Rocky Mountain Advisers, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Million distributed in 285 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 $27.7M, Jpmorgan Chase & CO with a value of $12.1M, Cohen & Steers Infrastructure Fund Inc with a value of $10.6M, Schwab Strategic Tr Us Broad M with a value of $8.37M, and Berkshire Hathaway Inc with a value of $4.83M.
Examining the 13F form we can see an increase of $9.24M in the current position value, from $113M to 122M.
Below you can find more details about Rocky Mountain Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$122 Million
ETFs: $56.9 Million
Financial Services: $41.3 Million
Technology: $6.21 Million
Consumer Defensive: $4.99 Million
Consumer Cyclical: $2.57 Million
Utilities: $2.46 Million
Industrials: $2.3 Million
Communication Services: $2.19 Million
Other: $3.05 Million
Stock Holdings Table Market Cap. of $200 Billions or more
