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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
IYWIshares Tr U.s. Tech
Recent Activity
Increased 6.56%
2.76%
$117.267M
773,426 shares@ $151.63 avg price
JEPIJ P Morgan Exchange T
Recent Activity
Decreased -38.92%
2.58%
$109.244M
1.836M shares@ $59.51 avg price
IYGIshares Tr U.s. Fin S
Recent Activity
Increased 4.04%
2.52%
$107.005M
1.507M shares@ $71.03 avg price
AAPLApple Inc Com
Recent Activity
Increased 43.86%
2.18%
$92.412M
396,616 shares@ $233.01 avg price
IGLBIshares Tr 10 Yr Inv
Recent Activity
Decreased -0.59%
1.99%
$84.226M
1.572M shares@ $53.6 avg price
SPLGSpdr Series Trust Por
Recent Activity
Increased 2.47%
1.9%
$80.63M
1.194M shares@ $67.52 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 1.51%
1.82%
$77.245M
501,525 shares@ $154.03 avg price
QQQInvesco Qqq Tr Unit S
Recent Activity
Increased 13.74%
1.76%
$74.386M
152,407 shares@ $488.08 avg price
NVDANvidia Corporation Co
Recent Activity
Increased 8.36%
1.75%
$74.126M
610,395 shares@ $121.45 avg price