RPOA Advisors
Latest statistics and disclosures from RPOA Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BKLC, BKAG, BKMC, BKIE, BKHY, and represent 95.20% of RPOA Advisors's stock portfolio.
- Added to shares of these 6 stocks: BKHY (+$14M), BKIE, BKUI, BKMC, BKEM, BKSE.
- Reduced shares in these 2 stocks: BKLC (-$18M), BKAG (-$7.2M).
- RPOA Advisors was a net seller of stock by $-2.6M.
- RPOA Advisors has $3.7B in assets under management (AUM), dropping by -1.72%.
- Central Index Key (CIK): 0001963326
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Portfolio Holdings for RPOA Advisors
RPOA Advisors holds 8 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 | |
|---|---|---|---|---|---|---|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 39.2 | $1.5B | 13M | 112.06 |
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| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 30.9 | $1.1B | 28M | 41.22 |
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| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 10.8 | $401M | 3.9M | 101.60 |
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| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 7.9 | $293M | 4.0M | 72.43 |
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| Bny Mellon Etf Trust High Yield Etf (BKHY) | 6.3 | $234M | +6% | 4.9M | 47.69 |
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| Bny Mellon Etf Trust Emrg Mkt Equit (BKEM) | 2.0 | $73M | 1.2M | 58.76 |
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| Bny Mellon Etf Trust Us Smlcp Core (BKSE) | 1.8 | $66M | 650k | 100.82 |
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| Bny Mellon Etf Trust Ultra Short Incm (BKUI) | 1.1 | $40M | +6% | 796k | 49.58 |
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Past Filings by RPOA Advisors
SEC 13F filings are viewable for RPOA Advisors going back to 2023
- RPOA Advisors 2024 Q4 filed Jan. 15, 2025
- RPOA Advisors 2024 Q3 filed Oct. 7, 2024
- RPOA Advisors 2024 Q2 filed July 12, 2024
- RPOA Advisors 2024 Q1 filed April 18, 2024
- RPOA Advisors 2023 Q4 filed April 9, 2024