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Robert Glass

@Rational Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$1.039BTotal holdings170
Assets growth rate1.34%Assets growth rate (2-Q avg)-1.79%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rational Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Rational Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.039B in assets, with a quarterly growth rate of 1.34% and a 2-quarter average growth rate of -1.79%. The portfolio is managed by Robert Glass, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
7163⤦Petiq Inc
Recent Activity
Exited
0%
$676,096
635,000 shares@ $1.07 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Exited
0%
$574,402
1,499 shares@ $383.2 avg price
SPYVSpdr Ser Tr
Recent Activity
Exited
0%
$558,219
11,453 shares@ $48.74 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$400,788
787 shares@ $509.27 avg price
PGProcter And Gamble Co
Recent Activity
Exited
0%
$319,120
1,935 shares@ $164.92 avg price
WFCWells Fargo Co New
Recent Activity
Exited
0%
$284,894
4,797 shares@ $59.4 avg price
ABBVAbbvie Inc
Recent Activity
Exited
0%
$252,649
1,473 shares@ $171.53 avg price
CSCOCisco Sys Inc
Recent Activity
Exited
0%
$249,903
5,260 shares@ $47.52 avg price
ABTAbbott Labs
Recent Activity
Exited
0%
$245,955
2,367 shares@ $103.92 avg price
VZVerizon Communications Inc
Recent Activity
Exited
0%
$227,150
5,508 shares@ $41.25 avg price