Rocky Mountain Advisers, LLC Reduced Holdings in Q4 2025

Rocky Mountain Advisers, LLC

  • $125 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-27K
- 2.97%
$26.44 - $27.53 $714K - $743K
883K $24M
CVX
Chevron Corp

Energy
-1.5K
- 59.36%
$148.9 - $157.72 $223K - $237K
1.03K $159K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.69K
- 32.68%
$26.75 - $27.15 $179K - $182K
13.8K $369K
ZIG
ETF Ser Solutions Acquirers Fd

ETFs
-3.83K
- 17.4%
$35.65 - $38.37 $137K - $147K
18.2K $653K
PG
Procter & Gamble CO

Consumer Defensive
-996
- 37.37%
$145.5 - $153.18 $145K - $153K
1.67K $243K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-4.63K
- 81.3%
$31.85 - $34.76 $148K - $161K
1.07K $36K
DKNG
Draft Kings Inc.

Consumer Cyclical
-125
- 1.15%
$27.92 - $35.5 $3.49K - $4.44K
10.8K $318K
VTI
Vanguard Total Stock Market Et

ETFs
-260
- 37.36%
$321.8 - $337.95 $83.7K - $87.9K
436 $143K
KMB
Kimberly Clark Corp

Consumer Defensive
-300
- 15.79%
$100.05 - $123.23 $30K - $37K
1.6K $166K
SWK
Stanley Black & Decker, Inc.

Industrials
-375
- 10.39%
$64.43 - $75.42 $24.2K - $28.3K
3.23K $212K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.97K
- 25.89%
$24.31 - $24.46 $47.9K - $48.2K
5.64K $137K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-238
- 2.08%
$137.47 - $143.13 $32.7K - $34.1K
11.2K $1.58M
NVDA
Nvidia Corp

Technology
-150
- 2.54%
$179.83 - $207.04 $27K - $31.1K
5.77K $1.08M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-305
- 3.81%
$78.65 - $79.19 $24K - $24.2K
7.7K $606K
SCHW
Schwab Charles Corp

Financial Services
-200
- 10.78%
$91.91 - $97.71 $18.4K - $19.5K
1.66K $152K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-400
- 23.39%
N/A
1.31K $73K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-90
- 51.43%
$235.14 - $271.47 $21.2K - $24.4K
85 $21K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-953
- 36.49%
$20.85 - $21.86 $19.9K - $20.8K
1.66K $35K
T
At&T Inc.

Communication Services
-86
- 1.98%
$24.44 - $27.55 $2.1K - $2.37K
4.26K $108K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47
- 0.92%
$600.51 - $631.95 $28.2K - $29.7K
5.07K $3.13M
ALL
Allstate Corp

Financial Services
-2
- 5.88%
$190.0 - $214.3 $380 - $429
32 $6K
Maplebear Inc
-250
- 6.1%
N/A
3.85K $0
LYFT
Lyft, Inc.

Technology
-250
- 2.86%
$19.25 - $24.57 $4.81K - $6.14K
8.49K $196K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
-1.18K
- 4.55%
$15.13 - $18.66 $17.9K - $22.1K
24.8K $421K
Activity Summary
Buys All Purchases 72 New Holdings 24 Increased Positions 48 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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