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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
52
16
22
2
7
1
39
10
12
ROCKY MOUNTAIN ADVISERS LLC

Time Period2018-12-31

Total Holdings270

Total Value ($x1000)26,123
Activities
New5

Increased23

Unchanged215

Decreased27

Sold Out27

Top 10 Stock Holdingstotal 47.33%
BRK.B9.83

BIF6.31

SCHB5.9

SCHD4.83

VIG4.48

 
SCHP3.64

SO3.36

SDY3.18

WLTW3.04

WMT2.76

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
9.83%
CL B NEW
BIF
6.31%
COM
SCHB
5.9%
US BRD MKT ETF
SCHD
4.83%
US DIVIDEND EQ
VIG
4.48%
DIV APP ETF
SCHP
3.64%
US TIPS ETF
SO
3.36%
COM
SDY
3.18%
S&P DIVID ETF
WLTW
3.04%
SHS
WMT
2.76%
COM
MMM
2.48%
COM
BRK.A
2.34%
CL A
MSFT
2.2%
COM
SCHZ
1.61%
US AGGREGATE B
PG
1.47%
COM
PTY
1.18%
COM
JNJ
1.16%
COM
SCHO
1.14%
SHT TM US TRES
XEL
1.09%
COM
KMB
1.06%
COM
ADM
0.97%
COM
BSV
0.95%
SHORT TRM BOND
YUM
0.91%
COM
VYM
0.89%
HIGH DIV YLD
KO
0.87%
COM
SCHG
0.87%
US LCAP GR ETF
UNP
0.85%
COM
SCHF
0.76%
INTL EQTY ETF
CVX
0.76%
COM
GLD
0.72%
GOLD SHS
XOM
0.7%
COM
PAYX
0.7%
COM
CINF
0.69%
COM
MRK
0.69%
COM
SRE
0.66%
COM
AAPL
0.65%
COM
CSJ
0.65%
1-3 YR CR BD ETF
IBM
0.62%
COM
BND
0.58%
TOTAL BND MRKT
EVRG
0.58%
COM
COP
0.57%
COM
OMER
0.54%
COM
DVY
0.54%
SELECT DIVID ETF
CORP
0.53%
INV GRD CRP BD
BOH
0.52%
COM
JPM
0.51%
COM
TGT
0.51%
COM
CSCO
0.48%
COM
TSLA
0.48%
COM
ZROZ
0.47%
25YR+ ZERO U S
SKT
0.44%
COM
MTH
0.42%
COM
ALE
0.41%
COM NEW
MLAB
0.4%
COM
CBSH
0.39%
COM
SCHV
0.38%
US LCAP VA ETF
AFB
0.37%
COM
WFC
0.36%
COM
CFFN
0.36%
COM
IWO
0.35%
RUS 2000 GRW ETF
VTI
0.34%
TOTAL STK MKT
INTC
0.31%
COM
PSX
0.3%
COM
T
0.27%
COM
LLY
0.26%
COM
PSK
0.24%
WELLS FG PFD ETF
FCAU
0.24%
SHS
BKH
0.24%
COM
BAC/PL
0.24%
7.25%CNV PFD L
O
0.24%
COM
SLV
0.24%
ISHARES
BAC
0.23%
COM
UTF
0.23%
COM
EXC
0.23%
COM
IEFA
0.21%
CORE MSCI EAFE
NVG
0.21%
COM
SLB
0.18%
COM
IWF
0.18%
RUS 1000 GRW ETF
PGX
0.18%
PFD ETF
AMAG
0.18%
COM
SCHH
0.17%
US REIT ETF
DUK
0.17%
COM NEW
AAP
0.17%
COM
SHY
0.16%
1-3 YR TR BD ETF
IWD
0.16%
RUS 1000 VAL ETF
PDLI
0.16%
COM
IVAL
0.14%
VLSH INTL QUAN
STAG
0.14%
COM
QVAL
0.14%
US QUANT ETF
PEP
0.13%
COM
BRX
0.13%
COM
BA
0.12%
COM
TTWO
0.12%
COM
UL
0.12%
SPON ADR NEW
KR
0.12%
COM
VZ
0.11%
COM
SCG
0.11%
COM
FLC
0.11%
COM
BK
0.11%
COM
GE
0.11%
COM
STOR
0.11%
COM
AGG
0.1%
CORE TOTUSBD ETF
FOXA
0.1%
CL A
AMZN
0.1%
COM
BOND
0.1%
TOTL RETN ETF
ADX
0.1%
COM
NG
0.09%
COM NEW
DIS
0.09%
COM DISNEY
MDYG
0.09%
S&P 400 MDCP GRW
MDYV
0.09%
S&P 400 MDCP VAL
QTS
0.09%
COM CL A
AMRN
0.08%
SPONS ADR NEW
WMB
0.08%
COM
ISRG
0.08%
COM NEW
JMF
0.08%
COM
SELF
0.08%
COM
SYY
0.07%
COM
AXP
0.07%
COM
TXT
0.07%
COM
INGR
0.07%
COM
IEMG
0.07%
CORE MSCI EMKT
GOOGL
0.07%
CAP STK CL A
MDT
0.07%
SHS
XPO
0.07%
COM
BLE
0.07%
COM
SLF
0.07%
COM
LIN
0.06%
COM
HON
0.06%
COM
STMP
0.06%
COM NEW
VCSH
0.06%
SHRT TRM CORP BD
CLX
0.06%
COM
AIEQ
0.06%
AI POWERED EQT
VXUS
0.05%
VG TL INTL STK F
VVC
0.05%
COM
EPI
0.05%
INDIA ERNGS FD
MRT
0.05%
COM
WIP
0.05%
DB INT GVT ETF
LW
0.05%
COM
HPF
0.05%
COM
ALL
0.05%
COM
BIIB
0.05%
COM
VER
0.05%
COM
FE
0.05%
COM
CAG
0.05%
COM
GS
0.04%
COM
IAG
0.04%
COM
OKE
0.04%
COM
APC
0.04%
COM
ORCL
0.04%
COM
HD
0.04%
COM
FCX
0.04%
COM
ES
0.04%
COM
GOOG
0.04%
CAP STK CL C
AFL
0.04%
COM
IAU
0.04%
ISHARES
TRN
0.04%
COM
KGC
0.04%
COM NO PAR
FAST
0.04%
COM
CF
0.03%
COM
PNW
0.03%
COM
PFG
0.03%
COM
IWM
0.03%
RUSSELL 2000 ETF
ACA
0.03%
COM
VNQ
0.03%
REIT ETF
LSXMK
0.03%
COM C SIRIUSXM
HST
0.03%
COM
COST
0.03%
COM
BMY
0.03%
COM
KMI
0.03%
COM
SLYV
0.03%
S&P 600 SMCP VAL
RIG
0.03%
REG SHS
FII
0.03%
CL B
NXR
0.03%
SH BEN INT
IWR
0.03%
RUS MID-CAP ETF
DWDP
0.03%
COM
UNIT
0.03%
COM
PPL
0.03%
COM
HMY
0.03%
SPONSORED ADR
CXW
0.03%
COM
CBS
0.03%
CL B
ADBE
0.02%
COM
UPS
0.02%
CL B
WDFC
0.02%
COM
CPRT
0.02%
COM
LBRDK
0.02%
COM SER C
USB
0.02%
COM NEW
MKL
0.02%
COM
DAL
0.02%
COM NEW
PAA
0.02%
UNIT LTD PARTN
BKE
0.02%
COM
RLI
0.02%
COM
JKHY
0.02%
COM
LSTR
0.02%
COM
PFE
0.02%
COM
ROST
0.02%
COM
UNH
0.02%
COM
VIAB
0.02%
CL B
WRB
0.02%
COM
GDX
0.02%
GOLD MINERS ETF
MU
0.02%
COM
BRO
0.02%
COM
PRI
0.02%
COM
GGG
0.02%
COM
V
0.02%
COM CL A
GPS
0.02%
COM
CHKP
0.02%
ORD
QRTEA
0.02%
COM SER A
TNP
0.02%
SHS
CYD
0.02%
COM
AGX
0.02%
COM
EFX
0.02%
COM
BMI
0.02%
COM
APH
0.01%
CL A
DFS
0.01%
COM
OC
0.01%
COM
ICE
0.01%
COM
ACGL
0.01%
ORD
ASML
0.01%
N Y REGISTRY SHS
BF/B
0.01%
CL B
TAP
0.01%
CL B
K
0.01%
COM
CNI
0.01%
COM
BAM
0.01%
CL A LTD VT SH
TDG
0.01%
COM
ENB
0.01%
COM
TYG
0.01%
COM
SCHW
0.01%
COM
CDW
0.01%
COM
FDX
0.01%
COM
SIRI
0.01%
COM
LH
0.01%
COM NEW
BCPC
0.01%
COM
LSXMA
0.01%
COM A SIRIUSXM
EV
0.01%
COM NON VTG
ITW
0.01%
COM
EXPD
0.01%
COM
ADI
0.01%
COM
MTB
0.01%
COM
ABC
0.01%
COM
AON
0.01%
SHS CL A
NWSA
0.01%
CL A
PYPL
0.01%
COM
CL
0.01%
COM
ILPT
0.01%
COM SHS BEN INT
TM
0.01%
SP ADR REP2COM
UN
0.01%
N Y SHS NEW
CPB
0.01%
COM
DLTR
0.01%
COM
UNG
0.01%
UNIT PAR
UTX
0.01%
COM
GLIBA
0.01%
COM CLASS A
KMX
0.01%
COM
TJX
0.01%
COM
OMC
0.01%
COM
CNK
0.01%
COM
CGNX
0.01%
COM
GBCI
< 0.01%
COM
LBTYK
< 0.01%
SHS CL C
SAP
< 0.01%
SPON ADR
LEXEA
< 0.01%
COM
WAB
< 0.01%
COM
CELG
< 0.01%
COM
QCOM
< 0.01%
COM
SIR
< 0.01%
COM SH BEN INT
COTY
< 0.01%
COM CL A
RGT
< 0.01%
COM
REZI
< 0.01%
COM
ASIX
< 0.01%
COM
DS
< 0.01%
COM
GTX
< 0.01%
COM
IYY
0.41%
DOW JONES US ETF
VEA
0.2%
FTSE DEV MKT ETF
IVW
0.18%
S&P 500 GRWT ETF
LQD
0.18%
IBOXX INV CP ETF
ACOR
0.12%
COM
USMV
0.11%
USA MIN VOL ETF
HYG
0.1%
IBOXX HI YD ETF
ARII
0.09%
COM
FSP
0.08%
COM
PX
0.05%
COM
DJP
0.05%
DJUBS CMDT ETN36
AMSWA
0.04%
CL A
SAFT
0.03%
COM
IJH
0.02%
CORE S&P MCP ETF
IVE
0.02%
S&P 500 VAL ETF
UMC
0.01%
SPON ADR NEW
LM
0.01%
COM
IVV
0.01%
CORE S&P500 ETF
JMEI
0.01%
SPONSORED ADR
IJR
0.01%
CORE S&P SCP ETF
RVI
0.01%
COM
SYNT
0.01%
COM
TYHT
0.01%
COM NEW
CYOU
< 0.01%
ADS REP CL A
LGF/B
< 0.01%
CL B NON VTG
TEO
< 0.01%
SPON ADR REP B
CRON
< 0.01%
COM