Richard Bernstein Advisors
Latest statistics and disclosures from Richard Bernstein Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JMBS, EMXC, SPTS, VTV, FTEC, and represent 40.49% of Richard Bernstein Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPTS (+$317M), FTEC (+$278M), EMXC (+$164M), FDIS (+$88M), EXI (+$68M), GNR (+$39M), EZU (+$38M), BBCA (+$38M), EWT (+$24M), INDA (+$19M).
- Started 28 new stock positions in TRP, TT, WPM, GOLD, ZBH, CRM, ADBE, IBM, URI, ENB.
- Reduced shares in these 10 stocks: MCHI (-$302M), USFR (-$224M), RSPT (-$195M), TLH (-$132M), BBJP (-$77M), VGK (-$71M), ITA (-$67M), KXI (-$55M), RSPD (-$40M), IQLT (-$32M).
- Sold out of its positions in CNP, D, DUK, INTC, TLT, LH, MAA, NI, PCG, PAYC. PEP, SO.
- Richard Bernstein Advisors was a net seller of stock by $-114M.
- Richard Bernstein Advisors has $4.7B in assets under management (AUM), dropping by 3.33%.
- Central Index Key (CIK): 0001528214
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Portfolio Holdings for Richard Bernstein Advisors
Richard Bernstein Advisors holds 225 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 10.0 | $468M | -4% | 10M | 46.65 |
|
| Ishares Msci Emrg Chn (EMXC) | 9.9 | $462M | +55% | 7.6M | 61.11 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 8.5 | $399M | +391% | 14M | 29.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 6.0 | $281M | -3% | 1.6M | 174.57 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 6.0 | $278M | NEW | 1.6M | 174.50 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 4.5 | $210M | -38% | 1.9M | 109.33 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 3.8 | $176M | -3% | 1.2M | 142.04 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 3.2 | $149M | -3% | 3.3M | 45.51 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 2.7 | $128M | -13% | 1.3M | 98.16 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 2.1 | $98M | +220% | 660k | 148.75 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 2.1 | $96M | -24% | 2.3M | 41.49 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 1.9 | $88M | NEW | 998k | 88.44 |
|
| Ishares Msci Eurzone Etf (EZU) | 1.9 | $88M | +76% | 1.7M | 52.23 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 1.8 | $82M | -3% | 3.2M | 25.97 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 1.7 | $78M | +94% | 1.1M | 72.29 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 1.5 | $71M | +118% | 1.2M | 57.67 |
|
| Apple (AAPL) | 1.5 | $71M | 306k | 233.00 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 1.5 | $71M | 1.4M | 48.95 |
|
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 1.4 | $67M | 3.5M | 19.25 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $64M | +2% | 523k | 121.44 |
|
| Microsoft Corporation (MSFT) | 1.3 | $63M | 146k | 430.30 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 1.3 | $62M | +64% | 1.1M | 53.87 |
|
| Ishares Tr Msci India Etf (INDA) | 1.3 | $61M | +46% | 1.0M | 58.53 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.3 | $59M | -2% | 1.3M | 45.32 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $53M | -8% | 607k | 87.80 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.8 | $37M | +41% | 577k | 63.96 |
|
| Amazon (AMZN) | 0.8 | $36M | -2% | 193k | 186.33 |
|
| Meta Platforms Cl A (META) | 0.5 | $26M | -2% | 45k | 572.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $20M | 120k | 165.85 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $18M | -5% | 98k | 179.30 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $17M | 103k | 167.19 |
|
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $16M | 174k | 91.81 |
|
|
| Tesla Motors (TSLA) | 0.3 | $16M | +5% | 60k | 261.63 |
|
| Broadcom (AVGO) | 0.3 | $16M | +877% | 91k | 172.50 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $16M | +41% | 133k | 117.22 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $15M | 17k | 885.94 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $13M | -5% | 28k | 460.26 |
|
| UnitedHealth (UNH) | 0.3 | $12M | -6% | 21k | 584.68 |
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| Coca-Cola Company (KO) | 0.2 | $9.0M | 125k | 71.86 |
|
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| Boston Scientific Corporation (BSX) | 0.2 | $8.6M | +61% | 103k | 83.80 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $8.3M | -88% | 56k | 149.64 |
|
| Chevron Corporation (CVX) | 0.2 | $7.8M | 53k | 147.27 |
|
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| Ge Aerospace Com New (GE) | 0.2 | $7.2M | 38k | 188.58 |
|
|
| Tri Pointe Homes (TPH) | 0.1 | $6.9M | 153k | 45.31 |
|
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| Vici Pptys (VICI) | 0.1 | $6.9M | +145% | 206k | 33.31 |
|
| Abbvie (ABBV) | 0.1 | $6.8M | -6% | 34k | 197.48 |
|
| Bank of America Corporation (BAC) | 0.1 | $6.7M | 169k | 39.68 |
|
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| Eaton Corp SHS (ETN) | 0.1 | $6.7M | -15% | 20k | 331.44 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $6.7M | +77% | 134k | 49.92 |
|
| Four Corners Ppty Tr (FCPT) | 0.1 | $6.4M | 220k | 29.31 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $6.4M | 13k | 491.27 |
|
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| Dupont De Nemours (DD) | 0.1 | $6.3M | NEW | 71k | 89.11 |
|
| American Intl Group Com New (AIG) | 0.1 | $6.1M | 83k | 73.23 |
|
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| General Dynamics Corporation (GD) | 0.1 | $6.0M | -6% | 20k | 302.20 |
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| Constellation Energy (CEG) | 0.1 | $6.0M | 23k | 260.02 |
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| Installed Bldg Prods (IBP) | 0.1 | $5.9M | 24k | 246.27 |
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| Caterpillar (CAT) | 0.1 | $5.9M | 15k | 391.12 |
|
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| Markel Corporation (MKL) | 0.1 | $5.8M | +100% | 3.7k | 1568.58 |
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| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $5.8M | +68% | 97k | 59.24 |
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| Targa Res Corp (TRGP) | 0.1 | $5.7M | 39k | 148.01 |
|
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| Csw Industrials (CSWI) | 0.1 | $5.7M | 16k | 366.39 |
|
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| JPMorgan Chase & Co. (JPM) | 0.1 | $5.7M | -6% | 27k | 210.86 |
|
| McKesson Corporation (MCK) | 0.1 | $5.6M | -9% | 11k | 494.42 |
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| Home Depot (HD) | 0.1 | $5.6M | 14k | 405.20 |
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| Advanced Micro Devices (AMD) | 0.1 | $5.5M | NEW | 34k | 164.08 |
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| Dow (DOW) | 0.1 | $5.5M | 100k | 54.63 |
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| Carrier Global Corporation (CARR) | 0.1 | $5.3M | 66k | 80.49 |
|
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| Parsons Corporation (PSN) | 0.1 | $5.3M | 51k | 103.68 |
|
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| Ishares Tr Global Finls Etf (IXG) | 0.1 | $5.2M | -4% | 55k | 94.58 |
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| Devon Energy Corporation (DVN) | 0.1 | $5.2M | +117% | 133k | 39.12 |
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| Hamilton Lane Cl A (HLNE) | 0.1 | $5.2M | 31k | 168.39 |
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| AmerisourceBergen (COR) | 0.1 | $5.1M | -10% | 23k | 225.08 |
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| Uber Technologies (UBER) | 0.1 | $5.0M | 66k | 75.16 |
|
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| Medtronic SHS (MDT) | 0.1 | $4.9M | 55k | 90.03 |
|
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| Paccar (PCAR) | 0.1 | $4.9M | 50k | 98.68 |
|
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| Mastercard Incorporated Cl A (MA) | 0.1 | $4.9M | +93% | 9.9k | 493.80 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $4.8M | -17% | 9.2k | 528.07 |
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| American Express Company (AXP) | 0.1 | $4.8M | 18k | 271.20 |
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| Hca Holdings (HCA) | 0.1 | $4.8M | 12k | 406.43 |
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| Johnson & Johnson (JNJ) | 0.1 | $4.8M | 30k | 162.06 |
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| Fortive (FTV) | 0.1 | $4.8M | 61k | 78.93 |
|
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| Linde SHS (LIN) | 0.1 | $4.6M | 9.8k | 476.86 |
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| SLM Corporation (SLM) | 0.1 | $4.6M | 202k | 22.87 |
|
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $4.6M | 83k | 55.40 |
|
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| Fb Finl (FBK) | 0.1 | $4.6M | 98k | 46.93 |
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| Dt Midstream Common Stock (DTM) | 0.1 | $4.5M | 58k | 78.66 |
|
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| Merck & Co (MRK) | 0.1 | $4.5M | -9% | 40k | 113.56 |
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| Philip Morris International (PM) | 0.1 | $4.5M | 37k | 121.40 |
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| International Business Machines (IBM) | 0.1 | $4.5M | NEW | 20k | 221.08 |
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| Booking Holdings (BKNG) | 0.1 | $4.5M | 1.1k | 4212.12 |
|
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| Raytheon Technologies Corp (RTX) | 0.1 | $4.5M | -5% | 37k | 121.16 |
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| Amgen (AMGN) | 0.1 | $4.5M | 14k | 322.21 |
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| Synchrony Financial (SYF) | 0.1 | $4.5M | 89k | 49.88 |
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| First Hawaiian (FHB) | 0.1 | $4.4M | 191k | 23.15 |
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| Citizens Financial (CFG) | 0.1 | $4.4M | 106k | 41.07 |
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| Alarm Com Hldgs (ALRM) | 0.1 | $4.3M | 79k | 54.67 |
|
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| Howmet Aerospace (HWM) | 0.1 | $4.3M | -7% | 43k | 100.25 |
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| Tradeweb Mkts Cl A (TW) | 0.1 | $4.3M | 35k | 123.67 |
|
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| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $4.3M | 153k | 27.81 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.2M | 9.1k | 465.08 |
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| Equitable Holdings (EQH) | 0.1 | $4.2M | 100k | 42.03 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $4.2M | 27k | 155.84 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $4.2M | 26k | 158.02 |
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| Vulcan Materials Company (VMC) | 0.1 | $4.2M | NEW | 17k | 250.43 |
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| Gms (GMS) | 0.1 | $4.1M | 46k | 90.57 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $4.1M | NEW | 78k | 53.11 |
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| Kkr & Co (KKR) | 0.1 | $4.1M | 32k | 130.58 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $4.1M | 3.9k | 1051.24 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $4.1M | -7% | 7.0k | 584.56 |
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| Corebridge Finl (CRBG) | 0.1 | $4.1M | 140k | 29.16 |
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| Wells Fargo & Company (WFC) | 0.1 | $4.1M | -17% | 72k | 56.49 |
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| Bristol Myers Squibb (BMY) | 0.1 | $4.1M | 79k | 51.74 |
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| Stryker Corporation (SYK) | 0.1 | $4.0M | 11k | 361.26 |
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| Hartford Financial Services (HIG) | 0.1 | $4.0M | 34k | 117.61 |
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| Automatic Data Processing (ADP) | 0.1 | $4.0M | 15k | 276.73 |
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| Waste Management (WM) | 0.1 | $3.9M | 19k | 207.60 |
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| Moelis & Co Cl A (MC) | 0.1 | $3.9M | 57k | 68.51 |
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| Veritex Hldgs (VBTX) | 0.1 | $3.9M | 147k | 26.32 |
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| Abbott Laboratories (ABT) | 0.1 | $3.8M | 34k | 114.01 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $3.8M | 37k | 103.94 |
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| Zimmer Holdings (ZBH) | 0.1 | $3.8M | NEW | 36k | 107.95 |
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| salesforce (CRM) | 0.1 | $3.8M | NEW | 14k | 273.71 |
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| Visa Com Cl A (V) | 0.1 | $3.8M | 14k | 274.95 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $3.7M | 52k | 72.00 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $3.7M | 182k | 20.46 |
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| Deere & Company (DE) | 0.1 | $3.7M | 8.9k | 417.33 |
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| Science App Int'l (SAIC) | 0.1 | $3.7M | 27k | 139.27 |
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| Paypal Holdings (PYPL) | 0.1 | $3.7M | 47k | 78.03 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $3.7M | 72k | 50.79 |
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| Enact Hldgs (ACT) | 0.1 | $3.7M | 101k | 36.33 |
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| Eastern Bankshares (EBC) | 0.1 | $3.6M | 222k | 16.39 |
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| Silgan Holdings (SLGN) | 0.1 | $3.6M | 69k | 52.50 |
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| Api Group Corp Com Stk (APG) | 0.1 | $3.6M | 108k | 33.02 |
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| Antero Midstream Corp antero midstream (AM) | 0.1 | $3.6M | 237k | 15.05 |
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| Pfizer (PFE) | 0.1 | $3.6M | 123k | 28.94 |
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| Illinois Tool Works (ITW) | 0.1 | $3.5M | 14k | 262.07 |
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| At&t (T) | 0.1 | $3.5M | 161k | 22.00 |
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| Apollo Global Mgmt (APO) | 0.1 | $3.5M | 28k | 124.91 |
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| Knowles (KN) | 0.1 | $3.5M | 195k | 18.03 |
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| Brightsphere Investment Group (BSIG) | 0.1 | $3.5M | 138k | 25.40 |
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| Fox Corp Cl B Com (FOX) | 0.1 | $3.5M | 90k | 38.80 |
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| Cheniere Energy Com New (LNG) | 0.1 | $3.4M | 19k | 179.84 |
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| Trane Technologies SHS (TT) | 0.1 | $3.4M | NEW | 8.7k | 388.73 |
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| United Rentals (URI) | 0.1 | $3.3M | NEW | 4.1k | 809.73 |
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| Becton, Dickinson and (BDX) | 0.1 | $3.3M | 14k | 241.10 |
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| ConocoPhillips (COP) | 0.1 | $3.3M | 31k | 105.28 |
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| Ingersoll Rand (IR) | 0.1 | $3.3M | 34k | 98.16 |
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| Prudential Financial (PRU) | 0.1 | $3.3M | 27k | 121.10 |
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| Arista Networks (ANET) | 0.1 | $3.3M | NEW | 8.6k | 383.82 |
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| Equinix (EQIX) | 0.1 | $3.2M | -17% | 3.6k | 887.63 |
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| Nvent Electric SHS (NVT) | 0.1 | $3.2M | 46k | 70.26 |
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| Resideo Technologies (REZI) | 0.1 | $3.2M | 160k | 20.14 |
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| Corteva (CTVA) | 0.1 | $3.2M | 54k | 58.79 |
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| News Corp CL B (NWS) | 0.1 | $3.2M | 114k | 27.95 |
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| Newmont Mining Corporation (NEM) | 0.1 | $3.2M | NEW | 59k | 53.45 |
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| Marvell Technology (MRVL) | 0.1 | $3.2M | 44k | 72.12 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $3.2M | NEW | 41k | 77.61 |
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| Diamondback Energy (FANG) | 0.1 | $3.1M | 18k | 172.40 |
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| Citigroup Com New (C) | 0.1 | $3.1M | 50k | 62.60 |
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| Cme (CME) | 0.1 | $3.1M | -7% | 14k | 220.65 |
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| Phillips 66 (PSX) | 0.1 | $3.1M | 24k | 131.45 |
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| California Res Corp Com Stock (CRC) | 0.1 | $3.1M | 59k | 52.47 |
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| Stellar Bancorp Ord (STEL) | 0.1 | $3.1M | 119k | 25.89 |
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| CSX Corporation (CSX) | 0.1 | $3.1M | 89k | 34.53 |
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| Honeywell International (HON) | 0.1 | $3.1M | 15k | 206.71 |
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| Sonoco Products Company (SON) | 0.1 | $3.0M | 55k | 54.63 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.0M | 12k | 246.48 |
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| Suncor Energy (SU) | 0.1 | $3.0M | NEW | 81k | 36.91 |
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| Iqvia Holdings (IQV) | 0.1 | $3.0M | 13k | 236.97 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $3.0M | 122k | 24.42 |
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| Wal-Mart Stores (WMT) | 0.1 | $3.0M | -59% | 37k | 80.75 |
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| L3harris Technologies (LHX) | 0.1 | $3.0M | -13% | 12k | 237.87 |
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| Gilead Sciences (GILD) | 0.1 | $2.9M | 34k | 83.84 |
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| Exelon Corporation (EXC) | 0.1 | $2.9M | 71k | 40.55 |
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| Cardinal Health (CAH) | 0.1 | $2.9M | 26k | 110.52 |
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| Schneider National CL B (SNDR) | 0.1 | $2.9M | 100k | 28.54 |
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| Marathon Oil Corporation (MRO) | 0.1 | $2.8M | 106k | 26.63 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $2.8M | 77k | 36.15 |
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| Western Digital (WDC) | 0.1 | $2.7M | NEW | 40k | 68.29 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $2.7M | NEW | 14k | 198.57 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.7M | NEW | 5.1k | 517.78 |
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| Prologis (PLD) | 0.1 | $2.6M | -16% | 21k | 126.28 |
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| Procter & Gamble Company (PG) | 0.1 | $2.6M | 15k | 173.20 |
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| Brighthouse Finl (BHF) | 0.1 | $2.6M | 58k | 45.03 |
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| Micron Technology (MU) | 0.1 | $2.6M | NEW | 25k | 103.71 |
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| Ford Motor Company (F) | 0.1 | $2.6M | 243k | 10.56 |
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| Centene Corporation (CNC) | 0.1 | $2.6M | 34k | 75.28 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $2.5M | 20k | 126.81 |
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| Hess (HES) | 0.1 | $2.5M | 18k | 135.80 |
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| Ge Vernova (GEV) | 0.1 | $2.4M | 9.5k | 254.98 |
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| Pure Storage Cl A (PSTG) | 0.1 | $2.4M | NEW | 47k | 50.24 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $2.3M | 15k | 158.81 |
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| Advansix (ASIX) | 0.0 | $2.3M | 76k | 30.38 |
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| Schlumberger Com Stk (SLB) | 0.0 | $2.3M | 54k | 41.95 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $2.3M | 44k | 51.54 |
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| FedEx Corporation (FDX) | 0.0 | $2.2M | 7.9k | 273.68 |
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| Realty Income (O) | 0.0 | $2.1M | -15% | 34k | 63.42 |
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| Tc Energy Corp (TRP) | 0.0 | $2.1M | NEW | 45k | 47.54 |
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| Globalfoundries Ordinary Shares (GFS) | 0.0 | $2.0M | 50k | 40.25 |
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| United Parcel Service CL B (UPS) | 0.0 | $2.0M | 15k | 136.34 |
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| Halliburton Company (HAL) | 0.0 | $2.0M | 68k | 29.05 |
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| Barrick Gold Corp (GOLD) | 0.0 | $1.9M | NEW | 96k | 19.89 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $1.9M | NEW | 31k | 61.07 |
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| Teck Resources CL B (TECK) | 0.0 | $1.6M | NEW | 31k | 52.23 |
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| Enbridge (ENB) | 0.0 | $1.6M | NEW | 40k | 40.62 |
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| Boeing Company (BA) | 0.0 | $1.5M | 9.9k | 152.04 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $1.4M | -3% | 28k | 52.13 |
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| Nutrien (NTR) | 0.0 | $1.4M | NEW | 29k | 48.05 |
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| Cenovus Energy (CVE) | 0.0 | $1.2M | NEW | 73k | 16.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $891k | -99% | 24k | 37.70 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $808k | NEW | 8.0k | 101.27 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $577k | +21% | 4.8k | 119.70 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $372k | -99% | 7.3k | 50.91 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $300k | -99% | 4.2k | 71.10 |
|
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $299k | -99% | 4.5k | 65.75 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $296k | -38% | 5.8k | 50.88 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $269k | -99% | 4.5k | 59.28 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 0.0 | $133k | -99% | 2.6k | 52.11 |
|
| Ishares Tr Esg Aware Growth (EAOR) | 0.0 | $67k | 2.1k | 32.35 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $39k | 170.00 | 226.32 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $18k | 155.00 | 114.53 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $14k | -98% | 92.00 | 154.01 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $3.4k | 36.00 | 95.08 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.2k | 27.00 | 117.59 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $576.999600 | -99% | 12.00 | 48.08 |
|
Past Filings by Richard Bernstein Advisors
SEC 13F filings are viewable for Richard Bernstein Advisors going back to 2011
- Richard Bernstein Advisors 2024 Q3 filed Nov. 8, 2024
- Richard Bernstein Advisors 2024 Q2 filed July 30, 2024
- Richard Bernstein Advisors 2024 Q1 filed May 9, 2024
- Richard Bernstein Advisors 2023 Q3 filed Nov. 14, 2023
- Richard Bernstein Advisors 2023 Q2 filed Aug. 11, 2023
- Richard Bernstein Advisors 2023 Q1 filed May 12, 2023
- Richard Bernstein Advisors 2022 Q4 filed Feb. 14, 2023
- Richard Bernstein Advisors 2022 Q3 filed Nov. 14, 2022
- Richard Bernstein Advisors 2022 Q2 filed Aug. 2, 2022
- Richard Bernstein Advisors 2022 Q1 filed May 12, 2022
- Richard Bernstein Advisors 2021 Q4 filed Feb. 11, 2022
- Richard Bernstein Advisors 2021 Q3 filed Nov. 9, 2021
- Richard Bernstein Advisors 2021 Q2 filed Aug. 5, 2021
- Richard Bernstein Advisors 2021 Q1 filed May 14, 2021
- Richard Bernstein Advisors 2020 Q4 filed Feb. 9, 2021
- Richard Bernstein Advisors 2020 Q3 filed Nov. 12, 2020