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Viridian Ria

Latest statistics and disclosures from Viridian Ria's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, AAPL, GOOGL, BRK.B, BRK.A, and represent 92.20% of Viridian Ria's stock portfolio.
Added to shares of these 3 stocks: AAPL, AMGN, SHV.
Started 1 new stock position in SHV.
Reduced shares in these 10 stocks: EMB (-$18M), OKTA, PINS, ZM, AMZN, TMO, PGX, GOOGL, BRK.B, ADBE.
Sold out of its positions in PGX, EMB, OKTA, PINS, TMO, ZM.
Viridian Ria was a net seller of stock by $-24M.
Viridian Ria has $22M in assets under management (AUM), dropping by -95.31%.
Central Index Key (CIK): 0001730068

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Portfolio Holdings for Viridian Ria

Viridian Ria holds 81 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	34.5	$7.6M	-6%	2.3k	3260.02	View chart
Apple (AAPL)	23.8	$5.3M	+2%	30k	174.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	16.5	$3.7M	-2%	1.3k	2780.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	10.3	$2.3M	-3%	6.5k	352.85	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	7.2	$1.6M		3.00	529000.00	View chart
At&t (T)	3.3	$734k		31k	23.65	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$455k		163.00	2791.41	View chart
Amgen (AMGN)	1.4	$313k		1.3k	241.89	View chart
Adobe Systems Incorporated (ADBE)	1.0	$228k	-21%	501.00	455.09	View chart
Microsoft Corporation (MSFT)	0.0	$0		0	0.00	View chart
Costco Wholesale Corporation (COST)	0.0	$0		0	0.00	View chart
Home Depot (HD)	0.0	$0		0	0.00	View chart
Pfizer (PFE)	0.0	$0		0	0.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$0		0	0.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$0		0	0.00	View chart
NVIDIA Corporation (NVDA)	0.0	$0		0	0.00	View chart
Verizon Communications (VZ)	0.0	$0		0	0.00	View chart
Merck & Co (MRK)	0.0	$0		0	0.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$0		0	0.00	View chart
Danaher Corporation (DHR)	0.0	$0		0	0.00	View chart
Starbucks Corporation (SBUX)	0.0	$0		0	0.00	View chart
Visa Com Cl A (V)	0.0	$0		0	0.00	View chart
Oracle Corporation (ORCL)	0.0	$0		0	0.00	View chart
Netflix (NFLX)	0.0	$0		0	0.00	View chart
Wynn Resorts (WYNN)	0.0	$0		0	0.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$0		0	0.00	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.0	$0		0	0.00	View chart
salesforce (CRM)	0.0	$0		0	0.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$0		0	0.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$0		0	0.00	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$0		0	0.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$0		0	0.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$0		0	0.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$0		0	0.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$0		0	0.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$0		0	0.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$0		0	0.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$0		0	0.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$0		0	0.00	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	0.0	$0		0	0.00	View chart
Tesla Motors (TSLA)	0.0	$0		0	0.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$0		0	0.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$0		0	0.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$0		0	0.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$0		0	0.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$0		0	0.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$0		0	0.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$0		0	0.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$0		0	0.00	View chart
DNP Select Income Fund (DNP)	0.0	$0		0	0.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$0		0	0.00	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$0		0	0.00	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$0	NEW	0	0.00	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$0		0	0.00	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$0		0	0.00	View chart
Vanguard World Fds Industrial Etf (VIS)	0.0	$0		0	0.00	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$0		0	0.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$0		0	0.00	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$0		0	0.00	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$0		0	0.00	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$0		0	0.00	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$0		0	0.00	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$0		0	0.00	View chart
Meta Platforms Cl A (META)	0.0	$0		0	0.00	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$0		0	0.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$0		0	0.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$0		0	0.00	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$0		0	0.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$0		0	0.00	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$0		0	0.00	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$0		0	0.00	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$0		0	0.00	View chart
Shopify Cl A (SHOP)	0.0	$0		0	0.00	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$0		0	0.00	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.0	$0		0	0.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$0		0	0.00	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.0	$0		0	0.00	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$0		0	0.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$0		0	0.00	View chart
Cloudflare Cl A Com (NET)	0.0	$0		0	0.00	View chart
Snowflake Cl A (SNOW)	0.0	$0		0	0.00	View chart

Past Filings by Viridian Ria

SEC 13F filings are viewable for Viridian Ria going back to 2018

Viridian Ria 2022 Q1 filed April 26, 2022
Viridian Ria 2021 Q4 filed Jan. 14, 2022
Viridian Ria 2021 Q3 filed Oct. 8, 2021
Viridian Ria 2021 Q2 filed July 30, 2021
Viridian Ria 2021 Q1 filed May 10, 2021
Viridian Ria 2020 Q4 filed Feb. 9, 2021
Viridian Ria 2020 Q3 filed Nov. 9, 2020
Viridian Ria 2020 Q2 filed Aug. 12, 2020
Viridian Ria 2020 Q1 filed April 9, 2020
Viridian Ria 2019 Q4 filed Jan. 13, 2020
Viridian Ria 2019 Q3 filed Nov. 8, 2019
Viridian Ria 2019 Q2 filed Aug. 13, 2019
Viridian Ria 2019 Q1 filed April 18, 2019
Viridian Ria 2018 Q4 filed Jan. 22, 2019
Viridian Ria 2018 Q3 filed Oct. 25, 2018
Viridian Ria 2018 Q2 filed July 30, 2018

View all past filings

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