Rodgers & Associates, LTD Portfolio Holdings
Rodgers & Associates, LTD
- $836 Million
- Q3 2024
Rodgers & Associates, LTD has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $836 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $70.7M, Vanguard Small Cap Value ETF with a value of $60.1M, Vanguard Mid Cap Value Index F with a value of $55.7M, Ishares Russell Mid Cap Growth with a value of $51.3M, and Ishares Russell 1000 Gr ETF with a value of $48.3M.
Examining the 13F form we can see an increase of $60.3M in the current position value, from $775M to 836M.
Below you can find more details about Rodgers & Associates, LTD portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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