RC
| |
Ruggie Capital Group13F | |
| Ruggie Capital Group | |
| Last update 2020-10-29 | 48 Stocks (12 new) |
| Value $2.00 Mil | Turnover 30 % |
Ruggie Capital Group Top Holdings of 2020-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCI | Crown Castle International Corp | 1,042 | 174.0 | +0.77% | 9.680 | +0.07% | 0.000 | +14.15% | +28.84% | 49,548.7 | REITs | |
GSY | Invesco Ultra Short Duration ETF | 2,554 | 129.0 | New Holding | 7.180 | +7.18% | 0.010 | +1.32% | +3.13% | 2,719.9 | ||
BRO | Brown & Brown Inc | 2,247 | 102.0 | +0.22% | 5.680 | +0.01% | 0.000 | -12.52% | +1.12% | 33,931.6 | Insurance | |
BRK.B | Berkshire Hathaway Inc | 472 | 101.0 | +263.08% | 5.620 | +4.07% | 0.000 | -9.29% | +6.39% | 1,039,905.7 | Insurance | |
BX | Blackstone Inc | 1,653 | 86.0 | +0.73% | 4.790 | +0.03% | 0.000 | +33.78% | +5.29% | 136,692.8 | Asset Management | |
IAU | iShares Gold Trust | 2,212 | 80.0 | New Holding | 4.450 | +4.45% | 0.000 | +0.80% | +28.35% | 48,432.3 | ||
ABT | Abbott Laboratories | 617 | 67.0 | +0.49% | 3.730 | +0.02% | 0.000 | -2.38% | +12.77% | 218,758.4 | Medical Devices & Instruments | |
XHB | SPDR Homebuilders ETF | 1,063 | 57.0 | +0.28% | 3.170 | +0.01% | 0.010 | +12.02% | +1.46% | 1,472.0 | ||
VZ | Verizon Communications Inc | 945 | 56.0 | +1.07% | 3.120 | +0.03% | 0.000 | +2.34% | +13.29% | 181,783.8 | Telecommunication Services | |
BAC | Bank of America Corp | 2,254 | 54.0 | +0.81% | 3.010 | +0.02% | 0.000 | +22.97% | +11.44% | 359,823.7 | Banks |
Ruggie Capital Group's Historical Top Holdings Breakdowns
Ruggie Capital Group Total Holding History ($B)
Ruggie Capital Group's Asset Allocation
Ruggie Capital Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Ruggie Capital Group's Hypothetical Growth since 2020-09-30
Ruggie Capital Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ruggie Capital Group's Holdings Heat Map
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Ruggie Capital Group's Holdings Bubble Chart
Ruggie Capital Group News
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