Ranch Capital Advisors Inc. Portfolio Holdings

Ranch Capital Advisors Inc.

  • $210 Million
  • Q4 2024

Ranch Capital Advisors Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $210 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.77M, Spdr Bloomberg 1 3 Month T Bil with a value of $8.17M, Nvidia Corp with a value of $7.66M, Microsoft Corp with a value of $7.48M, and Procter & Gamble CO with a value of $6.89M.

Examining the 13F form we can see an decrease of $178K in the current position value, from $210M to 210M.

Ranch Capital Advisors Inc. is based out at Sarasota, FL

Below you can find more details about Ranch Capital Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
ETFs: $75.7 Million
Technology: $38.3 Million
Financial Services: $24.1 Million
Healthcare: $12.6 Million
Consumer Defensive: $11.8 Million
Consumer Cyclical: $11.3 Million
Industrials: $9.8 Million
Communication Services: $8.84 Million
Other: $17.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$9.77 Million 4.65% of portfolio
39,006
Q4 2024 Added 0.89%
$303B
$7.66 Million 3.65% of portfolio
57,063
Q4 2024 Reduced 2.27%
$2.9T
$7.48 Million 3.56% of portfolio
17,743
Q4 2024 Added 0.07%
$398B
$6.89 Million 3.28% of portfolio
41,074
Q4 2024 Added 0.76%
$79.2B
$5.93 Million 2.82% of portfolio
25,569
Q4 2024 Added 1.56%
$99.9B
$5.7 Million 2.72% of portfolio
33,074
Q4 2024 Reduced 1.8%
$67.8B
$3.72 Million 1.77% of portfolio
35,929
Q4 2024 Added 0.43%
$789B
$3.73 Million 1.77% of portfolio
9,226
Q4 2024 Reduced 0.86%
$25.2B
$3.48 Million 1.66% of portfolio
33,063
Q4 2024 Reduced 1.25%
$682B
$3.42 Million 1.63% of portfolio
14,256
Q4 2024 Added 0.64%
$189B
$3.02 Million 1.44% of portfolio
132,640
Q4 2024 Added 3.1%
$223B
$2.93 Million 1.4% of portfolio
13,334
Q4 2024 Reduced 21.98%
$52.4B
$2.87 Million 1.37% of portfolio
20,499
Q4 2024 Added 2.4%
$33.5B
$2.8 Million 1.33% of portfolio
23,696
Q4 2024 Added 1.53%
$2.02T
$2.69 Million 1.28% of portfolio
12,244
Q4 2024 Added 0.51%
$183B
$2.37 Million 1.13% of portfolio
59,254
Q4 2024 Reduced 9.4%
$168B
$2.24 Million 1.07% of portfolio
8,600
Q4 2024 Added 2.17%
$18.3B
$2.1 Million 1.0% of portfolio
39,082
Q4 2024 Added 1.78%
$177B
$1.93 Million 0.92% of portfolio
9,906
Q4 2024 Added 1.25%
$17.3B
$1.88 Million 0.89% of portfolio
24,779
Q4 2024 Added 102.96%
$45.4B
$1.86 Million 0.89% of portfolio
5,342
Q4 2024 Added 1.12%
$125B
$1.83 Million 0.87% of portfolio
32,358
Q4 2024 Added 3.72%
$133B
$1.84 Million 0.87% of portfolio
26,105
Q4 2024 Added 3.23%
$140B
$1.81 Million 0.86% of portfolio
19,555
Q4 2024 Added 57.68%
$307B
$1.79 Million 0.85% of portfolio
12,348
Q4 2024 Added 1.92%
$43.1B
$1.78 Million 0.85% of portfolio
17,717
Q4 2024 Added 4.3%
$98.4B
$1.76 Million 0.84% of portfolio
21,359
Q4 2024 Added 5.21%
$92.5B
$1.76 Million 0.84% of portfolio
16,347
Q4 2024 Added 3.61%
$374B
$1.7 Million 0.81% of portfolio
9,593
Q4 2024 Reduced 24.16%
$69.9B
$1.58 Million 0.75% of portfolio
8,194
Q4 2024 Added 3.41%
$205B
$1.4 Million 0.67% of portfolio
9,201
Q4 2024 Reduced 0.58%
$71.9B
$1.29 Million 0.62% of portfolio
4,913
Q4 2024 Added 2.63%
$360B
$1.23 Million 0.59% of portfolio
3,171
Q4 2024 Reduced 17.34%
$145B
$1.2 Million 0.57% of portfolio
16,673
Q4 2024 Added 3.66%
$466B
$1.12 Million 0.53% of portfolio
10,433
Q4 2024 New
$235B
$966,000 0.46% of portfolio
8,034
Q4 2024 Added 0.06%
$163B
$920,000 0.44% of portfolio
7,624
Q4 2024 Reduced 3.85%
$73.1B
$850,000 0.4% of portfolio
27,112
Q4 2024 Added 0.22%
$43.2B
$826,000 0.39% of portfolio
1,173
Q3 2024 Reduced 1.51%
$195B
$777,000 0.37% of portfolio
6,182
Q4 2024 Added 2.73%
$400B
$771,000 0.37% of portfolio
842
Q4 2024 Reduced 1.41%
$146B
$687,000 0.33% of portfolio
3,017
Q3 2024 Reduced 7.91%
$176B
$674,000 0.32% of portfolio
4,391
Q4 2024 Reduced 3.03%
$122B
$659,000 0.31% of portfolio
2,387
Q4 2024 Added 1.32%
$0
$607,000 0.29% of portfolio
49,573
Q4 2024 Reduced 2.59%
$670B
$607,000 0.29% of portfolio
1,341
Q4 2024 Reduced 0.52%
$179B
$600,000 0.29% of portfolio
1,656
Q4 2024 Added 0.12%
$153B
$617,000 0.29% of portfolio
2,689
Q4 2024 Reduced 1.43%
$198B
$609,000 0.29% of portfolio
2,055
Q2 2024 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $210 Million
  • Prior Value $210 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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