Rocky Mountain Advisers, LLC Portfolio Holdings
Rocky Mountain Advisers, LLC
- $121 Million
- Q4 2024
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.