Dale Q Rice Investment Management LTD Portfolio Holdings

Dale Q Rice Investment Management LTD

  • $227 Billion
  • Q4 2024

Dale Q Rice Investment Management LTD has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $227 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.2B, Proshares Ultra Semiconductors with a value of $28.4B, Proshares Ultra Qqq with a value of $24.5B, Invesco Qqq Trust, Series 1 with a value of $15.5B, and Spdr S&P 500 ETF Trust with a value of $11.3B.

Examining the 13F form we can see an increase of $227B in the current position value.

Dale Q Rice Investment Management LTD is based out at Vancouver, WA

Below you can find more details about Dale Q Rice Investment Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
ETFs: $124 Billion
Technology: $64.4 Billion
Consumer Cyclical: $11.9 Billion
Financial Services: $11.8 Billion
Communication Services: $7.05 Billion
Industrials: $2.22 Billion
Healthcare: $1.45 Billion
Consumer Defensive: $1.19 Billion
Other: $594 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82T
$55.2 Billion 24.26% of portfolio
220,298
Q4 2024 New
$0
$28.4 Billion 12.51% of portfolio
436,674
Q4 2024 New
$0
$24.5 Billion 10.79% of portfolio
226,668
Q4 2024 New
$0
$15.5 Billion 6.8% of portfolio
30,254
Q4 2024 New
$0
$11.3 Billion 4.96% of portfolio
19,249
Q4 2024 New
$1.35T
$6.33 Billion 2.78% of portfolio
15,672
Q4 2024 New
$586B
$5.84 Billion 2.57% of portfolio
12,882
Q4 2024 New
$1.14T
$5.75 Billion 2.53% of portfolio
30,352
Q4 2024 New
$0
$5.64 Billion 2.48% of portfolio
22,685
Q4 2024 New
$0
$4.41 Billion 1.94% of portfolio
70,700
Q4 2024 New
$340B
$4.31 Billion 1.9% of portfolio
32,100
Q4 2024 New
$0
$4.25 Billion 1.87% of portfolio
72,784
Q4 2024 New
$0
$3.57 Billion 1.57% of portfolio
22,380
Q4 2024 New
$3.18T
$3.38 Billion 1.48% of portfolio
8,008
Q4 2024 New
$498B
$3.32 Billion 1.46% of portfolio
6,308
Q4 2024 New
$0
$2.88 Billion 1.27% of portfolio
47,915
Q4 2024 New
$0
$2.05 Billion 0.9% of portfolio
29,418
Q4 2024 New
$0
$1.65 Billion 0.73% of portfolio
12,570
Q4 2024 New
$0
$1.65 Billion 0.73% of portfolio
8,741
Q4 2024 New
$124B
$1.65 Billion 0.73% of portfolio
9,574
Q4 2024 New
$0
$1.6 Billion 0.7% of portfolio
9,147
Q4 2024 New
$4.47B
$1.54 Billion 0.68% of portfolio
10,172
Q4 2024 New
$0
$1.5 Billion 0.66% of portfolio
6,432
Q4 2024 New
$0
$1.39 Billion 0.61% of portfolio
8,371
Q4 2024 New
$1.2T
$1.31 Billion 0.58% of portfolio
6,868
Q4 2024 New
$0
$1.27 Billion 0.56% of portfolio
11,030
Q4 2024 New
$0
$1.23 Billion 0.54% of portfolio
45,006
Q4 2024 New
$0
$1.15 Billion 0.5% of portfolio
23,702
Q4 2024 New
$0
$1.11 Billion 0.49% of portfolio
9,114
Q4 2024 New
$0
$1.12 Billion 0.49% of portfolio
31,072
Q4 2024 New
$409B
$984 Million 0.43% of portfolio
1,074
Q4 2024 New
$0
$978 Million 0.43% of portfolio
6,584
Q4 2024 New
$0
$964 Million 0.42% of portfolio
9,947
Q4 2024 New
$0
$919 Million 0.4% of portfolio
2,160
Q4 2024 New
$254B
$861 Million 0.38% of portfolio
8,658
Q4 2024 New
Schwab Value Advantage Money Investor Shares
-
$817 Million 0.36% of portfolio
-
Q4 2024 New
$129B
$791 Million 0.35% of portfolio
1,868
Q4 2024 New
$0
$780 Million 0.34% of portfolio
5,899
Q4 2024 New
$99.1B
$745 Million 0.33% of portfolio
4,207
Q4 2024 New
$198B
$685 Million 0.3% of portfolio
1,888
Q4 2024 New
$52.1B
$655 Million 0.29% of portfolio
3,600
Q4 2024 New
$0
$638 Million 0.28% of portfolio
8,057
Q4 2024 New
$0
$627 Million 0.28% of portfolio
6,890
Q4 2024 New
Schwab Us Treasury Money Investor
-
$623 Million 0.27% of portfolio
-
Q4 2024 New
$66B
$593 Million 0.26% of portfolio
2,398
Q4 2024 New
$310B
$594 Million 0.26% of portfolio
4,104
Q4 2024 New
$139B
$587 Million 0.26% of portfolio
1,630
Q4 2024 New
$0
$571 Million 0.25% of portfolio
9,662
Q4 2024 New
$0
$566 Million 0.25% of portfolio
6,278
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $227 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 64 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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