Free Trial

Rpoa Advisors, Inc. Top Holdings and 13F Report (2025)

About Rpoa Advisors, Inc.

Investment Activity

  • Rpoa Advisors, Inc. has $3.75 billion in total holdings as of June 30, 2025.
  • Rpoa Advisors, Inc. owns shares of 8 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 0.04% of the portfolio was purchased this quarter.
  • About 4.53% of the portfolio was sold this quarter.
  • This quarter, Rpoa Advisors, Inc. has purchased 8 new stocks and bought additional shares in 1 stock.
  • Rpoa Advisors, Inc. sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

BNY Mellon Ultra Short Income ETF
29,394 shares (about $1.47M)

Largest Sales this Quarter

BNY Mellon Core Bond ETF
1,533,275 shares (about $64.67M)
BNY Mellon International Equity ETF
599,155 shares (about $51.63M)
BNY Mellon US Large Cap Core Equity ETF
313,063 shares (about $37.08M)
BNY Mellon High Yield ETF
169,176 shares (about $8.17M)
BNY Mellon US Mid Cap Core Equity ETF
43,281 shares (about $4.43M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRpoa Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
BNY Mellon US Large Cap Core Equity ETF stock logo
BKLC
BNY Mellon US Large Cap Core Equity ETF
$1,507,184,236$37,076,051 -2.4%12,726,37240.2%ETF
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$1,084,197,920$64,673,539 -5.6%25,704,07628.9%ETF
BNY Mellon US Mid Cap Core Equity ETF stock logo
BKMC
BNY Mellon US Mid Cap Core Equity ETF
$411,508,475$4,430,355 -1.1%4,020,10611.0%ETF
BNY Mellon International Equity ETF stock logo
BKIE
BNY Mellon International Equity ETF
$334,830,322$51,629,184 -13.4%3,885,6958.9%ETF
BKHY
BNY Mellon High Yield ETF
$227,776,967$8,168,561 -3.5%4,717,4036.1%ETF
BKEM
BNY Mellon Emerging Markets Equity ETF
$84,252,056$1,213,789 -1.4%1,255,8792.2%ETF
BKSE
BNY Mellon US Small Cap Core Equity ETF
$63,244,768$2,839,244 -4.3%633,0171.7%ETF
BKUI
BNY Mellon Ultra Short Income ETF
$36,877,032$1,466,173 4.1%739,3151.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data