Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $247 Billion
  • Q1 2024

Ria Advisory Group LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $247 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43.5B, Ishares Trishares 0 3 Mnth Tre with a value of $32.8B, I Shares Silver Trust with a value of $16.8B, Proshares Short S&P500 New (De with a value of $14.5B, and Ishares Barclays 20+ Year Trea with a value of $7.91B.

Examining the 13F form we can see an increase of $7.44B in the current position value, from $240B to 247B.

Ria Advisory Group LLC is based out at Ames, IA

Below you can find more details about Ria Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $247 Billion
ETFs: $162 Billion
Consumer Defensive: $19.9 Billion
Financial Services: $11.5 Billion
Basic Materials: $11.2 Billion
Technology: $10.1 Billion
Energy: $9.89 Billion
Healthcare: $8 Billion
Industrials: $5.23 Billion
Other: $7.77 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.2B
$210 Million 0.09% of portfolio
21,098
Q1 2024 New
$1.63B
$190 Million 0.08% of portfolio
23,530
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $247 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 98 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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