River Street Advisors LLC Portfolio Holdings

River Street Advisors LLC

  • $163 Billion
  • Q2 2024

River Street Advisors LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $163 Billion distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $10.9B, Nvidia Corp with a value of $6.77B, Apple Inc. with a value of $6.67B, Microsoft Corp with a value of $5.39B, and Jpmorgan Chase & CO with a value of $4.32B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $148B to 163B.

River Street Advisors LLC is based out at Aurora, IL

Below you can find more details about River Street Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $62.2 Billion
Technology: $29.8 Billion
Financial Services: $14.5 Billion
Industrials: $11.8 Billion
Healthcare: $10.5 Billion
Consumer Cyclical: $8.98 Billion
Consumer Defensive: $6.63 Billion
Communication Services: $5.02 Billion
Other: $7.62 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $163 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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