RB
| |
Richard Bernstein Advisors LLC13F | |
| Richard Bernstein Advisors LLC | |
| Last update 2025-04-29 | 223 Stocks (18 new) |
| Value $4.13 Bil | Turnover 10 % |
Richard Bernstein Advisors LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GNR | SPDR S&P Global Natural Resources ETF | 2024-12-31 | Reduce | -1.53% | 48.67 ($54.63) 58.4 | $51.91 | -4.98% | Reduce -100% | 9 | -1,238,769 | |
VTV | Vanguard Value ETF | 2024-12-31 | Add | +1.05% | 168.32 ($175.52) 181.87 | $168.55 | -3.97% | Add 17% | 1,885,676 | 273,995 | |
AOR | iShares Core Growth Allocation ETF | 2024-12-31 | Add | +0.72% | 57.32 ($58.55) 59.66 | $58.22 | -0.56% | Add 573.63% | 654,691 | 557,502 | |
EMXC | iShares MSCI Emerging Markets ex China ETF | 2024-12-31 | Reduce | -0.60% | 55.45 ($58.68) 61.08 | $58.29 | -0.66% | Reduce -6.06% | 7,102,634 | -458,494 | |
TLH | iShares 10-20 Year Treasury Bond ETF | 2024-12-31 | Reduce | -0.60% | 99.04 ($103.37) 108.94 | $100.83 | -2.46% | Reduce -13.34% | 1,662,215 | -255,892 | |
AGG | iShares Core U.S. Aggregate Bond ETF | 2024-12-31 | Add | +0.59% | 96.64 ($98.45) 101.02 | $97.95 | -0.51% | Add 3365.3% | 276,323 | 268,349 | |
SPTS | SPDR Portfolio Short Term Treasury ETF | 2024-12-31 | Reduce | -0.39% | 28.88 ($29.07) 29.32 | $29.16 | 0.31% | Reduce -4.56% | 12,932,409 | -618,040 | |
JMBS | Janus Henderson Mortgage-Backed Securities ETF | 2024-12-31 | Reduce | -0.36% | 44.03 ($45.07) 46.55 | $44.55 | -1.15% | Reduce -3.61% | 9,678,746 | -362,662 | |
VT | Vanguard Total World Stock ETF | 2024-12-31 | Add | +0.32% | 117.09 ($120.05) 123.07 | $119.06 | -0.82% | Add 2479.57% | 124,387 | 119,565 | |
IVOL | Quadratic Interest Rate Volatility And Inflation Hedge ETF | 2024-12-31 | Reduce | -0.23% | 17.44 ($18.18) 19.32 | $19.67 | 8.20% | Reduce -15.84% | 2,921,457 | -549,846 |
Richard Bernstein Advisors LLC Total Holding History ($B)
Richard Bernstein Advisors LLC's Asset Allocation
Richard Bernstein Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Richard Bernstein Advisors LLC's Hypothetical Growth since 2025-03-31
Richard Bernstein Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Richard Bernstein Advisors LLC News
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