Rocky Mountain Advisers, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $119 Million distributed in 268 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 $24.5M, Jpmorgan Chase & CO with a value of $16.6M, Cohen & Steers Infrastructure Fund Inc with a value of $11M, Schwab Strategic Tr Us Broad M with a value of $9.24M, and Berkshire Hathaway Inc Class B with a value of $4.7M.
Examining the 13F form we can see an decrease of $1.17M in the current position value, from $120M to 119M.
Below you can find more details about Rocky Mountain Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$119 Million
ETFs: $51.1 Million
Financial Services: $43.5 Million
Technology: $6.42 Million
Consumer Defensive: $4.13 Million
Consumer Cyclical: $2.85 Million
Utilities: $2.34 Million
Industrials: $1.98 Million
Communication Services: $1.83 Million
Other: $2.35 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
