Ruggaard & Associates LLC Purchases and Sells in Q1 2025

Ruggaard & Associates LLC

$228 Billion
Q1 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	4.82K + 36.49%	$100.32 - $100.76 $484K - $486K	18K $1.81B
CGDV	5.7K + 1.45%	$34.95 - $37.36 $199K - $213K	398K $14.2B
JPST	5K + 1.7%	$50.39 - $50.66 $252K - $253K	300K $15.2B
J P MORGAN EXCHANGE TRADED F	300 + 0.13%	N/A	227K $12.2B
CGCP	4.67K + 0.72%	$21.94 - $22.64 $103K - $106K	652K $14.6B
IBDQ	6.5K + 1.24%	$25.05 - $25.16 $163K - $163K	532K $13.4B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WTV	90.3K New	$79.96 - $87.71 $7.22M - $7.92M	90.3K $7.42B
AVLV	19.8K New	$63.51 - $70.42 $1.25M - $1.39M	19.8K $1.29B
COWZ	6.58K New	$53.6 - $58.97 $353K - $388K	6.58K $360M
VTEB	5.44K New	$49.25 - $50.66 $268K - $276K	5.44K $270M
DG	2.56K New	$68.44 - $87.93 $175K - $225K	2.56K $225M
T	7.96K New	$21.56 - $28.28 $172K - $225K	7.96K $225M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-965 - 3.11%	$209.68 - $247.1 $202K - $238K	30K $6.67B
IWF	-167 - 0.8%	$360.07 - $417.26 $60.1K - $69.7K	20.6K $7.45B
MOAT	-1.89K - 1.4%	N/A	133K $11.7B
VO	-633 - 1.25%	$251.87 - $277.95 $159K - $176K	50.1K $12.9B
MSFT	-400 - 6.39%	$375.39 - $447.2 $150K - $179K	5.86K $2.2B
ITOT	-1.96K - 30.7%	$120.29 - $134.6 $235K - $263K	4.42K $539M

Activity Summary All Purchases 49 New Holdings 7 Increased Positions 42 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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