Ranch Capital Advisors Inc.

Q1 2025 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    139

  • Value ($000)

    $210,878

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001793269
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
$13.28M
6 %

144,797

AAPL
AAPL

APPLE INC

COM
$8.62M
4 %

38,813

MSFT
MSFT

MICROSOFT CORP

COM
$6.69M
3 %

17,828

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$6.62M
3 %

51,334

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$6.09M
3 %

31,374

NVDA
NVDA

NVIDIA CORPORATION

COM
$5.76M
3 %

53,147

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$5.55M
3 %

93,517

TLH
TLH

ISHARES TR

10-20 YR TRS ETF
$4.71M
2 %

45,390

PG
PG

PROCTER AND GAMBLE CO

COM
$4.54M
2 %

26,649

T
T

AT&T INC

COM
$4.00M
2 %

141,434

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 139