HoldingsChannel.com
Rocky Mountain Advisers LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
COHEN & STEERS INFRASTRUCTUR 179,137 +176,006 $3,377
     UTF179,137+176,006$3,377
BERKSHIRE HATHAWAY INC DEL      $3,024
     BRK.B12,076+100$2,208
     BRK.A3+1$816
JPMORGAN CHASE & CO 30,858 +27,500 $2,778
     JPM30,858+27,500$2,778
WALMART INC 18,765 +11,003 $2,132
     WMT18,765+11,003$2,132
SCHWAB STRATEGIC TR 34,763 +383 $2,101
     SCHB34,763+383$2,101
BOULDER GROWTH & INCOME FD I 177,634 +16,917 $1,634
     BIF177,634+16,917$1,634
SCHWAB STRATEGIC TR 33,415 UNCH $1,503
     SCHD33,415UNCH$1,503
VANGUARD GROUP (VIG) 11,930 UNCH $1,233
     VIG11,930UNCH$1,233
WELLS FARGO CO NEW 41,288 +39,508 $1,185
     WFC41,288+39,508$1,185
SCHWAB STRATEGIC TR 17,785 UNCH $1,023
     SCHP17,785UNCH$1,023
MICROSOFT CORP 5,923 +4 $934
     MSFT5,923+4$934
WILLIS TOWERS WATSON PUB LTD 4,486 UNCH $762
     WLTW4,486UNCH$762
SPDR SERIES TRUST (SDY) 9,270 UNCH $740
     SDY9,270UNCH$740
SOUTHERN CO 13,125 +2,000 $711
     SO13,125+2,000$711
VANGUARD INDEX FDS (VOO) 2,455 +2,412 $581
     VOO2,455+2,412$581
3M CO 3,920 +504 $535
     MMM3,920+504$535
PROCTER AND GAMBLE CO 4,187 +3 $461
     PG4,187+3$461
XCEL ENERGY INC 5,800 UNCH $350
     XEL5,800UNCH$350
SCHWAB STRATEGIC TR 6,186 UNCH $336
     SCHZ6,186UNCH$336
ETF SER SOLUTIONS (ZIG) 16,555 +16,000 $328
     ZIG16,555+16,000$328
KIMBERLY CLARK CORP 2,432 UNCH $311
     KMB2,432UNCH$311
JOHNSON & JOHNSON 2,362 +25 $310
     JNJ2,362+25$310
APPLE INC 1,178 +100 $300
     AAPL1,178+100$300
SCHWAB STRATEGIC TR 5,656 UNCH $293
     SCHO5,656UNCH$293
COCA COLA CO 6,551 +1,700 $290
     KO6,551+1,700$290
INVESCO EXCHNG TRADED FD TR (XMLV) 6,700 +5,800 $267
     XMLV6,700+5,800$267
SCHWAB STRATEGIC TR 3,283 +1 $261
     SCHG3,283+1$261
PIMCO CORPORATE & INCOME OPP 20,000 UNCH $258
     PTY20,000UNCH$258
VANGUARD WHITEHALL FDS INC (VYM) 3,474 +504 $246
     VYM3,474+504$246
SCHWAB STRATEGIC TR 8,859 UNCH $229
     SCHF8,859UNCH$229
CAPITOL FED FINL INC 19,250 +12,000 $223
     CFFN19,250+12,000$223
SPDR GOLD TRUST (GLD) 1,500 UNCH $222
     GLD1,500UNCH$222
OMEROS CORP 16,160 +875 $216
     OMER16,160+875$216
ARCHER DANIELS MIDLAND CO 6,052 UNCH $213
     ADM6,052UNCH$213
VANGUARD BD INDEX FD INC (BSV) 2,364 UNCH $194
     BSV2,364UNCH$194
TARGET CORP 2,000 +1,000 $186
     TGT2,000+1,000$186
SEMPRA ENERGY 1,600 UNCH $181
     SRE1,600UNCH$181
YUM BRANDS INC 2,590 UNCH $177
     YUM2,590UNCH$177
CINCINNATI FINL CORP 2,333 UNCH $176
     CINF2,333UNCH$176
PAYCHEX INC 2,800 UNCH $176
     PAYX2,800UNCH$176
MERCK & CO INC 2,267 UNCH $174
     MRK2,267UNCH$174
UNION PAC CORP 1,200 UNCH $169
     UNP1,200UNCH$169
CISCO SYS INC 4,100 +200 $161
     CSCO4,100+200$161
INTERNATIONAL BUSINESS MACHS 1,355 +4 $150
     IBM1,355+4$150
PIMCO ETF TR (CORP) 1,400 UNCH $148
     CORP1,400UNCH$148
EXXON MOBIL CORP 3,694 +1,000 $140
     XOM3,694+1,000$140
OFFICE PPTYS INCOME TR 4,987 -100 $136
     OPI4,987-100$136
BANK AMER CORP      $115
     BAC.PRL50UNCH$63
     BAC2,465UNCH$52
ISHARES TR (DVY) 1,566 UNCH $115
     DVY1,566UNCH$115
MESA LABS INC 500 UNCH $113
     MLAB500UNCH$113

See Full List: All Stocks Held By Rocky Mountain Advisers LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Rocky Mountain Advisers LLC

Size ($ in 1000's)
At 03/31/2020: $35,967
At 12/31/2019: $31,155

Rocky Mountain Advisers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rocky Mountain Advisers LLC 13F filings. Link to 13F filings: SEC filings

Rocky Mountain Advisers LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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