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 40.88% of Richard Bernstein Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$46M), AOR (+$32M), AGG (+$26M), VT (+$14M), WMT (+$7.5M), PCG (+$6.7M), GEHC (+$5.2M), FE, EIX, ETR.
- Started 14 new stock positions in CSCO, VST, GLW, MCHP, HPQ, ETR, EIX, AOM, PEP, ANET. GEHC, PCG, FE, NTAP.
- Reduced shares in these 10 stocks: GNR (-$62M), TLH (-$26M), EMXC (-$25M), SPTS (-$18M), JMBS (-$16M), IVOL (-$9.8M), , DD (-$6.3M), FTEC (-$6.0M), EZU (-$5.4M).
- Sold out of its positions in Arista Networks, GOLD, BA, BN, CVE, FANG, DD, ENB, FERG, FCX. MRO, NEM, NTR, SLGN, SON, SU, TRP, TECK, VMC, WPM.
- Richard Bernstein Advisors was a net seller of stock by $-119M.
- Richard Bernstein Advisors has $4.4B in assets under management (AUM), dropping by -5.36%.
- Central Index Key (CIK): 0001528214
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Portfolio Holdings for Richard Bernstein Advisors
Richard Bernstein Advisors holds 219 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 |
|
|---|---|---|---|---|---|---|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 9.7 | $428M | -3% | 9.7M | 44.18 |
|
| Ishares Msci Emrg Chn (EMXC) | 8.9 | $394M | -6% | 7.1M | 55.45 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 8.5 | $375M | -4% | 13M | 29.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 7.2 | $319M | +17% | 1.9M | 169.30 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 6.5 | $289M | -2% | 1.6M | 184.88 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 3.7 | $166M | -13% | 1.7M | 99.54 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 3.6 | $160M | -2% | 1.2M | 132.10 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 3.3 | $144M | -2% | 3.2M | 44.92 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 2.4 | $108M | -3% | 1.3M | 85.97 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 2.2 | $95M | 979k | 97.46 |
|
|
| Ishares Tr Glob Indstrl Etf (EXI) | 2.1 | $92M | 649k | 141.23 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.9 | $83M | -2% | 2.2M | 37.12 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 1.8 | $80M | -2% | 3.1M | 25.89 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 1.7 | $75M | 1.1M | 70.59 |
|
|
| Apple (AAPL) | 1.7 | $74M | -3% | 295k | 250.42 |
|
| Ishares Msci Eurzone Etf (EZU) | 1.7 | $74M | -6% | 1.6M | 47.20 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 1.6 | $70M | 1.4M | 49.16 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $66M | -6% | 489k | 134.29 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.4 | $62M | 1.3M | 48.33 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $59M | -3% | 141k | 421.50 |
|
| Ishares Msci Taiwan Etf (EWT) | 1.3 | $57M | -3% | 1.1M | 51.76 |
|
| Ishares Tr Msci India Etf (INDA) | 1.2 | $55M | 1.0M | 52.64 |
|
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 1.2 | $52M | -15% | 2.9M | 17.74 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $50M | -4% | 577k | 85.66 |
|
| Amazon (AMZN) | 0.9 | $40M | -4% | 184k | 219.39 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.9 | $38M | +573% | 655k | 57.32 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.7 | $29M | 577k | 50.89 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $27M | +3365% | 276k | 96.90 |
|
| Meta Platforms Cl A (META) | 0.6 | $25M | -4% | 43k | 585.51 |
|
| Tesla Motors (TSLA) | 0.5 | $22M | -8% | 55k | 403.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $21M | -6% | 113k | 189.30 |
|
| Broadcom (AVGO) | 0.5 | $20M | -4% | 87k | 231.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $18M | -7% | 96k | 190.44 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $17M | +8% | 188k | 91.43 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $17M | 97k | 178.08 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $15M | +2479% | 124k | 117.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $13M | 28k | 453.28 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $13M | 17k | 772.00 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $11M | -24% | 101k | 107.57 |
|
| Wal-Mart Stores (WMT) | 0.2 | $11M | +224% | 119k | 90.35 |
|
| UnitedHealth (UNH) | 0.2 | $11M | 21k | 505.86 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $9.2M | 103k | 89.32 |
|
|
| Coca-Cola Company (KO) | 0.2 | $7.8M | 125k | 62.26 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $7.6M | -6% | 52k | 145.35 |
|
| Eaton Corp SHS (ETN) | 0.2 | $6.7M | 20k | 331.87 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $6.7M | +75% | 59k | 113.11 |
|
| PG&E Corporation (PCG) | 0.2 | $6.7M | NEW | 330k | 20.18 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $6.5M | 27k | 239.71 |
|
|
| Markel Corporation (MKL) | 0.1 | $6.4M | 3.7k | 1726.23 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $6.4M | 38k | 166.79 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $6.1M | -17% | 139k | 43.95 |
|
| Abbvie (ABBV) | 0.1 | $6.1M | 34k | 177.70 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $6.0M | 83k | 72.80 |
|
|
| Vici Pptys (VICI) | 0.1 | $6.0M | 206k | 29.21 |
|
|
| Four Corners Ppty Tr (FCPT) | 0.1 | $6.0M | 220k | 27.14 |
|
|
| Dt Midstream Common Stock (DTM) | 0.1 | $5.7M | 58k | 99.43 |
|
|
| SLM Corporation (SLM) | 0.1 | $5.6M | 202k | 27.58 |
|
|
| Tri Pointe Homes (TPH) | 0.1 | $5.5M | 153k | 36.26 |
|
|
| Caterpillar (CAT) | 0.1 | $5.5M | 15k | 362.76 |
|
|
| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $5.4M | 83k | 65.46 |
|
|
| Booking Holdings (BKNG) | 0.1 | $5.3M | 1.1k | 4968.42 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $5.3M | 20k | 263.49 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $5.2M | -22% | 10k | 521.96 |
|
| Ishares Tr Global Finls Etf (IXG) | 0.1 | $5.2M | 55k | 96.06 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.2M | 9.9k | 526.57 |
|
|
| Paccar (PCAR) | 0.1 | $5.2M | 50k | 104.02 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $5.2M | NEW | 66k | 78.18 |
|
| Constellation Energy (CEG) | 0.1 | $5.1M | 23k | 223.71 |
|
|
| AmerisourceBergen (COR) | 0.1 | $5.1M | 23k | 224.68 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $5.1M | 72k | 70.24 |
|
|
| Fb Finl (FBK) | 0.1 | $5.0M | 98k | 51.51 |
|
|
| FirstEnergy (FE) | 0.1 | $5.0M | NEW | 125k | 39.78 |
|
| First Hawaiian (FHB) | 0.1 | $4.9M | 191k | 25.95 |
|
|
| Home Depot (HD) | 0.1 | $4.9M | -8% | 13k | 388.99 |
|
| Alarm Com Hldgs (ALRM) | 0.1 | $4.8M | 79k | 60.80 |
|
|
| Exelon Corporation (EXC) | 0.1 | $4.8M | +80% | 128k | 37.64 |
|
| Parsons Corporation (PSN) | 0.1 | $4.7M | 51k | 92.25 |
|
|
| McKesson Corporation (MCK) | 0.1 | $4.7M | -27% | 8.3k | 569.91 |
|
| Equitable Holdings (EQH) | 0.1 | $4.7M | 100k | 47.17 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $4.7M | 43k | 109.37 |
|
|
| Kkr & Co (KKR) | 0.1 | $4.7M | 32k | 147.91 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $4.7M | 28k | 165.16 |
|
|
| salesforce (CRM) | 0.1 | $4.6M | 14k | 334.33 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $4.6M | 26k | 173.66 |
|
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $4.5M | 31k | 148.05 |
|
|
| Fortive (FTV) | 0.1 | $4.5M | 61k | 75.00 |
|
|
| ConocoPhillips (COP) | 0.1 | $4.5M | +45% | 46k | 99.17 |
|
| Carrier Global Corporation (CARR) | 0.1 | $4.5M | 66k | 68.26 |
|
|
| Edison International (EIX) | 0.1 | $4.5M | NEW | 57k | 79.84 |
|
| International Business Machines (IBM) | 0.1 | $4.5M | 20k | 219.83 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $4.4M | 79k | 56.56 |
|
|
| Csw Industrials (CSWI) | 0.1 | $4.4M | -19% | 13k | 352.80 |
|
| Medtronic SHS (MDT) | 0.1 | $4.4M | 55k | 79.88 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $4.4M | 72k | 60.50 |
|
|
| Devon Energy Corporation (DVN) | 0.1 | $4.4M | 133k | 32.73 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $4.3M | 9.2k | 469.29 |
|
|
| Synchrony Financial (SYF) | 0.1 | $4.3M | -25% | 66k | 65.00 |
|
| Johnson & Johnson (JNJ) | 0.1 | $4.3M | 30k | 144.62 |
|
|
| Installed Bldg Prods (IBP) | 0.1 | $4.2M | 24k | 175.25 |
|
|
| Corebridge Finl (CRBG) | 0.1 | $4.2M | 140k | 29.93 |
|
|
| Moelis & Co Cl A (MC) | 0.1 | $4.2M | 57k | 73.88 |
|
|
| Chevron Corporation (CVX) | 0.1 | $4.1M | -46% | 29k | 144.84 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $4.1M | 19k | 214.87 |
|
|
| American Express Company (AXP) | 0.1 | $4.1M | -22% | 14k | 296.79 |
|
| Fox Corp Cl B Com (FOX) | 0.1 | $4.1M | 90k | 45.74 |
|
|
| Linde SHS (LIN) | 0.1 | $4.1M | 9.8k | 418.67 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $4.0M | 34k | 120.79 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $4.0M | 47k | 85.35 |
|
|
| Stryker Corporation (SYK) | 0.1 | $4.0M | 11k | 360.05 |
|
|
| Dow (DOW) | 0.1 | $4.0M | 100k | 40.13 |
|
|
| Veritex Hldgs (VBTX) | 0.1 | $4.0M | 147k | 27.16 |
|
|
| Uber Technologies (UBER) | 0.1 | $4.0M | 66k | 60.32 |
|
|
| Merck & Co (MRK) | 0.1 | $4.0M | 40k | 99.48 |
|
|
| Entergy Corporation (ETR) | 0.1 | $3.9M | NEW | 52k | 75.82 |
|
| Api Group Corp Com Stk (APG) | 0.1 | $3.9M | 108k | 35.97 |
|
|
| Gms (GMS) | 0.1 | $3.9M | 46k | 84.83 |
|
|
| Knowles (KN) | 0.1 | $3.9M | 195k | 19.93 |
|
|
| Marvell Technology (MRVL) | 0.1 | $3.9M | -20% | 35k | 110.45 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $3.9M | 182k | 21.35 |
|
|
| Eastern Bankshares (EBC) | 0.1 | $3.8M | 222k | 17.25 |
|
|
| Waste Management (WM) | 0.1 | $3.8M | 19k | 201.79 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $3.8M | NEW | 34k | 110.53 |
|
| Deere & Company (DE) | 0.1 | $3.8M | 8.9k | 423.70 |
|
|
| Zimmer Holdings (ZBH) | 0.1 | $3.8M | 36k | 105.63 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $3.7M | 34k | 109.40 |
|
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $3.7M | 153k | 24.18 |
|
|
| Resideo Technologies (REZI) | 0.1 | $3.7M | 160k | 23.05 |
|
|
| At&t (T) | 0.1 | $3.7M | 161k | 22.77 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.6M | 9.1k | 402.70 |
|
|
| Brightsphere Investment Group (AAMI) | 0.1 | $3.6M | 138k | 26.34 |
|
|
| Citizens Financial (CFG) | 0.1 | $3.6M | -21% | 83k | 43.76 |
|
| Amgen (AMGN) | 0.1 | $3.6M | 14k | 260.64 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $3.6M | 237k | 15.09 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $3.6M | 15k | 243.38 |
|
|
| Hca Holdings (HCA) | 0.1 | $3.6M | 12k | 300.15 |
|
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $3.5M | -22% | 27k | 130.92 |
|
| Citigroup Com New (C) | 0.1 | $3.5M | 50k | 70.39 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $3.5M | -25% | 20k | 177.03 |
|
| Cisco Systems (CSCO) | 0.1 | $3.5M | NEW | 59k | 59.20 |
|
| News Corp CL B (NWS) | 0.1 | $3.5M | 114k | 30.43 |
|
|
| Equinix (EQIX) | 0.1 | $3.4M | 3.6k | 942.89 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $3.4M | 14k | 253.56 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $3.4M | 37k | 92.61 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $3.4M | 7.0k | 485.94 |
|
|
| Stellar Bancorp Ord (STEL) | 0.1 | $3.4M | 119k | 28.35 |
|
|
| Philip Morris International (PM) | 0.1 | $3.4M | -25% | 28k | 120.35 |
|
| Honeywell International (HON) | 0.1 | $3.3M | 15k | 225.89 |
|
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $3.3M | 52k | 64.05 |
|
|
| Visa Com Cl A (V) | 0.1 | $3.3M | -23% | 10k | 316.04 |
|
| Pfizer (PFE) | 0.1 | $3.3M | 123k | 26.53 |
|
|
| Cme (CME) | 0.1 | $3.3M | 14k | 232.23 |
|
|
| Enact Hldgs (ACT) | 0.1 | $3.3M | 101k | 32.38 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $3.2M | 8.7k | 369.35 |
|
|
| Prudential Financial (PRU) | 0.1 | $3.2M | 27k | 118.53 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $3.2M | 41k | 78.93 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $3.2M | 77k | 41.02 |
|
|
| Ge Vernova (GEV) | 0.1 | $3.1M | 9.5k | 328.93 |
|
|
| Nvent Electric SHS (NVT) | 0.1 | $3.1M | 46k | 68.16 |
|
|
| Pepsi (PEP) | 0.1 | $3.1M | NEW | 21k | 152.06 |
|
| Becton, Dickinson and (BDX) | 0.1 | $3.1M | 14k | 226.87 |
|
|
| Corteva (CTVA) | 0.1 | $3.1M | 54k | 56.96 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $3.1M | -27% | 27k | 115.72 |
|
| Cardinal Health (CAH) | 0.1 | $3.1M | 26k | 118.27 |
|
|
| California Res Corp Com Stock (CRC) | 0.1 | $3.0M | 59k | 51.89 |
|
|
| Ingersoll Rand (IR) | 0.1 | $3.0M | 34k | 90.46 |
|
|
| Science App Int'l (SAIC) | 0.1 | $3.0M | 27k | 111.78 |
|
|
| Schneider National CL B (SNDR) | 0.1 | $2.9M | 100k | 29.28 |
|
|
| Targa Res Corp (TRGP) | 0.1 | $2.9M | -57% | 16k | 178.50 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $2.9M | 47k | 61.43 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $2.9M | -31% | 9.9k | 292.73 |
|
| United Rentals (URI) | 0.1 | $2.9M | 4.1k | 704.44 |
|
|
| CSX Corporation (CSX) | 0.1 | $2.9M | 89k | 32.27 |
|
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $2.9M | 122k | 23.38 |
|
|
| Vistra Energy (VST) | 0.1 | $2.8M | NEW | 20k | 137.87 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.8M | 12k | 228.04 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.8M | 3.9k | 712.33 |
|
|
| Brighthouse Finl (BHF) | 0.1 | $2.8M | 58k | 48.04 |
|
|
| Corning Incorporated (GLW) | 0.1 | $2.7M | NEW | 58k | 47.52 |
|
| Phillips 66 (PSX) | 0.1 | $2.7M | 24k | 113.93 |
|
|
| Gilead Sciences (GILD) | 0.1 | $2.7M | -16% | 29k | 92.37 |
|
| NetApp (NTAP) | 0.1 | $2.6M | NEW | 23k | 116.08 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $2.6M | 20k | 131.41 |
|
|
| L3harris Technologies (LHX) | 0.1 | $2.6M | 12k | 210.28 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $2.6M | 15k | 167.65 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $2.5M | 13k | 196.51 |
|
|
| Hess (HES) | 0.1 | $2.4M | 18k | 133.01 |
|
|
| Hp (HPQ) | 0.1 | $2.4M | NEW | 74k | 32.63 |
|
| Ford Motor Company (F) | 0.1 | $2.4M | 243k | 9.90 |
|
|
| Western Digital (WDC) | 0.1 | $2.4M | 40k | 59.63 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.3M | 5.1k | 444.68 |
|
|
| FedEx Corporation (FDX) | 0.1 | $2.2M | 7.9k | 281.33 |
|
|
| Prologis (PLD) | 0.1 | $2.2M | 21k | 105.70 |
|
|
| Advansix (ASIX) | 0.0 | $2.2M | 76k | 28.49 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $2.2M | 44k | 49.41 |
|
|
| Globalfoundries Ordinary Shares (GFS) | 0.0 | $2.2M | 50k | 42.91 |
|
|
| Microchip Technology (MCHP) | 0.0 | $2.1M | NEW | 37k | 57.35 |
|
| Micron Technology (MU) | 0.0 | $2.1M | 25k | 84.16 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $2.1M | 54k | 38.34 |
|
|
| Centene Corporation (CNC) | 0.0 | $2.1M | 34k | 60.58 |
|
|
| Halliburton Company (HAL) | 0.0 | $1.8M | 68k | 27.19 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $1.8M | 15k | 126.10 |
|
|
| Realty Income (O) | 0.0 | $1.8M | 34k | 53.41 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $1.4M | 28k | 51.99 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $870k | 23k | 37.42 |
|
|
| Ishares Tr Esg Aware Growth (EAOR) | 0.0 | $632k | +878% | 20k | 31.36 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $341k | 7.3k | 46.86 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $295k | 5.8k | 50.71 |
|
|
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $271k | 4.5k | 60.29 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $264k | 4.2k | 63.47 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $207k | -16% | 3.8k | 54.88 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 0.0 | $136k | 2.5k | 53.43 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $40k | 170.00 | 233.09 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $36k | +110% | 326.00 | 109.28 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $13k | 92.00 | 137.57 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $3.3k | 36.00 | 90.97 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.1k | 27.00 | 115.59 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $578.000400 | 12.00 | 48.17 |
|
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $447.000300 | -99% | 9.00 | 49.67 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Richard Bernstein Advisors
SEC 13F filings are viewable for Richard Bernstein Advisors going back to 2011
- Richard Bernstein Advisors 2024 Q4 filed Feb. 4, 2025
- 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