RiverFront Investment Group, LLC

CIK: 0001469751SEC EDGAR →

Portfolio Value

$6.1B

Holdings

346

As of

Q4 2025

New Positions

44

Closed Positions

13

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR CORE MSCI

3,155,022$282.2M
4.65%
2

GOLDMAN SACHS ETF TR

1,873,038$247.9M
4.09%
3

APPLE INC COM

837,401$227.7M
3.75%
4

J P MORGAN EXCHANGE T

3,804,642$217.8M
3.59%
5

SPDR SERIES TRUST POR

7,746,423$199.5M
3.29%
6

SCHWAB STRATEGIC TR 5

8,429,126$193.6M
3.19%
7

ISHARES TR U.S. TECH

918,400$183.4M
3.02%
8

ISHARES TR EAFE VALUE

2,561,235$182.9M
3.02%
9

SELECT SECTOR SPDR TR

1,250,548$180.0M
2.97%
10

VANGUARD BD INDEX FD

2,376,713$176.0M
2.90%

Quarterly Changes

Top Buys

SMH↑ Increased
$106.1M
JPST↑ Increased
$59.4M
IGSB↑ Increased
$49.1M
AQLT↑ Increased
$48.3M
JEPI↑ Increased
$43.1M

Top Sells

EWGCLOSED
$53.7M
SHYG↓ Decreased
$50.1M
EUFN↓ Decreased
$38.8M
JEPQ↓ Decreased
$37.4M
NVDA↓ Decreased
$19.4M

New Positions (45)

$1.0M · 2K shares
$1.0M · 26K shares
$788K · 6K shares
$779K · 3K shares
$717K · 9K shares
$682K · 3K shares
$657K · 2K shares
$620K · 1K shares
$616K · 2K shares
$558K · 3K shares
$555K · 2K shares
$520K · 3K shares
$516K · 2K shares
$479K · 2K shares
$408K · 1K shares
$362K · 2K shares
$356K · 2K shares
$353K · 534 shares
$332K · 3K shares
$318K · 1K shares
$317K · 3K shares
$316K · 12K shares
$316K · 4K shares
$316K · 2K shares
$314K · 6K shares
$300K · 729 shares
$293K · 838 shares
$288K · 566 shares
$287K · 3K shares
$273K · 948 shares
$259K · 5K shares
$238K · 791 shares
$234K · 389 shares
$224K · 2K shares
$218K · 455 shares
$217K · 5K shares
$213K · 408 shares
$211K · 1K shares
$210K · 1K shares
$209K · 2K shares
$206K · 155 shares
$205K · 6K shares
$205K · 796 shares
$203K · 905 shares
$202K · 3K shares

Closed Positions (13)

$53.7M · 1.3M shares
$18.6M · 145K shares
$961K · 19K shares
$290K · 3K shares
$222K · 1K shares
$221K · 2K shares
$214K · 5K shares
$213K · 668 shares
$209K · 1K shares
$207K · 5K shares
$206K · 752 shares
$204K · 430 shares
$202K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services152$4.3B70.7%
Technology36$621.6M10.3%
Unknown33$541.8M8.9%
Communication Services8$161.6M2.7%
Consumer Cyclical16$142.6M2.4%
Consumer Defensive11$114.3M1.9%
Healthcare21$70.7M1.2%
Industrials31$63.1M1.0%
Energy14$42.3M0.7%
Utilities11$7.7M0.1%
Basic Materials7$5.5M0.1%
Real Estate6$3.2M0.1%