 |
Size ($ in 1000's)
At 12/31/2023: $160,421
At 09/30/2023: $142,905
Ranch Capital Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ranch Capital Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Ranch Capital Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Ranch Capital Advisors Inc..
In the Ranch Capital Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ranch Capital Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Ranch Capital Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
39,269 |
+787 |
$7,560 | | AAPL | 39,269 | +787 | $7,560 | | MICROSOFT CORP |
17,673 |
-224 |
$6,646 | | MSFT | 17,673 | -224 | $6,646 | | VANGUARD SPECIALIZED FUNDS (VIG) |
32,029 |
-1,573 |
$5,458 | | VIG | 32,029 | -1,573 | $5,458 | | VANGUARD WHITEHALL FDS (VYM) |
43,637 |
-11,370 |
$4,871 | | VYM | 43,637 | -11,370 | $4,871 | | BLACKSTONE INC |
33,100 |
+491 |
$4,333 | | BX | 33,100 | +491 | $4,333 | | NVIDIA CORPORATION |
7,769 |
+11 |
$3,847 | | NVDA | 7,769 | +11 | $3,847 | | SPDR SER TR (BIL) |
41,677 |
-16,369 |
$3,809 | | BIL | 41,677 | -16,369 | $3,809 | | BROADCOM INC |
3,341 |
+19 |
$3,730 | | AVGO | 3,341 | +19 | $3,730 | | SPDR S&P 500 ETF TR (SPY) |
7,611 |
+128 |
$3,627 | | SPY | 7,611 | +128 | $3,627 | | FIRST TR EXCHANGE TRADED FD (TDIV) |
43,586 |
-1,177 |
$2,793 | | TDIV | 43,586 | -1,177 | $2,793 | | TESLA INC |
11,240 |
+376 |
$2,793 | | TSLA | 11,240 | +376 | $2,793 | | AMPLIFY ETF TR (DIVO) |
71,888 |
-1,310 |
$2,628 | | DIVO | 71,888 | -1,310 | $2,628 | | INTERNATIONAL BUSINESS MACHS |
15,477 |
+477 |
$2,531 | | IBM | 15,477 | +477 | $2,531 | | IRON MTN INC DEL |
34,056 |
+598 |
$2,401 | | IRM | 34,056 | +598 | $2,401 | | INTEL CORP |
45,504 |
+12,271 |
$2,287 | | INTC | 45,504 | +12,271 | $2,287 | | SELECT SECTOR SPDR TR (XLK) |
11,587 |
+61 |
$2,230 | | XLK | 11,587 | +61 | $2,230 | | JPMORGAN CHASE & CO |
13,075 |
+266 |
$2,224 | | JPM | 13,075 | +266 | $2,224 | | AMGEN INC |
7,688 |
+511 |
$2,214 | | AMGN | 7,688 | +511 | $2,214 | | CARDINAL HEALTH INC |
21,841 |
+350 |
$2,210 | | CAH | 21,841 | +350 | $2,210 | | PAYCHEX INC |
18,190 |
+422 |
$2,167 | | PAYX | 18,190 | +422 | $2,167 | | TEXAS INSTRS INC |
12,468 |
-4 |
$2,125 | | TXN | 12,468 | -4 | $2,125 | | INVESCO EXCH TRADED FD TR II (VRP) |
86,829 |
-3,521 |
$2,004 | | VRP | 86,829 | -3,521 | $2,004 | | VERIZON COMMUNICATIONS INC |
50,677 |
+311 |
$1,911 | | VZ | 50,677 | +311 | $1,911 | | MERCK & CO INC |
16,472 |
+510 |
$1,804 | | MRK | 16,472 | +510 | $1,804 | | ABBVIE INC |
11,330 |
+6,996 |
$1,756 | | ABBV | 11,330 | +6,996 | $1,756 | | CHEVRON CORP NEW |
11,517 |
+247 |
$1,718 | | CVX | 11,517 | +247 | $1,718 | | M D C HLDGS INC |
30,995 |
+863 |
$1,712 | | MDC | 30,995 | +863 | $1,712 | | ALPHABET INC |
12,240 |
+412 |
$1,710 | | GOOGL | 12,240 | +412 | $1,710 | | JOHNSON & JOHNSON |
10,787 |
+88 |
$1,691 | | JNJ | 10,787 | +88 | $1,691 | | AMAZON COM INC |
10,701 |
+48 |
$1,626 | | AMZN | 10,701 | +48 | $1,626 | | SELECT SECTOR SPDR TR (XLF) |
42,007 |
+673 |
$1,579 | | XLF | 42,007 | +673 | $1,579 | | AT&T INC |
93,365 |
+2,909 |
$1,567 | | T | 93,365 | +2,909 | $1,567 | | ADVANCED MICRO DEVICES INC |
10,614 |
+52 |
$1,565 | | AMD | 10,614 | +52 | $1,565 | | INVESCO EXCH TRADED FD TR II (BKLN) |
71,940 |
-106 |
$1,524 | | BKLN | 71,940 | -106 | $1,524 | | SOUTHERN COPPER CORP |
17,034 |
+356 |
$1,466 | | SCCO | 17,034 | +356 | $1,466 | | PEPSICO INC |
8,444 |
+294 |
$1,442 | | PEP | 8,444 | +294 | $1,442 | | ISHARES TR (HYG) |
18,578 |
-169 |
$1,438 | | HYG | 18,578 | -169 | $1,438 | | VANGUARD SCOTTSDALE FDS (VCLT) |
17,401 |
+7,877 |
$1,395 | | VCLT | 17,401 | +7,877 | $1,395 | | HOME DEPOT INC |
3,700 |
-134 |
$1,282 | | HD | 3,700 | -134 | $1,282 | | INTERNATIONAL PAPER CO |
34,319 |
+6,726 |
$1,241 | | IP | 34,319 | +6,726 | $1,241 | | SOUTHERN CO |
17,600 |
+626 |
$1,234 | | SO | 17,600 | +626 | $1,234 | | SELECT SECTOR SPDR TR (XLU) |
19,449 |
+19,449 |
$1,232 | | XLU | 19,449 | +19,449 | $1,232 | | SELECT SECTOR SPDR TR (XLV) |
8,874 |
+4,974 |
$1,210 | | XLV | 8,874 | +4,974 | $1,210 | | SELECT SECTOR SPDR TR (XLP) |
16,644 |
+16,644 |
$1,199 | | XLP | 16,644 | +16,644 | $1,199 | | CUMMINS INC |
4,976 |
-84 |
$1,192 | | CMI | 4,976 | -84 | $1,192 | | ETHAN ALLEN INTERIORS INC |
37,088 |
+698 |
$1,184 | | ETD | 37,088 | +698 | $1,184 | | INVESCO EXCH TRADED FD TR II (QQQM) |
6,706 |
+190 |
$1,130 | | QQQM | 6,706 | +190 | $1,130 | | CROWN CASTLE INC |
9,754 |
+2,782 |
$1,124 | | CCI | 9,754 | +2,782 | $1,124 | | GENERAL DYNAMICS CORP |
4,238 |
+557 |
$1,101 | | GD | 4,238 | +557 | $1,101 | | PNC FINL SVCS GROUP INC |
6,926 |
+95 |
$1,072 | | PNC | 6,926 | +95 | $1,072 |
See Full List: All Stocks Held By Ranch Capital Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ranch Capital Advisors Inc.
|
|
