RiverFront Investment Group
Latest statistics and disclosures from RiverFront Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GSLC, SPAB, SCHI, BND, and represent 25.26% of RiverFront Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SCHI (+$88M), IJR (+$35M), IJH (+$27M), ZROZ (+$15M), NVDA (+$15M), AAPL (+$13M), JEPI (+$9.6M), IVV (+$9.0M), GSLC (+$8.1M), JEPQ (+$7.9M).
- Started 44 new stock positions in CGGR, WSBC, Wells Fargo Advtg Calf Tax Free Instl mutual fund, CRM, FI, MGC, CGDV, XRX, MMM, SFCWX.
- Reduced shares in these 10 stocks: IEFA (-$43M), MOTI (-$18M), EDV (-$10M), IGSB (-$9.2M), TLH (-$5.6M), RFDI, SPSM, WFC, BND, VDE.
- Sold out of its positions in BAGIX, CI, MLPX, SOXX, SRLN.
- RiverFront Investment Group was a net buyer of stock by $285M.
- RiverFront Investment Group has $4.4B in assets under management (AUM), dropping by 3.39%.
- Central Index Key (CIK): 0001469751
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Portfolio Holdings for RiverFront Investment Group
RiverFront Investment Group holds 253 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 In Common (IVV) | 8.8 | $385M | +2% | 654k | 588.68 |
|
| Goldman Sachs Etf Tr Common (GSLC) | 4.4 | $195M | +4% | 1.7M | 115.18 |
|
| Spdr Series Trust Por Common (SPAB) | 4.2 | $185M | 7.4M | 24.99 |
|
|
| Schwab Strategic Tr 5 Common (SCHI) | 4.1 | $180M | +95% | 8.2M | 22.07 |
|
| Vanguard Bd Index Common (BND) | 3.7 | $164M | 2.3M | 71.91 |
|
|
| Select Sector Spdr Tr Common (XLK) | 3.2 | $142M | +2% | 613k | 232.52 |
|
| J P Morgan Exchange T Common (JEPQ) | 3.2 | $139M | +5% | 2.5M | 56.38 |
|
| Ishares Tr U.s. Tech Common (IYW) | 3.0 | $130M | +5% | 813k | 159.52 |
|
| Ishares Tr Eafe Value Common (EFV) | 2.9 | $129M | +4% | 2.5M | 52.47 |
|
| Ishares Tr Core Msci Common (IEFA) | 2.9 | $127M | -25% | 1.8M | 70.28 |
|
| Ishares Tr U.s. Fin S Common (IYG) | 2.8 | $121M | +3% | 1.6M | 77.81 |
|
| Janus Detroit Str Tr Common (JAAA) | 2.8 | $121M | 2.4M | 50.71 |
|
|
| Vanguard Scottsdale F Common (VCIT) | 2.6 | $116M | 1.4M | 80.27 |
|
|
| J P Morgan Exchange T Etf - E (JEPI) | 2.6 | $115M | +9% | 2.0M | 57.53 |
|
| Apple Common (AAPL) | 2.6 | $112M | +13% | 449k | 250.42 |
|
| Nvidia Corporation Common (NVDA) | 2.2 | $97M | +18% | 723k | 134.29 |
|
| Invesco Qqq Tr Unit S Common (QQQ) | 1.9 | $85M | +9% | 167k | 511.23 |
|
| Ishares Tr 10 Yr Inv Common (IGLB) | 1.9 | $85M | +9% | 1.7M | 49.40 |
|
| Spdr Series Trust Por Common (SPLG) | 1.9 | $84M | +2% | 1.2M | 68.94 |
|
| Microsoft Corp Common (MSFT) | 1.7 | $76M | +8% | 181k | 421.50 |
|
| Select Sector Spdr Tr Common (XLV) | 1.6 | $70M | 506k | 137.57 |
|
|
| Select Sector Spdr Tr Common (XLE) | 1.5 | $67M | +3% | 781k | 85.66 |
|
| Vanguard Scottsdale F Common (VCSH) | 1.5 | $65M | 830k | 78.01 |
|
|
| Ishares Tr S&p Smlcap Common (IJR) | 1.4 | $62M | +131% | 536k | 115.22 |
|
| Select Sector Spdr Tr Common (XLI) | 1.3 | $56M | +2% | 426k | 131.76 |
|
| Select Sector Spdr Tr Common (XLY) | 1.2 | $53M | 238k | 224.35 |
|
|
| Walmart Common (WMT) | 1.2 | $52M | +5% | 577k | 90.35 |
|
| Vanguard World Fd Ext Common (EDV) | 1.1 | $50M | -17% | 737k | 67.72 |
|
| Communication Service Common (XLC) | 1.1 | $50M | +3% | 514k | 96.81 |
|
| Alphabet Inc Cap Stk Common (GOOG) | 1.1 | $49M | +10% | 258k | 190.44 |
|
| Ishares Tr Lehman 10- Common (TLH) | 1.0 | $43M | -11% | 427k | 99.54 |
|
| Amazon Common (AMZN) | 0.9 | $41M | +8% | 187k | 219.39 |
|
| J P Morgan Exchange T Common (JPMB) | 0.9 | $39M | +10% | 1.0M | 38.04 |
|
| Ishares Inc Msci Emrg Etf - E (EMXC) | 0.9 | $39M | +4% | 701k | 55.45 |
|
| J P Morgan Exchange-t Common (BBCA) | 0.9 | $39M | +8% | 550k | 70.59 |
|
| Lattice Strategies Tr Common (HDUS) | 0.9 | $38M | +7% | 663k | 56.49 |
|
| Jpmorgan Chase & Co. Common (JPM) | 0.8 | $37M | +6% | 154k | 239.71 |
|
| Alps Etf Tr Riverfrnt Common (RFDA) | 0.7 | $32M | +5% | 563k | 55.92 |
|
| Global X Fds Us Infr Common (PAVE) | 0.7 | $31M | +10% | 754k | 40.41 |
|
| Vanguard Scottsdale F Common (VGIT) | 0.7 | $30M | 509k | 58.00 |
|
|
| Ishares Tr S&p Midcap Common (IJH) | 0.6 | $28M | +4324% | 445k | 62.31 |
|
| Hartford Finl Svcs Gr Common (HIG) | 0.6 | $27M | +5% | 244k | 109.40 |
|
| Ishares Inc Core Msci Common (IEMG) | 0.6 | $26M | +8% | 501k | 52.22 |
|
| J P Morgan Exchange T Common (JIVE) | 0.6 | $26M | +7% | 470k | 55.16 |
|
| Vaneck Etf Trust Mrng Common (MOTI) | 0.5 | $23M | -44% | 754k | 30.30 |
|
| Invesco Exch Traded F Common (PSCI) | 0.5 | $22M | +8% | 162k | 134.37 |
|
| Vaneck Etf Trust Semi Common (SMH) | 0.5 | $22M | +7% | 90k | 242.17 |
|
| Vaneck Vectors Fallen Common (ANGL) | 0.5 | $21M | +8% | 730k | 28.67 |
|
| Ishares Tr Tr U.s. Me Common (IHI) | 0.5 | $20M | +7% | 342k | 58.35 |
|
| Select Sector Spdr Tr Common (XLB) | 0.4 | $19M | 227k | 84.14 |
|
|
| Eog Res Common (EOG) | 0.4 | $17M | +9% | 142k | 122.58 |
|
| Pimco Etf Tr 25yr Ze Common (ZROZ) | 0.4 | $17M | +728% | 253k | 68.62 |
|
| Vanguard Scottsdale F Common (VCLT) | 0.4 | $17M | +3% | 228k | 74.78 |
|
| Select Sector Spdr Tr Common (XLP) | 0.4 | $17M | +2% | 216k | 78.61 |
|
| Invesco Exch Trd Slf Common (BSCT) | 0.4 | $17M | +7% | 915k | 18.34 |
|
| Exxon Mobil Corp Common (XOM) | 0.4 | $16M | +17% | 148k | 107.57 |
|
| Franklin Templeton Et Common (FLJP) | 0.4 | $16M | +5% | 555k | 28.61 |
|
| First Tr Exch Traded Common (RFDI) | 0.3 | $15M | -20% | 245k | 61.46 |
|
| Unitedhealth Group In Common (UNH) | 0.3 | $15M | +8% | 30k | 505.88 |
|
| Ishares Tr Ishs 1-5yr Common (IGSB) | 0.3 | $14M | -40% | 262k | 51.70 |
|
| Chevron Corp Common (CVX) | 0.3 | $13M | +34% | 89k | 144.84 |
|
| Prologis Common (PLD) | 0.3 | $12M | +2% | 116k | 105.70 |
|
| Ishares Tr Msci Euro Common (EUFN) | 0.3 | $12M | +7% | 526k | 23.30 |
|
| Ishares Tr 0-5yr Hi Y Common (SHYG) | 0.3 | $12M | +15% | 278k | 42.61 |
|
| Visa Inc Com Cl A Common (V) | 0.2 | $10M | +19% | 32k | 316.04 |
|
| Berkshire Hathaway In Common (BRK.B) | 0.2 | $8.8M | +35% | 20k | 453.28 |
|
| Alps Etf Tr Riverfron Common (RFCI) | 0.2 | $8.8M | -3% | 395k | 22.23 |
|
| Wells Fargo & Co Common (WFC) | 0.2 | $7.7M | -6% | 110k | 70.24 |
|
| Coca Cola Common (KO) | 0.2 | $7.6M | +16% | 122k | 62.26 |
|
| Alps Etf Tr Riverfrnt Common (RFFC) | 0.1 | $6.5M | -3% | 113k | 57.91 |
|
| Ishares Tr Lehman Agg Common (AGG) | 0.1 | $6.2M | +1263% | 64k | 96.90 |
|
| Procter And Gamble Common (PG) | 0.1 | $6.1M | +25% | 36k | 167.65 |
|
| Global X S&p 500 Cove Common (XYLD) | 0.1 | $5.6M | +7% | 133k | 41.90 |
|
| First Tr Exch Traded Common (RFEM) | 0.1 | $5.1M | -4% | 80k | 63.29 |
|
| Dbx Etf Tr Xtrack Msc Common (HDEF) | 0.1 | $5.1M | +3% | 208k | 24.29 |
|
| Invesco Nasdaq 100 Et Common (QQQM) | 0.1 | $4.8M | +3% | 23k | 210.45 |
|
| J P Morgan Exchange T Etf - E (JMUB) | 0.1 | $4.6M | +6% | 93k | 50.15 |
|
| Tesla Mtrs Common (TSLA) | 0.1 | $4.6M | +236% | 12k | 403.84 |
|
| Alps Etf Tr Riverfrnt Etf - F (RIGS) | 0.1 | $4.6M | -2% | 197k | 23.13 |
|
| Lilly Eli & Co Common (LLY) | 0.1 | $4.0M | +99% | 5.2k | 772.00 |
|
| Stryker Corp Common (SYK) | 0.1 | $3.2M | 8.8k | 360.05 |
|
|
| Growth Fd Amer Cl F 3 Mutual (GAFFX) | 0.1 | $2.8M | +42% | 38k | 74.47 |
|
| Vanguard Tax-managed Common (VEA) | 0.1 | $2.8M | -6% | 58k | 47.82 |
|
| Vanguard 500 Index Fu Mutual (VFIAX) | 0.1 | $2.7M | +5% | 4.9k | 542.78 |
|
| Ishares Tr 7-10 Yr Tr Common (IEF) | 0.1 | $2.6M | 29k | 92.45 |
|
|
| Hartford Fds Exchange Etf - E (HMOP) | 0.1 | $2.5M | +10% | 64k | 38.66 |
|
| Lennox Intl Common (LII) | 0.1 | $2.2M | -6% | 3.6k | 609.30 |
|
| Jp Morgan Exchange Tr Common (JPST) | 0.0 | $2.1M | +10% | 42k | 50.37 |
|
| American Mut Fd Cl F Mutual (AFMFX) | 0.0 | $1.9M | +42% | 35k | 55.14 |
|
| Ishares Tr S&p500 Grw Common (IVW) | 0.0 | $1.9M | +36% | 19k | 101.53 |
|
| Ishares Tr Russell100 Common (IWF) | 0.0 | $1.8M | +61% | 4.4k | 401.58 |
|
| Global X Fds Nasdaq 1 Etf - E (QYLD) | 0.0 | $1.8M | +29% | 97k | 18.22 |
|
| Alphabet Class A Common (GOOGL) | 0.0 | $1.7M | +13% | 8.9k | 189.30 |
|
| Money Mkt Obligs Tr F Mutual (PCOXX) | 0.0 | $1.7M | +936% | 1.7M | 1.00 |
|
| Russell Invt Co Tax M Mutual (RETSX) | 0.0 | $1.6M | -2% | 19k | 84.47 |
|
| Kinder Morgan Inc Del Common (KMI) | 0.0 | $1.5M | +79% | 56k | 27.40 |
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| Global X X Fds Russel Common (RYLD) | 0.0 | $1.5M | +32% | 93k | 16.34 |
|
| New World Mutual (FNWFX) | 0.0 | $1.5M | +25% | 20k | 77.02 |
|
| Home Depot Common (HD) | 0.0 | $1.5M | +3% | 3.8k | 388.99 |
|
| Mastercard Inc Cl A Common (MA) | 0.0 | $1.5M | NEW | 2.8k | 526.57 |
|
| Bondbloxx Etf Trust C Common (XCCC) | 0.0 | $1.4M | +2% | 36k | 39.16 |
|
| Abbott Labs Common (ABT) | 0.0 | $1.4M | 12k | 113.11 |
|
|
| Vanguard World Fds In Common (VGT) | 0.0 | $1.3M | -6% | 2.2k | 621.80 |
|
| Vanguard Index Fds Va Common (VTV) | 0.0 | $1.3M | +14% | 7.7k | 169.30 |
|
| Merck & Co Common (MRK) | 0.0 | $1.3M | +7% | 13k | 99.48 |
|
| Ishares Tr Calif Mun Common (CMF) | 0.0 | $1.3M | +51% | 23k | 57.28 |
|
| Wisdomtree Tr Europe Common (HEDJ) | 0.0 | $1.3M | -3% | 29k | 43.72 |
|
| Dupont De Nemours Common (DD) | 0.0 | $1.2M | +47% | 16k | 76.25 |
|
| Broadcom Common (AVGO) | 0.0 | $1.2M | +56% | 5.2k | 231.84 |
|
| Bank Of America Corpo Common (BAC) | 0.0 | $1.2M | +27% | 27k | 43.95 |
|
| Vanguard Mun Bd Fds T Common (VTEB) | 0.0 | $1.2M | 23k | 50.13 |
|
|
| Goldman Sachs Etf Tr Common (GPIQ) | 0.0 | $1.2M | -15% | 24k | 49.03 |
|
| Whirlpool Corp Common (WHR) | 0.0 | $1.1M | 10k | 114.48 |
|
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| 3M Common (MMM) | 0.0 | $1.1M | NEW | 8.7k | 129.09 |
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| Blackstone Group Common (BX) | 0.0 | $1.1M | +3% | 6.5k | 172.42 |
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| Hershey Foods Corp Common (HSY) | 0.0 | $1.1M | +324% | 6.6k | 169.35 |
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| Mcdonalds Corp Common (MCD) | 0.0 | $1.1M | +10% | 3.7k | 289.89 |
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| Caterpillar Common (CAT) | 0.0 | $1.1M | -9% | 2.9k | 362.87 |
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| Dow Common (DOW) | 0.0 | $1.0M | +24% | 26k | 40.13 |
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| Vanguard Index Fds S& Common (VOO) | 0.0 | $1.0M | +9% | 1.9k | 538.81 |
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| Spdr Ser Tr Portfolio Common (SPSM) | 0.0 | $1.0M | -41% | 22k | 44.92 |
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| Corteva Common (CTVA) | 0.0 | $952k | +43% | 17k | 56.96 |
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| Capital World Growth Mutual (FWGIX) | 0.0 | $936k | +36% | 15k | 63.51 |
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| Washington Mut Invs F Mutual (FWMIX) | 0.0 | $931k | +8% | 15k | 61.52 |
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| Tax Exempt Bd Fd Amer Mutual | 0.0 | $910k | NEW | 74k | 12.39 |
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| Johnson & Johnson Common (JNJ) | 0.0 | $908k | +9% | 6.3k | 144.62 |
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| Euro Pac Growth Fd Cl Mutual (FEUPX) | 0.0 | $902k | +63% | 17k | 53.78 |
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| Facebook Inc Cl A Common (META) | 0.0 | $877k | +60% | 1.5k | 585.51 |
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| American Balanced Mutual (AFMBX) | 0.0 | $851k | +23% | 25k | 34.32 |
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| Vanguard Index Fds To Mutual (VTSAX) | 0.0 | $842k | +63% | 6.0k | 141.04 |
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| Alliance Res Partner Common (ARLP) | 0.0 | $841k | 32k | 26.29 |
|
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| Ishares Tr Russell Mi Common (IWR) | 0.0 | $823k | +20% | 9.3k | 88.40 |
|
| Westlake Chem Corp Common (WLK) | 0.0 | $799k | -12% | 7.0k | 114.65 |
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| Spdr Tr Unit Ser 1 Common (SPY) | 0.0 | $793k | 1.4k | 586.08 |
|
|
| Ishares Tr S&p 100 Id Common (OEF) | 0.0 | $779k | -13% | 2.7k | 288.85 |
|
| Vanguard Specialized Etf - E (VIG) | 0.0 | $766k | +7% | 3.9k | 195.83 |
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| Disney Walt Prodtns Common (DIS) | 0.0 | $763k | +17% | 6.9k | 111.35 |
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| Costco Whsl Corp Common (COST) | 0.0 | $762k | +10% | 832.00 | 916.27 |
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| International Busines Common (IBM) | 0.0 | $758k | +4% | 3.5k | 219.83 |
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| Vanguard Index Fds Gr Common (VUG) | 0.0 | $755k | +28% | 1.8k | 410.44 |
|
| Vanguard Scottsdale F Common (VGLT) | 0.0 | $742k | +17% | 13k | 55.35 |
|
| Ishares Tr Lehman Int Common (IGIB) | 0.0 | $741k | 14k | 51.51 |
|
|
| Fundamental Invs Cl F Mutual (FUNFX) | 0.0 | $726k | +124% | 9.0k | 80.66 |
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| Amcap Fd Cl F 3 Mutual (FMACX) | 0.0 | $674k | +33% | 16k | 43.09 |
|
| Edison Intl Common (EIX) | 0.0 | $655k | +26% | 8.2k | 79.84 |
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| Ishares Tr Russell100 Common (IWD) | 0.0 | $651k | NEW | 3.5k | 185.13 |
|
| Pepsico Common (PEP) | 0.0 | $644k | +5% | 4.2k | 152.06 |
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| Abbvie Common (ABBV) | 0.0 | $619k | +10% | 3.5k | 177.73 |
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| Union Pac Corp Common (UNP) | 0.0 | $606k | -6% | 2.7k | 228.04 |
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| Wesbanco Common (WSBC) | 0.0 | $586k | NEW | 18k | 32.54 |
|
| Leidos Hldgs Common (LDOS) | 0.0 | $583k | 4.0k | 144.06 |
|
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| Vanguard Index Fds Mi Common (VO) | 0.0 | $567k | NEW | 2.1k | 264.13 |
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| Ishares Tr 20 Yr Trs Common (TLT) | 0.0 | $560k | +16% | 6.4k | 87.33 |
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| Dominion Res Inc Va N Common (D) | 0.0 | $532k | +13% | 9.9k | 53.86 |
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| Las Vegas Sands Corp Common (LVS) | 0.0 | $527k | +2% | 10k | 51.36 |
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| Ishares Tr Msci Eafe Common (EFA) | 0.0 | $524k | +94% | 6.9k | 75.61 |
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| Lowes Cos Common (LOW) | 0.0 | $523k | 2.1k | 246.80 |
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| Ishares Tr Msci Acwi Common (ACWX) | 0.0 | $512k | -4% | 9.8k | 52.16 |
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| Ishares Tr Russell 20 Common (IWM) | 0.0 | $511k | +79% | 2.3k | 220.96 |
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| Primecap Odyssey Fds Mutual (POSKX) | 0.0 | $511k | +2% | 15k | 33.62 |
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| Investment Co Amer Cl Mutual (FFICX) | 0.0 | $508k | NEW | 8.8k | 57.64 |
|
| Invesco Ftse Rafi Us Common (PRFZ) | 0.0 | $495k | -2% | 12k | 41.61 |
|
| Freeport Mcmoran Copp Common (FCX) | 0.0 | $492k | +7% | 13k | 38.08 |
|
| Eaton Corp Common (ETN) | 0.0 | $486k | +44% | 1.5k | 331.87 |
|
| Starbucks Corp Common (SBUX) | 0.0 | $485k | +9% | 5.3k | 91.25 |
|
| Boeing Common (BA) | 0.0 | $480k | +3% | 2.7k | 177.00 |
|
| Oracle Sys Corp Common (ORCL) | 0.0 | $478k | +50% | 2.9k | 166.64 |
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| Automatic Data Proces Common (ADP) | 0.0 | $475k | 1.6k | 292.73 |
|
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| Spdr Series Trust Por Common (SPLB) | 0.0 | $470k | 21k | 22.23 |
|
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| Weyerhaeuser Common (WY) | 0.0 | $455k | 16k | 28.15 |
|
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| Ishares Tr Jpmorgan U Common (EMB) | 0.0 | $451k | +70% | 5.1k | 89.04 |
|
| Vanguard Fenway Fds P Mutual (VPCCX) | 0.0 | $446k | 13k | 33.44 |
|
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| Msa Safety Common (MSA) | 0.0 | $440k | 2.7k | 165.77 |
|
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| Duke Energy Corp Common (DUK) | 0.0 | $439k | +2% | 4.1k | 107.74 |
|
| Vanguard Chester Fds Mutual (VTTSX) | 0.0 | $433k | 8.5k | 51.25 |
|
|
| International Growth Mutual (IGAIX) | 0.0 | $433k | -3% | 12k | 35.83 |
|
| American Express Common (AXP) | 0.0 | $431k | +34% | 1.5k | 296.79 |
|
| Raytheon Technologies Common (RTX) | 0.0 | $429k | +20% | 3.7k | 115.72 |
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| Ishares Inc Msci Cda Common (EWC) | 0.0 | $429k | +23% | 11k | 40.30 |
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| Allspring Funds Tr Ca Mutual | 0.0 | $409k | NEW | 39k | 10.60 |
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| Mainstay Fds Tr Macka Mutual (MTFGX) | 0.0 | $406k | 43k | 9.44 |
|
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| Baird Fds Inc Core Mu Mutual (BMNIX) | 0.0 | $404k | 40k | 10.24 |
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| Capital Group Growth Common (CGGR) | 0.0 | $404k | NEW | 11k | 37.17 |
|
| Cisco Sys Common (CSCO) | 0.0 | $394k | +23% | 6.7k | 59.20 |
|
| Vanguard World Fds En Common (VDE) | 0.0 | $391k | -52% | 3.2k | 121.31 |
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| Conocophillips Common (COP) | 0.0 | $391k | +15% | 3.9k | 99.17 |
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| Qualcomm Common (QCOM) | 0.0 | $388k | +16% | 2.5k | 153.62 |
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| Pnc Finl Svcs Group I Common (PNC) | 0.0 | $386k | +61% | 2.0k | 192.85 |
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| Ishares Tr High Yld C Common (HYGW) | 0.0 | $384k | NEW | 12k | 31.77 |
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| Principal Fds Inc Eqt Mutual (PEIIX) | 0.0 | $382k | 9.8k | 39.05 |
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| Enterprise Prods Part Common (EPD) | 0.0 | $374k | 12k | 31.36 |
|
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| Rowe T Price Index Tr Mutual (PRUIX) | 0.0 | $364k | 2.4k | 154.65 |
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| Verizon Communication Common (VZ) | 0.0 | $363k | +17% | 9.1k | 39.99 |
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| Adobe Sys Common (ADBE) | 0.0 | $340k | +63% | 764.00 | 444.68 |
|
| Mfs Ser Tr I Value Mutual (MEIIX) | 0.0 | $335k | -5% | 6.9k | 48.79 |
|
| Vanguard World Fd Meg Common (MGC) | 0.0 | $331k | NEW | 1.6k | 212.66 |
|
| Boston Scientific Cor Common (BSX) | 0.0 | $320k | +18% | 3.6k | 89.32 |
|
| Capital Group Dividen Etf - E (CGDV) | 0.0 | $319k | NEW | 9.1k | 35.26 |
|
| Cadence Design System Common (CDNS) | 0.0 | $313k | NEW | 1.0k | 300.46 |
|
| Stock Yds Bancorp Common (SYBT) | 0.0 | $312k | 4.4k | 71.61 |
|
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| New Perspective Fd In Mutual (FNPFX) | 0.0 | $311k | +42% | 5.0k | 62.10 |
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| Listed Fd Tr Shares L Common (OVL) | 0.0 | $296k | NEW | 6.4k | 46.64 |
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| Income Fd Amer Inc Cl Mutual (FIFAX) | 0.0 | $292k | NEW | 12k | 24.40 |
|
| Capital Income Bldr C Mutual (CFIHX) | 0.0 | $290k | 4.2k | 68.91 |
|
|
| Lockheed Martin Corp Common (LMT) | 0.0 | $286k | NEW | 588.00 | 485.94 |
|
| Ishares Tr S&p Natl M Common (MUB) | 0.0 | $281k | NEW | 2.6k | 106.55 |
|
| Select Sector Spdr Tr Common (XLU) | 0.0 | $279k | -3% | 3.7k | 75.69 |
|
| Price T Rowe Growth S Mutual (PRUFX) | 0.0 | $278k | +17% | 2.6k | 105.94 |
|
| Erie Indty Co Cl A Common (ERIE) | 0.0 | $275k | NEW | 668.00 | 412.23 |
|
| Spdr S&p Midcap 400 E Common (MDY) | 0.0 | $272k | NEW | 477.00 | 569.58 |
|
| Truist Finl Corp Common (TFC) | 0.0 | $270k | 6.2k | 43.38 |
|
|
| Spdr Series Trust S&p Common (SDY) | 0.0 | $268k | NEW | 2.0k | 132.10 |
|
| Ishares Tr S&p 500 Va Common (IVE) | 0.0 | $265k | +28% | 1.4k | 190.88 |
|
| Rowe T Price Intl Fds Mutual (TROIX) | 0.0 | $253k | -2% | 20k | 12.53 |
|
| Vanguard Intl Equity Common (VWO) | 0.0 | $253k | NEW | 5.7k | 44.04 |
|
| Travelers Companies I Common (TRV) | 0.0 | $252k | NEW | 1.0k | 240.89 |
|
| Thermo Electron Corp Common (TMO) | 0.0 | $252k | +27% | 484.00 | 520.23 |
|
| Global X Fds Emerging Common (EMM) | 0.0 | $246k | NEW | 9.3k | 26.55 |
|
| Huntington Bancshares Common (HBAN) | 0.0 | $241k | 15k | 16.27 |
|
|
| First Tr Exchange Tra Common (FTCS) | 0.0 | $233k | 2.7k | 87.82 |
|
|
| Progressive Corp Ohio Common (PGR) | 0.0 | $233k | +8% | 971.00 | 239.61 |
|
| Deere & Co Common (DE) | 0.0 | $232k | +11% | 548.00 | 423.70 |
|
| Magna Intl Inc Cl A Common (MGA) | 0.0 | $230k | 5.5k | 41.79 |
|
|
| Netflix Common (NFLX) | 0.0 | $227k | NEW | 255.00 | 891.32 |
|
| Taiwan Semiconductor Foreign (TSM) | 0.0 | $225k | NEW | 1.1k | 197.49 |
|
| Mckesson Corp Common (MCK) | 0.0 | $223k | NEW | 391.00 | 569.91 |
|
| Salesforce Common (CRM) | 0.0 | $223k | NEW | 666.00 | 334.33 |
|
| Fidelity Concord Str Mutual (FSKAX) | 0.0 | $220k | NEW | 1.4k | 161.23 |
|
| Ford Mtr Co Del Common (F) | 0.0 | $218k | +10% | 22k | 9.90 |
|
| Vanguard Whitehall Common (VYM) | 0.0 | $217k | NEW | 1.7k | 127.59 |
|
| Pimco Etf Tr 0-5 High Common (HYS) | 0.0 | $217k | NEW | 2.3k | 93.68 |
|
| Honeywell Intl Common (HON) | 0.0 | $217k | NEW | 960.00 | 225.89 |
|
| Altria Group Common (MO) | 0.0 | $216k | NEW | 4.1k | 52.29 |
|
| Smallcap World Fund I Mutual (SFCWX) | 0.0 | $216k | NEW | 3.1k | 68.88 |
|
| Churchill Downs Inc C Common (CHDN) | 0.0 | $214k | 1.6k | 133.54 |
|
|
| Russell Invt Co Tax M Mutual (RTNSX) | 0.0 | $209k | 19k | 11.30 |
|
|
| Fiserv Common (FI) | 0.0 | $208k | NEW | 1.0k | 205.42 |
|
| Northrop Grumman Corp Common (NOC) | 0.0 | $205k | NEW | 437.00 | 469.29 |
|
| Tompkins Finl Corp Common (TMP) | 0.0 | $204k | NEW | 3.0k | 67.83 |
|
| Pimco Fds Incom Fd In Mutual (PIMIX) | 0.0 | $174k | -4% | 17k | 10.52 |
|
| Thornburg Invt Tr Str Mutual | 0.0 | $161k | NEW | 14k | 11.34 |
|
| Hutchison Port Hldgs Common (HUPHY) | 0.0 | $158k | +26% | 48k | 3.28 |
|
| Nuveen Mun Tr Hi Yld Mutual (NHMRX) | 0.0 | $154k | NEW | 10k | 14.79 |
|
| Federated Hermes Sus Mutual (FHISX) | 0.0 | $136k | -38% | 20k | 6.77 |
|
| Rowe T Price Instl In Mutual | 0.0 | $114k | NEW | 12k | 9.49 |
|
| Xerox Holdings Corp Common (XRX) | 0.0 | $95k | NEW | 11k | 8.43 |
|
| Deutsche Dws Mun Tr D Mutual (SMLIX) | 0.0 | $81k | 10k | 8.10 |
|
|
| Proximus S A Unsponso Common (BGAOY) | 0.0 | $53k | +60% | 51k | 1.04 |
|
| Medical Pptys Trust I Common (MPW) | 0.0 | $48k | NEW | 12k | 3.95 |
|
| Pacific Basin Shippin Foreign (PCFBY) | 0.0 | $44k | NEW | 10k | 4.22 |
|
| Rtl Group Sa Unsponso Common | 0.0 | $40k | NEW | 14k | 2.76 |
|
| New World Dev Ltd Spo Common (NDVLY) | 0.0 | $27k | +45% | 82k | 0.33 |
|
| Vanguard Mony Mkt Res Mutual (VMRXX) | 0.0 | $26k | NEW | 26k | 1.00 |
|
Past Filings by RiverFront Investment Group
SEC 13F filings are viewable for RiverFront Investment Group going back to 2011
- RiverFront Investment Group 2024 Q4 filed Feb. 12, 2025
- RiverFront Investment Group 2024 Q3 filed Nov. 8, 2024
- RiverFront Investment Group 2023 Q2 restated filed Aug. 28, 2024
- RiverFront Investment Group 2023 Q3 restated filed Aug. 28, 2024
- RiverFront Investment Group 2023 Q4 restated filed Aug. 28, 2024
- RiverFront Investment Group 2024 Q1 restated filed Aug. 28, 2024
- RiverFront Investment Group 2024 Q2 restated filed Aug. 28, 2024
- RiverFront Investment Group 2024 Q2 filed Aug. 5, 2024
- RiverFront Investment Group 2024 Q1 filed May 2, 2024
- RiverFront Investment Group 2023 Q4 filed Feb. 5, 2024
- RiverFront Investment Group 2023 Q3 filed Nov. 7, 2023
- RiverFront Investment Group 2023 Q2 filed Aug. 1, 2023
- RiverFront Investment Group 2023 Q1 filed May 15, 2023
- RiverFront Investment Group 2022 Q4 restated filed Feb. 24, 2023
- RiverFront Investment Group 2022 Q4 filed Feb. 15, 2023
- RiverFront Investment Group 2022 Q3 filed Nov. 10, 2022