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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
CVXChevron Corp New Com
Recent Activity
Decreased -5.19%
0.23%
$9.697M
65,844 shares@ $147.28 avg price
RFCIAlps Etf Tr Riverfron
Recent Activity
Decreased -1.44%
0.22%
$9.311M
406,767 shares@ $22.9 avg price
RFFCAlps Etf Tr Riverfrnt
Recent Activity
Decreased -1.16%
0.16%
$6.733M
116,768 shares@ $57.66 avg price
WFCWells Fargo & Co New
Recent Activity
Decreased -0.11%
0.16%
$6.581M
116,494 shares@ $56.49 avg price
RFEMFirst Tr Exch Traded
Recent Activity
Decreased -1.19%
0.14%
$5.699M
83,605 shares@ $68.17 avg price
RIGSAlps Etf Tr Riverfrnt
Recent Activity
Decreased -0.95%
0.12%
$4.759M
202,718 shares@ $23.48 avg price
VEAVanguard Tax-managed
Recent Activity
Decreased -6.12%
0.08%
$3.273M
61,975 shares@ $52.82 avg price
IEFIshares Tr 7-10 Yr Tr
Recent Activity
Decreased -1.05%
0.07%
$2.833M
28,877 shares@ $98.12 avg price
ZROZPimco Etf Tr 25yr Ze
Recent Activity
Decreased -82.63%
0.06%
$2.511M
30,470 shares@ $82.43 avg price
JPSTJp Morgan Exchange Tr
Recent Activity
Decreased -87.64%
0.05%
$1.933M
38,097 shares@ $50.75 avg price