to 120M.
Below you can find more details about Rocky Mountain Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$120 Million
ETFs: $52.9 Million
Financial Services: $44.1 Million
Technology: $5.28 Million
Consumer Defensive: $4.43 Million
Consumer Cyclical: $2.82 Million
Utilities: $2.33 Million
Industrials: $1.99 Million
Communication Services: $1.72 Million
Other: $2.69 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
