$10.2 Million is the total value of ROCKY MOUNTAIN ADVISERS, LLC's 152 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SRH TOTAL RETURN FUND INC | 43 | Q2 2024 | 9.0% |
| COHEN & STEERS INFRASTRUCTUR | 43 | Q2 2024 | 17.4% |
| VANGUARD SPECIALIZED PORTFOL | 43 | Q2 2024 | 4.8% |
| WAL-MART STORES INC | 43 | Q2 2024 | 5.9% |
| JPMORGAN CHASE & CO | 43 | Q2 2024 | 8.0% |
| BERKSHIRE HATHAWAY INC DEL | 43 | Q2 2024 | 5.3% |
| SPDR SERIES TRUST | 43 | Q2 2024 | 4.0% |
| SOUTHERN CO | 43 | Q2 2024 | 7.3% |
| 3M CO | 43 | Q2 2024 | 3.5% |
| INTERNATIONAL BUSINESS MACHS | 43 | Q2 2024 | 4.9% |
View ROCKY MOUNTAIN ADVISERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-26 |
View ROCKY MOUNTAIN ADVISERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.