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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 281
  • Current Value $121 Million
  • Prior Value $122 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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