Ria Advisory Group LLC Top Holdings and 13F Report (2026) About Ria Advisory Group LLCInvestment ActivityRia Advisory Group LLC has $420.71 million in total holdings as of March 31, 2026.Ria Advisory Group LLC owns shares of 144 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 23.76% of the portfolio was purchased this quarter.About 20.39% of the portfolio was sold this quarter.This quarter, Ria Advisory Group LLC has purchased 142 new stocks and bought additional shares in 53 stocks.Ria Advisory Group LLC sold shares of 56 stocks and completely divested from 25 stocks this quarter.Largest Holdings Invesco QQQ $47,548,550iShares 0-3 Month Treasury Bond ETF $40,177,771Vanguard Total Stock Market ETF $39,717,522iShares S&P 100 ETF $36,685,728iShares Silver Trust $30,851,543 Largest New Holdings this Quarter 75526L878 - RBB FUND TRUST $6,539,364 Holding464287515 - iShares Expanded Tech-Software Sector ETF $5,540,981 Holding68389X105 - Oracle $1,587,805 Holding92939U106 - WEC Energy Group $1,147,860 Holding337932107 - FirstEnergy $1,124,905 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 388,749 shares (about $39.13M)SPROTT ASSET MANAGEMENT LP 334,454 shares (about $8.16M)RBB FUND TRUST 129,595 shares (about $6.54M)Johnson & Johnson 25,281 shares (about $6.18M)iShares Expanded Tech-Software Sector ETF 69,219 shares (about $5.54M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 126,073 shares (about $11.55M)Verizon Communications 150,663 shares (about $7.56M)iShares Silver Trust 56,022 shares (about $3.82M)Intel 38,500 shares (about $1.70M)Advanced Micro Devices 7,433 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRia Advisory Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$47,548,550$4,456,396 ▲10.3%82,38111.3%FinanceSGOViShares 0-3 Month Treasury Bond ETF$40,177,771$39,131,510 ▲3,740.1%399,1439.5%ETFVTIVanguard Total Stock Market ETF$39,717,522$2,163,541 ▲5.8%123,8049.4%ETFOEFiShares S&P 100 ETF$36,685,728$2,236,023 ▲6.5%115,3398.7%ETFSLViShares Silver Trust$30,851,543$3,817,339 ▼-11.0%452,7677.3%ETFSPYSPDR S&P 500 ETF Trust$13,900,314$2,488,191 ▲21.8%21,3743.3%FinanceSPROTT ASSET MANAGEMENT LP$11,084,816$8,157,333 ▲278.6%454,4822.6%PHYSICAL SILVERKOCocaCola$8,152,012$305,949 ▼-3.6%107,1931.9%Consumer StaplesJNJJohnson & Johnson$7,538,854$6,179,753 ▲454.7%30,8411.8%MedicalBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,258,019$11,553,392 ▼-61.4%79,2011.7%ETFMSFTMicrosoft$6,848,779$841,383 ▲14.0%18,5021.6%Computer and TechnologyNVDANVIDIA$6,842,917$211,024 ▼-3.0%39,2371.6%Computer and TechnologyAAPLApple$6,632,425$568,225 ▲9.4%26,1341.6%Computer and TechnologyMCDMcDonald's$6,575,912$150,731 ▼-2.2%21,1591.6%Retail/WholesaleRBB FUND TRUST$6,539,364$6,539,364 ▲New Holding129,5951.6%FIRST EAGLE OVERPGProcter & Gamble$6,475,145$386,380 ▲6.3%44,8291.5%Consumer StaplesAMZNAmazon.com$6,401,456$423,417 ▲7.1%30,7361.5%Retail/WholesaleVVisa$6,395,769$636,826 ▲11.1%21,1611.5%Business ServicesSHViShares Short Treasury Bond ETF$6,135,035$175,410 ▲2.9%55,5761.5%ETFIGViShares Expanded Tech-Software Sector ETF$5,540,981$5,540,981 ▲New Holding69,2191.3%ETFGOOGAlphabet$5,198,490$869,475 ▲20.1%18,1221.2%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$4,678,642$197,944 ▲4.4%38,9761.1%ETFGDXVanEck Gold Miners ETF$4,303,533$364,509 ▲9.3%46,8951.0%ETFXLGInvesco S&P 500 Top 50 ETF$3,581,423$53,404 ▼-1.5%65,6540.9%ETFKODKodiak Sciences$3,227,697$1,097,894 ▼-25.4%84,6720.8%MedicalSCHDSchwab US Dividend Equity ETF$2,695,400$77,958 ▲3.0%87,8550.6%ETFTSLATesla$2,421,580$594,428 ▼-19.7%6,5140.6%Auto/Tires/TrucksASBAssociated Banc$2,323,5210.0%89,8500.6%FinanceWALMART INC$2,296,448$1,323,583 ▲136.1%18,4780.5%COMSCHXSchwab US Large-Cap ETF$2,271,997$26,409 ▼-1.1%88,6110.5%ETFAMPLIFY ETF TR$2,130,951$37,239 ▼-1.7%71,7010.5%AMPLIFY JUNIOR SSPLGSPDR Portfolio S&P 500 ETF$1,973,656$378,872 ▲23.8%25,7860.5%ETFEXCExelon$1,828,254$102,648 ▼-5.3%37,2960.4%UtilitiesAEPAmerican Electric Power$1,734,604$2,622 ▼-0.2%13,2330.4%UtilitiesCOSTCostco Wholesale$1,728,834$43,844 ▲2.6%1,7350.4%Retail/WholesaleISHARES BITCOIN TRUST ETF$1,692,785$631,509 ▲59.5%44,0600.4%SHS BEN INTMMM3M$1,692,7250.0%11,6550.4%Multi-Sector ConglomeratesGLDSPDR Gold Shares$1,692,331$909,633 ▲116.2%3,9330.4%FinancePALANTIR TECHNOLOGIES INC$1,592,021$95,963 ▼-5.7%10,8830.4%CL AORCLOracle$1,587,805$1,587,805 ▲New Holding10,7930.4%Computer and TechnologySILGlobal X Silver Miners ETF$1,529,206$45,130 ▼-2.9%16,9760.4%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,520,579$12,405 ▲0.8%59,3280.4%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,455,025$35,235 ▲2.5%57,1940.3%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,433,226$23,539 ▲1.7%56,1390.3%ETFWFCWells Fargo & Company$1,383,184$239 ▲0.0%17,3750.3%FinanceISHARES TR$1,336,089$31,104 ▲2.4%52,7060.3%IBONDS DEC 2029LNTAlliant Energy$1,328,051$112,949 ▲9.3%18,5070.3%UtilitiesDUKDuke Energy$1,314,099$112,738 ▲9.4%10,0360.3%UtilitiesISHARES TR$1,309,716$52,031 ▼-3.8%45,7620.3%TOP 20 U S STOCKXELXcel Energy$1,279,222$27,168 ▲2.2%16,1030.3%UtilitiesQLDProShares Ultra QQQ$1,258,948$865,123 ▼-40.7%20,6380.3%ETFPNWPinnacle West Capital$1,227,540$111,933 ▲10.0%12,1840.3%UtilitiesCAPITAL GROUP CORE BALANCED$1,212,994$52,097 ▲4.5%35,2510.3%SHSEVERGY INC$1,204,126$111,574 ▲10.2%14,6990.3%COMLINDE PLC$1,198,813$69,410 ▲6.1%2,4180.3%SHSCMSCMS Energy$1,194,831$114,743 ▲10.6%15,4010.3%UtilitiesORLYO'Reilly Automotive$1,179,629$31,108 ▼-2.6%12,7790.3%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$1,176,607$663,386 ▲129.3%4,9520.3%ETFSSOProShares Ultra S&P500$1,174,812$872,043 ▼-42.6%22,6450.3%ETFWECWEC Energy Group$1,147,860$1,147,860 ▲New Holding9,9150.3%UtilitiesFEFirstEnergy$1,124,905$1,124,905 ▲New Holding22,2050.3%UtilitiesAEEAmeren$1,109,093$1,109,093 ▲New Holding10,0900.3%UtilitiesREGRegency Centers$1,101,534$1,101,534 ▲New Holding14,5590.3%FinanceCTASCintas$978,936$56,997 ▲6.2%5,7880.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$894,216$46,299 ▼-4.9%2,6460.2%Computer and TechnologyADPAutomatic Data Processing$887,585$294,642 ▲49.7%4,3680.2%Computer and TechnologySPROTT ASSET MANAGEMENT LP$867,890$68,116 ▲8.5%24,4890.2%PHYSICAL GOLD TRXOMExxonMobil$863,880$598,710 ▼-40.9%5,0920.2%EnergySOSouthern$823,652$6,950 ▼-0.8%8,5330.2%UtilitiesPEPPepsiCo$803,182$55,129 ▲7.4%5,1720.2%Consumer StaplesGOOGLAlphabet$771,872$88,575 ▼-10.3%2,6840.2%Computer and TechnologyBOXXAlpha Architect 1-3 Month Box ETF$745,419$250,721 ▼-25.2%6,4100.2%ETFBRK.BBerkshire Hathaway$745,156$25,398 ▼-3.3%1,5550.2%FinanceMETAMeta Platforms$742,755$1,154,761 ▼-60.9%1,2980.2%Computer and TechnologyAMDAdvanced Micro Devices$674,574$1,512,095 ▼-69.2%3,3160.2%Computer and TechnologyCGGRCapital Group Growth ETF$659,203$55,824 ▲9.3%16,4020.2%ETFEA SERIES TRUST$631,399$631,399 ▲New Holding21,6160.2%EFFICIENT MARKETSYKStryker$627,995$92,671 ▼-12.9%1,9110.1%MedicalMOAltria Group$617,103$1,159,304 ▼-65.3%9,3510.1%Consumer StaplesINTCIntel$591,210$1,699,006 ▼-74.2%13,3970.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$570,845$31,444 ▼-5.2%7,2800.1%ETFCAGConagra Brands$566,046$566,046 ▲New Holding36,0080.1%Consumer StaplesAXTIAXT$525,413$525,413 ▲New Holding9,2210.1%Computer and TechnologyTGTTarget$523,042$17,572 ▼-3.3%4,3160.1%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$522,085$34,876 ▲7.2%11,3770.1%ETFPRFInvesco RAFI US 1000 ETF$505,948$1,141 ▼-0.2%10,6450.1%ETFSCHBSchwab US Broad Market ETF$496,953$1,004 ▼-0.2%19,7990.1%ETFVIGVanguard Dividend Appreciation ETF$474,037$897,530 ▼-65.4%2,2040.1%ETFIBMInternational Business Machines$467,411$146,430 ▼-23.9%1,9280.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$452,841$81,956 ▲22.1%9780.1%FinancePROSHARES TR$442,846$442,846 ▲New Holding5,8850.1%ULTRASHRT S&P500TSEMTower Semiconductor$438,525$438,525 ▲New Holding2,4990.1%Computer and TechnologyFDXFedEx$437,243$1,347,335 ▼-75.5%1,2280.1%TransportationCSCOCisco Systems$429,647$25,917 ▼-5.7%5,5370.1%Computer and TechnologyCSXCSX$416,370$416,370 ▲New Holding10,1430.1%TransportationJPMJPMorgan Chase & Co.$412,896$7,058 ▼-1.7%1,4040.1%FinanceCTVACorteva$407,5690.0%4,8690.1%Consumer StaplesEXPDExpeditors International of Washington$400,872$3,294 ▼-0.8%2,7990.1%TransportationONEVSPDR Russell 1000 Low Volatility Focus ETF$396,141$1,744 ▲0.4%2,9530.1%ETFUBSIUnited Bankshares$393,656$393,656 ▲New Holding9,5040.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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