Ruggiero Investments, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RI Ruggiero Investments, Inc. | Institutional Filer | ▼ 6.63% | $103.4M | 78 |
Current Portfolio Holdings
Showing all 78 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 64K | $11.2M | 10.86% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 13K | $8.4M | 8.12% |
| 3 | QQQ | Invesco QQQ Trust | — | 12K | $7.2M | 6.92% |
| 4 | AAPL | Apple Inc. | Technology | 28K | $7.1M | 6.86% |
| 5 | MSFT | Microsoft Corporation | Technology | 13K | $4.8M | 4.63% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 12K | $3.4M | 3.29% |
| 7 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 7K | $3.4M | 3.26% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 16K | $3.3M | 3.22% |
| 9 | WMT | Walmart Inc. | Consumer Defensive | 24K | $3.0M | 2.94% |
| 10 | GOOGL | Alphabet Inc. | Technology | 10K | $3.0M | 2.91% |
| 11 | TSLA | Tesla, Inc. | Consumer Cyclical | 7K | $2.5M | 2.43% |
| 12 | COST | Costco Wholesale Corporation | Consumer Defensive | 3K | $2.5M | 2.41% |
| 13 | XLE | Energy Select Sector SPDR Fund | — | 38K | $2.3M | 2.25% |
| 14 | JEPI | JPMORGAN EQUITY PREMIUM | — | 37K | $2.1M | 2.03% |
| 15 | GRNY | FUNDSTRAT GRANNY SHOTS | — | 78K | $1.9M | 1.80% |
Showing 1 to 15 of 78 holdings