Ruggaard & Associates LLC Portfolio Holdings

Ruggaard & Associates LLC

  • $267 Billion
  • Q3 2025

Ruggaard & Associates LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Stoxx Us with a value of $16.5B, Jp Morgan ETF Tr Ultra Short I with a value of $15.8B, Capital Group Divid Value ETF with a value of $15.7B, Capital Group Core Plus Income with a value of $15.5B, and Ishares Tr Ibonds 2026 Term Hi with a value of $13.7B.

Examining the 13F form we can see an increase of $18.5B in the current position value, from $249B to 267B.

Ruggaard & Associates LLC is based out at Twinsburg, OH

Below you can find more details about Ruggaard & Associates LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Billion
ETFs: $203 Billion
Technology: $17.9 Billion
Financial Services: $7.13 Billion
Energy: $5.02 Billion
Healthcare: $3.92 Billion
Consumer Defensive: $3.55 Billion
Basic Materials: $3.33 Billion
Consumer Cyclical: $2.86 Billion
Other: $3.82 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 138
  • Current Value $267 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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