RF

REILLY FINANCIAL ADVISORS, LLC

13F
REILLY FINANCIAL ADVISORS, LLC
Last update 2022-01-25 1164 Stocks (299 new)
Value $1.35 Bil Turnover 14 %
Countries:
Top Holdings: AAPL(4.28%)MSFT(2.82%)GOOG(2.80%)MINT(2.69%)AMZN(2.20%)
Summary Stock Picks Current Portfolio
REILLY FINANCIAL ADVISORS, LLC... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
324,710
57,659.0
-2.99%
4.280
-0.12%
0.000
+8.32%
-15.87%
3,138,913.2
Hardware
MSFT
Microsoft Corp
113,135
38,049.0
-9.42%
2.820
-0.28%
0.000
+36.31%
+20.42%
3,758,042.8
Software
GOOG
Alphabet Inc
260,320
37,662.0
-7.13%
2.800
-0.23%
0.000
+18.32%
-3.28%
2,222,633.0
Interactive Media
MINT
PIMCO Enhanced Short Maturity Active Exchange-Trad
PIMCO Enhanced Short Maturity Active Exchange-Trad
356,580
36,214.0
-8.17%
2.690
-0.28%
0.280
+1.34%
+2.46%
13,311.4
 
AMZN
Amazon.com Inc
177,420
29,579.0
-1.14%
2.200
-0.03%
0.000
+28.03%
+1.73%
2,369,463.7
Retail - Cyclical
IWO
iShares Russell 2000 Growth ETF
93,942
27,530.0
+2.52%
2.040
+0.05%
0.230
+21.74%
+1.31%
11,865.5
 
ICLR
Icon PLC
87,214
27,010.0
+5.48%
2.010
+0.10%
0.110
+0.35%
-31.31%
11,448.8
Medical Diagnostics & Research
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
221,061
26,596.0
-0.80%
1.970
-0.02%
0.000
+57.18%
+21.18%
1,232,109.7
Semiconductors
TMO
Thermo Fisher Scientific Inc
36,475
24,337.0
-12.44%
1.810
-0.25%
0.010
-4.59%
-19.83%
157,154.5
Medical Diagnostics & Research
SONY
Sony Group Corp
960,090
24,271.0
New Holding
1.800
+1.80%
0.020
+2.65%
+13.64%
143,978.8
Hardware

REILLY FINANCIAL ADVISORS, LLC's Historical Top Holdings Breakdowns

REILLY FINANCIAL ADVISORS, LLC Total Holding History ($B)

To

REILLY FINANCIAL ADVISORS, LLC's Asset Allocation

To

REILLY FINANCIAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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REILLY FINANCIAL ADVISORS, LLC's Hypothetical Growth since 2021-12-31

REILLY FINANCIAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

REILLY FINANCIAL ADVISORS, LLC's Holdings Heat Map

Size field:

REILLY FINANCIAL ADVISORS, LLC's Holdings Bubble Chart

REILLY FINANCIAL ADVISORS, LLC News

  • 1

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