Ruggaard & Associates LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $249 Billion distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Stoxx Us with a value of $15.6B, Capital Group Core Plus Income with a value of $15.2B, Jp Morgan ETF Tr Ultra Short I with a value of $15.1B, Capital Group Divid Value ETF with a value of $14.7B, and Ishares Ibonds Dec 2025 Term C with a value of $13.4B.
Examining the 13F form we can see an increase of $20.5B in the current position value, from $228B to 249B.
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
$249 Billion
ETFs: $193 Billion
Technology: $13.4 Billion
Financial Services: $6.62 Billion
Energy: $4.64 Billion
Consumer Defensive: $3.68 Billion
Healthcare: $3.57 Billion
Consumer Cyclical: $2.72 Billion
Basic Materials: $2.52 Billion
Other: $3.39 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
