Ruggaard & Associates LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 132 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 $15.2B, Capital Group Core Plus Income with a value of $14.6B, Capital Group Divid Value ETF with a value of $14.2B, Ishares Tr Ibonds 2026 Term Hi with a value of $13.6B, and Ishares Ibonds Dec 2025 Term C with a value of $13.4B.
Examining the 13F form we can see an increase of $267M in the current position value, from $228B 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: $174 Billion
Technology: $11.8 Billion
Financial Services: $6.32 Billion
Energy: $5.1 Billion
Healthcare: $3.9 Billion
Consumer Defensive: $3.6 Billion
Basic Materials: $2.54 Billion
Consumer Cyclical: $2.48 Billion
Other: $3.08 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
