Ruggaard & Associates LLC Sells in Q3 2025

Ruggaard & Associates LLC

  • $267 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ALC
Alcon Inc

Healthcare
-261
- 5.24%
$73.24 - $92.22 $19.1K - $24.1K
4.72K $351M
DE
Deere & CO

Industrials
-1
- 0.12%
$457.26 - $524.37 $457 - $524
843 $386M
PGR
Progressive Corp

Financial Services
-1
- 0.06%
$238.61 - $264.3 $239 - $264
1.74K $429M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.36K
- 0.26%
$25.09 - $25.19 $34K - $34.2K
530K $13.4B
V
Visa Inc.

Financial Services
-1
- 0.06%
$332.09 - $358.86 $332 - $359
1.82K $620M
PG
Procter & Gamble CO

Consumer Defensive
-20
- 0.54%
$150.47 - $161.22 $3.01K - $3.22K
3.69K $567M
NTR
Nutrien Ltd.

Basic Materials
-300
- 5.55%
$55.69 - $62.11 $16.7K - $18.6K
5.11K $300M
T
At&T Inc.

Communication Services
-18
- 0.23%
$26.94 - $29.62 $485 - $533
7.94K $224M
MMM
3 M CO

Industrials
-10
- 0.62%
$144.41 - $160.2 $1.44K - $1.6K
1.6K $248M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 1.79%
$459.11 - $506.91 $6.89K - $7.6K
821 $413M
JPM
Jpmorgan Chase & CO

Financial Services
-205
- 6.56%
$282.78 - $316.06 $58K - $64.8K
2.92K $920M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15
- 0.15%
$23.82 - $25.84 $357 - $388
10.3K $264M
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.07%
$133.81 - $152.16 $268 - $304
2.82K $396M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-308
- 1.48%
$28.15 - $30.13 $8.67K - $9.28K
20.5K $608M
XOM
Exxon Mobil Corp

Energy
-10
- 0.18%
$105.83 - $117.22 $1.06K - $1.17K
5.57K $629M
WMT
Walmart Inc.

Consumer Defensive
-63
- 0.78%
$94.4 - $104.27 $5.95K - $6.57K
7.97K $821M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.07%
$339.37 - $366.46 $339 - $366
1.4K $513M
AFL
Aflac Inc

Financial Services
-2
- 0.03%
$98.09 - $111.7 $196 - $223
7.95K $888M
GATX
Gatx Corp

Industrials
-33
- 1.25%
$149.23 - $176.97 $4.92K - $5.84K
2.6K $454M
CVX
Chevron Corp

Energy
-1
- 0.02%
$145.57 - $161.83 $146 - $162
4.6K $714M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-13
- 0.1%
$91.28 - $97.59 $1.19K - $1.27K
12.4K $1.19B
COP
Conocophillips

Energy
-17
- 0.13%
$91.0 - $98.99 $1.55K - $1.68K
12.7K $1.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-118
- 0.46%
$28.92 - $32.19 $3.41K - $3.8K
25.3K $808M
BNS
Bank Of Nova Scotia

Financial Services
-1
- 0.01%
$54.5 - $64.93 $54.5 - $64.9
8.78K $568M
ORI
Old Republic International Corp

Financial Services
-8
- 0.04%
$35.74 - $42.47 $286 - $340
20.9K $887M
AVGO
Broadcom Inc.

Technology
-16
- 0.97%
$264.74 - $369.57 $4.24K - $5.91K
1.64K $541M
JNJ
Johnson & Johnson

Healthcare
-1
- 0.04%
$155.17 - $185.42 $155 - $185
2.81K $520M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.14%
$546.99 - $602.2 $1.64K - $1.81K
2.15K $1.29B
VUG
Vanguard Growth ETF

ETFs
-33
- 1.11%
$433.97 - $484.08 $14.3K - $16K
2.93K $1.4B
MSFT
Microsoft Corp

Technology
-1
- 0.02%
$491.09 - $535.64 $491 - $536
5.88K $3.05B
VLO
Valero Energy Corp

Energy
-1
- 0.02%
$131.77 - $175.63 $132 - $176
4.01K $683M
VO
Vanguard Mid Cap ETF

ETFs
-6
- 0.01%
$279.83 - $293.74 $1.68K - $1.76K
43.1K $12.7B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-49
- 0.25%
$420.11 - $472.68 $20.6K - $23.2K
19.9K $9.32B
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
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