RHODES INVESTMENT ADVISORS INC /ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RI RHODES INVESTMENT ADVISORS INC /ADV | Institutional Filer | — | $239.7M | 131 |
Current Portfolio Holdings
Showing top 232 reported positions by value (Total positions in database: 131)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 13K | $6.6M | 2.77% |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 12K | $6.0M | 2.50% |
| 3 | GDX | VANECK ETF TRUST | — | 60K | $5.1M | 2.14% |
| 4 | META | Meta Platforms, Inc. | Technology | 8K | $5.1M | 2.13% |
| 5 | META | Meta Platforms, Inc. | Technology | 8K | $4.4M | 1.83% |
| 6 | GDX | VANECK ETF TRUST | — | 46K | $4.2M | 1.77% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 13K | $4.2M | 1.75% |
| 8 | GOOG | Alphabet Inc. | Technology | 13K | $4.0M | 1.65% |
| 9 | GOOG | Alphabet Inc. | Technology | 13K | $3.6M | 1.50% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 12K | $3.4M | 1.43% |
| 11 | AAPL | Apple Inc. | Technology | 12K | $3.3M | 1.36% |
| 12 | GE | GE Aerospace | Industrials | 10K | $3.2M | 1.33% |
| 13 | IWY | ISHARES TR | — | 11K | $3.1M | 1.31% |
| 14 | AAPL | Apple Inc. | Technology | 12K | $3.0M | 1.27% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 13K | $2.9M | 1.20% |
Showing 1 to 15 of 232 holdings