RATIONAL ADVISORS, INC. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.0B

Holdings

193

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (193 positions)

StockValue
SPABSPDR SERIES TRUST
$75.9M
BNDVANGUARD BD INDEX FDS
$75.9M
AGGISHARES TR
$75.8M
QQQMINVESCO EXCH TRADED FD TR II
$51.0M
MLPXGLOBAL X FDS
$50.7M
XLUSELECT SECTOR SPDR TR
$47.2M
IVVISHARES TR
$46.5M
VIGVANGUARD SPECIALIZED FUNDS
$41.9M
NTSXWISDOMTREE TR
$38.5M
SCHHSCHWAB STRATEGIC TR
$33.1M
JEPIJ P MORGAN EXCHANGE TRADED F
$29.0M
SPHYSPDR SERIES TRUST
$24.9M
PFFDGLOBAL X FDS
$20.8M
VOOVANGUARD INDEX FDS
$20.3M
SPYMSPDR SERIES TRUST
$16.7M
DFCFDIMENSIONAL ETF TRUST
$16.6M
SCHISCHWAB STRATEGIC TR
$12.5M
AQLTISHARES TR
$12.2M
UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC
$10.8M
BAC 7.25 PERP LBANK AMERICA CORP
$10.3M
WFC 7.5 PERP LWELLS FARGO CO NEW
$10.1M
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
$9.2M
GPN 1.5 03/01/31GLOBAL PMTS INC
$8.7M
GOOGLALPHABET INC
$8.6M
$8.5M
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP
$8.1M
MBBISHARES TR
$8.1M
LNT 3.875 03/15/26ALLIANT ENERGY CORP
$7.5M
METAMETA PLATFORMS INC
$7.4M
IEMGISHARES INC
$7.2M
MTH 1.75 05/15/28MERITAGE HOMES CORP
$7.2M
PPL 2.875 03/15/28PPL CAP FDG INC
$7.2M
$7.1M
F 0 03/15/26FORD MTR CO
$6.8M
AMZNAMAZON COM INC
$6.8M
MSFTMICROSOFT CORP
$6.8M
AWK 3.625 06/15/26AMERICAN WTR CAP CORP
$6.5M
HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C
$6.1M
FOUR 0.5 08/01/27SHIFT4 PMTS INC
$5.7M
AAPLAPPLE INC
$5.2M
DKNG 0 03/15/28DRAFTKINGS INC NEW
$5.2M
TSLATESLA INC
$5.1M
WMTWALMART INC
$4.9M
NFLXNETFLIX INC
$4.8M
NOWSERVICENOW INC
$4.4M
BABINVESCO EXCH TRADED FD TR II
$4.2M
MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.
$4.1M
COSTCOSTCO WHSL CORP NEW
$4.0M
$3.9M
MOG/AMOOG INC
$3.8M
UBERUBER TECHNOLOGIES INC
$3.8M
SPYSPDR S&P 500 ETF TR
$3.7M
MPWRMONOLITHIC PWR SYS INC
$3.6M
INTUINTUIT
$3.5M
NEE 7.234 11/01/27NEXTERA ENERGY INC
$3.5M
TJXTJX COS INC NEW
$3.5M
SPOTSPOTIFY TECHNOLOGY S A
$3.3M
APOAPOLLO GLOBAL MGMT INC
$3.3M
ITTITT INC
$3.3M
BXBLACKSTONE INC
$3.2M
NVDANVIDIA CORPORATION
$3.2M
KKRKKR & CO INC
$3.0M
CCLCARNIVAL CORP
$3.0M
MLB1MERCADOLIBRE INC
$2.9M
AXPAMERICAN EXPRESS CO
$2.9M
LYVLIVE NATION ENTERTAINMENT IN
$2.7M
EXPEEXPEDIA GROUP INC
$2.2M
PRO 2.25 09/15/27PROS HOLDINGS INC
$2.2M
ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION
$2.1M
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC
$2.1M
VVISA INC
$1.9M
AVGOBROADCOM INC
$1.8M
SHOPSHOPIFY INC
$1.8M
BNBROOKFIELD CORP
$1.7M
PODDINSULET CORP
$1.4M
JPMJPMORGAN CHASE & CO.
$1.2M
GSGOLDMAN SACHS GROUP INC
$1.2M
PLTRPALANTIR TECHNOLOGIES INC
$1.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.1M
EBAEBAY INC.
$1.1M
HBC2HSBC HLDGS PLC
$1.0M
COIN 0.25 04/01/30COINBASE GLOBAL INC
$1.0M
ETSYETSY INC
$1.0M
CMGCHIPOTLE MEXICAN GRILL INC
$979K
ABBVABBVIE INC
$968K
LLYELI LILLY & CO
$896K
IBMINTERNATIONAL BUSINESS MACHS
$880K
GOOGALPHABET INC
$837K
BRK/BBERKSHIRE HATHAWAY INC DEL
$823K
SNPSSYNOPSYS INC
$797K
HOODROBINHOOD MKTS INC
$785K
XOMEXXON MOBIL CORP
$776K
ITA*ISHARES TR
$774K
HDHOME DEPOT INC
$771K
CDNSCADENCE DESIGN SYSTEM INC
$758K
ORCLORACLE CORP
$734K
IHAKISHARES TR
$661K
MCDMCDONALDS CORP
$568K
PANWPALO ALTO NETWORKS INC
$564K
HONHONEYWELL INTL INC
$562K
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