REILLY FINANCIAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2021 - Jan 25, 2022
Value $
$1.35B
Signature - Title
Sonja Larimore - CCO
Location
La Mesa, CA
Summary
This page shows a list of all the recent 13F filings made by REILLY FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. REILLY FINANCIAL ADVISORS, LLC reported 1113 stock holdings with total value $1.35B as of Q4 2021. Top holdings included AAPL, MSFT, GOOG, MINT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 1,113 $1.35B +$198M -$123M +$74.4M AAPL, MSFT, GOOG, MINT, AMZN 13F-HR 1/25/2022, 02:54 PM
Q3 2021 913 $1.18B +$83.7M -$113M -$29.2M AAPL, MINT, GOOG, MSFT, AMZN 13F-HR 10/19/2021, 12:51 PM
Q2 2021 984 $1.24B +$74.3M -$43.9M +$30.4M AAPL, MINT, GOOG, MSFT, AMZN 13F-HR 8/3/2021, 10:35 AM
Q1 2021 1,008 $1.13B +$81.2M -$59.3M +$21.9M AAPL, MINT, GOOG, MSFT, IWO 13F-HR 4/22/2021, 10:21 AM
Q4 2020 877 $1.07B +$48.9M -$13.1M +$35.8M AAPL, MINT, AMZN, MSFT, IWO 13F-HR 2/3/2021, 01:18 PM
Q3 2020 825 $934M +$112M -$76.5M +$35.8M AAPL, MINT, AMZN, MSFT, GOOG 13F-HR 11/6/2020, 10:54 AM
Q2 2020 885 $847M +$93.2M -$70.7M +$22.5M AAPL, MINT, AMZN, MSFT, IWO 13F-HR 7/21/2020, 10:42 AM
Q1 2020 872 $691M +$77.9M -$87.7M -$9.8M MINT, AAPL, MSFT, AMZN, IWO 13F-HR 4/13/2020, 01:25 PM
Q4 2019 873 $879M +$72.7M -$76M -$3.3M AAPL, MINT, IWO, MSFT, GOOG 13F-HR 1/16/2020, 01:45 PM
Q3 2019 889 $814M +$71.6M -$60.3M +$11.3M MINT, AAPL, IWN, IWO, GOOG 13F-HR 10/15/2019, 02:22 PM
Q2 2019 938 $798M +$91.8M -$82.4M +$9.37M MINT, IWN, IWO, AAPL, MA 13F-HR 7/23/2019, 03:37 PM
Q1 2019 959 $770M +$20.1M -$21.8M -$1.66M IWO, MINT, IWN, AAPL, XBI 13F-HR 4/23/2019, 12:17 PM
Q4 2018 930 $686M +$99.5M -$61.8M +$37.7M MINT, IWO, IWN, AAPL, GOOG 13F-HR 1/28/2019, 06:31 PM
Q3 2018 1,002 $754M +$24.3M -$16.5M +$7.88M AAPL, IWO, IWN, MINT, GOOG 13F-HR 10/19/2018, 11:44 AM
Q2 2018 987 $705M +$74.8M -$91.1M -$16.3M IWN, IWO, AAPL, MINT, GOOG 13F-HR 7/18/2018, 05:22 PM
Q1 2018 965 $716M +$37.6M -$20.2M +$17.4M IWN, IWO, AAPL, MINT, MA 13F-HR 4/30/2018, 01:53 PM
Q4 2017 958 $704M +$96.8M -$90.6M +$6.26M IWN, MINT, IWO, AAPL, XOM 13F-HR 1/29/2018, 04:56 PM
Q3 2017 991 $667M +$17M -$32.2M -$15.3M IWO, AAPL, XOM, IWN, MINT 13F-HR 10/20/2017, 01:23 PM
Q2 2017 936 $653M +$47.4M -$34.3M +$13.1M XOM, IWO, AAPL, IWN, MINT 13F-HR 7/19/2017, 12:18 PM
Q1 2017 913 $621M +$30M -$13.5M +$16.5M AAPL, XOM, IWO, IWN, BRKB 13F-HR 4/18/2017, 04:35 PM
Q4 2016 828 $578M +$106M -$102M +$3.55M XOM, AAPL, IWN, BRKB, IWO 13F-HR 1/24/2017, 05:08 PM
Q3 2016 826 $564M +$15.1M -$12.8M +$2.29M AAPL, XOM, BRKB, TJX, UNP 13F-HR 10/26/2016, 02:04 PM
Q2 2016 794 $545M +$54.2M -$98.4M -$44.2M XOM, TJX, BRKB, AAPL, VZ 13F-HR 8/3/2016, 02:17 PM
Q1 2016 1,183 $585M +$31.3M -$18.8M +$12.5M AAPL, TJX, BRKB, VZ, XOM 13F-HR 4/20/2016, 02:59 PM
Q4 2015 1,187 $566M +$97.1M -$90M +$7.09M AAPL, TJX, BRKB, MA, PEP 13F-HR 1/21/2016, 05:51 PM
Q3 2015 1,298 $550M +$42.6M -$31.3M +$11.3M AAPL, NKE, TJX, BRKB, AET 13F-HR 10/20/2015, 05:43 PM
Q2 2015 1,354 $580M +$77M -$59M +$18M AAPL, AET, NKE, TJX, BRKB 13F-HR 8/6/2015, 02:18 PM
Q1 2015 1,287 $565M +$159M -$24.8M +$135M AAPL, AET, TJX, BRKB, B108PS 13F-HR 5/14/2015, 07:48 PM
Q4 2014 815 $417M +$62.7M -$72.6M -$9.93M AAPL, BRKB, TJX, NKE, MA 13F-HR 1/16/2015, 04:24 PM
Q3 2014 823 $414M +$21.4M -$26.6M -$5.27M AAPL, BRKB, QCOM, NKE, B108PS 13F-HR 10/16/2014, 12:37 PM
Q2 2014 831 $422M +$61.4M -$53.8M +$7.61M AAPL, QCOM, BRKB, SLB, RDSA 13F-HR 7/16/2014, 10:55 AM
Q1 2014 791 $419M +$32.4M -$19.3M +$13.2M AAPL, GOOGL, QCOM, BRKB, UNP 13F-HR 4/23/2014, 11:12 AM
Q4 2013 838 $408M $0 $0 AAPL, GOOGL, XOM, QCOM, MA 13F-HR 1/17/2014, 01:05 PM