Fund HoldingsRIA Advisory Group LLC

Total Portfolio Value
$283.17M
Total Bought
$283.17M
Total Sold
$0
Net Transaction
+$283.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD INDEX FDS0169,285+169,285047,93516.93%+47,935
SPDR SER TR
ST STR BLO 1 ETF
0409,344+409,344037,58213.27%+37,582
VANGUARD BD INDEX FDS0451,968+451,968033,94711.99%+33,947
ISHARES SILVER TR(SLV)0731,174+731,174020,7737.34%+20,773
ISHARES TR0124,497+124,497012,2134.31%+12,213
HONEYWELL INTL INC(HON)029,625+29,62506,1242.16%+6,124
INVESCO QQQ TR012,251+12,25105,9802.11%+5,980
INTERNATIONAL BUSINESS MACHS(IBM)025,504+25,50405,6381.99%+5,638
COCA COLA CO(KO)077,612+77,61205,5771.97%+5,577
ISHARES TR019,758+19,75805,4681.93%+5,468
JOHNSON & JOHNSON(JNJ)031,036+31,03605,0301.78%+5,030
PROCTER AND GAMBLE CO(PG)028,132+28,13204,8731.72%+4,873
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
0133,327+133,32704,2351.50%+4,235
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
077,880+77,88003,7021.31%+3,702
MICROSOFT CORP(MSFT)07,021+7,02103,0211.07%+3,021
SCHWAB STRATEGIC TR032,216+32,21602,7230.96%+2,723
NVIDIA CORPORATION(NVDA)020,053+20,05302,4350.86%+2,435
APPLE INC(AAPL)09,648+9,64802,2480.79%+2,248
AMAZON COM INC(AMZN)011,909+11,90902,2190.78%+2,219
PALANTIR TECHNOLOGIES INC(PLTR)054,982+54,98202,0450.72%+2,045
MARATHON PETE CORP(MPC)012,303+12,30302,0040.71%+2,004
SCHWAB STRATEGIC TR029,389+29,38901,9940.70%+1,994
CONOCOPHILLIPS(COP)018,441+18,44101,9410.69%+1,941
ASSOCIATED BANC CORP089,850+89,85001,9350.68%+1,935
EOG RES INC(EOG)014,720+14,72001,8090.64%+1,809
VANECK ETF TRUST
GOLD MINERS ETF
044,942+44,94201,7900.63%+1,790
VANECK ETF TRUST
JUNIOR GOLD MINE
036,498+36,49801,7810.63%+1,781
ISHARES TR016,866+16,86601,6990.60%+1,699
3M CO(MMM)012,155+12,15501,6620.59%+1,662
COSTCO WHSL CORP NEW(COST)01,732+1,73201,5350.54%+1,535
ISHARES TR012,817+12,81701,4180.50%+1,418
T-MOBILE US INC(TMUS)06,588+6,58801,3600.48%+1,360
FISERV INC(FISV)07,171+7,17101,2880.45%+1,288
EXXON MOBIL CORP010,912+10,91201,2790.45%+1,279
ISHARES TR048,316+48,31601,2610.45%+1,261
ISHARES TR047,018+47,01801,2540.44%+1,254
ISHARES TR
IBONDS DEC 26
047,988+47,98801,2310.43%+1,231
WELLS FARGO CO NEW(WFC)021,260+21,26001,2010.42%+1,201
WALMART INC(WMT)014,822+14,82201,1970.42%+1,197
VANGUARD BD INDEX FDS013,987+13,98701,1010.39%+1,101
BROADCOM INC(AVGO)06,363+6,36301,0980.39%+1,098
PEPSICO INC(PEP)06,432+6,43201,0940.39%+1,094
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
05,602+5,60201,0040.35%+1,004
SOUTHERN CO(SO)011,063+11,06309980.35%+998
VERISK ANALYTICS INC(VRSK)03,660+3,66009810.35%+981
CAPITAL GROUP CORE BALANCED
SHS
030,245+30,24509390.33%+939
MONDELEZ INTL INC(MDLZ)012,286+12,28609050.32%+905
SPDR S&P 500 ETF TR(SPY)01,525+1,52508750.31%+875
CISCO SYS INC(CSCO)015,691+15,69108350.29%+835
OLD REP INTL CORP(ORI)023,573+23,57308350.29%+835
CINTAS CORP(CTAS)03,821+3,82107870.28%+787
META PLATFORMS INC(META)01,332+1,33207630.27%+763
CSX CORP(CSX)021,195+21,19507320.26%+732
BERKSHIRE HATHAWAY INC DEL01,530+1,53007040.25%+704
PHILIP MORRIS INTL INC(PM)05,467+5,46706640.23%+664
ALTRIA GROUP INC(MO)012,840+12,84006550.23%+655
PRINCIPAL FINANCIAL GROUP IN(PFG)07,421+7,42106380.23%+638
PROSHARES TR053,773+53,77305830.21%+583
ABBVIE INC(ABBV)02,931+2,93105790.20%+579
SCHWAB STRATEGIC TR08,526+8,52605670.20%+567
ISHARES BITCOIN TRUST ETF(IBIT)015,582+15,58205630.20%+563
CONSOLIDATED EDISON INC(ED)05,291+5,29105510.19%+551
GLOBAL X FDS
GLOBAL X SILVER
015,556+15,55605460.19%+546
NEXTERA ENERGY INC(NEE)06,296+6,29605320.19%+532
DUKE ENERGY CORP NEW(DUK)04,531+4,53105220.18%+522
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
012,568+12,56805110.18%+511
PROSHARES TR
SHORT QQQ
012,851+12,85105070.18%+507
UNITED BANKSHARES INC WEST V(UBSI)013,346+13,34604950.17%+495
ISHARES TR014,569+14,56904840.17%+484
ALPHABET INC(GOOG)02,884+2,88404780.17%+478
PROSHARES TR
S&P 500 DV ARIST
04,464+4,46404770.17%+477
AUTOMATIC DATA PROCESSING IN01,699+1,69904700.17%+470
VANGUARD SPECIALIZED FUNDS02,368+2,36804690.17%+469
BLACK HILLS CORP07,324+7,32404480.16%+448
WINGSTOP INC(WING)01,061+1,06104410.16%+441
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,456+5,45604410.16%+441
MEDTRONIC PLC(MDT)04,627+4,62704170.15%+417
PURECYCLE TECHNOLOGIES INC(PCT)042,639+42,63904050.14%+405
JPMORGAN CHASE & CO.(JPM)01,909+1,90904020.14%+402
POLARIS INC(PII)04,652+4,65203870.14%+387
KRAFT HEINZ CO(KHC)010,689+10,68903750.13%+375
LYONDELLBASELL INDUSTRIES N
SHS - A -
03,824+3,82403670.13%+367
SPDR DOW JONES INDL AVERAGE(DIA)0863+86303650.13%+365
VERISIGN INC01,862+1,86203540.12%+354
UNION PAC CORP(UNP)01,432+1,43203530.12%+353
SPDR SER TR
ST STR R1K LOWV
02,714+2,71403520.12%+352
SCHWAB STRATEGIC TR03,361+3,36103500.12%+350
CONSTELLATION ENERGY CORP(CEG)01,344+1,34403500.12%+350
ELECTRONIC ARTS INC(EA)02,433+2,43303490.12%+349
HERSHEY CO(HSY)01,787+1,78703430.12%+343
PERSPECTIVE THERAPEUTICS INC025,620+25,62003420.12%+342
WORKIVA INC(WK)04,146+4,14603280.12%+328
ALPHABET INC(GOOG)01,931+1,93103230.11%+323
REALTY INCOME CORP(O)04,986+4,98603160.11%+316
CHEVRON CORP NEW(CVX)02,123+2,12303130.11%+313
KNIFE RIVER CORP(KNF)03,384+3,38403020.11%+302
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
07,561+7,56102970.10%+297
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,459+1,45902930.10%+293
CORTEVA INC(CTVA)04,842+4,84202850.10%+285
UNITED PARCEL SERVICE INC(UPS)02,087+2,08702850.10%+285
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