Ranch Capital Advisors Inc.
Q4 2024 13F Holdings
- Locationsarasota, FL
- Num holdings
141
- Value ($000)
$211,706
- Date Filed02/07/2025
- Form type13F-HR
- CIK0001793269
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $9.77M | 5 % | 39,006 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $8.17M | 4 % | 89,326 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.66M | 4 % | 57,063 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.48M | 4 % | 17,743 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $6.89M | 3 % | 41,074 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.65M | 3 % | 52,085 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.32M | 3 % | 32,263 | ||
AVGO BROADCOM INC | COM | 11135F101 | $5.93M | 3 % | 25,569 | ||
BX BLACKSTONE INC | COM | 09260D107 | $5.70M | 3 % | 33,074 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $5.45M | 3 % | 93,923 |
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