Ruggaard & Associates LLC Portfolio Holdings

Ruggaard & Associates LLC

  • $249 Billion
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $249 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
Track This Portfolio

Track Ruggaard & Associates LLC Portfolio

Follow Ruggaard & Associates LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruggaard & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ruggaard & Associates LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email