Ruggaard & Associates LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $228 Billion distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $14.8B, Capital Group Core Plus Income with a value of $14.4B, Capital Group Divid Value ETF with a value of $13.8B, Ishares Tr Ibonds 2026 Term Hi with a value of $13.4B, and Vanguard Mid Cap ETF with a value of $13.4B.
Examining the 13F form we can see an decrease of $1.71B in the current position value, from $230B to 228B.
Ruggaard & Associates LLC is based out at Twinsburg, OH
Below you can find more details about Ruggaard & Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$228 Billion
ETFs: $175 Billion
Technology: $13.5 Billion
Financial Services: $6.22 Billion
Energy: $4.94 Billion
Consumer Defensive: $3.45 Billion
Healthcare: $3.44 Billion
Consumer Cyclical: $2.33 Billion
Basic Materials: $2.19 Billion
Other: $2.91 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
