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 95.25% of RPOA Advisors's stock portfolio.
- Added to shares of these 5 stocks: BKIE (+$34M), BKMC (+$11M), BKLC (+$9.2M), BKEM, BKSE.
- Reduced shares in these 3 stocks: BKAG (-$20M), BKUI, BKHY.
- RPOA Advisors was a net buyer of stock by $33M.
- RPOA Advisors has $3.7B in assets under management (AUM), dropping by -0.61%.
- 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 March 2025 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) | 37.7 | $1.4B | 13M | 106.32 |
|
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| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 31.2 | $1.1B | 27M | 42.13 |
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| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 10.6 | $389M | +2% | 4.1M | 95.62 |
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| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 9.4 | $347M | +10% | 4.5M | 77.36 |
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| Bny Mellon Etf Trust High Yield Etf (BKHY) | 6.3 | $233M | 4.9M | 47.63 |
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| Bny Mellon Etf Trust Emrg Mkt Equit (BKEM) | 2.1 | $77M | +3% | 1.3M | 60.79 |
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| Bny Mellon Etf Trust Us Smlcp Core (BKSE) | 1.7 | $62M | 661k | 93.29 |
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| Bny Mellon Etf Trust Ultra Short Incm (BKUI) | 1.0 | $35M | -10% | 710k | 49.87 |
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Past Filings by RPOA Advisors
SEC 13F filings are viewable for RPOA Advisors going back to 2023
- RPOA Advisors 2025 Q1 filed April 11, 2025
- 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