Dale Q Rice Investment Management Ltd

Q1 2025 13F Holdings

  • Location
    vancouver, WA
  • Num holdings

    93

  • Value ($000)

    $193,541

  • Date Filed
    04/22/2025
  • Form type
    13F-HR
  • CIK
    0002041427
  • 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
AAPL
AAPL

APPLE INC

COMMON STOCK
$41.44M
21 %

186,574

QLD
QLD

PROSHARES ULTRA QQQ ETF

UIT EXCHANGE TRADED
$18.16M
9 %

204,373

USD
USD

PROSHARES ULTRA SEMICONDUCTORS ETF

UIT EXCHANGE TRADED
$15.65M
8 %

387,680

NDQ
NDQ

INVESCO QQQ TRUST

UIT EXCHANGE TRADED
$13.95M
7 %

29,749

SPY
SPY

SPDR S&P 500 ETF

UIT EXCHANGE TRADED
$11.02M
6 %

19,692

BRK.B
BRK.B

BERKSHIRE HATHAWAY CLASS B

COMMON STOCK
$6.83M
4 %

12,820

GOOGL
GOOGL

ALPHABET INC CLASS A

COMMON STOCK
$4.51M
2 %

29,192

---

SCHWAB VALUE ADVANTAGE MONEY INV

SCHWAB NON-SWEEP MMF
$4.46M
2 %

4,460,386

---

SPDR S&P SEMICONDUCTOR ETF

UIT EXCHANGE TRADED
$4.45M
2 %

22,145

IHI
IHI

ISHARES US MEDICAL DEVICES ETF

UIT EXCHANGE TRADED
$4.31M
2 %

71,592

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