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RIA Advisory Group LLC13F | |
| RIA Advisory Group LLC | |
| Last update 2026-04-24 | 145 Stocks (27 new) |
| Value $421.00 Mil | Turnover 24 % |
RIA Advisory Group LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 82,381 | 47,548.6 | +10.34% | 11.300 | +1.06% | 0.010 | +22.00% | +16.89% | 477,073.3 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 399,143 | 40,177.8 | +3,740.13% | 9.550 | +9.30% | 0.050 | +0.91% | +1.73% | 95,291.6 | ||
VTI | Vanguard Total Stock Market ETF | 123,804 | 39,717.5 | +5.76% | 9.440 | +0.51% | 0.010 | +12.29% | +8.90% | 659,403.5 | ||
OEF | iShares S&P 100 Fund | 115,339 | 36,685.7 | +6.49% | 8.720 | +0.53% | 0.210 | +11.52% | +4.75% | 19,522.2 | ||
SLV | iShares Silver Trust | 277,767 | 18,927.0 | -45.26% | 4.500 | -3.56% | 0.050 | -19.71% | -18.72% | 27,839.8 | ||
SPY | State Street SPDR S&P 500 ETF Trust | 21,374 | 13,900.3 | +21.80% | 3.300 | +0.59% | 0.000 | +12.08% | +8.25% | 775,040.5 | ||
SLV
CALL
| iShares Silver Trust | 175,000 | 11,924.5 | 0% | 2.830 | 0% | 0.030 | -19.71% | -18.72% | 27,839.8 | ||
PSLV | Sprott Physical Silver Trust | 454,482 | 11,084.8 | +278.65% | 2.630 | +1.94% | 0.070 | -21.33% | -22.33% | 11,679.3 | Asset Management | |
KO | Coca-Cola Co | 107,193 | 8,152.0 | -3.62% | 1.940 | -0.07% | 0.000 | +7.56% | +16.57% | 346,005.6 | Beverages - Non-Alcoholic | |
JNJ | Johnson & Johnson | 30,841 | 7,538.9 | +454.69% | 1.790 | +1.47% | 0.000 | +2.65% | +19.64% | 589,479.3 | Drug Manufacturers |
RIA Advisory Group LLC's Historical Top Holdings Breakdowns
RIA Advisory Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2026-03-31 | Add Add | +9.30% | 100.37 ($100.52) 100.67 | $100.63 | 0.11% | Add 3740.13% | 399,143 | 388,749 | |
BND | Vanguard Total Bond Market ETF | 2026-03-31 | Sold Out Sold Out | -8.07% | 73.11 ($74.19) 75.17 | $73.60 | -0.80% | Sold Out | 0 | -453,185 | |
SLV | iShares Silver Trust | 2026-03-31 | Reduce Reduce | -3.56% | 60.77 ($75.98) 105.6 | $52.36 | -31.09% | Reduce -45.26% | 277,767 | -229,622 | |
BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
| 2026-03-31 | Reduce Reduce | -2.77% | 91.39 ($91.51) 91.65 | $91.60 | 0.10% | Reduce -61.42% | 79,201 | -126,073 | |
PSLV | Sprott Physical Silver Trust | 2026-03-31 | Add Add | +1.94% | 21.58 ($27.29) 36.36 | $18.37 | -32.69% | Add 278.65% | 454,482 | 334,454 | |
FEOE | First Eagle Overseas Equity | 2026-03-31 | New Buy New Buy | +1.55% | 48.82 ($51.79) 55.65 | $53.10 | 2.53% | New holding | 129,595 | 129,595 | |
JNJ | Johnson & Johnson | 2026-03-31 | Add Add | +1.47% | 204.31 ($232.92) 248.56 | $244.88 | 5.13% | Add 454.69% | 30,841 | 25,281 | |
VZ | Verizon Communications Inc | 2026-03-31 | Reduce Reduce | -1.47% | 38.91 ($46.35) 51.38 | $46.07 | -0.60% | Reduce -96.94% | 4,753 | -150,663 | |
IGV |
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
| 2026-03-31 | New Buy New Buy | +1.32% | 76.89 ($88.52) 106.24 | $84.76 | -4.25% | New holding | 69,219 | 69,219 | |
QQQ | INVESCO QQQ Trust | 2026-03-31 | Add Add | +1.06% | 558.28 ($607.5) 633.22 | $716.12 | 17.88% | Add 10.34% | 82,381 | 7,721 |
RIA Advisory Group LLC Total Holding History ($B)
RIA Advisory Group LLC's Asset Allocation
RIA Advisory Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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RIA Advisory Group LLC's Hypothetical Growth since 2026-03-31
RIA Advisory Group LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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RIA Advisory Group LLC's Holdings Heat Map
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