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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
55
16
18
2
6
1
35
10
12
ROCKY MOUNTAIN ADVISERS LLC

Time Period2019-06-30

Total Holdings273

Total Value ($x1000)29,321
Activities
New19

Increased25

Unchanged220

Decreased9

Sold Out12

Top 10 Stock Holdingstotal 48.16%
BRK.B9.02

SCHB7.82

BIF6.11

SCHD5.37

VIG4.69

 
SCHP3.41

SDY3.19

WLTW2.93

WMT2.92

MSFT2.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
9.02%
CL B NEW
SCHB
7.82%
US BRD MKT ETF
BIF
6.11%
COM
SCHD
5.37%
US DIVIDEND EQ
VIG
4.69%
DIV APP ETF
SCHP
3.41%
US TIPS ETF
SDY
3.19%
S&P DIVID ETF
WLTW
2.93%
SHS
WMT
2.92%
COM
MSFT
2.7%
COM
BRK.A
2.17%
CL A
SO
2.1%
COM
MMM
2.02%
COM
PG
1.56%
COM
SCHZ
1.41%
US AGGREGATE B
JPM
1.28%
COM
PTY
1.24%
COM
XEL
1.18%
COM
JNJ
1.11%
COM
KMB
1.11%
COM
SCHO
1%
SHT TM US TRES
YUM
0.98%
COM
SCHF
0.96%
INTL EQTY ETF
SCHG
0.93%
US LCAP GR ETF
VYM
0.89%
HIGH DIV YLD
ADM
0.84%
COM
KO
0.84%
COM
CINF
0.83%
COM
OMER
0.8%
COM
PAYX
0.78%
COM
SRE
0.75%
COM
AAPL
0.73%
COM
CSCO
0.73%
COM
XOM
0.7%
COM
UNP
0.69%
COM
GLD
0.68%
GOLD SHS
IBM
0.66%
COM
MRK
0.65%
COM
BSV
0.65%
SHORT TRM BOND
TGT
0.59%
COM
BOH
0.57%
COM
EVRG
0.55%
COM
DVY
0.53%
SELECT DIVID ETF
OPI
0.53%
COM SHS BEN INT
CORP
0.51%
INV GRD CRP BD
COP
0.46%
COM
MLAB
0.42%
COM
IYY
0.41%
DOW JONES US ETF
ALE
0.4%
COM NEW
SCHV
0.39%
US LCAP VA ETF
VTI
0.38%
TOTAL STK MKT
IWO
0.37%
RUS 2000 GRW ETF
AFB
0.37%
COM
CBSH
0.36%
COM
CVX
0.35%
COM
CFFN
0.34%
COM
SKT
0.31%
COM
PSX
0.29%
COM
TSLA
0.29%
COM
INTC
0.29%
COM
T
0.28%
COM
UTF
0.28%
COM
BKH
0.27%
COM
WFC
0.27%
COM
BAC
0.24%
COM
UNIT
0.24%
COM
PSK
0.24%
WELLS FG PFD ETF
FCAU
0.24%
SHS
O
0.24%
COM
BAC/PL
0.24%
7.25%CNV PFD L
LLY
0.23%
COM
SCHH
0.22%
US REIT ETF
EXC
0.22%
COM
IEFA
0.21%
CORE MSCI EAFE
NVG
0.21%
COM
GTX
0.2%
COM
SLV
0.19%
ISHARES
VZ
0.19%
COM
IWF
0.19%
RUS 1000 GRW ETF
PGX
0.17%
PFD ETF
ZROZ
0.17%
25YR+ ZERO U S
IWD
0.16%
RUS 1000 VAL ETF
STAG
0.15%
COM
DUK
0.15%
COM NEW
AAP
0.15%
COM
DIS
0.14%
COM DISNEY
SHY
0.14%
1-3 YR TR BD ETF
BRX
0.14%
COM
MDT
0.13%
SHS
GE
0.13%
COM
PEP
0.13%
COM
UL
0.13%
SPON ADR NEW
BA
0.12%
COM
BP
0.12%
SPONSORED ADR
TTWO
0.12%
COM
NG
0.12%
COM NEW
FLC
0.12%
COM
STOR
0.12%
COM
QTS
0.11%
COM CL A
ADX
0.11%
COM
BYND
0.11%
COM
D
0.11%
COM
NLY
0.1%
COM
AGG
0.1%
CORE TOTUSBD ETF
MDYG
0.1%
S&P 400 MDCP GRW
WMB
0.1%
COM
ETE
0.1%
COM UT LTD PTN
BK
0.09%
COM
SLB
0.09%
COM
BOND
0.09%
TOTL RETN ETF
MDYV
0.09%
S&P 400 MDCP VAL
YY
0.09%
ADS REPCOM CLA
AXP
0.09%
COM
CYD
0.08%
COM
ISRG
0.08%
COM NEW
QVAL
0.08%
US QUANT ETF
IVAL
0.08%
VLSH INTL QUAN
HON
0.08%
COM
CTL
0.08%
COM
SYY
0.07%
COM
SLF
0.07%
COM
TXT
0.07%
COM
KR
0.07%
COM
IEMG
0.07%
CORE MSCI EMKT
BLE
0.06%
COM
SELF
0.06%
COM
GOOGL
0.06%
CAP STK CL A
AIEQ
0.06%
AI POWERED EQT
SUPN
0.06%
COM
APC
0.06%
COM
YOLO
0.06%
PURE CANNABIS
XPO
0.06%
COM
VXUS
0.06%
VG TL INTL STK F
AMAG
0.06%
COM
INGR
0.06%
COM
ALL
0.05%
COM
CSJ
0.05%
1-3 YR CR BD ETF
VCSH
0.05%
SHRT TRM CORP BD
VER
0.05%
COM
CLX
0.05%
COM
HPF
0.05%
COM
CAG
0.05%
COM
EPI
0.05%
INDIA ERNGS FD
ORCL
0.05%
COM
OKE
0.05%
COM
GS
0.05%
COM
WIP
0.05%
DB INT GVT ETF
DXC
0.04%
COM
XMLV
0.04%
S&P MIDCP LOW
HD
0.04%
COM
FAST
0.04%
COM
FE
0.04%
COM
KGC
0.04%
COM NO PAR
FCX
0.04%
COM
LW
0.04%
COM
MET
0.04%
COM
AFL
0.04%
COM
PFG
0.04%
COM
ACA
0.04%
COM
IAU
0.04%
ISHARES
KMI
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
ES
0.04%
COM
GOOG
0.04%
CAP STK CL C
COST
0.04%
COM
VNQ
0.03%
REIT ETF
PNW
0.03%
COM
TRN
0.03%
COM
IAG
0.03%
COM
HMY
0.03%
SPONSORED ADR
LSXMK
0.03%
COM C SIRIUSXM
HST
0.03%
COM
CF
0.03%
COM
CPRT
0.03%
COM
CXW
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
FII
0.03%
CL B
SLYV
0.03%
S&P 600 SMCP VAL
NXR
0.03%
SH BEN INT
PPL
0.03%
COM
CBS
0.03%
CL B
LBRDK
0.03%
COM SER C
BMY
0.02%
COM
ADBE
0.02%
COM
RIG
0.02%
REG SHS
UPS
0.02%
CL B
RLI
0.02%
COM
LSTR
0.02%
COM
DAL
0.02%
COM NEW
ROST
0.02%
COM
VKTX
0.02%
COM
BND
0.02%
TOTAL BND MRKT
EFX
0.02%
COM
PAA
0.02%
UNIT LTD PARTN
TNP
0.02%
SHS
CYBR
0.02%
SHS
V
0.02%
COM CL A
WDFC
0.02%
COM
USB
0.02%
COM NEW
STMP
0.02%
COM NEW
WRB
0.02%
COM
PFE
0.02%
COM
PRI
0.02%
COM
BRO
0.02%
COM
MU
0.02%
COM
JKHY
0.02%
COM
GGG
0.02%
COM
NVDA
0.02%
COM
MKL
0.02%
COM
VIAB
0.02%
CL B
JMF
0.01%
COM
UNH
0.01%
COM
TYG
0.01%
COM
ENB
0.01%
COM
TDG
0.01%
COM
CDW
0.01%
COM
BAM
0.01%
CL A LTD VT SH
ASML
0.01%
N Y REGISTRY SHS
CHKP
0.01%
ORD
BMI
0.01%
COM
ACGL
0.01%
ORD
IIPR
0.01%
CL A
PYPL
0.01%
COM
KMX
0.01%
COM
ICE
0.01%
COM
CNI
0.01%
COM
K
0.01%
COM
ITW
0.01%
COM
FDX
0.01%
COM
CGNX
0.01%
COM
AON
0.01%
SHS CL A
QRTEA
0.01%
COM SER A
EV
0.01%
COM NON VTG
LH
0.01%
COM NEW
SCHW
0.01%
COM
BF/B
0.01%
CL B
APH
0.01%
CL A
ADI
0.01%
COM
TAP
0.01%
CL B
EXPD
0.01%
COM
DLTR
0.01%
COM
ILPT
0.01%
COM SHS BEN INT
LIN
0.01%
COM
GLIBA
0.01%
COM CLASS A
DOW
0.01%
COM
CL
0.01%
COM
ABC
0.01%
COM
KERN
0.01%
COM
NWSA
0.01%
CL A
OMC
0.01%
COM
TJX
0.01%
COM
QCOM
0.01%
COM
APHA
0.01%
COM
BLUE
0.01%
COM
BCPC
0.01%
COM
SAP
0.01%
SPON ADR
TM
0.01%
SP ADR REP2COM
UN
0.01%
N Y SHS NEW
MTB
0.01%
COM
CNK
0.01%
COM
UTX
0.01%
COM
LSXMA
0.01%
COM A SIRIUSXM
CELG
0.01%
COM
SIRI
0.01%
COM
CPB
0.01%
COM
CTVA
< 0.01%
COM
LEXEA
< 0.01%
COM
WAB
< 0.01%
COM
BHF
< 0.01%
COM
GBCI
< 0.01%
COM
ERIC
< 0.01%
ADR B SEK 10
LBTYK
< 0.01%
SHS CL C
DS
< 0.01%
COM
BERKSHIR...
8.85%
CL B NEW
BIIB
0.03%
COM
REPH
0.03%
COM
FOXA
0.02%
CL A
DWDP
0.02%
COM
AGX
0.02%
COM
BKE
0.02%
COM
GPS
0.01%
COM
OC
0.01%
COM
MTEC
< 0.01%
COM CLASS A
RVI
< 0.01%
COM
RGT
< 0.01%
COM