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Portfolio (Quarterly) Guide ↗

RIA Advisory Group LLC

· CIK 0001958384
13F Portfolio $460M AUM 154 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 43 New 56 Added 43 Reduced 32 Exited
Page 6 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVGO BROADCOM INC Technology 1,113.0 $421K 0.09% NEW $377.81 -5.6%
102 SNDK SANDISK CORP Technology 182.0 $414K 0.09% NEW $2272.16 -34.8%
103 CTVA CORTEVA INC Basic Materials 4,869.0 $412K 0.09% $84.69 -1.9%
104 NEE NEXTERA ENERGY INC Utilities 4,657.0 $409K 0.09% NEW $87.77 -4.0%
105 ONEV SPDR SERIES TRUST 2,857.0 $409K 0.09% -83.0 -2.8% $143.04 +5.8%
106 UNP UNION PAC CORP Industrials 1,456.0 $396K 0.09% -124.0 -7.8% $272.06 +13.8%
107 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,016.0 $386K 0.08% -1K -20.6% $96.12 -49.3%
108 NOBL PROSHARES TR 6,701.0 $376K 0.08% +3K +89.6% $56.16 +4.4%
109 KDP KEURIG DR PEPPER INC Consumer Defensive 11,285.0 $369K 0.08% -497.0 -4.2% $32.73 -2.7%
110 GPC GENUINE PARTS CO Consumer Cyclical 3,116.0 $368K 0.08% NEW $117.98 +16.9%
111 UPS UNITED PARCEL SVCS INC Industrials 3,151.0 $339K 0.07% -526.0 -14.3% $107.49 -2.2%
112 VYM VANGUARD WHITEHALL FDS 2,116.0 $334K 0.07% $158.03 +4.3%
113 CAT CATERPILLAR INC Industrials 313.0 $333K 0.07% NEW $1064.53 -23.8%
114 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,904.0 $330K 0.07% +90.0 +5.0% $173.12 -5.4%
115 WTRG ESSENTIAL UTILS INC Utilities 8,570.0 $328K 0.07% -392.0 -4.4% $38.31 +6.4%
116 PLTR PALANTIR TECHNOLOGIES INC Technology 2,743.0 $320K 0.07% -9K -76.2% $116.67 +48.0%
117 FORTINET INC 2,029.0 $312K 0.07% NEW $153.62
118 LLY ELI LILLY & CO Healthcare 259.0 $310K 0.07% NEW $1198.57 +2.9%
119 WCMI FIRST TR EXCHANGE-TRADED FD 15,459.0 $303K 0.07% NEW $19.57 +2.0%
120 IWV ISHARES TR 697.0 $297K 0.07% -26.0 -3.6% $426.23 +2.4%
Page 6 of 8  ·  154 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.0%
Technology 14.7%
Consumer Defensive 10.3%
Consumer Cyclical 9.0%
Utilities 8.7%
Healthcare 6.4%
Industrials 3.3%
Communication Services 1.1%
Basic Materials 1.0%
Energy 0.5%