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Michael S. Ryan, Inc.

SEC CIK
0001987261
Latest filing
Jul 1, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 26, 2023. Long positions only.

Institution overview
Positions
53
No filing for Q1 2023
Portfolio value
$108.2M
No filing for Q1 2023
Filed
Jul 26, 2023
SEC

Michael S. Ryan, Inc. did not file a 13F for Q1 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Michael S. Ryan, Inc. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF349,837$15.2M14.0%–––
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF150,574$11.7M10.8%–––
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF162,005$11.2M10.4%–––
Innovator ETFs Trust45782C631INTERNATIONAL DV358,561$9.36M8.6%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF131,888$6.89M6.4%–––
iShares Tr46436E882IBONDS 23 TRM TS200,470$4.96M4.6%–––
Innovator ETFs Trust45782C623EMERGING MKT PWR196,323$4.65M4.3%–––
iShares Tr46434VBG4IBONDS DEC24 ETF178,849$4.39M4.1%–––
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF177,999$4.06M3.8%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF64,337$3.93M3.6%–––
Innovator U.S. Equity Buffer ETF - October45782C771ETF91,697$3.34M3.1%–––
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF115,301$2.69M2.5%–––
WisdomTree Tr97717X578EM EX ST-OWNED90,333$2.55M2.4%–––
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF107,694$2.52M2.3%–––
Vanguard Ftse Developed Markets ETF921943858ETF37,304$1.73M1.6%–––
MSFTMicrosoft CorpStock4,266$1.44M1.3%––History
AAPLApple Inc.Stock7,075$1.36M1.3%––History
Innovator ETFs Trust45782C318US EQTY PWR BUF45,132$1.35M1.2%–––
Innovator ETFs Trust45782C532US EQTY ULTRA B39,613$1.20M1.1%–––
Innovator ETFs Trust45782C516EMRGNG MKT JAN33,750$964.2K0.9%–––
AVGOBroadcom Inc.Stock956$837.9K0.8%––History
Innovator ETFs Trust45782C524INTRNL DEV JAN23,883$695.9K0.6%–––
Innovator ETFs Trust45782C730US EQT ULTRA BF23,328$666.9K0.6%–––
Innovator ETFs Trust45782C359EMRGNG MKT APRIL26,390$654.2K0.6%–––
Innovator ETFs Trust45782C367INTRNL DEV APRL22,926$571.4K0.5%–––
NVDANVIDIA CorpStock1,340$568.3K0.5%––History
ABBVAbbVie Inc.Stock4,202$567.3K0.5%––History
MRKMerck & Co., Inc.Stock4,374$500.1K0.5%––History
AMZNAmazon Com IncStock3,800$494.8K0.5%––History
MCHPMicrochip Technology IncStock4,817$436.9K0.4%––History
IBMInternational Business Machines CorpStock3,064$409.6K0.4%––History
UNHUnitedHealth Group IncStock857$409.5K0.4%––History
ELVElevance Health, Inc.Stock824$366.3K0.3%––History
Innovator ETFs Trust45782C540US EQTY PWR BUF10,896$362.8K0.3%–––
GOOGLAlphabet Inc.Stock2,900$347.7K0.3%––History
BLKBlackRock, Inc.COM501$347.5K0.3%––History
WMTWalmart Inc.Stock2,087$330.2K0.3%––History
DISWalt Disney CoStock3,618$327.4K0.3%––History
CSCOCisco Systems, Inc.Stock6,258$324.3K0.3%––History
TJXTJX Companies IncStock3,750$315.9K0.3%––History
SCHWSchwab Charles CorpStock5,440$314.0K0.3%––History
ALLAllstate CorpStock2,757$304.7K0.3%––History
XOMExxonMobil Holdings CorpCOM2,705$290.7K0.3%––History
Vanguard World FD921910816MEGA GRWTH IND1,168$274.7K0.3%–––
ANAutonation, Inc.COM1,584$263.8K0.2%––History
CMCSAComcast CorpStock5,973$249.4K0.2%––History
BABoeing CoStock1,116$235.4K0.2%––History
Innovator U.S. Equity Ultra Buffer ETF - October45782C821ETF7,533$225.2K0.2%–––
BMYBristol Myers Squibb CoStock3,343$215.4K0.2%––History
Innovator ETFs Trust45782C698US EQUT BUFR AUG6,332$212.6K0.2%–––
GSGoldman Sachs Group IncStock640$209.0K0.2%––History
FCXFreeport-McMoran IncStock5,071$206.7K0.2%––History
AYXAlteryx, Inc.COM CL A4,520$204.5K0.2%––History