ROCKY MOUNTAIN ADVISERS, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsalina, KS
- CIK0001512779
- Alternate namesRocky Mountain Advisers, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
269 | $323.92 M | SRHQ, SRHR, SCHD, JPM | 13F-HR | May 5, 2025 | 000151277925000006 | ||
281 | $337.11 M | SRHQ, SRHR, SCHD, JPM | 13F-HR | Jan 29, 2025 | 000151277925000003 | ||
285 | $329.43 M | SRHQ, SRHR, SCHD, JPM | 13F-HR | Nov 1, 2024 | 000151277924000010 | ||
290 | $298.73 M | SRHQ, SRHR, SCHD, JPM | 13F-HR | Aug 6, 2024 | 000151277924000007 | ||
307 | $315.46 M | SRHQ, SRHR, SCHD, JPM | 13F-HR | Apr 26, 2024 | 000151277924000005 | ||
298 | $286.41 M | SRHQ, SRHR, SCHD, JPM | 13F-HR | Jan 24, 2024 | 000151277924000002 | ||
292 | $205.11 M | SRHQ, SCHD, JPM, UTF | 13F-HR | Oct 31, 2023 | 000151277923000009 | ||
294 | $187.79 M | SRHQ, UTF, JPM, SCHB | 13F-HR | Jul 27, 2023 | 000151277923000007 | ||
294 | $188.00 K | SRHQ, UTF, JPM, SCHB | 13F-HR | Apr 19, 2023 | 000151277923000005 | ||
303 | $181.00 K | SRHQ, UTF, JPM, SCHB | 13F-HR | Feb 1, 2023 | 000151277923000002 | ||
320 | $76.84 M | UTF, JPM, SCHB, SCHD | 13F-HR | Oct 17, 2022 | 000151277922000009 | ||
304 | $81.11 M | UTF, JPM, SCHB, BRK.A | 13F-HR | Jul 26, 2022 | 000151277922000007 | ||
310 | $90.14 M | UTF, SCHB, JPM, BRK.A | 13F-HR | Apr 27, 2022 | 000151277922000005 | ||
312 | $88.04 M | UTF, SCHB, JPM, SCHD | 13F-HR | Feb 9, 2022 | 000151277922000003 | ||
306 | $82.14 M | UTF, JPM, SCHB, SCHD | 13F-HR | Oct 26, 2021 | 000151277921000008 | ||
302 | $80.27 M | UTF, JPM, SCHB, SCHD | 13F-HR | Jul 22, 2021 | 000151277921000006 | ||
298 | $70.29 M | UTF, JPM, SCHB, BRK.B | 13F-HR | Apr 27, 2021 | 000151277921000004 | ||
299 | $60.47 M | UTF, JPM, SCHB, BRK.B | 13F-HR | Jan 22, 2021 | 000151277921000002 | ||
310 | $51.99 M | UTF, JPM, SCHB, BRK.B | 13F-HR | Oct 21, 2020 | 000151277920000008 | ||
288 | $40.22 M | UTF, JPM, SCHB, WMT | 13F-HR | Jul 27, 2020 | 000151277920000006 | ||
275 | $35.97 M | UTF, JPM, BRK.B, WMT | 13F-HR | Apr 29, 2020 | 000151277920000004 | ||
264 | $31.16 M | BRK.B, SCHB, SCHD, STEW | 13F-HR | Jan 31, 2020 | 000151277920000002 | ||
267 | $29.67 M | BRK.B, SCHB, STEW, SCHD | 13F-HR | Oct 25, 2019 | 000151277919000008 | ||
273 | $29.32 M | BRK.B, SCHB, STEW, SCHD | 13F-HR | Jul 26, 2019 | 000151277919000006 | ||
266 | $28.17 M | 2209Q, SCHB, STEW, SCHD | 13F-HR | Apr 25, 2019 | 000151277919000004 | ||
270 | $26.12 M | BRK.B, STEW, SCHB, SCHD | 13F-HR | Jan 22, 2019 | 000151277919000002 | ||
292 | $29.20 M | BRK.B, STEW, SCHB, SCHD | 13F-HR | Oct 23, 2018 | 000151277918000014 | ||
279 | $26.68 M | BRK.B, STEW, SCHB, VIG | 13F-HR | Aug 14, 2018 | 000151277918000012 | ||
248 | $25.21 M | BRK.B, STEW, SCHB, VIG | 13F-HR | May 16, 2018 | 000151277918000003 | ||
238 | $25.31 M | BRK.B, STEW, SCHB, VIG | 13F-HR | Feb 14, 2018 | 000151277918000002 | ||
246 | $23.59 M | BRK.B, STEW, VIG, WTW | 13F-HR | Nov 14, 2017 | 000151277917000023 | ||
222 | $20.99 M | BRK.B, STEW, VIG, SCHP | 13F-HR | Aug 14, 2017 | 000151277917000014 | ||
224 | $21.42 M | BRK.B, WTW, STEW, VIG | 13F-HR | May 15, 2017 | 000151277917000005 | ||
232 | $20.13 M | BRK.B, WTW, STEW, VIG | 13F-HR | Feb 14, 2017 | 000151277917000003 | ||
233 | $19.17 M | BRK.B, WTW, STEW, SO | 13F-HR | Nov 14, 2016 | 000151277916000045 | ||
230 | $18.79 M | BRK.B, WTW, STEW, SO | 13F-HR | Aug 15, 2016 | 000151277916000039 | ||
247 | $18.14 M | WTW, BRK.B, STEW, SO | 13F-HR | May 16, 2016 | 000151277916000035 | ||
250 | $17.01 M | TOWERS WATSON & CO, BRK.B, STEW, SO | 13F-HR | Feb 16, 2016 | 000151277916000031 | ||
270 | $17.05 M | TOWERS WATSON & CO, BRK.B, STEW, SO | 13F-HR | Nov 16, 2015 | 000151277915000026 | ||
259 | $15.86 M | TOWERS WATSON & CO, BRK.B, STEW, VIG | 13F-HR | Aug 14, 2015 | 000151277915000014 | ||
260 | $15.13 M | TOWERS WATSON & CO, BRK.B, STEW, VIG | 13F-HR | May 15, 2015 | 000151277915000005 | ||
263 | $14.69 M | TOWERS WATSON & CO, BRK.B, VIG, WMT | 13F-HR | Feb 11, 2015 | 000151277915000001 | ||
255 | $12.98 M | TOWERS WATSON & CO, BRK.B, IBM, WMT | 13F-HR | Nov 14, 2014 | 000151277914000007 | ||
151 | $12.70 M | TOWERS WATSON & CO, BRK.B, BRK.A, IBM | 13F-HR | Aug 14, 2014 | 000151277914000006 | ||
147 | $12.50 M | TOWERS WATSON & CO, BRK.B, BRK.A, IBM | 13F-HR | May 15, 2014 | 000151277914000004 | ||
152 | $10.16 M | BRK.B, TOWERS WATSON & CO, BRK.A, IBM | 13F-HR | Feb 14, 2014 | 000151277914000002 |