Ria Advisory Group LLC Top Holdings and 13F Report (2024) → Bible Shocker: Have You Seen Elon Musk’s Miracle? (From InvestorPlace) (Ad) About Ria Advisory Group LLCInvestment ActivityRia Advisory Group LLC has $247.23 million in total holdings as of March 31, 2024.Ria Advisory Group LLC owns shares of 140 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 89.08% of the portfolio was purchased this quarter.About 137.27% of the portfolio was sold this quarter.This quarter, Ria Advisory Group LLC has purchased 124 new stocks and bought additional shares in 17 stocks.Ria Advisory Group LLC sold shares of 24 stocks and completely divested from 82 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $43,482,912iShares 0-3 Month Treasury Bond ETF $32,806,044iShares Silver Trust $16,786,170ProShares Short S&P500 $14,472,442iShares 20+ Year Treasury Bond ETF $7,905,357 Largest New Holdings this Quarter iShares 0-3 Month Treasury Bond ETF $32,806,044 HoldingProShares Short S&P500 $14,472,442 HoldingiShares 20+ Year Treasury Bond ETF $7,905,357 HoldingSPDR Bloomberg Barclays 1-3 Month T-Bill ETF $6,098,023 HoldingInvesco QQQ $5,226,536 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 147,142 shares (about $38.24M)iShares 0-3 Month Treasury Bond ETF 325,747 shares (about $32.81M)iShares Silver Trust 717,540 shares (about $16.32M)ProShares Short S&P500 1,220,273 shares (about $14.47M)iShares 20+ Year Treasury Bond ETF 83,549 shares (about $7.91M) Largest Sales this Quarter Principal Financial Group 1,073,471 shares (about $92.66M)IDEXX Laboratories 36,132 shares (about $19.51M)iShares Russell 2000 ETF 57,661 shares (about $12.13M)Vanguard Dividend Appreciation ETF 30,512 shares (about $5.57M)Invesco NASDAQ 100 ETF 21,195 shares (about $3.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRia Advisory Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$43,482,912$38,242,278 ▲729.7%167,30617.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$32,806,044$32,806,044 ▲New Holding325,74713.3%ETFSLViShares Silver Trust$16,786,170$16,324,027 ▲3,532.2%737,8546.8%ETFSHProShares Short S&P500$14,472,442$14,472,442 ▲New Holding1,220,2735.9%ETFTLTiShares 20+ Year Treasury Bond ETF$7,905,357$7,905,357 ▲New Holding83,5493.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,098,023$6,098,023 ▲New Holding66,4272.5%ETFQQQInvesco QQQ$5,226,536$5,226,536 ▲New Holding11,7712.1%FinanceOEFiShares S&P 100 ETF$4,738,020$4,738,020 ▲New Holding19,1511.9%ETFWMTWalmart$4,679,792$4,679,792 ▲New Holding77,7761.9%Retail/WholesaleJPMJPMorgan Chase & Co.$4,672,815$4,672,815 ▲New Holding23,3291.9%FinanceJNJJohnson & Johnson$4,548,941$4,548,941 ▲New Holding28,7561.8%MedicalKOCoca-Cola$4,511,674$4,511,674 ▲New Holding73,7441.8%Consumer StaplesPGProcter & Gamble$4,389,083$3,895,350 ▲789.0%27,0511.8%Consumer StaplesFANGDiamondback Energy$4,029,955$3,190,315 ▲380.0%20,3361.6%Oils/EnergyMPCMarathon Petroleum$3,871,023$3,871,023 ▲New Holding19,2111.6%Oils/EnergySTLDSteel Dynamics$3,816,220$3,816,220 ▲New Holding25,7451.5%Basic MaterialsRSPInvesco S&P 500 Equal Weight ETF$3,657,956$3,657,956 ▲New Holding21,5971.5%ETFNUENucor$3,522,764$2,971,819 ▲539.4%17,8011.4%Basic MaterialsXLGInvesco S&P 500 Top 50 ETF$3,324,397$3,006,105 ▲944.4%78,9081.3%ETFCFCF Industries$3,298,572$3,010,419 ▲1,044.7%39,6421.3%Basic MaterialsSCHDSchwab US Dividend Equity ETF$2,230,369$1,780,054 ▲395.3%27,6620.9%ETFSHViShares Short Treasury Bond ETF$2,027,376$2,027,376 ▲New Holding18,3410.8%ETFASBAssociated Banc$1,932,6740.0%89,8500.8%FinanceMSFTMicrosoft$1,922,545$1,922,545 ▲New Holding4,5700.8%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,815,704$1,815,704 ▲New Holding29,2570.7%ETFGDXVanEck Gold Miners ETF$1,492,710$1,492,710 ▲New Holding47,2080.6%ETFWFCWells Fargo & Company$1,386,981$1,386,981 ▲New Holding23,9300.6%FinanceGDXJVanEck Junior Gold Miners ETF$1,368,065$500,792 ▼-26.8%35,3140.6%ETFXOMExxon Mobil$1,331,991$1,331,991 ▲New Holding11,4590.5%Oils/EnergyPEPPepsiCo$1,310,228$1,310,228 ▲New Holding7,4870.5%Consumer StaplesIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$1,254,363$1,254,363 ▲New Holding48,3380.5%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$1,246,316$1,246,316 ▲New Holding47,1020.5%ETFMMM3M$1,222,309$19,092 ▼-1.5%11,5240.5%Multi-Sector ConglomeratesCOSTCostco Wholesale$1,219,669$79,114 ▲6.9%1,6650.5%Retail/WholesaleIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,140,618$7,149 ▲0.6%44,9950.5%ETFBSVVanguard Short-Term Bond ETF$1,125,283$1,125,283 ▲New Holding14,6770.5%ETFFIFiserv$1,115,544$1,115,544 ▲New Holding6,9800.5%Business ServicesIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,064,716$1,064,716 ▲New Holding42,3010.4%ETFAMZNAmazon.com$1,032,746$217,914 ▼-17.4%5,7250.4%Retail/WholesaleMDLZMondelez International$954,699$954,699 ▲New Holding13,6390.4%Consumer StaplesINDAiShares MSCI India ETF$893,971$893,971 ▲New Holding17,3280.4%ETFHONHoneywell International$884,076$884,076 ▲New Holding4,3070.4%Multi-Sector ConglomeratesSPYSPDR S&P 500 ETF Trust$817,036$817,036 ▲New Holding1,5620.3%FinanceISHARES BITCOIN TR$816,434$816,434 ▲New Holding20,1740.3%SHSSOSouthern$807,069$352,097 ▲77.4%11,2500.3%UtilitiesORIOld Republic International$799,711$799,711 ▲New Holding26,0320.3%FinanceNVDANVIDIA$792,351$792,351 ▲New Holding8770.3%Computer and TechnologyAOAiShares Core Aggressive Allocation ETF$774,418$2,600,787 ▼-77.1%10,5420.3%ETFVRSKVerisk Analytics$760,034$502,603 ▲195.2%3,2240.3%Business ServicesAAPLApple$673,880$25,549 ▼-3.7%3,9300.3%Computer and TechnologyCTASCintas$654,270$138,826 ▲26.9%9520.3%Industrial ProductsBRK.BBerkshire Hathaway$652,138$42,467 ▼-6.1%1,5510.3%FinanceMOAltria Group$629,718$607,297 ▼-49.1%14,4360.3%Consumer StaplesEAElectronic Arts$626,752$626,752 ▲New Holding4,7240.3%Consumer DiscretionaryMETAMeta Platforms$617,622$617,622 ▲New Holding1,2720.2%Computer and TechnologyTMUST-Mobile US$577,474$577,474 ▲New Holding3,5380.2%Computer and TechnologyAMGNAmgen$573,787$1,168,615 ▼-67.1%2,0180.2%MedicalPFGPrincipal Financial Group$563,549$92,656,381 ▼-99.4%6,5290.2%FinanceKMBKimberly-Clark$557,132$557,132 ▲New Holding4,3070.2%Consumer StaplesIBMInternational Business Machines$552,480$552,480 ▲New Holding2,8930.2%Computer and TechnologyAORiShares Core Growth Allocation ETF$536,014$326,540 ▼-37.9%9,6290.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$535,798$535,798 ▲New Holding13,9280.2%ETFHOODRobinhood Markets$511,455$511,455 ▲New Holding25,4080.2%FinanceNOBLProShares S&P 500 Aristocrats ETF$497,925$497,925 ▲New Holding4,9100.2%ETFSCHBSchwab US Broad Market ETF$494,690$494,690 ▲New Holding8,1030.2%ETFUBSIUnited Bankshares$489,598$489,598 ▲New Holding13,6800.2%FinanceKODKodiak Sciences$488,817$488,817 ▲New Holding92,9310.2%MedicalGOOGLAlphabet$483,127$483,127 ▲New Holding3,2010.2%Computer and TechnologyHPQHP$460,677$460,677 ▲New Holding15,2440.2%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$460,051$460,051 ▲New Holding14,2740.2%ETFSILGlobal X Silver Miners ETF$454,120$454,120 ▲New Holding16,5380.2%ETFVIGVanguard Dividend Appreciation ETF$436,863$5,572,560 ▼-92.7%2,3920.2%ETFWINGWingstop$435,683$435,683 ▲New Holding1,1890.2%Retail/WholesaleCSXCSX$434,238$434,238 ▲New Holding11,7140.2%TransportationCEGConstellation Energy$428,068$428,068 ▲New Holding2,3160.2%Oils/EnergyEDConsolidated Edison$419,299$150,573 ▼-26.4%4,6170.2%UtilitiesDWACDigital World Acquisition$412,766$412,766 ▲New Holding6,6620.2%Business ServicesORLYO'Reilly Automotive$408,655$408,655 ▲New Holding3620.2%Retail/WholesaleUNPUnion Pacific$406,015$406,015 ▲New Holding1,6510.2%TransportationWKWorkiva$403,733$403,733 ▲New Holding4,7610.2%Computer and TechnologyDUKDuke Energy$386,212$386,212 ▲New Holding3,9940.2%UtilitiesCSCOCisco Systems$382,979$382,979 ▲New Holding7,6730.2%Computer and TechnologyPMPhilip Morris International$381,658$381,658 ▲New Holding4,1660.2%Consumer StaplesTOSTToast$368,078$368,078 ▲New Holding14,7700.1%Computer and TechnologyABBVAbbVie$364,493$364,493 ▲New Holding2,0020.1%MedicalKHCKraft Heinz$362,525$362,525 ▲New Holding9,8250.1%Consumer StaplesCELHCelsius$359,492$101,587 ▼-22.0%4,3350.1%Consumer StaplesONEVSPDR Russell 1000 Low Volatility Focus ETF$332,120$332,120 ▲New Holding2,6750.1%ETFVRSNVeriSign$330,695$330,695 ▲New Holding1,7450.1%Computer and TechnologyNVONovo Nordisk A/S$326,778$326,778 ▲New Holding2,5450.1%MedicalCVXChevron$325,826$91,471 ▼-21.9%2,0660.1%Oils/EnergyDIASPDR Dow Jones Industrial Average ETF Trust$325,466$325,466 ▲New Holding8190.1%FinanceXLUUtilities Select Sector SPDR Fund$325,313$325,313 ▲New Holding4,9550.1%ETFMDTMedtronic$319,856$319,856 ▲New Holding3,6700.1%MedicalLLYEli Lilly and Company$314,962$314,962 ▲New Holding4050.1%MedicalNFLXNetflix$313,172$313,172 ▲New Holding5160.1%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$310,983$2,049,947 ▼-86.8%3,3540.1%ETFUPSUnited Parcel Service$305,360$2,358,586 ▼-88.5%2,0540.1%TransportationLYBLyondellBasell Industries$304,242$304,242 ▲New Holding2,9750.1%Basic MaterialsKNFKnife River$300,077$300,077 ▲New Holding3,7010.1%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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