RIA Advisory Group LLC
- SEC CIK
- 0001958384
- 最新申報
- 2026/7/23
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/6 申報。只含多頭部位。
- 持股檔數
- 128
- 2024 年第 2 季沒有申報
- 總值
- $2.83 億
- 2024 年第 2 季沒有申報
RIA Advisory Group LLC 沒有申報 2024 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 169,285 | $4,793 萬 | 16.9% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 409,344 | $3,758 萬 | 13.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 451,968 | $3,395 萬 | 12.0% | – | – | – |
| SLViShares Silver Trust | ETF | 731,174 | $2,077 萬 | 7.3% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 124,497 | $1,221 萬 | 4.3% | – | – | – |
| HONHoneywell International Inc | COM | 29,625 | $612.4 萬 | 2.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,251 | $598.0 萬 | 2.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 25,504 | $563.8 萬 | 2.0% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 77,612 | $557.7 萬 | 2.0% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 19,758 | $546.8 萬 | 1.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 31,036 | $503.0 萬 | 1.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 28,132 | $487.3 萬 | 1.7% | – | – | 歷史 |
| Aim ETF Products Trust00888H877 | ALLIANZIM US EQT | 133,327 | $423.5 萬 | 1.5% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 77,880 | $370.2 萬 | 1.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,021 | $302.1 萬 | 1.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 32,216 | $272.3 萬 | 1.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 20,053 | $243.5 萬 | 0.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 9,648 | $224.8 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,909 | $221.9 萬 | 0.8% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 54,982 | $204.5 萬 | 0.7% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 12,303 | $200.4 萬 | 0.7% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,389 | $199.4 萬 | 0.7% | – | – | – |
| COPConocoPhillips | Stock | 18,441 | $194.1 萬 | 0.7% | – | – | 歷史 |
| ASBAssociated Banc-Corp | COM | 89,850 | $193.5 萬 | 0.7% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 14,720 | $180.9 萬 | 0.6% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 44,942 | $179.0 萬 | 0.6% | – | – | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 36,498 | $178.1 萬 | 0.6% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 16,866 | $169.9 萬 | 0.6% | – | – | – |
| MMM3M Co | Stock | 12,155 | $166.2 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,732 | $153.5 萬 | 0.5% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 12,817 | $141.8 萬 | 0.5% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 6,588 | $136.0 萬 | 0.5% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 7,171 | $128.8 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,912 | $127.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46435U697 | IBONDS DEC | 48,316 | $126.1 萬 | 0.4% | – | – | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 47,018 | $125.4 萬 | 0.4% | – | – | – |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 47,988 | $123.1 萬 | 0.4% | – | – | – |
| WFCWells Fargo & Company | Stock | 21,260 | $120.1 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 14,822 | $119.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 13,987 | $110.1 萬 | 0.4% | – | – | – |
| AVGOBroadcom Inc. | Stock | 6,363 | $109.8 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,432 | $109.4 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,602 | $100.4 萬 | 0.4% | – | – | – |
| SOSouthern Co | Stock | 11,063 | $99.8 萬 | 0.4% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 3,660 | $98.1 萬 | 0.3% | – | – | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 30,245 | $93.9 萬 | 0.3% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 12,286 | $90.5 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,525 | $87.5 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,691 | $83.5 萬 | 0.3% | – | – | 歷史 |
| ORIOld Republic International Corp | COM | 23,573 | $83.5 萬 | 0.3% | – | – | 歷史 |
| CTASCintas Corp | Stock | 3,821 | $78.7 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,332 | $76.3 萬 | 0.3% | – | – | 歷史 |
| CSXCSX Corp | Stock | 21,195 | $73.2 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,530 | $70.4 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,467 | $66.4 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 12,840 | $65.5 萬 | 0.2% | – | – | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 7,421 | $63.8 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 53,773 | $58.3 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,931 | $57.9 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,526 | $56.7 萬 | 0.2% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 15,582 | $56.3 萬 | 0.2% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,291 | $55.1 萬 | 0.2% | – | – | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 15,556 | $54.6 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 6,296 | $53.2 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,531 | $52.2 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 12,568 | $51.1 萬 | 0.2% | – | – | – |
| ProShares Tr74349Y837 | SHORT QQQ | 12,851 | $50.7 萬 | 0.2% | – | – | – |
| UBSIUnited Bankshares Inc | COM | 13,346 | $49.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 14,569 | $48.4 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,884 | $47.8 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,464 | $47.7 萬 | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,699 | $47.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,368 | $46.9 萬 | 0.2% | – | – | – |
| BKHBlack Hills Corp | COM | 7,324 | $44.8 萬 | 0.2% | – | – | 歷史 |
| WINGWingstop Inc. | COM | 1,061 | $44.1 萬 | 0.2% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,456 | $44.1 萬 | 0.2% | – | – | – |
| MDTMedtronic plc | Stock | 4,627 | $41.7 萬 | 0.1% | – | – | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 42,639 | $40.5 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,909 | $40.2 萬 | 0.1% | – | – | 歷史 |
| PIIPolaris Inc. | Stock | 4,652 | $38.7 萬 | 0.1% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 10,689 | $37.5 萬 | 0.1% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 3,824 | $36.7 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 863 | $36.5 萬 | 0.1% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 1,862 | $35.4 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,432 | $35.3 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78468R754 | ST STR R1K LOWV | 2,714 | $35.2 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,361 | $35.0 萬 | 0.1% | – | – | – |
| CEGConstellation Energy Corp | Stock | 1,344 | $35.0 萬 | 0.1% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 2,433 | $34.9 萬 | 0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 1,787 | $34.3 萬 | 0.1% | – | – | 歷史 |
| CATXPerspective Therapeutics, Inc. | COM NEW | 25,620 | $34.2 萬 | 0.1% | – | – | 歷史 |
| WKWorkiva Inc | COM CL A | 4,146 | $32.8 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,931 | $32.3 萬 | 0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 4,986 | $31.6 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,123 | $31.3 萬 | 0.1% | – | – | 歷史 |
| KNFKnife River Corp | Stock | 3,384 | $30.2 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 7,561 | $29.7 萬 | 0.1% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,459 | $29.3 萬 | 0.1% | – | – | – |
| CTVACorteva, Inc. | Stock | 4,842 | $28.5 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,087 | $28.5 萬 | 0.1% | – | – | 歷史 |