Ruggie Capital Group

13F Portfolio Filings

Latest 13F report
Q3 2020 - Oct 29, 2020
Value $
$1.93M
Signature - Title
Thomas Ruggie - Chief Compliance Officer
Location
2100 Lake Eustis Dr., Tavares, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2020 49 $1.93M +$684K -$12K +$672K CCI, GSY, BRO, BRKB, FIBR 13F-HR 10/29/2020, 11:53 AM
Q2 2020 36 $1.21M +$105K -$9K +$95.9K CCI, BX, BRO, ABT, BAC 13F-HR 8/11/2020, 11:41 AM
Q1 2020 36 $956K +$156K -$579K -$422K CCI, BRO, BX, VZ, ABT 13F-HR 4/6/2020, 12:27 PM
Q4 2019 36 $1.7M +$710K -$71.5M -$70.8M CCI, VIG, BRKB, SDY, BX 13F-HR 2/13/2020, 06:23 PM
Q3 2019 92 $75.4M +$50.3M -$33.9M +$16.4M SPTS, AMZN, SPSB, QQQ, BRKA 13F-HR 11/5/2019, 06:20 PM
Q2 2019 277 $59.3M +$31.5M -$58.5M -$27.1M PDP, VYM, BRKA, FXL, SPTS 13F-HR 8/5/2019, 01:55 PM
Q1 2019 154 $84.9M +$3M -$162M -$159M SPSB, SPTS, AMZN, SDY, VIG 13F-HR 4/24/2019, 12:48 PM
Q4 2018 482 $223M +$113M -$21.5M +$91.6M SPSB, IVV, SDY, BRKB, VT 13F-HR 1/31/2019, 02:20 PM
Q3 2018 231 $150M +$5.08M -$63.4M -$58.3M VT, VYM, BRKB, SPSB, VO 13F-HR 11/7/2018, 02:44 PM
Q2 2018 329 $198M +$32.8M -$22.2M +$10.6M VT, VYM, SDY, BRKB, VO 13F-HR 8/14/2018, 05:48 PM
Q1 2018 290 $176M +$22.8M -$5.79M +$17M VT, VYM, BRKB, SDY, SPSB 13F-HR 4/11/2018, 02:41 PM
Q4 2017 311 $155M +$16.2M -$8.3M +$7.86M VT, VYM, SDY, VO, VIG 13F-HR 1/24/2018, 05:37 PM
Q3 2017 248 $156M +$6.33M -$4.94M +$1.39M VT, VYM, SDY, VO, VIG 13F-HR 11/8/2017, 01:28 PM
Q2 2017 272 $148M +$15.1M -$4.73M +$10.4M VT, VYM, SDY, VIG, VO 13F-HR 8/1/2017, 03:16 PM
Q1 2017 254 $134M +$44.4M -$1.97M +$42.4M VT, VYM, SDY, VIG, VO 13F-HR 5/10/2017, 11:45 AM
Q4 2016 146 $89M +$1.72M -$27.1M -$25.4M SDY, VYM, VT, VIG, BRKB 13F-HR 1/30/2017, 05:26 PM
Q3 2016 179 $101M +$11.9M -$12.1M -$128K VT, VYM, VIG, VO, BRKB 13F-HR 11/9/2016, 06:18 PM
Q2 2016 208 $108M +$12.4M -$5.01M +$7.41M SDY, VT, VYM, VIG, VO 13F-HR 8/10/2016, 01:29 PM
Q1 2016 176 $98.7M +$98.7M -$109K +$98.6M SDY, VT, VYM, VIG, PKW 13F-HR 5/16/2016, 02:01 PM
Q4 2015 5 $109K +$109K -$105M -$105M 13F-HR 2/16/2016, 04:07 PM
Q3 2015 220 $105M +$2.23M -$16.7M -$14.5M SDY, VIG, VYM, VT, PKW 13F-HR 11/12/2015, 12:54 PM
Q2 2015 350 $122M +$48M -$8.65M +$39.3M SDY, VIG, DBEF, VYM, VT 13F-HR 8/14/2015, 05:09 PM
Q1 2015 290 $83.6M +$4.96M -$30.2M -$25.3M VYM, VT, PKW, VIG, DBEF 13F-HR 5/12/2015, 05:16 PM
Q4 2014 225 $106M $0 $0 VYM, SDY, VIG, VT, PKW 13F-HR 2/10/2015, 12:57 PM