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Julie Gibbs

@Riverfront Investment Group, Llc

Latest period2024 - Q3ReportedManaged Assets$4.25BTotal holdings214
Assets growth rate13.37%Assets growth rate (2-Q avg)9.49%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Riverfront Investment Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Riverfront Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.25B in assets, with a quarterly growth rate of 13.37% and a 2-quarter average growth rate of 9.49%. The portfolio is managed by Julie Gibbs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JAAAJanus Detroit Str Tr
Recent Activity
New Position
2.82%
$119.617M
2.351M shares@ $50.89 avg price
PAVEGlobal X Fds Us Infr
Recent Activity
New Position
0.67%
$28.185M
684,764 shares@ $41.17 avg price
IJRIshares Tr S&p Smlcap
Recent Activity
New Position
0.64%
$27.022M
231,040 shares@ $116.97 avg price
JIVEJ P Morgan Exchange T
Recent Activity
New Position
0.62%
$26.22M
437,726 shares@ $59.91 avg price
SPSMSpdr Ser Tr Portfolio
Recent Activity
New Position
0.05%
$1.722M
37,848 shares@ $45.51 avg price
HDHome Depot Inc Com
Recent Activity
New Position
0.04%
$1.468M
3,623 shares@ $405.21 avg price
VGTVanguard World Fds In
Recent Activity
New Position
0.04%
$1.359M
2,317 shares@ $586.53 avg price
GPIQGoldman Sachs Etf Tr
Recent Activity
New Position
0.04%
$1.327M
27,670 shares@ $47.95 avg price
DOWDow Inc
Recent Activity
New Position
0.03%
$1.137M
20,817 shares@ $54.64 avg price
DDDupont De Nemours Inc
Recent Activity
New Position
0.03%
$987,428
11,081 shares@ $89.12 avg price