Rpoa Advisors, Inc. Top Holdings and 13F Report (2024)

About Rpoa Advisors, Inc.

Investment Activity

  • Rpoa Advisors, Inc. has $3.52 billion in total holdings as of March 31, 2024.
  • Rpoa Advisors, Inc. owns shares of 8 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 0.88% of the portfolio was purchased this quarter.
  • About 0.64% of the portfolio was sold this quarter.
  • This quarter, Rpoa Advisors, Inc. has purchased 8 new stocks and bought additional shares in 7 stocks.
  • Rpoa Advisors, Inc. sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

BNY Mellon High Yield Beta ETF
301,636 shares (about $14.38M)
BNY Mellon Core Bond ETF
231,986 shares (about $9.71M)
BNY Mellon Ultra Short Income ETF
73,943 shares (about $3.67M)
BNY Mellon US Mid Cap Core Equity ETF
26,052 shares (about $2.58M)
BNY Mellon International Equity ETF
4,881 shares (about $369.05K)

Largest Sales this Quarter

BNY Mellon US Large Cap Core Equity ETF
226,471 shares (about $22.60M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRpoa Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
BNY Mellon US Large Cap Core Equity ETF stock logo
BKLC
BNY Mellon US Large Cap Core Equity ETF
$1,363,949,604$22,601,805 -1.6%13,666,83038.8%ETF
BKAG
BNY Mellon Core Bond ETF
$1,081,978,546$9,713,254 0.9%25,841,37930.7%ETF
BKMC
BNY Mellon US Mid Cap Core Equity ETF
$383,543,455$2,581,232 0.7%3,871,04810.9%ETF
BNY Mellon International Equity ETF stock logo
BKIE
BNY Mellon International Equity ETF
$299,170,868$369,052 0.1%3,956,7638.5%ETF
BNY Mellon High Yield Beta ETF stock logo
BKHY
BNY Mellon High Yield Beta ETF
$216,319,688$14,375,972 7.1%4,538,8106.1%ETF
BKEM
BNY Mellon Emerging Markets Equity ETF
$70,748,037$135,052 0.2%1,227,9232.0%ETF
BKSE
BNY Mellon US Small Cap Core Equity ETF
$61,047,708$214,694 0.4%635,5161.7%ETF
BNY Mellon Ultra Short Income ETF stock logo
BKUI
BNY Mellon Ultra Short Income ETF
$42,308,640$3,669,422 9.5%852,5671.2%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: