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CIK: 0001793269
Total reported value
$315.7M
$315.7M
147 檔
12.3%
During the Q3 2024 filing period, Ranch Capital Advisors Inc. (CIK: 0001793269) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $315.7M across 147 reported positions.
In Q3 2024, Ranch Capital Advisors Inc. displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.25% | +0.06% | -0.41% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.81% | -0.41% | +11.46% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -0.27% | -1.14% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.34% | +0.04% | -8.25% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.33% | -0.14% | +0.50% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.03% | -0.16% | +9.08% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.99% | +0.02% | -4.25% | |
| 8 | BX | Blackstone Inc | Stock-Financials | 2.43% | -0.07% | +3.26% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | +0.45% | +686.04% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.08% | -4.32% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.92% | -0.14% | +689.23% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 1.89% | -0.05% | +0.45% | |
| 13 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.89% | +0.25% | -1.35% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.78% | +0.09% | +6.61% | |
| 15 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.57% | -0.08% | +6.09% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | +0.11% | +0.87% | |
| 17 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.41% | +0.12% | -17.69% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.40% | -0.04% | — | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.39% | -0.34% | +5.91% | |
| 20 | T | At&t Inc | Stock-Comm Services | 1.33% | -0.61% | +9.51% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.28% | — | +6.13% | |
| 22 | PAYX | Paychex Inc | Stock-Tech | 1.27% | +0.04% | +7.21% | |
| 23 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.22% | +0.11% | +6.76% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | +0.26% | -0.39% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | +0.11% | +7.95% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | +0.02% | -5.26% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.07% | -2.07% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.16% | -0.93% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.96% | -0.12% | +22.96% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.95% | +0.05% | +3.78% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.95% | — | +2.75% | |
| 32 | IP | International Paper Co | Stock-Consumer Disc | 0.88% | +0.02% | +8.45% | |
| 33 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.87% | -0.08% | -9.16% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.86% | -0.06% | +12.12% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.86% | -0.08% | +26.93% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.28% | +0.61% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.83% | -0.03% | +9.57% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.82% | -0.36% | EXIT | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.81% | +0.29% | +3.67% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.80% | -0.02% | +17.76% | |
| 41 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.80% | -0.08% | +8.09% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.76% | -0.03% | +501.89% | |
| 43 | ETR | Entergy CORP | Stock-Utilities | 0.76% | -0.01% | +13.19% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.75% | +0.26% | +10.88% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.13% | +5.55% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.02% | -2.54% | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.73% | -0.01% | +9.66% | |
| 48 | SCCO | Southern Copper CORP | Stock-Materials | 0.72% | — | +8.19% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.69% | — | +11.03% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.68% | +0.01% | +12.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +1.7% | +689.23% | Add |
| 2 | VGLT | Vanguard Long-term Treasury | +1.4% | NEW | New buy |
| 3 | BMY | Bristol-myers Squibb Co | +0.7% | +501.89% | Add |
| 4 | CPB | THE Campbell's Company | +0.6% | NEW | New buy |
| 5 | IBM | Intl Business Machines CORP | +0.3% | +6.61% | Add |
| 6 | BX | Blackstone Inc | +0.3% | +3.26% | Add |
| 7 | IRM | Iron Mountain Inc | +0.3% | -1.35% | Trim |
| 8 | DEO | Diageo Plc-sponsored Adr | +0.3% | NEW | New buy |
| 9 | AFL | Aflac Inc | +0.2% | +0.45% | Add |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +22.96% | Add |
| 11 | DUK | Duke Energy CORP | +0.2% | +26.93% | Add |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +9.08% | Add |
| 13 | T | At&t Inc | +0.2% | +9.51% | Add |
| 14 | ETR | Entergy CORP | +0.2% | +13.19% | Add |
| 15 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +77.81% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | -5.26% | Trim |
| 17 | ABBV | Abbvie Inc | +0.1% | +7.95% | Add |
| 18 | SO | Southern Co/the | +0.1% | +12.12% | Add |
| 19 | PAYX | Paychex Inc | +0.1% | +7.21% | Add |
| 20 | PNC | Pnc Financial Services Group | +0.1% | +11.03% | Add |
| 21 | CAH | Cardinal Health Inc | +0.1% | +6.76% | Add |
| 22 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +17.76% | Add |
| 23 | XLV | Ss Health Care Select Sector | +0.1% | +20.03% | Add |
| 24 | XLRE | Ss Real Estate Select Sector | +0.1% | +13.91% | Add |
| 25 | IP | International Paper Co | +0.1% | +8.45% | Add |
| 26 | MET | Metlife Inc | +0.1% | +7.64% | Add |
| 27 | GILD | Gilead Sciences Inc | +0.1% | +7.80% | Add |
| 28 | CMI | Cummins Inc | +0.1% | +3.67% | Add |
| 29 | OKE | Oneok Inc | +0.1% | +9.66% | Add |
| 30 | VZ | Verizon Communications Inc | +0.1% | +5.91% | Add |
| 31 | NEE | Nextera Energy Inc | +0.1% | +1.86% | Add |
| 32 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +6.09% | Add |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +11.46% | Add |
| 34 | AMGN | Amgen Inc | 0% | +6.13% | Add |
| 35 | AAPL | Apple Inc | 0% | -0.41% | Trim |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | -0.2% | -51.17% | Trim |
| 37 | ABNB | Airbnb Inc-class A | -0.2% | EXIT | Sold out |
| 38 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 39 | PG | Procter & Gamble Co/the | -0.2% | +0.50% | Add |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -4.25% | Trim |
| 41 | VUG | Vanguard Growth ETF | -0.2% | EXIT | Sold out |
| 42 | MU | Micron Technology Inc | -0.4% | EXIT | Sold out |
| 43 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.4% | -17.69% | Trim |
| 44 | XLF | Ss Financial Select Sector | -0.4% | -46.62% | Trim |
| 45 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | -0.5% | EXIT | Sold out |
| 46 | ETD | Ethan Allen Interiors Inc | -0.6% | EXIT | Sold out |
| 47 | MSFT | Microsoft CORP | -0.6% | -1.14% | Trim |
| 48 | AVGO | Broadcom Inc | -0.6% | +686.04% | Add |
| 49 | NVDA | Nvidia CORP | -0.8% | -8.25% | Trim |
| 50 | BKLN | Invesco Senior Loan ETF | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Ranch Capital Advisors Inc. reported a total U.S. public equity portfolio value of $315.7M across 147 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BIL, MSFT) accounted for 12.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
VGLT
市值: $3.0M
Top Position Liquidated / Trimmed
BKLN
前期市值: $1.6M
During Q3 2024, Ranch Capital Advisors Inc.'s top holdings by market value included AAPL (4.3%)、BIL (3.8%)、MSFT (3.6%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q3 2024, Ranch Capital Advisors Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 9 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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