Ruggaard & Associates LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $230 Billion distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $14.5B, Jp Morgan ETF Tr Ultra Short I with a value of $14.5B, Capital Group Divid Value ETF with a value of $14.1B, Ishares Tr Ibonds 2026 Term Hi with a value of $13.5B, and Vanguard Mid Cap ETF with a value of $13.3B.
Examining the 13F form we can see an increase of $13.5B in the current position value, from $216B to 230B.
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
$230 Billion
ETFs: $173 Billion
Technology: $13.6 Billion
Financial Services: $6.37 Billion
Energy: $5.1 Billion
Healthcare: $5.03 Billion
Consumer Defensive: $4.01 Billion
Consumer Cyclical: $3.28 Billion
Basic Materials: $2.53 Billion
Other: $3.32 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
