Ruggaard & Associates LLC Purchases in Q4 2024

Ruggaard & Associates LLC

  • $228 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.39K
+ 2.6%
$90.31 - $106.37 $306K - $361K
134K $13.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.31K
+ 4.88%
$63.58 - $71.15 $338K - $378K
114K $7.43B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.39K
+ 3.29%
$50.37 - $50.6 $473K - $475K
295K $14.8B
Pimco ETF Tr
10.7K
+ 71.07%
N/A
25.8K $668M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.96K
+ 44.39%
$124.26 - $134.12 $244K - $263K
6.38K $820M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.67K
+ 25.36%
$100.22 - $100.73 $268K - $269K
13.2K $1.33B
VB
Vanguard Small Cap ETF

ETFs
696
+ 2.53%
$233.76 - $261.58 $163K - $182K
28.2K $6.78B
AVGO
Broadcom Inc.

Technology
1.05K
New
$159.67 - $250.0 $168K - $263K
1.05K $243M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
10.5K
+ 2.03%
$25.0 - $25.11 $262K - $263K
526K $13.2B
KRP
Kimbell Royalty Partners, LP

Energy
10.5K
New
$15.38 - $16.83 $161K - $177K
10.5K $170M
VUG
Vanguard Growth ETF

ETFs
126
+ 3.62%
$378.79 - $428.11 $47.7K - $53.9K
3.61K $1.48B
Columbia ETF Tr I
3.59K
+ 7.74%
N/A
49.9K $1.23B
SU
Suncor Energy Inc

Energy
1.9K
+ 21.76%
$34.5 - $41.53 $65.6K - $78.9K
10.6K $379M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.01K
+ 7.27%
$80.93 - $85.66 $82.1K - $86.9K
15K $1.21B
DNL
Wiswisdomtree Tr

ETFs
2.57K
+ 19.26%
$35.98 - $39.39 $92.5K - $101K
15.9K $572M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19K
+ 300.0%
$25.93 - $105.3 $492K - $2M
25.3K $705M
VO
Vanguard Mid Cap ETF

ETFs
101
+ 0.2%
$261.5 - $284.63 $26.4K - $28.7K
50.7K $13.4B
VXF
Vanguard Extended Market ETF

ETFs
123
+ 8.1%
$179.17 - $207.15 $22K - $25.5K
1.64K $312M
CVX
Chevron Corp

Energy
208
+ 4.9%
$141.15 - $162.53 $29.4K - $33.8K
4.45K $644M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.4%
$225.97 - $266.66 $904 - $1.07K
1K $242M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.96K
+ 200.02%
$22.01 - $66.82 $197K - $599K
13.4K $305M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
107
+ 0.55%
$61.68 - $67.87 $6.6K - $7.26K
19.7K $1.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 3.3%
$442.29 - $483.08 $11.5K - $12.6K
814 $369M
CNQ
Canadian Natural Resources LTD

Energy
900
+ 9.78%
$29.51 - $37.6 $26.6K - $33.8K
10.1K $312M
INGR
Ingredion Inc

Consumer Defensive
2
+ 0.03%
$132.76 - $154.86 $266 - $310
6.25K $860M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.4K
+ 98.94%
$25.33 - $51.16 $213K - $430K
16.9K $437M
AEM
Agnico Eagle Mines LTD

Basic Materials
351
+ 2.68%
$75.99 - $88.85 $26.7K - $31.2K
13.5K $1.05B
BKH
Black Hills Corp

Utilities
100
+ 2.2%
$57.6 - $64.66 $5.76K - $6.47K
4.65K $272M
BNS
Bank Of Nova Scotia

Financial Services
1
+ 0.01%
$51.5 - $57.02 $51.5 - $57
8.98K $482M
NTR
Nutrien Ltd.

Basic Materials
200
+ 3.81%
$44.04 - $50.78 $8.81K - $10.2K
5.46K $244M
RY
Royal Bank Of Canada

Financial Services
85
+ 1.85%
$119.72 - $128.02 $10.2K - $10.9K
4.69K $565M
MMM
3 M CO

Industrials
10
+ 0.63%
$124.74 - $137.12 $1.25K - $1.37K
1.61K $208M
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.53%
$288.47 - $316.54 $1.73K - $1.9K
1.13K $328M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.3K
+ 189.3%
$27.54 - $83.04 $393K - $1.18M
21.8K $604M
DGRO
Ishares Core Dividend Growth E

ETFs
11
+ 0.06%
$60.73 - $64.94 $668 - $714
17.2K $1.06B
PGR
Progressive Corp

Financial Services
1
+ 0.06%
$239.6 - $268.88 $240 - $269
1.74K $417M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
5.15K
+ 0.9%
$23.03 - $23.33 $119K - $120K
581K $13.4B
VLO
Valero Energy Corp

Energy
1
+ 0.02%
$118.59 - $144.02 $119 - $144
4.01K $492M
RSP
Invesco S&P 500 Equal Weight E

ETFs
940
+ 1.71%
$174.22 - $187.62 $164K - $176K
56K $9.82B
VOE
Vanguard Mid Cap Value Index F

ETFs
755
+ 1.71%
$160.89 - $176.18 $121K - $133K
45K $7.27B
CGCP
Capital Group Core Plus Income

ETFs
19K
+ 3.02%
$22.13 - $23.17 $420K - $439K
647K $14.4B
CGDV
Capital Group Divid Value ETF

ETFs
4.2K
+ 1.08%
$35.16 - $37.12 $147K - $156K
392K $13.8B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.63K
+ 1.22%
N/A
135K $12.5B
J P Morgan Exchange Traded F
2.4K
+ 1.07%
N/A
227K $11.8B
Activity Summary
Buys All Purchases 45 New Holdings 2 Increased Positions 43 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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