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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 82.31%
0.16%
$1.656M
7,852 shares@ $210.87 avg price
VGTVanguard World Fd
Recent Activity
Increased 110.9%
0.16%
$1.601M
2,729 shares@ $586.52 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 107.18%
0.15%
$1.544M
6,841 shares@ $225.76 avg price
IBMInternational Business Machs
Recent Activity
Increased 428.37%
0.14%
$1.404M
6,351 shares@ $221.08 avg price
DISDisney Walt Co
Recent Activity
Increased 481.02%
0.14%
$1.366M
14,200 shares@ $96.19 avg price
IVEIshares Tr
Recent Activity
Increased 105.63%
0.12%
$1.24M
6,290 shares@ $197.17 avg price
TSLATesla Inc
Recent Activity
Increased 128.59%
0.08%
$801,373
3,063 shares@ $261.64 avg price
INTUIntuit
Recent Activity
Increased 169.55%
0.06%
$621,000
1,000 shares@ $621.0 avg price
AVGOBroadcom Inc
Recent Activity
Increased 149.61%
0.05%
$490,418
2,843 shares@ $172.51 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 42.76%
0.05%
$426,014
11,452 shares@ $37.2 avg price