$173 Million is the total value of RIA Advisory Group LLC's 96 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 19.9% |
| SPDR SER TR | 4 | Q3 2023 | 29.7% |
| PROSHARES TR | 4 | Q3 2023 | 15.6% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 14.2% |
| INVESCO QQQ TR | 4 | Q3 2023 | 8.5% |
| ISHARES SILVER TR | 4 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 4.7% |
| COCA COLA CO | 4 | Q3 2023 | 2.8% |
| PROCTER AND GAMBLE CO | 4 | Q3 2023 | 2.4% |
| JOHNSON & JOHNSON | 4 | Q3 2023 | 2.6% |
View RIA Advisory Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-09 |
View RIA Advisory Group 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.