Ranch Capital Advisors Inc.
Q1 2025 13F Holdings
- Locationsarasota, FL
- Num holdings
139
- Value ($000)
$210,878
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001793269
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $13.28M | 6 % | 144,797 | ||
AAPL APPLE INC | COM | 037833100 | $8.62M | 4 % | 38,813 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.69M | 3 % | 17,828 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.62M | 3 % | 51,334 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.09M | 3 % | 31,374 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.76M | 3 % | 53,147 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $5.55M | 3 % | 93,517 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $4.71M | 2 % | 45,390 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $4.54M | 2 % | 26,649 | ||
T AT&T INC | COM | 00206R102 | $4.00M | 2 % | 141,434 |
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