Rik Saylor Financial, Inc. Portfolio Holdings

Rik Saylor Financial, Inc.

  • $114 Billion
  • Q1 2025

Rik Saylor Financial, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $7.89B, Ishares Barclays 20+ Year Trea with a value of $6.79B, Invesco Qqq Trust, Series 1 with a value of $6.43B, Ishares S&P 500 Growth ETF with a value of $4.91B, and Ishares Msci Usa Min Vol Facto with a value of $4.29B.

Examining the 13F form we can see an increase of $5.39B in the current position value, from $108B to 114B.

Rik Saylor Financial, Inc. is based out at Fairfield, OH

Below you can find more details about Rik Saylor Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $93.9 Billion
Financial Services: $5.6 Billion
Industrials: $3.56 Billion
Technology: $2.9 Billion
Consumer Defensive: $1.4 Billion
Real Estate: $707 Million
Energy: $677 Million
Consumer Cyclical: $582 Million
Other: $265 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.89 Billion 6.95% of portfolio
86,051
Q1 2025 New
$0
$6.79 Billion 5.98% of portfolio
74,543
Q1 2025 Added 160.02%
$0
$6.43 Billion 5.67% of portfolio
13,717
Q1 2025 Added 3.91%
$0
$4.91 Billion 4.33% of portfolio
52,945
Q1 2025 Reduced 0.09%
$0
$4.29 Billion 3.78% of portfolio
45,773
Q1 2025 Added 1.22%
$0
$4.27 Billion 3.77% of portfolio
22,425
Q1 2025 Added 0.4%
$0
$4.02 Billion 3.54% of portfolio
191,877
Q1 2025 Reduced 2.79%
$0
$3.82 Billion 3.36% of portfolio
18,877
Q1 2025 Reduced 1.13%
$0
$3.2 Billion 2.82% of portfolio
27,521
Q1 2025 Reduced 0.03%
$0
$2.82 Billion 2.48% of portfolio
14,121
Q1 2025 Reduced 1.1%
$9.48B
$2.77 Billion 2.44% of portfolio
25,470
Q1 2025 Added 0.0%
$0
$2.67 Billion 2.35% of portfolio
26,976
Q1 2025 Reduced 0.36%
$0
$2.52 Billion 2.22% of portfolio
4,487
Q1 2025 Added 15.08%
$0
$2.43 Billion 2.14% of portfolio
41,674
Q1 2025 Added 2.31%
Ishares Bitcoin Trust ETF
-
$2.37 Billion 2.09% of portfolio
-
Q4 2024 New
$3.42T
$2.27 Billion 2.0% of portfolio
10,241
Q1 2025 Added 2.03%
$0
$1.94 Billion 1.71% of portfolio
6,267
Q1 2025 Reduced 1.34%
$0
$1.66 Billion 1.46% of portfolio
13,832
Q1 2025 Added 1.14%
$0
$1.64 Billion 1.45% of portfolio
32,930
Q1 2025 Reduced 1.84%
$0
$1.55 Billion 1.36% of portfolio
31,981
Q1 2025 Reduced 1.64%
$0
$1.42 Billion 1.25% of portfolio
20,338
Q1 2025 Reduced 0.88%
$0
$1.41 Billion 1.24% of portfolio
13,496
Q1 2025 Added 1.23%
$0
$1.36 Billion 1.19% of portfolio
7,020
Q1 2025 Added 8.3%
American Healthcare Reit Inc
-
$1.35 Billion 1.19% of portfolio
-
Q1 2025 Added 11.84%
$0
$1.3 Billion 1.15% of portfolio
14,803
Q1 2025 Reduced 4.22%
$0
$1.3 Billion 1.15% of portfolio
16,199
Q1 2025 Added 2.14%
$0
$1.3 Billion 1.15% of portfolio
11,180
Q1 2025 Reduced 0.03%
$0
$1.28 Billion 1.13% of portfolio
12,896
Q1 2025 Added 8.62%
$0
$1.26 Billion 1.11% of portfolio
4,652
Q1 2025 Reduced 0.11%
$0
$1.23 Billion 1.08% of portfolio
13,315
Q1 2025 Reduced 1.86%
$0
$1.17 Billion 1.03% of portfolio
22,963
Q1 2025 Added 1.63%
$105B
$1.16 Billion 1.03% of portfolio
4,040
Q1 2025 Reduced 1.37%
$0
$1.17 Billion 1.03% of portfolio
8,997
Q1 2025 Added 0.03%
$0
$1.16 Billion 1.02% of portfolio
30,878
Q1 2025 Reduced 0.87%
$385B
$1.1 Billion 0.97% of portfolio
6,445
Q1 2025 Added 6.21%
$0
$1.03 Billion 0.91% of portfolio
14,943
Q1 2025 Reduced 0.51%
$0
$1.02 Billion 0.9% of portfolio
33,143
Q1 2025 Reduced 0.6%
$0
$992 Million 0.87% of portfolio
7,569
Q1 2025 Reduced 1.33%
$0
$976 Million 0.86% of portfolio
9,526
Q1 2025 Reduced 1.96%
$0
$878 Million 0.77% of portfolio
14,473
Q1 2025 Added 1.64%
$694B
$862 Million 0.76% of portfolio
1,618
Q4 2024 New
$0
$852 Million 0.75% of portfolio
8,853
Q1 2025 Reduced 1.88%
$0
$839 Million 0.74% of portfolio
6,162
Q1 2025 Reduced 10.75%
$26.1B
$707 Million 0.62% of portfolio
8,222
Q1 2025 Added 0.12%
$0
$708 Million 0.62% of portfolio
4,113
Q1 2025 Reduced 4.28%
$0
$693 Million 0.61% of portfolio
5,159
Q1 2025 Added 0.41%
$0
$686 Million 0.6% of portfolio
6,179
Q1 2025 Reduced 1.95%
$266B
$677 Million 0.6% of portfolio
4,045
Q1 2025 Added 0.42%
$0
$649 Million 0.57% of portfolio
6,805
Q1 2025 Reduced 1.55%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $114 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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