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CIK: 0001469751
Total reported value
$7.6B
$7.6B
172 檔
14.0%
As reported in its official Q2 2024 Form 13F filing, RiverFront Investment Group, LLC's tracked investment portfolio stood at $7.6B with 172 total positions.
During Q2 2024, RiverFront Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.12% | -0.02% | +0.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.07% | +0.22% | +4.04% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.83% | -0.46% | -0.89% | |
| 4 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 4.65% | -0.43% | +2.33% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.54% | -1.06% | +5.88% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.39% | -0.33% | -33.89% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.33% | -0.39% | +0.07% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.50% | +0.61% | +1.33% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.40% | -0.37% | +1.04% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.32% | -0.08% | +4.95% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.00% | -0.13% | -0.00% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.91% | +0.66% | +7.43% | |
| 13 | IYG | Ishares U.s. Financial Servi | ETF-Other | 2.52% | -0.07% | +2.72% | |
| 14 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 2.11% | -0.05% | +29.54% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.74% | +0.92% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.92% | -0.08% | +1.04% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | +0.25% | +10796.11% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | +0.09% | +7.48% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.76% | -0.17% | +3.18% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | +0.32% | +12.98% | |
| 21 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.69% | +0.02% | +1.32% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.23% | +13.23% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.48% | -0.21% | -13.92% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.47% | -0.30% | -0.96% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.11% | -0.06% | +0.47% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.09% | -0.16% | +3.19% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.21% | +14.05% | |
| 28 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 1.03% | -0.52% | +9.29% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.97% | +0.25% | +8.44% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.50% | +5.36% | |
| 31 | HDUS | Hartford Discip Eqty ETF | ETF-Other | 0.90% | +0.02% | +10.80% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.07% | +11.18% | |
| 33 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.81% | -0.03% | +9.03% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.77% | -0.15% | -0.52% | |
| 35 | RFDA | Alps Dynamic US Dividend Adv | ETF-Other | 0.76% | -0.03% | -5.68% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.72% | -0.02% | +0.22% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.01% | +104.31% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.10% | +11.59% | |
| 39 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.58% | -0.07% | +127.64% | |
| 40 | PLD | Prologis Inc | Stock-Real Estate | 0.57% | — | -0.35% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.54% | +1.30% | +10.28% | |
| 42 | RFDI | First Trst Dyn Devel Int ETF | ETF-Other | 0.53% | -0.02% | -5.61% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.52% | -0.09% | -20.95% | |
| 44 | XLB | Ss Materials Select Sector | ETF-Other | 0.52% | -0.05% | +0.45% | |
| 45 | JPMB | Jpmorgan Usd Emerging Market | ETF-Emerging Markets | 0.50% | -0.01% | +12.38% | |
| 46 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.45% | -0.02% | +9.25% | |
| 47 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.45% | -0.01% | +13.91% | |
| 48 | PSCI | Invesco S&p Smallcap Industr | ETF-Other | 0.44% | — | +10.60% | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.43% | -0.09% | +8.65% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.42% | -0.03% | +1.22% |
According to official SEC Form 13F filings, RiverFront Investment Group, LLC reported a total U.S. public equity portfolio value of $7.6B across 172 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, SPAB) accounted for 14.0% of total reported equity market value during Q2 2024.
During Q2 2024, RiverFront Investment Group, LLC's top holdings by market value included IVV (9.1%)、IEFA (5.1%)、SPAB (4.8%). The largest single position, IVV, represented 9.1% of total portfolio value.
In Q2 2024, RiverFront Investment Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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