Ruggaard & Associates LLC Incresed Positions in Q3 2025

Ruggaard & Associates LLC

  • $267 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.2K
+ 7.32%
$202.38 - $256.87 $445K - $565K
32.3K $8.21B
NVDA
Nvidia Corp

Technology
10.2K
+ 209.5%
$153.3 - $186.58 $1.56M - $1.9M
15K $2.81B
CGDV
Capital Group Divid Value ETF

ETFs
2.44K
+ 0.66%
$39.59 - $42.21 $96.5K - $103K
374K $15.7B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.11K
+ 0.78%
$107.5 - $115.86 $120K - $129K
144K $16.5B
AEM
Agnico Eagle Mines LTD

Basic Materials
204
+ 1.45%
$116.14 - $168.56 $23.7K - $34.4K
14.2K $2.4B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.2K
+ 4.44%
$50.47 - $50.74 $667K - $670K
311K $15.8B
CGGO
Capital Group Global Growth Eq

ETFs
2.63K
+ 0.99%
$31.71 - $34.17 $83.3K - $89.7K
267K $9.12B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.03K
+ 0.88%
$63.41 - $69.69 $65.4K - $71.9K
118K $8.05B
VB
Vanguard Small Cap ETF

ETFs
156
+ 0.58%
$237.58 - $259.17 $37.1K - $40.4K
27.2K $6.93B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.83K
+ 1.18%
$43.65 - $46.42 $79.7K - $84.7K
157K $7.27B
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 1.04%
$620.67 - $670.08 $49K - $52.9K
7.68K $5.14B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
319
+ 0.38%
$85.93 - $92.12 $27.4K - $29.4K
85K $7.73B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
909
+ 0.57%
$70.77 - $73.59 $64.3K - $66.9K
160K $11.7B
CGCP
Capital Group Core Plus Income

ETFs
9.37K
+ 1.39%
$22.27 - $22.95 $209K - $215K
684K $15.5B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.91K
+ 52.32%
$50.53 - $50.82 $349K - $351K
20.1K $1.02B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.37K
+ 18.83%
$100.16 - $100.7 $337K - $339K
21.3K $2.14B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
9.38K
+ 1.63%
$23.09 - $23.43 $217K - $220K
584K $13.7B
J P Morgan Exchange Traded F
2.91K
+ 1.28%
N/A
230K $12.5B
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.14%
$174.36 - $254.72 $697 - $1.02K
2.93K $712M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
84
+ 2.66%
$224.68 - $282.71 $18.9K - $23.7K
3.24K $905M
DGRO
Ishares Core Dividend Growth E

ETFs
837
+ 2.94%
$64.12 - $68.08 $53.7K - $57K
29.3K $2B
Pimco ETF Tr
4.76K
+ 15.88%
N/A
34.7K $932M
JMEE
J P Morgan Exchange Traded Fd

ETFs
210
+ 0.75%
$59.19 - $64.47 $12.4K - $13.5K
28.3K $1.79B
ORCL
Oracle Corp

Technology
175
+ 17.84%
$218.96 - $328.33 $38.3K - $57.5K
1.16K $325M
AVLV
American Centy ETF Tr Avantis
149
+ 0.75%
$68.33 - $72.69 $10.2K - $10.8K
20K $1.45B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
53
+ 0.34%
$84.28 - $89.46 $4.47K - $4.74K
15.8K $1.41B
EXP
Eagle Materials Inc

Basic Materials
20
+ 0.75%
$209.12 - $242.26 $4.18K - $4.85K
2.69K $626M
Columbia ETF Tr I
63
+ 0.13%
N/A
49.7K $1.39B
DHI
Horton D R Inc

Consumer Cyclical
5
+ 0.28%
$129.82 - $184.04 $649 - $920
1.79K $304M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.11%
$303.93 - $329.86 $912 - $990
2.81K $921M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.13%
$404.94 - $499.99 $405 - $500
801 $389M
SU
Suncor Energy Inc

Energy
200
+ 1.76%
$37.83 - $43.02 $7.57K - $8.6K
11.5K $483M
NVMI
Nova Ltd.

Technology
4
+ 0.48%
$237.16 - $319.66 $949 - $1.28K
839 $268M
TRV
Travelers Companies, Inc.

Financial Services
81
+ 7.34%
$250.62 - $279.43 $20.3K - $22.6K
1.19K $331M
VXF
Vanguard Extended Market ETF

ETFs
28
+ 1.79%
$193.58 - $213.07 $5.42K - $5.97K
1.59K $333M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
340
+ 3.21%
$50.81 - $51.07 $17.3K - $17.4K
10.9K $557M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.25%
$291.67 - $316.99 $875 - $951
1.2K $364M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.15%
$328.67 - $358.52 $329 - $359
688 $240M
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.02%
$211.65 - $238.24 $212 - $238
5.62K $1.23B
ABT
Abbott Laboratories

Healthcare
40
+ 1.1%
$120.51 - $136.62 $4.82K - $5.46K
3.67K $492M
KRP
Kimbell Royalty Partners, LP

Energy
75
+ 0.59%
$13.08 - $15.06 $981 - $1.13K
12.8K $173M
TXN
Texas Instruments Inc

Technology
3
+ 0.06%
N/A
5.44K $1B
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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