Ranch Capital Advisors Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$191M
Signature - Title
Elissa Lovell - CCO
Location
4910 Lakewood Ranch Blvd, #130, Sarasota, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 153 $191M +$17.8M -$9.92M +$7.9M AAPL, MSFT, NVDA, BIL, PG 13F-HR 8/13/2024, 08:40 AM
Q1 2024 154 $185M +$21.4M -$9.44M +$12M PG, MSFT, AAPL, NVDA, VIG 13F-HR 5/13/2024, 03:27 PM
Q4 2023 146 $160M +$10.7M -$8.8M +$1.89M AAPL, MSFT, VIG, VYM, BX 13F-HR 2/14/2024, 10:08 AM
Q3 2023 142 $143M +$7.64M -$2.28M +$5.36M AAPL, VYM, MSFT, BIL, VIG 13F-HR 11/13/2023, 04:24 PM
Q2 2023 144 $142M +$4.5M -$6.71M -$2.21M AAPL, MSFT, VYM, VIG, SPY 13F-HR 8/11/2023, 09:06 AM
Q1 2023 146 $137M +$7.49M -$5.48M +$2.02M AAPL, VYM, MSFT, VIG, SPY 13F-HR 5/12/2023, 01:07 PM
Q4 2022 146 $128M +$5.13M -$9.17M -$4.03M VYM, AAPL, VIG, MSFT, SPY 13F-HR 2/10/2023, 03:02 PM
Q3 2022 145 $122M +$7.69M -$4.96M +$2.72M AAPL, VYM, MSFT, VIG, BX 13F-HR 11/10/2022, 10:57 AM
Q2 2022 144 $130M +$9.06M -$8.27M +$792K AAPL, VYM, MSFT, VIG, BX 13F-HR 8/10/2022, 01:38 PM
Q1 2022 160 $151M +$10.9M -$6.99M +$3.93M MSFT, AAPL, VYM, VIG, BX 13F-HR 5/12/2022, 02:37 PM
Q4 2021 156 $154M +$3.71M -$23.4M -$19.7M MSFT, AAPL, VYM, VIG, BX 13F-HR 2/8/2022, 01:12 PM
Q3 2021 624 $160M +$44.7M -$48M -$3.35M MSFT, AAPL, VYM, BX, VIG 13F-HR 11/15/2021, 03:13 PM
Q2 2021 849 $166M +$49.5M -$41.4M +$8.1M MSFT, AAPL, VYM, VIG, BX 13F-HR 8/16/2021, 04:17 PM
Q1 2021 842 $151M +$16.8M -$10.6M +$6.28M MSFT, VYM, AAPL, VIG, BX 13F-HR 5/17/2021, 03:02 PM
Q4 2020 856 $139M +$12.4M -$7.47M +$4.95M MSFT, AAPL, VYM, VIG, VRP 13F-HR 2/16/2021, 02:09 PM
Q3 2020 836 $124M +$17.4M -$17.5M -$102K MSFT, AAPL, VYM, VIG, VRP 13F-HR 11/16/2020, 09:49 AM
Q2 2020 875 $126M +$19.5M -$15.3M +$4.25M MSFT, VYM, AAPL, VIG, VRP 13F-HR 8/12/2020, 03:36 PM
Q1 2020 841 $101M +$13.6M -$12.3M +$1.25M VYM, MSFT, VRP, AAPL, VTV 13F-HR 5/12/2020, 04:06 PM
Q4 2019 917 $123M +$33.1M -$7.75M +$25.3M VYM, MSFT, AAPL, VTV, T 13F-HR 2/13/2020, 02:21 PM
Q3 2019 209 $93.3M $0 $0 VYM, MSFT, AAPL, SPLG, T 13F-HR 11/18/2019, 09:34 AM