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CIK: 0001469751
Total reported value
$7.6B
$7.6B
214 檔
14.8%
The Q3 2024 SEC filing reveals that RiverFront Investment Group, LLC held a total portfolio value of $7.6B, covering 214 public equity positions.
During Q3 2024, RiverFront Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.67% | -0.02% | +2.32% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.55% | -0.46% | +2.53% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.43% | +0.22% | -7.79% | |
| 4 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 4.39% | -0.43% | +5.31% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.32% | -0.33% | +5.64% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 4.04% | -0.39% | +1.64% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.19% | -0.21% | +124.60% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.18% | +0.61% | +3.36% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.02% | -0.08% | +4.00% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.84% | -0.13% | +2.42% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.81% | -0.30% | — | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.76% | +0.66% | +6.55% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.57% | -1.06% | -38.93% | |
| 14 | IYG | Ishares U.s. Financial Servi | ETF-Other | 2.52% | -0.07% | +4.04% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.17% | -0.23% | +43.86% | |
| 16 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.98% | -0.05% | -0.59% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +0.74% | +2.46% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.82% | -0.08% | +1.51% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.75% | +0.32% | +13.74% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.25% | +8.36% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | +0.09% | +9.53% | |
| 22 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.67% | +0.02% | +3.05% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.56% | -0.17% | +4.30% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.53% | -0.37% | -50.40% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 1.32% | -0.02% | +87.16% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.24% | -0.30% | -10.08% | |
| 27 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 1.11% | -0.52% | +9.82% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.10% | -0.06% | +2.54% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.06% | -0.16% | +4.65% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.50% | +5.93% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.96% | +0.25% | +8.61% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.21% | +8.61% | |
| 33 | JPMB | Jpmorgan Usd Emerging Market | ETF-Emerging Markets | 0.89% | -0.01% | +93.20% | |
| 34 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.87% | -0.03% | +8.75% | |
| 35 | HDUS | Hartford Discip Eqty ETF | ETF-Other | 0.81% | +0.02% | -4.65% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.07% | +8.92% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.73% | -0.15% | +3.66% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.01% | +15.58% | |
| 39 | RFDA | Alps Dynamic US Dividend Adv | ETF-Other | 0.69% | -0.03% | -1.13% | |
| 40 | PAVE | Global X US Infrastructure | ETF-Other | 0.66% | +0.84% | — | |
| 41 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.64% | -0.07% | +6.68% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | — | — | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.10% | +13.38% | |
| 44 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.62% | +0.89% | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.54% | -0.09% | +15.33% | |
| 46 | XLB | Ss Materials Select Sector | ETF-Other | 0.51% | -0.05% | +2.16% | |
| 47 | RFDI | First Trst Dyn Devel Int ETF | ETF-Other | 0.49% | -0.02% | -1.63% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.48% | +1.30% | +7.45% | |
| 49 | PSCI | Invesco S&p Smallcap Industr | ETF-Other | 0.47% | — | +9.58% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.46% | -0.01% | +13.26% |
According to official SEC Form 13F filings, RiverFront Investment Group, LLC reported a total U.S. public equity portfolio value of $7.6B across 214 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPAB, IEFA) accounted for 14.8% of total reported equity market value during Q3 2024.
During Q3 2024, RiverFront Investment Group, LLC's top holdings by market value included IVV (8.7%)、SPAB (4.5%)、IEFA (4.4%). The largest single position, IVV, represented 8.7% of total portfolio value.
In Q3 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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