Ria Advisory Group LLC Reduced Holdings in Q3 2025

Ria Advisory Group LLC

  • $390 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-95K
- 93.68%
$66.2 - $71.79 $6.29M - $6.82M
6.41K $438M
JNJ
Johnson & Johnson

Healthcare
-34.8K
- 95.2%
$155.17 - $185.42 $5.39M - $6.45M
1.75K $325M
UPS
United Parcel Service Inc

Industrials
-20.3K
- 84.36%
$82.58 - $105.54 $1.68M - $2.14M
3.76K $314M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-3.23K
- 65.36%
$225.11 - $247.9 $728K - $802K
1.71K $424M
FISV
Fiserv Inc

Technology
-1.64K
- 36.56%
N/A
2.84K $366M
TMUS
T Mobile Us, Inc.

Communication Services
-1.56K
- 57.48%
$226.02 - $259.01 $353K - $405K
1.16K $277M
HON
Honeywell International Inc

Industrials
-1.45K
- 49.39%
$207.7 - $240.4 $301K - $348K
1.48K $312M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.64K
- 52.13%
$60.9 - $70.75 $283K - $328K
4.26K $266M
VRSK
Verisk Analytics, Inc.

Industrials
-343
- 8.62%
$242.3 - $312.95 $83.1K - $107K
3.64K $914M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.21K
- 20.92%
$100.37 - $100.74 $322K - $323K
12.1K $1.22B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-868
- 23.7%
$181.56 - $190.33 $158K - $165K
2.8K $530M
ADP
Automatic Data Processing Inc

Industrials
-30
- 0.48%
$288.69 - $310.94 $8.66K - $9.33K
6.2K $1.82B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-10.5K
- 10.5%
$24.46 - $26.5 $258K - $279K
89.9K $2.37B
IBM
International Business Machines Corp

Technology
-142
- 4.55%
$234.77 - $292.47 $33.3K - $41.5K
2.98K $840M
KMB
Kimberly Clark Corp

Consumer Defensive
-274
- 10.13%
$121.72 - $136.77 $33.4K - $37.5K
2.43K $302M
BX
Blackstone Inc.

Financial Services
-459
- 23.39%
$152.77 - $188.68 $70.1K - $86.6K
1.5K $257M
DWAC
Digital World Acquisition Corp.

Financial Services
-75
- 0.53%
N/A
14.1K $232M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-282
- 7.42%
$101.12 - $106.18 $28.5K - $29.9K
3.52K $363M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-236
- 7.21%
$85.01 - $90.35 $20.1K - $21.3K
3.04K $272M
Knife River Corp
-35
- 1.16%
N/A
2.98K $229M
GGG
Graco Inc

Industrials
-90
- 2.99%
$82.58 - $88.81 $7.43K - $7.99K
2.92K $248M
XOM
Exxon Mobil Corp

Energy
-502
- 5.18%
$105.83 - $117.22 $53.1K - $58.8K
9.18K $1.04B
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-378
- 5.63%
$33.13 - $33.91 $12.5K - $12.8K
6.34K $215M
HPQ
Hp Inc

Technology
-1.71K
- 11.74%
$24.45 - $29.35 $41.9K - $50.3K
12.9K $351M
WMT
Walmart Inc.

Consumer Defensive
-434
- 5.1%
$94.4 - $104.27 $41K - $45.3K
8.08K $833M
UBSI
United Bankshares Inc

Financial Services
-192
- 1.79%
$35.03 - $38.73 $6.73K - $7.44K
10.5K $391M
CVX
Chevron Corp

Energy
-141
- 6.43%
$145.57 - $161.83 $20.5K - $22.8K
2.05K $319M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.37K
- 2.72%
$26.38 - $27.95 $62.5K - $66.2K
84.9K $2.32B
XLU
Utilities Sector Spdr

ETFs
-276
- 5.12%
$81.14 - $87.32 $22.4K - $24.1K
5.12K $446M
SO
Southern CO

Utilities
-210
- 2.27%
$90.83 - $96.0 $19.1K - $20.2K
9.02K $855M
JPM
Jpmorgan Chase & CO

Financial Services
-124
- 6.74%
$282.78 - $316.06 $35.1K - $39.2K
1.72K $541M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-910
- 7.13%
$63.92 - $70.83 $58.2K - $64.5K
11.8K $835M
IWV
Ishares Russell 3000 ETF

ETFs
-16
- 2.13%
$351.04 - $379.81 $5.62K - $6.08K
734 $278M
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 1.34%
N/A
2.21K $476M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-176
- 1.63%
$42.04 - $45.23 $7.4K - $7.96K
10.6K $481M
ORI
Old Republic International Corp

Financial Services
-23
- 0.32%
$35.74 - $42.47 $822 - $977
7.15K $303M
ADM
Archer Daniels Midland CO

Consumer Defensive
-16
- 0.33%
$53.54 - $64.21 $857 - $1.03K
4.85K $290M
CGGR
Capital Group Growth ETF Shs C

ETFs
-245
- 1.71%
$40.2 - $44.58 $9.85K - $10.9K
14.1K $619M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-143
- 0.66%
$23.82 - $25.84 $3.41K - $3.7K
21.6K $555M
Capital Group Core Balanced
-31
- 0.1%
N/A
30.8K $1.07B
PEP
Pepsico Inc

Consumer Defensive
-89
- 1.32%
$133.81 - $152.16 $11.9K - $13.5K
6.66K $936M
WK
Workiva Inc

Technology
-2
- 0.06%
$63.83 - $86.08 $128 - $172
3.54K $305M
GOOG
Alphabet Inc.

Communication Services
-76
- 4.81%
$175.16 - $255.24 $13.3K - $19.4K
1.51K $367M
PHYS
Sprott Physical Gold Trust

Financial Services
-178
- 0.77%
$25.02 - $29.62 $4.45K - $5.27K
22.9K $677M
MO
Altria Group, Inc.

Consumer Defensive
-107
- 0.76%
$57.75 - $67.68 $6.18K - $7.24K
14K $923M
Ishares Tr
-489
- 1.0%
N/A
48.3K $1.47B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.86K
- 5.29%
$51.78 - $57.89 $200K - $224K
69.2K $3.98B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.28K
- 5.81%
$617.65 - $666.84 $789K - $852K
20.7K $13.8B
RGTI
Rigetti Computing, Inc.

Technology
-33.9K
- 44.18%
$11.33 - $32.1 $384K - $1.09M
42.8K $1.27B
Activity Summary
Buys All Purchases 84 New Holdings 26 Increased Positions 58 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Ria Advisory Group LLC Portfolio

Follow Ria Advisory Group 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 Ria Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ria Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email