Dale Q Rice Investment Management

Latest statistics and disclosures from Dale Q Rice Investment Management's latest quarterly 13F-HR filing:

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Positions held by Dale Q Rice Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dale Q Rice Investment Management

Dale Q Rice Investment Management holds 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 24.3 $55M 220k 250.42
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Proshares Ultra Semiconductors Etf Uit Exchange Traded (USD) 12.5 $28M 437k 65.14
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Proshares Ultra Qqq Etf Uit Exchange Traded (QLD) 10.8 $25M 227k 108.24
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Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ) 6.8 $16M 30k 511.22
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Spdr S&p 500 Etf Iv Uit Exchange Traded (SPY) 5.0 $11M 19k 586.09
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Tesla Common Stock (TSLA) 2.8 $6.3M 16k 403.84
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Berkshire Hathaway Class B Common Stock (BRK.B) 2.6 $5.8M 13k 453.28
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Alphabet Inc Class A Common Stock (GOOGL) 2.5 $5.7M 30k 189.30
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Spdr S&p Semiconductor Etf Uit Exchange Traded (XSD) 2.5 $5.6M 23k 248.45
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Ishares Core S&p Mid Capetf Uit Exchange Traded (IJH) 1.9 $4.4M 71k 62.31
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Nvidia Corp Common Stock (NVDA) 1.9 $4.3M 32k 134.29
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Ishares Us Medical Devices Etf Uit Exchange Traded (IHI) 1.9 $4.2M 73k 58.35
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Ishares Us Technology Etf Uit Exchange Traded (IYW) 1.6 $3.6M 22k 159.52
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Microsoft Corp Common Stock (MSFT) 1.5 $3.4M 8.0k 421.46
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Mastercard Inc Class A Common Stock (MA) 1.5 $3.3M 6.3k 526.60
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Motley Fool 100 Index Etf Uit Exchange Traded (TMFC) 1.3 $2.9M 48k 60.12
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Amazon.com Common Stock (AMZN) 1.2 $2.8M 13k 219.39
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Proshares Ultra Technology Etf Uit Exchange Traded (ROM) 0.9 $2.1M 29k 69.73
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Spdr S&p Software Services Etf Uit Exchange Traded (XSW) 0.7 $1.7M 8.7k 188.97
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Blackstone Common Stock (BX) 0.7 $1.7M 9.6k 172.42
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Ishares Select Dividend Etf Uit Exchange Traded (DVY) 0.7 $1.7M 13k 131.29
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Invsc S P 500 Equal Weight Etf Iv Uit Exchange Traded (RSP) 0.7 $1.6M 9.1k 175.23
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Boot Barn Hldgs Common Stock (BOOT) 0.7 $1.5M 10k 151.82
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Technology Select Sectorspdr Etf Iv Uit Exchange Traded (XLK) 0.7 $1.5M 6.4k 232.51
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First Trust Nyse Arca Biotech Id Etf Uit Exchange Traded (FBT) 0.6 $1.4M 8.4k 166.21
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Alphabet Inc Class C Common Stock (GOOG) 0.6 $1.3M 6.9k 190.44
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Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR) 0.6 $1.3M 11k 115.21
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Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD) 0.5 $1.2M 45k 27.32
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Invsc S P Midcap 400 Pure Growth Etf Uit Exchange Traded (RFG) 0.5 $1.1M 24k 48.42
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Proshares Ultra Energy Etf Uit Exchange Traded (DIG) 0.5 $1.1M 31k 36.04
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Invsc S P Midcap 400 Pure Value Etf Uit Exchange Traded (RFV) 0.5 $1.1M 9.1k 121.28
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Costco Whsl Corp Common Stock (COST) 0.4 $984k 1.1k 916.27
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First Trust Technology Alphadex Etf Uit Exchange Traded (FXL) 0.4 $978k 6.6k 148.55
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Ishares Core Us Aggregate Bond Etf Uit Exchange Traded (AGG) 0.4 $964k 9.9k 96.90
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Spdr Dow Jones Industrial Avrg Etf @ Uit Exchange Traded (DIA) 0.4 $919k 2.2k 425.50
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Merck & Co Common Stock (MRK) 0.4 $861k 8.7k 99.48
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Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX) 0.4 $817k 817k 1.00
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Deere & Co Common Stock (DE) 0.3 $792k 1.9k 423.70
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Ishares Biotechnology Etf Uit Exchange Traded (IBB) 0.3 $780k 5.9k 132.21
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Boeing Common Stock (BA) 0.3 $745k 4.2k 177.00
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Caterpillar Common Stock (CAT) 0.3 $685k 1.9k 362.76
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Palo Alto Networks Common Stock (PANW) 0.3 $655k 3.6k 181.96
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Proshares Ultrapro Qqq Etf Uit Exchange Traded (TQQQ) 0.3 $638k 8.1k 79.13
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Ishares S&p Mid Cap 400 Grwth Etf Uit Exchange Traded (IJK) 0.3 $627k 6.9k 90.93
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Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX) 0.3 $623k 623k 1.00
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Chevron Corp Common Stock (CVX) 0.3 $594k 4.1k 144.84
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Hilton Worldwide Hldgs I Common Stock (HLT) 0.3 $593k 2.4k 247.16
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Stryker Corp Common Stock (SYK) 0.3 $587k 1.6k 360.05
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First Trst Dorsey Wrightfocus 5 Etf Uit Exchange Traded (FV) 0.3 $571k 9.7k 59.06
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Invsc S P 500 Pure Valueetf Uit Exchange Traded (RPV) 0.2 $566k 6.3k 90.21
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Ishares Us Industrials Etf Uit Exchange Traded (IYJ) 0.2 $551k 4.1k 133.52
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Mgm Resorts Intl Common Stock (MGM) 0.2 $535k 15k 34.65
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Jpmorgan Chase & Co Common Stock (JPM) 0.2 $498k 2.1k 239.71
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Hartford Finl Svcs Group Common Stock (HIG) 0.2 $481k 4.4k 109.40
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Lam Resh Corp Class Equity Common Stock (LRCX) 0.2 $469k 6.5k 72.23
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Ishares Semiconductor Etf Uit Exchange Traded (SOXX) 0.2 $459k 2.1k 215.49
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Vanguard Windsor Investor Shares Equity Funds (VWNDX) 0.2 $442k 21k 20.96
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Proshares Ultra S&p 500 Etf Uit Exchange Traded (SSO) 0.2 $433k 4.7k 92.51
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Cisco Sys Common Stock (CSCO) 0.2 $430k 7.3k 59.20
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Dws Core Equity S Ntf Equity Funds (SCDGX) 0.2 $427k 13k 34.20
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Palantir Technologies Inclass A Common Stock (PLTR) 0.2 $420k 5.6k 75.63
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Schwab S&p 500 Index Schwab Mutl Funds (SWPPX) 0.2 $360k 4.0k 90.27
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Walmart WMT (WMT) 0.1 $202k 2.2k 90.35
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Volkswagen A G Funsponsored Adr 1 Adr Reps 0.1 Ord American Depository (VWAGY) 0.1 $123k 13k 9.31
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Past Filings by Dale Q Rice Investment Management

SEC 13F filings are viewable for Dale Q Rice Investment Management going back to 2024